| 0.01% |
| 4 | STATE STREET CORP | 4.3M | $166.7M | +3.1% | 5.881% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $127.6M | -3.0% | 4.499% | 0.00% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.1M | $120.6M | -3.5% | 4.253% | 0.33% |
| 7 | ALLIANCEBERNSTEIN L.P. | 3.8M | $119.6M | +6.5% | 5.153% | 0.04% |
| 8 | AMERICAN CENTURY COMPANIES INC | 2.4M | $92.7M | +9.3% | 3.271% | 0.04% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $76.3M | +1.8% | 2.690% | 0.00% |
| 10 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.6M | $59.8M | +1.3% | 2.109% | 1.19% |
| 11 | AMERIPRISE FINANCIAL INC | 1.1M | $42.0M | +28.6% | 1.481% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.0M | $39.2M | -3.6% | 1.382% | 0.01% |
| 13 | FRONTIER CAPITAL MANAGEMENT CO LLC | 952K | $36.5M | -11.4% | 1.288% | 0.34% |
| 14 | BANK OF AMERICA CORP /DE/ | 903K | $34.7M | -0.3% | 1.222% | 0.00% |
| 15 | NORTHERN TRUST CORP | 832K | $31.9M | +5.9% | 1.125% | 0.00% |
| 16 | D. E. Shaw & Co., Inc. | 791K | $30.3M | +43.3% | 1.070% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 759K | $29.1M | +53.1% | 1.027% | 0.00% |
| 18 | MORGAN STANLEY | 736K | $28.3M | -5.4% | 0.997% | 0.00% |
| 19 | WELLS FARGO & COMPANY/MN | 691K | $26.5M | -9.6% | 0.935% | 0.00% |
| 20 | Bank of New York Mellon Corp | 690K | $26.5M | +2.1% | 0.934% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 566K | $21.7M | +2.7% | 0.766% | 0.02% |
| 22 | MILLENNIUM MANAGEMENT LLC | 556K | $21.3M | +167.5% | 0.753% | 0.01% |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 538K | $20.6M | +2.7% | 0.728% | 0.36% |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 534K | $20.5M | +0.3% | 0.722% | 0.06% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 521K | $20.0M | +5.8% | 0.706% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WAFD — a direct measure of their conviction.
| 80.09% |
| +0.77 pp |
| $1.83B |
| 11% |
| Q4 2024 | 243 | +1.7% | 79.32% | +1.08 pp | $2.05B | 6.1% |
| Q3 2024 | 239 | — | 78.24% | — | $2.18B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
51 institutions opened new positions in WAFD during Q2 2026, while 26 fully exited. 200 added to existing positions and 22 trimmed.
WAFD institutional ownership rose by 1.84 percentage points quarter-over-quarter, with a net change of +30 holders.
The top 10 institutions account for 65.7% of all reported 13F value in WAFD, and the top 25 account for 83.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WaFd, Inc. (WAFD) Institutional Ownership