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Disclosery

WAFD WAFD INC

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COM (common), issuer CIK 936528

253 managers (257 13F filers) reported a position in WAFD shares at 2025-06-30, 63,553,826 shares in all. 36 filers opened a position and 23 filers sold out during the quarter.

Managers
253
13F filers
257
New
36
Added
79
Reduced
95
Sold out
23
Shares held by filers
63,553,826

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Global Retirement Partners, LLC533$15.6K<0.01%13F-HRTimeline
Robinswood Financial LLC500$14.6K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP484$14.2K<0.01%-46313F-HRTimelineGroup
LRI Investments, LLC462$13.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc434$12.7K<0.01%-13013F-HRTimeline
HARBOUR INVESTMENTS, INC.400$11.7K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC379$11K<0.01%013F-HRTimeline
IFP Advisors, Inc0$10.7K<0.01%-2613F-HRTimelineAmount filed as zero, left out of ratios.
UMB Bank, n.a.317$9.28K<0.01%+2513F-HR/ATimeline
Riverview Trust Co305$8.93K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/292$8.55K<0.01%+8413F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC256$8K<0.01%+7213F-HRTimelineGroup
Brooklyn Investment Group272$7.96K<0.01%-70713F-HR/ATimeline
Quarry LP270$7.91K<0.01%+23213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC249$7.59K<0.01%new13F-HRTimeline
Garde Capital, Inc.233$6.82K<0.01%013F-HRTimeline
Bare Financial Services, Inc223$6.53K<0.01%+17713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.202$6K<0.01%-38613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC195$5.71K<0.01%+3013F-HRTimeline
Caitong International Asset Management …128$3.75K<0.01%-1,85013F-HRTimeline
Manchester Capital Management LLC101$2.96K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC95$2.79K<0.01%-18513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.83$2.43K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB77$2.25K<0.01%-16713F-HRTimeline
Cornerstone Planning Group LLC68$2.01K<0.01%+113F-HRTimeline
Hemington Wealth Management100$2K<0.01%+1713F-HRTimeline
Covestor Ltd57$2K<0.01%+2013F-HRTimeline
High Note Wealth, LLC63$1.84K<0.01%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$1.61K<0.01%013F-HRTimeline
True Wealth Design, LLC48$1.41K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…46$1.35K<0.01%-17613F-HRTimelineGroup
Prestige Wealth Management Group LLC46$1.35K<0.01%013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$1.32K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC26$761<0.01%013F-HRTimeline
Fortitude Family Office, LLC24$703<0.01%new13F-HRTimeline
Creekmur Asset Management LLC18$541<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.14$410<0.01%-213F-HRTimeline
Essential Partners LLC13$381<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC12$352<0.01%-4613F-HRTimeline
Clearstead Advisors, LLC11$323<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC10$293<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$235<0.01%-4013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$207<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC7$205<0.01%013F-HRTimeline
SJS Investment Consulting Inc.7$205<0.01%-313F-HRTimeline
HFM Investment Advisors, LLC5$146<0.01%+313F-HRTimeline
Farther Finance Advisors, LLC4$117<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC3$88<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$87<0.01%-113F-HRTimeline
Parkworth Wealth Management, Inc.2$59<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$29<0.01%new13F-HRTimeline
Avion Wealth19$00%013F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.