WaFd Ownership | Who Owns WaFd?
WaFd Ownership Summary
WaFd is owned by 84.83% institutional investors, 1.73% insiders, and 13.44% retail investors. Blackrock is the largest institutional shareholder, holding 15.57% of WAFD shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.07% of its assets in WaFd shares.
WAFD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WaFd | 84.83% | 1.73% | 13.44% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.92M | 15.57% | $311.99M |
| Blackrock funding, inc. /de | 10.77M | 14.27% | $413.41M |
| Vanguard group | 8.78M | 11.41% | $281.19M |
| Dimensional fund advisors lp | 4.96M | 6.58% | $190.48M |
| State street | 4.35M | 5.76% | $166.75M |
| Alliancebernstein | 3.81M | 5.04% | $119.56M |
| Vanguard capital management | 3.32M | 4.40% | $127.56M |
| Fuller & thaler asset management | 3.14M | 4.16% | $120.57M |
| American century companies | 2.42M | 3.20% | $92.72M |
| Geode capital management | 1.99M | 2.63% | $76.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Systematic financial management lp | 1.56M | 1.19% | $59.79M |
| Davidson investment advisors | 282.84K | 0.44% | $10.85M |
| Auxier asset management | 77.72K | 0.40% | $2.98M |
| Hussman strategic advisors | 42.00K | 0.37% | $1.61M |
| Bridgeway capital management | 538.08K | 0.36% | $20.65M |
| Frontier capital management | 951.68K | 0.34% | $36.52M |
| Fuller & thaler asset management | 3.14M | 0.33% | $120.57M |
| Wakefield asset management lllp | 36.49K | 0.32% | $1.40M |
| Talbot financial | 80.90K | 0.23% | $3.10M |
| Integrated quantitative investments | 35.52K | 0.22% | $1.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 1.02M | 0.01% | 1.02M |
| Qube research | 460.19K | 0.02% | 446.26K |
| Blackrock | 10.92M | 0.01% | 444.06K |
| Millennium management | 556.26K | 0.01% | 348.33K |
| Goldman sachs group | 759.09K | 0.00% | 263.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -768.23K |
| Clearbridge investments | - | - | -591.43K |
| William blair investment management | - | - | -352.84K |
| Wellington management group llp | - | - | -333.71K |
| Ubs group | 211.30K | 0.00% | -331.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.02M | 0.01% | 1.02M | $39.18M |
| Norges bank | 202.82K | 0.00% | 202.82K | $6.54M |
| Interval partners, lp | 185.01K | 0.18% | 185.01K | $7.10M |
| Capital fund management | 76.43K | 0.01% | 76.43K | $2.93M |
| Trexquant investment lp | 46.17K | 0.01% | 46.17K | $1.77M |
Sold Out
| Holder | Change |
|---|---|
| Cullen/frost bankers | -1.00 |
| Vermillion wealth management | -3.00 |
| Mendota financial group | -4.00 |
| Curio wealth | -4.00 |
| Tfo-tdc | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 282 | 9.73% | 64,037,645 | 3.68% | 84 | 1.32% | 156 | 27.87% | 88 | -7.37% |
| Mar 31, 2026 | 134 | -47.24% | 20,718,533 | -66.82% | 26 | 0.41% | 56 | -52.94% | 52 | -43.48% |
| Dec 31, 2025 | 184 | -26.40% | 48,073,665 | -21.79% | 62 | 1.06% | 82 | -30.51% | 61 | -33.70% |
| Sep 30, 2025 | 238 | -2.06% | 61,155,195 | -1.78% | 76 | 1.26% | 114 | 2.70% | 88 | -2.22% |
| Jun 30, 2025 | 248 | 2.06% | 63,455,569 | -2.24% | 79 | 1.24% | 115 | -1.71% | 91 | 19.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.49M | 6.07% | -6.82K |
| FullerThaler Behavioral Small-Cap Value | 2.73M | 3.70% | -103.20K |
| FullerThaler Beh Small-Cap Value SMA | 2.73M | 3.70% | 2.67M |
| Undiscovered Managers Behavioral Val L | 2.55M | 3.45% | -103.20K |
| Vanguard US Total Market Shares ETF | 2.61M | 3.20% | 2.85K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.35M | 3.18% | 9.70K |
| Vanguard Total Stock Mkt Idx Inv | 2.34M | 3.17% | -68.92K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.34M | 3.17% | -68.92K |
| Avantis US Small Cap Value ETF | 2.06M | 2.78% | 2.67K |
| iShares Russell 2000 ETF | 1.83M | 2.47% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 24, 2026 | Robison Kim E | EVP & Chief Operations Officer | Sell | $776.16K |
| Feb 06, 2026 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell | $178.98K |
| Dec 03, 2025 | BEARDALL BRENT J | President & CEO | Buy | $50.55K |
| Nov 26, 2025 | BEARDALL BRENT J | President & CEO | Buy | $49.65K |
| Sep 17, 2025 | Singleton Sean | - | Sell | $31.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
WAFD Ownership FAQ
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