WafdWAFD
13F holders, Q4 2024 (December 31)249holders +2
20new positions
26sold out
4famous investors
$32.24avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 2 from Q3 2024. 20 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($383.4M), Vanguard Group Inc. ($303.7M) and Dimensional Fund Advisors LP ($173.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.4M |
| Exits | 26 | $35.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,690,276 shares bought and 3,957,380 shares sold, net +732,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| BlackRock, Inc. | 0.01% | Add +10.0% | 11,892,730 | $383.4M |
| Vanguard Group Inc. | 0.01% | Add +1.8% | 9,420,004 | $303.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.2% | 5,383,086 | $173.6M |
| State Street Corp. | 0.01% | Add +21.3% | 4,816,426 | $155.3M |
| Fuller & Thaler Asset Management, Inc. | 0.45% | Add +1.1% | 3,696,480 | $119.2M |
| Wells Fargo & Company | 0.01% | Reduce -8.6% | 1,809,128 | $58.3M |
| American Century Companies Inc. | 0.03% | Add +15.3% | 1,774,081 | $57.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,763,504 | $56.9M |
| Macquarie Group Ltd. | 0.06% | Add +3.7% | 1,514,000 | $48.8M |
| Systematic Financial Management LP | 1.24% | Add +5.2% | 1,506,368 | $48.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 1,218,446 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.2% | 1,170,354 | $37.7M |
| Frontier Capital Management Co. LLC | 0.33% | Reduce -0.8% | 1,090,589 | $35.2M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -0.3% | 1,090,076 | $35.1M |
| William Blair Investment Management, LLC | 0.07% | Add +2.5% | 929,760 | $30.0M |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 832,426 | $26.8M |
| Morgan Stanley | 0.00% | Reduce -13.5% | 766,008 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 736,564 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.8% | 708,500 | $22.8M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.3% | 591,427 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 557,548 | $18.0M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +6.8% | 531,893 | $17.1M |
| Invesco Ltd. | 0.00% | Add +63.6% | 493,501 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Add +152.9% | 469,704 | $15.1M |
| Rhino Investment Partners, Inc | 3.24% | Add +344.3% | 454,343 | $14.6M |
| Bridgeway Capital Management, LLC | 0.32% | Add +2.5% | 448,216 | $14.5M |
| Principal Financial Group Inc. | 0.01% | Add +4.5% | 447,621 | $14.4M |
| LSV Asset Management | 0.02% | Reduce -0.5% | 322,300 | $10.4M |
| Davidson Investment Advisors | 0.46% | Add +1.8% | 295,524 | $9.5M |
| Basswood Capital Management, L.L.C. | 0.54% | New | 285,672 | $9.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 254,893 | $8.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -55.2% | 252,494 | $8.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 230,841 | $7.4M |
| Congress Asset Management Co. | 0.05% | Add +7.5% | 227,039 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.8% | 225,602 | $7.3M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 225,373 | $7.3M |
| Kennedy Capital Management LLC | 0.16% | Reduce -0.7% | 224,220 | $7.2M |
| Empowered Funds, LLC | 0.11% | Add +5.1% | 223,191 | $7.2M |
| Citigroup Inc. | 0.01% | Add +19.8% | 223,118 | $7.2M |
| UBS Group AG | 0.00% | Add +43.8% | 212,684 | $6.9M |
| Norges Bank | 0.00% | Reduce -19.1% | 202,820 | $6.5M |
| Public Sector Pension Investment Board | 0.03% | Add +17.4% | 202,356 | $6.5M |
| Victory Capital Management Inc. | 0.01% | Add +5.1% | 185,859 | $6.0M |
| Barclays PLC | 0.00% | Add +5.7% | 171,258 | $5.5M |
| Dana Investment Advisors, Inc. | 0.18% | Reduce -5.5% | 165,103 | $5.3M |
| Swiss National Bank | 0.00% | Add +0.8% | 159,726 | $5.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -70.3% | 158,635 | $5.1M |
| Citadel Advisors | 0.00% | Add +705.1% | 142,174 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -59.0% | 138,147 | $4.5M |
| Auxier Asset Management LLC | 0.66% | Add +263.6% | 131,223 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -18.7% | 127,610 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 124,493 | $4.0M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 123,664 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +18.7% | 107,324 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 98,124 | $3.2M |
| Hennessy Advisors Inc. | 0.09% | Reduce -8.7% | 95,000 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 85,714 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -43.6% | 82,044 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 74,883 | $2.4M |
| Talbot Financial, LLC | 0.28% | No change | 74,298 | $2.4M |
| Renaissance Technologies | 0.00% | Add +427.2% | 73,429 | $2.4M |
| Comerica Bank | 0.01% | Add +18.4% | 68,804 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 67,100 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.4% | 65,540 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +60.0% | 56,886 | $1.8M |
| Oliver Luxxe Assets LLC | 0.33% | No change | 52,311 | $1.8M |
| Raymond James Financial Inc. | 0.00% | — | 54,783 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 54,267 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | New | 50,342 | $1.6M |
| Weiss Asset Management LP | 0.05% | New | 48,743 | $1.6M |
| LPL Financial LLC | 0.00% | Add +16.5% | 47,174 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.9% | 46,465 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 46,073 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.6% | 45,710 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +20.4% | 44,030 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 43,470 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 40,934 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.3% | 40,733 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | No change | 39,300 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.08% | Add +0.3% | 38,614 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 38,521 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.0% | 38,275 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.0% | 38,275 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 38,002 | $1.2M |
| Dean Investment Associates, LLC | 0.17% | Reduce -46.1% | 37,767 | $1.2M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +221.2% | 36,800 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 36,069 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -2.3% | 32,045 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -44.4% | 31,032 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +12.8% | 30,886 | $996K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.3% | 30,568 | $986K |
| AlphaQuest LLC | 0.13% | Reduce -4.1% | 30,024 | $968K |
| Millennium Management | 0.00% | New | 29,452 | $950K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $939K |
| Intech Investment Management LLC | 0.01% | Add +64.9% | 28,928 | $933K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 27,384 | $883K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 27,219 | $878K |
| Cwm, LLC | 0.00% | Reduce -5.7% | 26,747 | $862K |
| Dean Capital Management | 0.35% | Reduce -43.7% | 25,456 | $821K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 23,840 | $769K |
| Arizona State Retirement System | 0.00% | Add +0.7% | 23,538 | $759K |
| FMR LLC | 0.00% | Add +42.1% | 23,444 | $756K |
| Amalgamated Bank | 0.01% | Reduce -0.6% | 23,345 | $753K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,735 | $733K |
| Royce & Associates LP | 0.01% | Reduce -35.5% | 21,058 | $679K |
| IFG Advisory, LLC | 0.04% | No change | 20,741 | $669K |
| New York State Common Retirement Fund | 0.00% | No change | 20,652 | $666K |
| ProShare Advisors LLC | 0.00% | Reduce -28.2% | 20,413 | $658K |
| Verition Fund Management LLC | 0.00% | Reduce -70.6% | 20,143 | $649K |
| Voya Investment Management LLC | 0.00% | Reduce -7.4% | 19,920 | $642K |
| Inceptionr LLC | 0.14% | New | 19,914 | $642K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -63.7% | 19,495 | $629K |
| Royal Bank of Canada | 0.00% | Add +25.7% | 19,228 | $620K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.5% | 19,069 | $615K |
| Tradewinds Capital Management, LLC | 0.16% | No change | 19,000 | $613K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.4% | 18,747 | $604K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $603K |
| Handelsbanken Fonder AB | 0.00% | Add +20.0% | 18,574 | $599K |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.7% | 18,367 | $592K |
| Cornercap Investment Counsel Inc. | 0.18% | No change | 17,666 | $570K |
| Keeley-Teton Advisors, LLC | 0.06% | Reduce -13.7% | 17,349 | $559K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 17,339 | $559K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.7% | 17,157 | $553K |
| KLP Kapitalforvaltning As | 0.00% | — | 17,038 | $549K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.6% | 16,790 | $541K |
| AlphaCore Capital LLC | 0.12% | Reduce -50.0% | 16,765 | $541K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 16,248 | $524K |
| Legato Capital Management LLC | 0.07% | Reduce -41.7% | 16,008 | $516K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 15,469 | $499K |
| Readystate Asset Management LP | 0.04% | New | 15,312 | $494K |
| Profund Advisors LLC | 0.02% | Add +73.7% | 14,324 | $462K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 14,214 | $458K |
| Headlands Technologies LLC | 0.05% | New | 14,079 | $454K |
| Algert Global LLC | 0.01% | New | 13,888 | $448K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 13,424 | $433K |
| Meeder Asset Management Inc. | 0.03% | Reduce -68.8% | 12,643 | $408K |
| EntryPoint Capital, LLC | 0.17% | New | 12,494 | $403K |
| WMS Partners, LLC | 0.02% | Reduce -4.5% | 12,348 | $398K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 12,304 | $397K |
| Becker Capital Management Inc. | 0.01% | No change | 11,752 | $379K |
| Franklin Resources Inc. | 0.00% | Reduce -56.0% | 11,638 | $375K |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 11,615 | $374K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.5% | 11,428 | $368K |
| Pictet Asset Management Holding SA | 0.00% | Add +24.2% | 11,249 | $363K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -36.0% | 11,137 | $359K |
| Cooper Financial Group | 0.04% | Add +3.2% | 11,134 | $359K |
| State of Wisconsin Investment Board | 0.00% | Add +7.8% | 10,759 | $347K |
| Washington Trust Bank | 0.03% | No change | 10,460 | $337K |
| Two Sigma Securities, LLC | 0.06% | Reduce -52.0% | 10,448 | $337K |
| SG Americas Securities, LLC | 0.00% | Add +81.2% | 10,091 | $325K |
| Pinnacle West Asset Management, Inc. | 0.23% | No change | 10,000 | $322K |
| Bank of Montreal | 0.00% | Add +13.7% | 9,908 | $319K |
| Brighton Jones LLC | 0.01% | Reduce -15.0% | 9,709 | $313K |
| IMS Capital Management | 0.14% | Reduce -2.3% | 9,614 | $310K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -47.0% | 9,550 | $308K |
| EMC Capital Management | 0.17% | Add +275.5% | 9,388 | $303K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.4% | 9,715 | $291K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 8,802 | $284K |
| Lakeside Advisors, INC. | 0.19% | Add +0.1% | 8,760 | $282K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 8,436 | $272K |
| Dynamic Technology Lab Private Ltd | 0.04% | Add +19.2% | 8,303 | $268K |
| Cetera Investment Advisers | 0.00% | Add +21.0% | 8,309 | $268K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.5% | 8,298 | $268K |
| AQR Capital Management | 0.00% | Add +19.8% | 8,295 | $267K |
| Crestline Management, L.P. | 0.01% | New | 8,000 | $258K |
| HSBC Holdings PLC | 0.00% | Reduce -64.1% | 7,769 | $252K |
| Principal Securities, Inc. | 0.01% | Add +10.3% | 7,633 | $246K |
| Caprock Group, LLC | 0.01% | New | 7,449 | $240K |
| CIBC Asset Management Inc | 0.00% | Add +4.8% | 7,424 | $239K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,322 | $236K |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 7,200 | $232K |
| M&T Bank Corp | 0.00% | Add +1.3% | 7,169 | $231K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.9% | 6,987 | $225K |
| Savant Capital, LLC | 0.00% | Add +4.1% | 6,544 | $211K |
| MAI Capital Management | 0.00% | New | 6,375 | $206K |
| Cibc World Markets Corp. | 0.00% | New | 6,250 | $202K |
| Aquatic Capital Management LLC | 0.00% | New | 4,361 | $141K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.2% | 4,024 | $130K |
| KBC Group NV | 0.00% | Add +34.5% | 3,762 | $121K |
| US Bancorp \de | 0.00% | Add +136.7% | 3,638 | $117K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $111K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,424 | $110K |
| Lazard Asset Management LLC | 0.00% | Reduce -40.1% | 2,529 | $81K |
| Sterling Capital Management LLC | 0.00% | Add +807.3% | 2,105 | $68K |
| Towne Trust Company, N.A | 0.02% | No change | 2,020 | $65K |
| HBC Financial Services, PLLC | 0.04% | No change | 2,000 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $61K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.9% | 1,762 | $57K |
| Harbour Investments, Inc. | 0.00% | Add +29.6% | 1,752 | $56K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,735 | $56K |
| Parallel Advisors, LLC | 0.00% | No change | 1,676 | $54K |
| GAMMA Investing LLC | 0.00% | Add +6.8% | 1,664 | $54K |
| TD Private Client Wealth LLC | 0.00% | Reduce -18.9% | 1,481 | $48K |
| McIlrath & Eck, LLC | 0.01% | Add +0.1% | 1,324 | $43K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +983.5% | 1,116 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -22.7% | 918 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 822 | $27K |
| Quadrant Capital Group LLC | 0.00% | Reduce -30.6% | 794 | $26K |
| Covestor Ltd | 0.01% | Reduce -64.9% | 668 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.6% | 609 | $20K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 595 | $19K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 592 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 509 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +135.6% | 476 | $15K |
| LRI Investments, LLC | 0.00% | No change | 462 | $15K |
| Sierra Ocean, LLC | 0.01% | — | 408 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 379 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 368 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +22.5% | 348 | $11K |
| Riverview Trust Co | 0.01% | No change | 305 | $10K |
| National Bank of Canada | 0.00% | Reduce -17.5% | 250 | $8K |
| Quarry LP | 0.00% | New | 249 | $8K |
| Bessemer Group Inc. | 0.00% | Add +54.1% | 262 | $8K |
| Private Trust Co. NA | 0.00% | No change | 238 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 207 | $7K |
| WPG Advisers, LLC | 0.00% | — | 163 | $5K |
| Fifth Third Bancorp | 0.00% | Reduce -2.7% | 145 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +47.7% | 130 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $3K |
| High Note Wealth, LLC | 0.00% | New | 78 | $3K |
| Hemington Wealth Management | 0.00% | Add +102.8% | 73 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -75.5% | 59 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -38.1% | 26 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.5% | 57 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -26.7% | 55 | $2K |
| Arax Advisory Partners | 0.00% | No change | 54 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.3% | 51 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +345.4% | 49 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 32 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 30 | $967 |
| CVA Family Office, LLC | 0.00% | No change | 24 | $774 |
| Signaturefd, LLC | 0.00% | No change | 22 | $709 |
| Avior Wealth Management, LLC | 0.00% | No change | 20 | $644 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -18.8% | 13 | $420 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $420 |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $323 |
| Tucker Asset Management LLC | 0.00% | No change | 8 | $258 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $258 |
| Huntington National Bank | 0.00% | No change | 7 | $229 |
| Assetmark, Inc. | 0.00% | No change | 6 | $193 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 5 | $162 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $161 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $64 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.