WAFD

Wafd Inc Cross-source read$33.88 0.65%
FinancialsCUSIP 938824109· EOD Sep 11, 2026

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.

Tracked 13F holders
258
129 in Q2 2026 filings
13F value (tracked)
$2.1B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 13 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$776K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$33.88 0.65%5Y +2.1%
$23.02$27.32$31.63$35.93$40.23202120222023202420252026322935352141334037363943354238465314029373143462841293640249395539564255532525659544229
Hover for who · click for detailEnd-of-day closing prices52w $27.83 – $39.32

Who owns WAFD?

258 tracked 13F filers · ranked by shares held

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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.10.8M
$413.4M
−2.4%
Reduced · −270K sh
Q2 2026
2Dimensional Fund Advisors LP4.9M
$155.3M
−0.7%
Reduced · −35K sh
Q1 2026
3Vanguard Portfolio Management LLC4.8M
$182.5M
−1.4%
Reduced · −66K sh
Q2 2026
4State Street Corp4.3M
$166.7M
+3.1%
Added · +130K sh
Q2 2026
5AllianceBernstein L.P.3.6M
$114.5M
+15%
Added · +467K sh
Q1 2026
6Vanguard Capital Management LLC3.3M
$127.6M
−3.0%
Reduced · −103K sh
Q2 2026
7Fuller & Thaler Asset Management, Inc.3.1M
$120.6M
−3.4%
Reduced · −112K sh
Q2 2026
8American Century Companies Inc2.2M
$69.4M
+5.1%
Added · +107K sh
Q1 2026
9Geode Capital Management, LLC2.0M
$76.3M
+1.8%
Added · +35K sh
Q2 2026
10Systematic Financial Management LP1.6M
$59.8M
+1.3%
Added · +20K sh
Q2 2026
11Charles Schwab Investment Management Inc1.1M
$33.2M
−1.9%
Reduced · −21K sh
Q1 2026
12Frontier Capital Management Co LLC952K
$36.5M
−11%
Reduced · −123K sh
Q2 2026
13Bank Of America Corp906K
$28.4M
+28%
Added · +199K sh
Q1 2026
14Ameriprise Financial Inc851K
$26.7M
−6.5%
Reduced · −59K sh
Q1 2026
15Northern Trust Corp786K
$24.7M
+1.5%
Added · +12K sh
Q1 2026
16Morgan Stanley779K
$24.4M
+3.4%
Added · +26K sh
Q1 2026
17Wells Fargo & Company764K
$24.0M
−24%
Reduced · −239K sh
Q1 2026
18Bank of New York Mellon Corp676K
$21.2M
−5.1%
Reduced · −36K sh
Q1 2026
19D. E. Shaw & Co., Inc.552K
$17.3M
+54%
Added · +194K sh
Q1 2026
20Two Sigma Investments, LP552K
$17.3M
+239%
Added · +389K sh
Q1 2026
21UBS Group AG543K
$17.0M
+167%
Added · +339K sh
Q1 2026
22Bridgeway Capital Management, LLC538K
$20.6M
+2.6%
Added · +14K sh
Q2 2026
23Hotchkis & Wiley Capital Management LLC534K
$20.5M
+0.3%
Added · +2K sh
Q2 2026
24Principal Financial Group Inc505K
$15.8M
+34%
Added · +129K sh
Q1 2026
25Goldman Sachs Group Inc496K
$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.

Is WAFD being bought or sold by institutions?

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).

Opened
12
funds took a first position
Added
19
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WAFD also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT133 funds$194.8B
Meta Platforms Inc-Class AMETA130 funds$85.0B
Nvidia CorpNVDA129 funds$316.7B
Amazon.com IncAMZN129 funds$152.5B
Eli Lilly & CoLLY129 funds$67.6B
Alphabet Inc-CL AGOOGL127 funds$131.7B
JPMorgan Chase & CoJPM127 funds$47.5B
Chevron CorpCVX127 funds$23.0B
Apple IncAAPL126 funds$227.4B
Berkshire Hathaway Inc-CL BBRK/B126 funds$29.0B
Lam Research CorpLRCX125 funds$35.0B
Costco Wholesale CorpCOST125 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.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$776K
1 insider
Net · 180d
-$776K
1 open-market transaction
DateInsiderRoleActionSharesValue
Apr 24, 2026Robison Kim EEVP & Chief Operations OfficerSell (S)22K$776K
Feb 6, 2026Cooper Cathy EEVP & Chief Consumer BankerSell (S)5K$179K
Dec 3, 2025Beardall Brent JPresident & CEO, DirectorBuy (P)3K$51K
Nov 26, 2025Beardall Brent JPresident & CEO, DirectorBuy (P)3K$50K
Sep 17, 2025Singleton SeanDirectorSell (S)1K$32K
Nov 4, 2024Cooper Cathy EEVP & Chief Consumer BankerSell (S)8K$244K
Nov 4, 2024Mauer RyanEVP & Chief Credit OfficerSell (S)12K$404K
May 21, 2024Cooper Cathy EEVP & Chief Consumer BankerSell (S)14K$399K
May 15, 2023Grant David KDirectorBuy (P)5K$69K
May 11, 2023Grant David KDirectorBuy (P)
2 lots, same day
25K$450K
May 11, 2023Endrizzi JamesEVP & Chief Commercial BankerBuy (P)748$10K
May 11, 2023Talbot Randall HDirectorBuy (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.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4142
Insiders
Form 4 open-market
01-$776K
US House
STOCK Act trades
00$0
Sector rotation
WAFD is in Financials, which smart money is rotating OUT OF
$31.5B

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.

Institutional ownership over time

129 tracked filers in Q2 2026 filingsstill filing
0115229Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $475.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
WAFDthis pagecs258 funds$2.1B
938824307PFD1 funds$32K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for WAFD

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WAFD/capital-change-brief"
Ask your agent
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.