WaFd Ownership | Who Owns WaFd?
WaFd Ownership Summary
WaFd is owned by 76.55% institutional investors, 1.69% insiders, and 21.76% 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 6.11% of its assets in WaFd shares.
WAFD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WaFd | 76.55% | 1.69% | 21.76% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.92M | 15.57% | $311.99M |
| Blackrock funding, inc. /de | 11.23M | 14.06% | $340.30M |
| Vanguard group | 9.05M | 11.33% | $274.18M |
| Dimensional fund advisors lp | 4.95M | 6.20% | $150.06M |
| State street | 4.13M | 5.17% | $125.02M |
| Fuller & thaler asset management | 3.68M | 4.61% | $111.54M |
| American century companies | 2.08M | 2.60% | $62.91M |
| Geode capital management | 1.96M | 2.45% | $59.29M |
| Systematic financial management lp | 1.55M | 1.94% | $46.93M |
| Ameriprise financial | 1.38M | 1.72% | $41.65B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Systematic financial management lp | 1.55M | 1.14% | $46.93M |
| Davidson investment advisors | 309.14K | 0.40% | $9.36M |
| Fuller & thaler asset management | 3.68M | 0.38% | $111.54M |
| Bridgeway capital management | 482.81K | 0.31% | $14.62M |
| Frontier capital management | 1.13M | 0.31% | $34.29M |
| Talbot financial | 77.59K | 0.20% | $2.35M |
| Pinnacle west asset management | 10.00K | 0.20% | $303.00K |
| Oxford asset management llp | 17.48K | 0.19% | $529.50K |
| Auxier asset management | 39.05K | 0.18% | $1.12M |
| Lakeside advisors | 8.54K | 0.16% | $258.68K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 10.92M | 0.01% | 444.06K |
| Norges bank | 202.82K | 0.00% | 202.82K |
| Ameriprise financial | 1.38M | 0.01% | 145.65K |
| William blair investment management | 1.10M | 0.09% | 137.53K |
| Bank of america corp /de/ | 667.50K | 0.00% | 130.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -768.23K |
| Clearbridge investments | - | - | -591.43K |
| Blackrock funding, inc. /de | 11.23M | 0.01% | -323.00K |
| 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 |
| O'shaughnessy asset management | 105.25K | 0.02% | 105.25K | $3.19M |
| State of new jersey common pension fund d | 69.88K | 0.01% | 69.88K | $2.12M |
| 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 |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 241 | 3.88% | 63,569,166 | 2.32% | 85 | 1.47% | 130 | 17.12% | 68 | -1.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.81M | 6.11% | - |
| FullerThaler Behavioral Small-Cap Value | 3.25M | 4.12% | -1.65K |
| Undiscovered Managers Behavioral Val L | 3.11M | 3.95% | -6.41K |
| Vanguard Total Stock Mkt Idx Inv | 2.54M | 3.23% | -86.86K |
| Vanguard US Total Market Shares ETF | 2.61M | 3.20% | 2.85K |
| Vanguard Small Cap Index | 1.95M | 2.47% | -8.07K |
| iShares Russell 2000 ETF | 1.93M | 2.45% | - |
| Avantis US Small Cap Value ETF | 1.68M | 2.13% | - |
| Vanguard Small Cap Value Index Inv | 1.25M | 1.59% | 3.83K |
| DFA US Small Cap Value I | 1.11M | 1.41% | -10.48K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 04, 2024 | Cooper Cathy E | EVP & Chief Consumer Banker | Sell | $243.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
WAFD Ownership FAQ
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