$WAFD

$29.36 -$0.10 (0.34%) Close

$WAFD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 74.0M shares outstanding

Who owns WAFD?

By type of holder

Institutions 85.3% Insiders 1.8% Everyone else 12.9%

Concentration Top 10 holders own 55.5%

BlackRock, Inc. 14.6% · Dimensional Fund Advisors LP 6.7%

Institutional ownership

85.3%

+1.8 pts vs last qtr

Institutional holders

288

+29 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

60 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Qube Research & Technologies Ltd +446.3K
Millennium Management LLC +348.3K

Biggest sellers in Q2 2026

William Blair Investment Management, LLC SOLD OUT −352.8K
UBS Group AG −331.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$955K

2 notices from 2 people

Shares covered

27.3K

0.04% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Robison Kim E Officer $776K
Cooper Cathy E Officer $179K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−12.7%

−1.50% a year

Each share's claim on the business

+14.5%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.1B vs $64.8M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years87% 3–5 years3% 1–3 years6% Under 1 year4%

Quarterly turnover

5.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WAFD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	10.8M	14.56%	−269.9K (−2.4%)	≤2021	0.0%
Shares held by quarter Peak holding12.1M (Q1'25) Change over 8 quarters−36.1K Share of the company14.560% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	5.0M	6.71%	+18.9K (+0.4%)	≤2021	0.0%
Shares held by quarter Peak holding5.6M (Q3'24) Change over 8 quarters−596.4K Share of the company6.710% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

10.8M

% of company

14.56%

Change vs last qtr

−269.9K (−2.4%)

Held since

≤2021

Dimensional Fund Advisors LP

5.0M

% of company

6.71%

Change vs last qtr

+18.9K (+0.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding WaFd Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WAFD on Form N-PORT; together they hold 52.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$170M	4.4M	6.00%	0.15%	June 30, 2026
UM Undiscovered Managers Behavioral Value Fund Undiscovered Managers Funds	$98.3M	2.6M	3.46%	1.09%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$170M

% of company

6.00%

% of the fund

0.15%

As of

June 30, 2026

Undiscovered Managers Behavioral Value Fund

Undiscovered Managers Funds

Position value

$98.3M

% of company

3.46%

% of the fund

1.09%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding WaFd Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BB Beardall Brent J Insider	416.3K	0.56%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.560% Beardall Brent J's insider activity →
BL Brower Linda S Insider	130.1K	0.18%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.180% Brower Linda S's insider activity →

Beardall Brent J

Insider

416.3K

% of company

0.56%

Change vs last qtr

—

Held since

—

Brower Linda S

Insider

130.1K

% of company

0.18%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of WaFd Inc.

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