WaFd Ownership | Who Owns WaFd?
WaFd Ownership Summary
WaFd is owned by 62.46% institutional investors, 1.68% insiders, and 35.86% 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 6.28% of its assets in WaFd shares.
WAFD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WaFd | 62.46% | 1.68% | 35.86% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.92M | 15.57% | $311.99M |
| Blackrock funding, inc. /de | 11.37M | 14.77% | $364.22M |
| Vanguard group | 8.78M | 11.41% | $281.19M |
| Dimensional fund advisors lp | 4.98M | 6.47% | $159.51M |
| State street | 4.13M | 5.17% | $125.02M |
| Fuller & thaler asset management | 3.37M | 4.37% | $107.83M |
| American century companies | 2.08M | 2.60% | $62.91M |
| Geode capital management | 1.94M | 2.52% | $62.21M |
| Systematic financial management lp | 1.56M | 2.02% | $49.88M |
| Ameriprise financial | 1.38M | 1.72% | $41.65B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Systematic financial management lp | 1.56M | 1.18% | $49.88M |
| Davidson investment advisors | 312.40K | 0.42% | $10.01M |
| Fuller & thaler asset management | 3.37M | 0.37% | $107.83M |
| Bridgeway capital management | 482.81K | 0.31% | $14.62M |
| Frontier capital management | 1.13M | 0.31% | $34.29M |
| Pinnacle west asset management | 10.00K | 0.21% | $320.00K |
| Talbot financial | 77.59K | 0.20% | $2.49M |
| Oxford asset management llp | 17.48K | 0.19% | $529.50K |
| Auxier asset management | 39.05K | 0.18% | $1.12M |
| Lakeside advisors | 7.75K | 0.16% | $248.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 10.92M | 0.01% | 444.06K |
| Norges bank | 202.82K | 0.00% | 202.82K |
| Goldman sachs group | 448.72K | 0.00% | 153.56K |
| Ameriprise financial | 1.38M | 0.01% | 145.65K |
| Bessemer group | 138.54K | 0.01% | 138.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -768.23K |
| Clearbridge investments | - | - | -591.43K |
| Fuller & thaler asset management | 3.37M | 0.37% | -316.18K |
| Nuveen asset management | 252.49K | 0.00% | -310.80K |
| Wells fargo & company/mn | 1.16M | 0.01% | -300.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 202.82K | 0.00% | 202.82K | $6.54M |
| Wellington management group llp | 66.82K | 0.00% | 66.82K | $2.02M |
| Tudor investment corp et al | 45.79K | 0.00% | 45.79K | $1.39M |
| Federation des caisses desjardins du quebec | 44.32K | 0.01% | 44.32K | $1.42M |
| Aquatic capital management | 27.32K | 0.02% | 27.32K | $827.43K |
Sold Out
| Holder | Change |
|---|---|
| Cullen/frost bankers | -1.00 |
| Mendota financial group | -4.00 |
| Tfo-tdc | -5.00 |
| Claris advisors, llc / mo / | -5.00 |
| Van hulzen asset management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 3 | -98.80% | 1,219,798 | -98.11% | 1 | 0.02% | 2 | -98.32% | 1 | -98.80% |
| Dec 31, 2024 | 227 | -7.35% | 59,441,229 | -6.52% | 80 | 1.09% | 108 | -17.56% | 76 | 11.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.76M | 6.28% | 201.19K |
| FullerThaler Behavioral Small-Cap Value | 2.93M | 3.86% | -186.80K |
| Undiscovered Managers Behavioral Val L | 2.77M | 3.66% | -192.00K |
| Vanguard US Total Market Shares ETF | 2.61M | 3.20% | 2.85K |
| Vanguard Total Stock Mkt Idx Inv | 2.40M | 3.17% | 66.50K |
| iShares Russell 2000 ETF | 1.95M | 2.57% | 418.54K |
| Avantis US Small Cap Value ETF | 1.81M | 2.39% | - |
| Vanguard Small Cap Index | 1.74M | 2.29% | -1.38K |
| Vanguard Small Cap Value Index Inv | 1.12M | 1.47% | -8.33K |
| DFA US Small Cap Value I | 1.10M | 1.45% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 04, 2024 | Mauer Ryan | EVP & Chief Credit Officer | Sell | $404.36K |
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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