WafdWAFD
13F holders, Q2 2025 (June 30)255holders +11
36new positions
23sold out
5famous investors
$29.29avg. 13F price*
At the end of Q2 2025, 255 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 11 from Q1 2025. 36 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($338.4M), Vanguard Group Inc. ($273.1M) and Dimensional Fund Advisors LP ($145.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $23.7M |
| Exits | 23 | $14.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,949,482 shares bought and 3,367,387 shares sold, net −1,417,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 11,557,576 | $338.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 9,328,225 | $273.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.8% | 4,977,319 | $145.7M |
| State Street Corp. | 0.00% | Reduce -2.9% | 4,329,383 | $126.8M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Add +0.5% | 3,691,296 | $108.1M |
| American Century Companies Inc. | 0.03% | Add +4.5% | 2,036,490 | $59.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 1,984,103 | $58.1M |
| Systematic Financial Management LP | 1.20% | Add +0.7% | 1,541,973 | $45.1M |
| Wells Fargo & Company | 0.01% | Reduce -10.9% | 1,457,074 | $42.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.2% | 1,229,464 | $36.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 1,124,384 | $32.9M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -0.3% | 1,093,542 | $32.0M |
| Frontier Capital Management Co. LLC | 0.29% | Reduce -4.3% | 1,087,425 | $31.8M |
| Invesco Ltd. | 0.01% | Reduce -8.8% | 1,010,005 | $29.6M |
| William Blair Investment Management, LLC | 0.07% | Add +8.3% | 962,787 | $28.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 856,617 | $25.1M |
| Macquarie Group Ltd. | 0.03% | Reduce -46.2% | 768,232 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 709,785 | $20.8M |
| MetLife Investment Management, LLC | 0.12% | Reduce -2.0% | 669,448 | $19.6M |
| First Trust Advisors LP | 0.02% | Add +2.9% | 656,705 | $19.2M |
| Morgan Stanley | 0.00% | Reduce -17.2% | 598,108 | $17.5M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +4.9% | 578,638 | $16.9M |
| Bank of America Corp. | 0.00% | Add +7.1% | 562,653 | $16.5M |
| Bridgeway Capital Management, LLC | 0.32% | Reduce -3.9% | 455,776 | $13.3M |
| UBS Group AG | 0.00% | Add +45.2% | 413,288 | $12.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -13.9% | 397,476 | $11.6M |
| Kennedy Capital Management LLC | 0.23% | Reduce -2.1% | 333,263 | $9.8M |
| LSV Asset Management | 0.02% | No change | 322,300 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.7% | 312,228 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 312,129 | $9.1M |
| Davidson Investment Advisors | 0.40% | Add +0.5% | 305,835 | $9.0M |
| Victory Capital Management Inc. | 0.01% | Add +7.4% | 293,380 | $8.6M |
| Renaissance Technologies | 0.01% | Add +3.9% | 285,229 | $8.4M |
| Public Sector Pension Investment Board | 0.03% | Add +5.7% | 273,293 | $8.0M |
| Empowered Funds, LLC | 0.09% | Reduce -6.5% | 265,979 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 261,833 | $7.7M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 242,873 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.3% | 229,390 | $6.7M |
| Congress Asset Management Co. | 0.05% | Add +0.1% | 225,798 | $6.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 221,593 | $6.5M |
| Nuveen, LLC | 0.00% | Add +14.3% | 203,632 | $6.0M |
| Barclays PLC | 0.00% | Add +34.1% | 194,030 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.4% | 160,745 | $4.7M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -1.6% | 158,395 | $4.6M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 155,726 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +0.1% | 154,800 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +41.8% | 113,166 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -17.1% | 135,562 | $4.0M |
| Sei Investments Co. | 0.00% | Add +107.6% | 131,457 | $3.8M |
| Auxier Asset Management LLC | 0.56% | Reduce -0.2% | 130,913 | $3.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.8% | 125,390 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 122,719 | $3.6M |
| New York State Teachers Retirement System | 0.01% | No change | 120,006 | $3.5M |
| Dark Forest Capital Management LP | 0.13% | Add +517.7% | 111,447 | $3.3M |
| Hennessy Advisors Inc. | 0.11% | Add +4.8% | 110,000 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +14.3% | 97,994 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +48.2% | 88,800 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.6% | 87,957 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +10.8% | 86,709 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 83,348 | $2.4M |
| Talbot Financial, LLC | 0.21% | No change | 77,586 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.6% | 75,005 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +6.5% | 74,568 | $2.2M |
| Norges Bank | 0.00% | Reduce -50.2% | 70,077 | $2.1M |
| Comerica Bank | 0.01% | Reduce -1.3% | 68,265 | $2.0M |
| LPL Financial LLC | 0.00% | Add +83.7% | 65,803 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 64,174 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -70.9% | 58,641 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | New | 56,305 | $1.6M |
| Weiss Asset Management LP | 0.03% | New | 55,823 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -15.5% | 54,139 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 53,985 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -22.3% | 53,835 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 52,206 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +167.5% | 52,144 | $1.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 51,320 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 50,278 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -33.5% | 49,156 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.5% | 48,606 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +5.6% | 47,706 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.3% | 44,120 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.4% | 43,042 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +15.1% | 42,225 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 42,084 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +107.8% | 41,143 | $1.2M |
| AQR Capital Management | 0.00% | Add +28.0% | 39,428 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +78.9% | 39,377 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.07% | Reduce -2.0% | 38,863 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.3% | 37,500 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.0M |
| AlphaCore Capital LLC | 0.04% | Add +99.9% | 33,571 | $983K |
| Vest Financial, LLC | 0.01% | Add +24.9% | 30,954 | $906K |
| D.A. Davidson & Co. | 0.01% | Reduce -25.6% | 30,228 | $885K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.5% | 30,036 | $879K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $853K |
| Pathstone Holdings, LLC | 0.00% | Reduce -45.0% | 28,530 | $835K |
| XTX Topco Ltd | 0.03% | Add +203.4% | 27,953 | $818K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 25,739 | $754K |
| New York State Common Retirement Fund | 0.00% | No change | 25,052 | $734K |
| Cwm, LLC | 0.00% | Reduce -2.0% | 24,284 | $711K |
| Arizona State Retirement System | 0.00% | Add +2.0% | 23,785 | $696K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -1.1% | 23,557 | $690K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.6% | 23,276 | $682K |
| Headlands Technologies LLC | 0.08% | Add +31.8% | 22,923 | $671K |
| Amalgamated Bank | 0.01% | Reduce -1.4% | 22,849 | $669K |
| Gabelli Funds LLC | 0.00% | New | 22,380 | $655K |
| Voya Investment Management LLC | 0.00% | Add +14.4% | 21,757 | $637K |
| Natixis Advisors, LLC | 0.00% | Add +37.3% | 21,482 | $629K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.7% | 21,437 | $627K |
| Hussman Strategic Advisors, Inc. | 0.14% | New | 21,000 | $615K |
| IFG Advisory, LLC | 0.03% | No change | 20,741 | $607K |
| Walleye Capital LLC | 0.01% | New | 20,701 | $606K |
| Picton Mahoney Asset Management | 0.01% | Add +64412.5% | 20,644 | $604K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.5% | 20,580 | $603K |
| Stifel Financial Corp. | 0.00% | Reduce -25.3% | 20,322 | $595K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 20,173 | $591K |
| Tradewinds Capital Management, LLC | 0.14% | No change | 19,000 | $556K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.9% | 18,713 | $548K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $548K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,574 | $544K |
| Brevan Howard Capital Management LP | 0.01% | New | 18,512 | $542K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.7% | 18,356 | $537K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.2% | 18,353 | $537K |
| ProShare Advisors LLC | 0.00% | Reduce -5.7% | 17,962 | $526K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 16,642 | $487K |
| Lazard Asset Management LLC | 0.00% | New | 16,319 | $477K |
| Captrust Financial Advisors | 0.00% | New | 16,239 | $475K |
| Tidal Investments LLC | 0.00% | New | 15,954 | $467K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.5% | 15,938 | $467K |
| Royce & Associates LP | 0.00% | No change | 15,472 | $453K |
| Amundi | 0.00% | New | 13,467 | $416K |
| FMR LLC | 0.00% | Add +11.8% | 13,973 | $409K |
| Algert Global LLC | 0.01% | No change | 13,888 | $407K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.5% | 13,846 | $405K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 13,696 | $401K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 13,667 | $400K |
| Bank of Montreal | 0.00% | Reduce -6.9% | 13,044 | $382K |
| Neuberger Berman Group LLC | 0.00% | Add +6.1% | 12,911 | $378K |
| Teacher Retirement System of Texas | 0.00% | Add +4.1% | 12,383 | $363K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,366 | $362K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +0.3% | 12,196 | $357K |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 11,652 | $341K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.3% | 11,593 | $339K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -1.7% | 11,522 | $337K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -68.8% | 11,472 | $336K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +343.3% | 11,126 | $326K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,934 | $320K |
| Washington Trust Bank | 0.03% | No change | 10,460 | $306K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.0% | 10,391 | $304K |
| Cooper Financial Group | 0.04% | Reduce -9.6% | 10,310 | $302K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -13.3% | 10,297 | $301K |
| Brighton Jones LLC | 0.01% | Add +3.4% | 10,087 | $295K |
| Pinnacle West Asset Management, Inc. | 0.20% | No change | 10,000 | $293K |
| Versor Investments LP | 0.05% | New | 10,000 | $293K |
| Principal Securities, Inc. | 0.01% | Add +30.1% | 9,932 | $291K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.7% | 9,919 | $290K |
| Public Employees Retirement System of Ohio | 0.00% | Add +470.9% | 9,632 | $282K |
| IMS Capital Management | 0.13% | No change | 9,614 | $281K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 9,550 | $280K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 9,436 | $276K |
| Freestone Grove Partners LP | 0.00% | New | 9,093 | $266K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 9,027 | $264K |
| Millennium Management | 0.00% | Reduce -33.8% | 8,973 | $263K |
| Engineers Gate Manager LP | 0.00% | New | 8,808 | $258K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 8,802 | $258K |
| Lakeside Advisors, INC. | 0.17% | Add +0.1% | 8,781 | $257K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -20.4% | 8,770 | $257K |
| Quantinno Capital Management LP | 0.00% | New | 8,497 | $249K |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.5% | 8,439 | $247K |
| BNP Paribas Financial Markets | 0.00% | Add +50.0% | 8,289 | $243K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 8,179 | $239K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.7% | 7,962 | $233K |
| HSBC Holdings PLC | 0.00% | Reduce -16.5% | 7,827 | $231K |
| Farringdon Capital, Ltd. | 0.08% | New | 7,664 | $224K |
| Guggenheim Capital LLC | 0.00% | New | 7,402 | $217K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,322 | $215K |
| Profund Advisors LLC | 0.01% | Reduce -5.4% | 7,314 | $214K |
| CIBC Asset Management Inc | 0.00% | No change | 7,169 | $210K |
| MAI Capital Management | 0.00% | Add +11.4% | 7,104 | $208K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,444 | $201K |
| EMC Capital Management | 0.06% | Reduce -58.1% | 3,937 | $115K |
| Marshall & Sullivan Inc. | 0.05% | New | 3,873 | $113K |
| Sprucegrove Investment Management Ltd. | 0.01% | New | 3,500 | $102K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $101K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.1% | 3,214 | $94K |
| KBC Group NV | 0.00% | Reduce -26.7% | 3,107 | $91K |
| GAMMA Investing LLC | 0.00% | Add +83.0% | 2,597 | $76K |
| Sterling Capital Management LLC | 0.00% | Add +55.3% | 2,167 | $63K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +712.4% | 1,901 | $56K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.9% | 1,864 | $55K |
| Bellevue Asset Management, LLC | 0.02% | No change | 1,735 | $51K |
| Danske Bank A/S | 0.00% | New | 1,700 | $50K |
| Parallel Advisors, LLC | 0.00% | No change | 1,676 | $49K |
| Blue Trust, Inc. | 0.00% | Add +6.2% | 1,351 | $40K |
| McIlrath & Eck, LLC | 0.00% | Add +57.6% | 1,327 | $39K |
| US Bancorp \de | 0.00% | Reduce -14.7% | 1,214 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.8% | 1,174 | $34K |
| Summit Securities Group LLC | 0.01% | New | 1,089 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 818 | $24K |
| Larson Financial Group LLC | 0.00% | Add +34.8% | 686 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $20K |
| AlphaQuest LLC | 0.00% | Reduce -33.6% | 665 | $19K |
| STRS Ohio | 0.00% | New | 600 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 533 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $15K |
| Jones Financial Companies LLLP | 0.00% | Reduce -48.9% | 484 | $14K |
| LRI Investments, LLC | 0.00% | No change | 462 | $14K |
| Versant Capital Management, Inc | 0.00% | Reduce -23.1% | 434 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 400 | $12K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 379 | $11K |
| UMB Bank, n.a. | 0.00% | Add +8.6% | 317 | $9K |
| Riverview Trust Co | 0.01% | No change | 305 | $9K |
| National Bank of Canada | 0.00% | Add +40.4% | 292 | $9K |
| Bessemer Group Inc. | 0.00% | Add +39.1% | 256 | $8K |
| Brooklyn Investment Group | 0.00% | Reduce -72.2% | 272 | $8K |
| Quarry LP | 0.00% | Add +610.5% | 270 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 249 | $8K |
| Garde Capital, Inc. | 0.00% | No change | 233 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +384.8% | 223 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -65.7% | 202 | $6K |
| Rothschild Investment LLC | 0.00% | Add +18.2% | 195 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -93.5% | 128 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -66.1% | 95 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -68.4% | 77 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.5% | 68 | $2K |
| Covestor Ltd | 0.00% | Add +54.0% | 57 | $2K |
| Hemington Wealth Management | 0.00% | Add +20.5% | 100 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -1.6% | 63 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 55 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 48 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -79.3% | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 26 | $761 |
| Fortitude Family Office, LLC | 0.00% | New | 24 | $703 |
| Creekmur Asset Management LLC | 0.00% | New | 18 | $541 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.5% | 14 | $410 |
| Essential Partners LLC | 0.00% | — | 13 | $381 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -79.3% | 12 | $352 |
| Clearstead Advisors, LLC | 0.00% | New | 11 | $323 |
| WealthTrak Capital Management LLC | 0.00% | No change | 10 | $293 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -83.3% | 8 | $235 |
| Huntington National Bank | 0.00% | No change | 7 | $207 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $205 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -30.0% | 7 | $205 |
| HFM Investment Advisors, LLC | 0.00% | Add +150.0% | 5 | $146 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $117 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $88 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $87 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $59 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $29 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.