WaFd Ownership | Who Owns WaFd?
WaFd Ownership Summary
WaFd is owned by 26.92% institutional investors, 1.72% insiders, and 71.36% 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 6.22% of its assets in WaFd shares.
WAFD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WaFd | 26.92% | 1.72% | 71.36% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.92M | 15.57% | $311.99M |
| Blackrock funding, inc. /de | 11.04M | 14.35% | $346.79M |
| Vanguard group | 8.78M | 11.41% | $281.19M |
| Dimensional fund advisors lp | 4.95M | 6.43% | $155.29M |
| State street | 4.22M | 5.48% | $132.37M |
| Alliancebernstein | 3.57M | 4.64% | $114.49M |
| Fuller & thaler asset management | 3.25M | 4.23% | $102.19M |
| American century companies | 2.21M | 2.87% | $69.40M |
| Geode capital management | 1.95M | 2.54% | $61.32M |
| Systematic financial management lp | 1.54M | 2.00% | $48.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Systematic financial management lp | 1.54M | 1.11% | $48.30M |
| Davidson investment advisors | 304.26K | 0.43% | $8.70M |
| Auxier asset management | 77.99K | 0.35% | $2.45M |
| Frontier capital management | 1.07M | 0.35% | $33.74M |
| Fuller & thaler asset management | 3.25M | 0.34% | $102.19M |
| Bridgeway capital management | 524.15K | 0.33% | $16.46M |
| Nverses capital | 11.20K | 0.32% | $351.65K |
| Talbot financial | 80.90K | 0.21% | $2.54M |
| Pinnacle west asset management | 10.00K | 0.21% | $314.00K |
| Lakeside advisors | 7.51K | 0.16% | $235.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 490.15K | 0.00% | 490.15K |
| Alliancebernstein | 3.57M | 0.04% | 466.92K |
| Blackrock | 10.92M | 0.01% | 444.06K |
| Two sigma investments, lp | 551.70K | 0.01% | 389.01K |
| Ubs group | 542.63K | 0.00% | 339.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -768.23K |
| William blair investment management | 352.84K | 0.04% | -644.04K |
| Clearbridge investments | - | - | -591.43K |
| Invesco | 276.04K | 0.00% | -407.31K |
| Wellington management group llp | - | - | -333.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 490.15K | 0.00% | 490.15K | $15.39M |
| Norges bank | 202.82K | 0.00% | 202.82K | $6.54M |
| Winton group | 141.91K | 0.16% | 141.91K | $4.46M |
| Vanguard asset management | 73.59K | 0.00% | 73.59K | $2.31M |
| Tudor investment corp et al | 45.79K | 0.00% | 45.79K | $1.39M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 3 | -98.80% | 1,219,798 | -98.11% | 1 | 0.02% | 2 | -98.32% | 1 | -98.80% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.59M | 6.22% | - |
| FullerThaler Behavioral Small-Cap Value | 2.80M | 3.80% | - |
| Undiscovered Managers Behavioral Val L | 2.66M | 3.60% | 33.80K |
| Vanguard Total Stock Mkt Idx Inv | 2.45M | 3.32% | 9.72K |
| Vanguard US Total Market Shares ETF | 2.61M | 3.20% | 2.85K |
| iShares Russell 2000 ETF | 1.83M | 2.48% | - |
| Avantis US Small Cap Value ETF | 1.79M | 2.42% | - |
| Vanguard Small Cap Index | 1.75M | 2.36% | -7.39K |
| Vanguard Small Cap Value Index Inv | 1.12M | 1.52% | 8.64K |
| DFA US Small Cap Value I | 1.10M | 1.49% | - |
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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