Skip to content
Disclosery

WAFD WAFD INC

Follow

COM (common), issuer CIK 936528

251 managers (255 13F filers) reported a position in WAFD shares at 2025-09-30, 61,464,416 shares in all. 28 filers opened a position and 28 filers sold out during the quarter.

Managers
251
13F filers
255
New
28
Added
88
Reduced
94
Sold out
28
Shares held by filers
61,464,416

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC504$16K<0.01%+24813F-HRTimelineGroup
Robinswood Financial LLC500$15.1K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …486$15K<0.01%-33213F-HRTimelineGroup
Global Retirement Partners, LLC470$14.2K<0.01%-6313F-HRTimeline
LRI Investments, LLC462$14K<0.01%013F-HRTimeline
Versant Capital Management, Inc434$13.1K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.410$12.4K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC399$12.1K<0.01%new13F-HRTimeline
UMB Bank, n.a.366$11.1K<0.01%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.350$10.6K<0.01%-5013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/298$9.02K<0.01%+613F-HRTimelineGroup
Bare Financial Services, Inc223$6.75K<0.01%013F-HRTimeline
Root Financial Partners, LLC187$5.66K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC156$4.72K<0.01%+15213F-HRTimeline
Essential Partners LLC151$4.57K<0.01%+13813F-HRTimeline
ROTHSCHILD INVESTMENT LLC135$4.09K<0.01%-6013F-HRTimeline
IFP Advisors, Inc123$3.73K<0.01%+12313F-HR/ATimeline
Clearstead Advisors, LLC101$3.06K<0.01%+9013F-HRTimeline
Manchester Capital Management LLC101$3.06K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC100$3.03K<0.01%new13F-HRTimeline
Hemington Wealth Management131$3K<0.01%+3113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.83$2.51K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC78$2.38K<0.01%-1713F-HRTimeline
MassMutual Private Wealth & Trust, FSB77$2.33K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…73$2.21K<0.01%+2713F-HRTimelineGroup
High Note Wealth, LLC70$2.12K<0.01%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$1.67K<0.01%013F-HRTimeline
True Wealth Design, LLC52$1.58K<0.01%+413F-HRTimeline
Prestige Wealth Management Group LLC46$1.39K<0.01%013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…45$1.36K<0.01%013F-HRTimelineGroup
Covestor Ltd21$1K<0.01%-3613F-HRTimeline
Fortitude Family Office, LLC30$909<0.01%+613F-HRTimeline
WPG Advisers, LLC26$788<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25$757<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC24$727<0.01%new13F-HRTimeline
Bullock Wealth Management Group21$629<0.01%new13F-HRTimeline
Creekmur Asset Management LLC19$564<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC17$515<0.01%+513F-HRTimeline
Allworth Financial LP16$485<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC16$485<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.14$441<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$243<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$215<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.7$213<0.01%013F-HRTimeline
Rialto Wealth Management, LLC7$213<0.01%+413F-HRTimeline
Private Wealth Asset Management, LLC7$212<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$151<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$121<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.1$30<0.01%013F-HRTimeline
Avion Wealth19$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC17$00%new13F-HRTimelineValue filed as zero, left out of ratios.