Among active 13F managers last quarter, 12 opened and 19 added, while 13 reduced; the largest holder to move was Fuller & Thaler Asset Management, Inc. (−3.4%). Over the last 180 days, 1 insider sold and none bought, a net -$776K in open-market trades.
The legs disagree, or only one of them leans.
258 tracked 13F filers disclose a position in WAFD as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.8M | $413.4M | ▼−2.4% Reduced · −270K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 4.9M | $155.3M | ▼−0.7% Reduced · −35K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 4.8M | $182.5M | ▼−1.4% Reduced · −66K sh | Q2 2026 | |
| 4 | State Street Corp | 4.3M | $166.7M | ▲+3.1% Added · +130K sh | Q2 2026 | |
| 5 | AllianceBernstein L.P. | 3.6M | $114.5M | ▲+15% Added · +467K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 3.3M | $127.6M | ▼−3.0% Reduced · −103K sh | Q2 2026 | |
| 7 | Fuller & Thaler Asset Management, Inc. | 3.1M | $120.6M | ▼−3.4% Reduced · −112K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 2.2M | $69.4M | ▲+5.1% Added · +107K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 2.0M | $76.3M | ▲+1.8% Added · +35K sh | Q2 2026 | |
| 10 | Systematic Financial Management LP | 1.6M | $59.8M | ▲+1.3% Added · +20K sh | Q2 2026 | |
| 11 | Charles Schwab Investment Management Inc | 1.1M | $33.2M | ▼−1.9% Reduced · −21K sh | Q1 2026 | |
| 12 | Frontier Capital Management Co LLC | 952K | $36.5M | ▼−11% Reduced · −123K sh | Q2 2026 | |
| 13 | Bank Of America Corp | 906K | $28.4M | ▲+28% Added · +199K sh | Q1 2026 | |
| 14 | Ameriprise Financial Inc | 851K | $26.7M | ▼−6.5% Reduced · −59K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 786K | $24.7M | ▲+1.5% Added · +12K sh | Q1 2026 | |
| 16 | Morgan Stanley | 779K | $24.4M | ▲+3.4% Added · +26K sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 764K | $24.0M | ▼−24% Reduced · −239K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | 676K | $21.2M | ▼−5.1% Reduced · −36K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | 552K | $17.3M | ▲+54% Added · +194K sh | Q1 2026 | |
| 20 | Two Sigma Investments, LP | 552K | $17.3M | ▲+239% Added · +389K sh | Q1 2026 | |
| 21 | UBS Group AG | 543K | $17.0M | ▲+167% Added · +339K sh | Q1 2026 | |
| 22 | Bridgeway Capital Management, LLC | 538K | $20.6M | ▲+2.6% Added · +14K sh | Q2 2026 | |
| 23 | Hotchkis & Wiley Capital Management LLC | 534K | $20.5M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 24 | Principal Financial Group Inc | 505K | $15.8M | ▲+34% Added · +129K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 496K | $15.6M | ▲+10% Added · +47K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in WAFD and 19 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 133 funds | $194.8B |
| Meta Platforms Inc-Class AMETA | 130 funds | $85.0B |
| Nvidia CorpNVDA | 129 funds | $316.7B |
| Amazon.com IncAMZN | 129 funds | $152.5B |
| Eli Lilly & CoLLY | 129 funds | $67.6B |
| Alphabet Inc-CL AGOOGL | 127 funds | $131.7B |
| JPMorgan Chase & CoJPM | 127 funds | $47.5B |
| Chevron CorpCVX | 127 funds | $23.0B |
| Apple IncAAPL | 126 funds | $227.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 126 funds | $29.0B |
| Lam Research CorpLRCX | 125 funds | $35.0B |
| Costco Wholesale CorpCOST | 125 funds | $29.2B |
Ranked by how many of WAFD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WAFD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 24, 2026 | Robison Kim E | EVP & Chief Operations Officer | Sell (S) | 22K | $776K |
| Feb 6, 2026 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell (S) | 5K | $179K |
| Dec 3, 2025 | Beardall Brent J | President & CEO, Director | Buy (P) | 3K | $51K |
| Nov 26, 2025 | Beardall Brent J | President & CEO, Director | Buy (P) | 3K | $50K |
| Sep 17, 2025 | Singleton Sean | Director | Sell (S) | 1K | $32K |
| Nov 4, 2024 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell (S) | 8K | $244K |
| Nov 4, 2024 | Mauer Ryan | EVP & Chief Credit Officer | Sell (S) | 12K | $404K |
| May 21, 2024 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell (S) | 14K | $399K |
| May 15, 2023 | Grant David K | Director | Buy (P) | 5K | $69K |
| May 11, 2023 | Grant David K | Director | Buy (P) 2 lots, same day | 25K | $450K |
| May 11, 2023 | Endrizzi James | EVP & Chief Commercial Banker | Buy (P) | 748 | $10K |
| May 11, 2023 | Talbot Randall H | Director | Buy (P) | 5K | $126K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 41 | 42 | – |
Insiders Form 4 open-market | 0 | 1 | -$776K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| WAFDthis pagecs | 258 funds | $2.1B |
| 938824307PFD | 1 funds | $32K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for WAFD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WAFD/capital-change-brief"
Use Arkolith's capital_change_brief for WAFD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WAFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.