WafdWAFD
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 254 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, down 1 from Q2 2025. 27 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($340.3M), Vanguard Group Inc. ($274.2M) and Dimensional Fund Advisors LP ($150.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $14.2M |
| Exits | 27 | $30.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,934,037 shares bought and 3,950,318 shares sold, net −2,016,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| BlackRock, Inc. | 0.01% | Reduce -2.8% | 11,234,577 | $340.3M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 9,051,670 | $274.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.5% | 4,954,089 | $150.1M |
| State Street Corp. | 0.00% | Reduce -4.7% | 4,127,419 | $125.0M |
| Fuller & Thaler Asset Management, Inc. | 0.38% | Reduce -0.2% | 3,682,560 | $111.5M |
| American Century Companies Inc. | 0.03% | Add +2.0% | 2,077,059 | $62.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.4% | 1,957,103 | $59.3M |
| Systematic Financial Management LP | 1.14% | Add +0.5% | 1,549,397 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Add +11.8% | 1,375,110 | $41.7M |
| Wells Fargo & Company | 0.01% | Reduce -20.6% | 1,156,202 | $35.0M |
| Frontier Capital Management Co. LLC | 0.31% | Add +4.1% | 1,131,900 | $34.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.6% | 1,105,871 | $33.5M |
| William Blair Investment Management, LLC | 0.09% | Add +14.3% | 1,100,312 | $33.3M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -6.3% | 1,024,145 | $31.0M |
| Invesco Ltd. | 0.00% | Reduce -9.3% | 916,320 | $27.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 844,091 | $25.6M |
| First Trust Advisors LP | 0.02% | Add +6.3% | 698,303 | $21.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 673,926 | $20.4M |
| MetLife Investment Management, LLC | 0.10% | Reduce -0.3% | 667,174 | $20.2M |
| Morgan Stanley | 0.00% | Add +8.8% | 650,498 | $19.7M |
| Bank of America Corp. | 0.00% | Add +6.7% | 600,572 | $18.2M |
| Bridgeway Capital Management, LLC | 0.31% | Add +5.9% | 482,815 | $14.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -23.0% | 445,305 | $13.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.3% | 380,466 | $11.5M |
| Victory Capital Management Inc. | 0.01% | Add +15.4% | 338,608 | $10.3M |
| UBS Group AG | 0.00% | Reduce -20.3% | 329,476 | $10.0M |
| Davidson Investment Advisors | 0.40% | Add +1.1% | 309,140 | $9.4M |
| Public Sector Pension Investment Board | 0.03% | Add +12.5% | 307,366 | $9.3M |
| LSV Asset Management | 0.02% | Reduce -5.7% | 304,000 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 295,160 | $8.9M |
| Empowered Funds, LLC | 0.09% | Add +10.2% | 293,070 | $8.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 239,156 | $7.2M |
| Congress Asset Management Co. | 0.04% | Reduce -5.1% | 214,186 | $6.5M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 207,692 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -11.8% | 202,446 | $6.1M |
| Nuveen, LLC | 0.00% | Reduce -3.7% | 196,066 | $5.9M |
| Citadel Advisors | 0.00% | Add +206.4% | 179,650 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.2% | 168,069 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +208.8% | 166,235 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -38.5% | 161,102 | $4.9M |
| Dana Investment Advisors, Inc. | 0.14% | Reduce -0.7% | 157,267 | $4.8M |
| Swiss National Bank | 0.00% | No change | 155,726 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 154,343 | $4.7M |
| Millennium Management | 0.00% | Add +1533.5% | 146,578 | $4.4M |
| AQR Capital Management | 0.00% | Add +240.8% | 134,390 | $4.1M |
| Prudential Financial Inc. | 0.00% | Add +16.6% | 131,996 | $4.0M |
| Auxier Asset Management LLC | 0.56% | No change | 130,913 | $4.0M |
| D. E. Shaw & Co. | 0.00% | Add +53.7% | 128,083 | $3.9M |
| Barclays PLC | 0.00% | Reduce -34.1% | 127,944 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 127,467 | $3.9M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 120,865 | $3.7M |
| Renaissance Technologies | 0.00% | Reduce -57.7% | 120,729 | $3.7M |
| New York State Teachers Retirement System | 0.01% | Add +0.1% | 120,106 | $3.6M |
| Dark Forest Capital Management LP | 0.14% | Add +7.0% | 119,208 | $3.6M |
| Sei Investments Co. | 0.00% | Reduce -9.8% | 118,563 | $3.6M |
| Hennessy Advisors Inc. | 0.12% | No change | 110,000 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | New | 105,247 | $3.2M |
| Alliancebernstein L.P. | 0.00% | No change | 97,994 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.2% | 86,008 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.2% | 82,202 | $2.5M |
| Raymond James Financial Inc. | 0.00% | Add +60.1% | 80,479 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -41.3% | 79,608 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +6.6% | 79,485 | $2.4M |
| Talbot Financial, LLC | 0.20% | No change | 77,586 | $2.4M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 75,008 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 69,877 | $2.1M |
| LPL Financial LLC | 0.00% | Add +2.8% | 67,641 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 67,427 | $2.0M |
| Wellington Management Group LLP | 0.00% | New | 66,821 | $2.0M |
| Comerica Bank | 0.01% | Reduce -7.4% | 63,228 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +13.4% | 61,382 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +546.8% | 61,036 | $1.8M |
| ExodusPoint Capital Management, LP | 0.03% | Add +7.9% | 60,773 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -32.6% | 59,815 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +10.5% | 54,304 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 54,258 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.2% | 53,932 | $1.6M |
| Kennedy Capital Management LLC | 0.03% | Reduce -84.8% | 50,477 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +20.3% | 49,497 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -5.7% | 49,175 | $1.5M |
| Marshall Wace, LLP | 0.00% | Reduce -8.2% | 47,950 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.5% | 47,367 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 45,792 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -9.9% | 42,962 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.8% | 42,261 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.5% | 38,947 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.9% | 36,644 | $1.1M |
| Vest Financial, LLC | 0.01% | Add +17.4% | 36,349 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.5% | 36,200 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.0M |
| HRT Financial LP | 0.00% | New | 34,161 | $1.0M |
| Intech Investment Management LLC | 0.01% | Reduce -27.1% | 30,768 | $932K |
| Pathstone Holdings, LLC | 0.00% | Add +7.0% | 30,532 | $925K |
| Picton Mahoney Asset Management | 0.01% | Add +46.6% | 30,257 | $916K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 30,184 | $914K |
| STRS Ohio | 0.00% | Add +4816.7% | 29,500 | $894K |
| AlphaQuest LLC | 0.06% | Add +4304.4% | 29,289 | $887K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -44.2% | 28,638 | $867K |
| Aquatic Capital Management LLC | 0.02% | New | 27,317 | $827K |
| Cwm, LLC | 0.00% | Add +9.7% | 26,643 | $807K |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 26,122 | $792K |
| SG Americas Securities, LLC | 0.00% | Add +34.9% | 25,239 | $764K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.1% | 25,158 | $762K |
| New York State Common Retirement Fund | 0.00% | No change | 25,052 | $759K |
| Yousif Capital Management, LLC | 0.01% | Reduce -19.1% | 24,303 | $736K |
| BNP Paribas Financial Markets | 0.00% | Add +192.8% | 24,268 | $735K |
| Brevan Howard Capital Management LP | 0.01% | Add +29.6% | 23,993 | $727K |
| Arizona State Retirement System | 0.00% | Reduce -0.4% | 23,698 | $718K |
| Handelsbanken Fonder AB | 0.00% | Add +26.4% | 23,474 | $711K |
| Gabelli Funds LLC | 0.00% | No change | 22,380 | $678K |
| Amalgamated Bank | 0.00% | Reduce -2.4% | 22,307 | $676K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +21.4% | 22,278 | $675K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 21,437 | $650K |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 21,017 | $637K |
| FMR LLC | 0.00% | Add +50.1% | 20,977 | $635K |
| IFG Advisory, LLC | 0.03% | No change | 20,741 | $628K |
| Graham Capital Management, L.P. | 0.03% | New | 20,189 | $612K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.5% | 20,066 | $608K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 19,552 | $592K |
| KLP Kapitalforvaltning As | 0.00% | Add +19.4% | 19,038 | $577K |
| Tradewinds Capital Management, LLC | 0.13% | No change | 19,000 | $576K |
| Natixis Advisors, LLC | 0.00% | Reduce -12.1% | 18,884 | $572K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $567K |
| Aigen Investment Management, LP | 0.09% | New | 18,221 | $552K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.3% | 17,756 | $538K |
| Royal Bank of Canada | 0.00% | Reduce -55.1% | 17,666 | $535K |
| Oxford Asset Management LLP | 0.17% | New | 17,481 | $529K |
| Quantinno Capital Management LP | 0.00% | Add +98.1% | 16,835 | $510K |
| AlphaCore Capital LLC | 0.02% | Reduce -50.0% | 16,790 | $509K |
| Algert Global LLC | 0.01% | Add +17.9% | 16,378 | $496K |
| Franklin Resources Inc. | 0.00% | Add +39.2% | 16,221 | $491K |
| Headlands Technologies LLC | 0.04% | Reduce -29.6% | 16,139 | $489K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.1% | 16,138 | $489K |
| Captrust Financial Advisors | 0.00% | Reduce -4.3% | 15,541 | $471K |
| Tidal Investments LLC | 0.00% | Reduce -2.9% | 15,486 | $469K |
| ProShare Advisors LLC | 0.00% | Reduce -17.3% | 14,858 | $450K |
| MML Investors Services, LLC | 0.00% | Reduce -10.8% | 14,836 | $449K |
| Voya Investment Management LLC | 0.00% | Reduce -33.1% | 14,565 | $441K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.7% | 14,070 | $426K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.0% | 13,987 | $424K |
| Amundi | 0.00% | Add +4.2% | 14,032 | $420K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 13,779 | $417K |
| Neuberger Berman Group LLC | 0.00% | Add +0.8% | 13,009 | $394K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,366 | $375K |
| Fox Run Management, L.L.C. | 0.06% | New | 12,355 | $374K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.9% | 11,327 | $343K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.0% | 11,290 | $342K |
| Balyasny Asset Management L.P. | 0.00% | Add +1.4% | 11,083 | $336K |
| Brighton Jones LLC | 0.01% | Add +7.7% | 10,866 | $329K |
| Caprock Group, LLC | 0.01% | — | 10,033 | $318K |
| Teacher Retirement System of Texas | 0.00% | Reduce -15.2% | 10,506 | $318K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 10,390 | $315K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +14.9% | 10,077 | $305K |
| Pinnacle West Asset Management, Inc. | 0.20% | No change | 10,000 | $303K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.1% | 9,870 | $299K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.4% | 9,828 | $298K |
| Cooper Financial Group | 0.03% | Reduce -5.5% | 9,747 | $295K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.5% | 9,595 | $291K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.8% | 9,550 | $289K |
| Principal Securities, Inc. | 0.00% | Reduce -3.9% | 9,544 | $289K |
| IMS Capital Management | 0.13% | Reduce -4.2% | 9,214 | $279K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.8% | 9,189 | $278K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -14.3% | 8,826 | $267K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 8,802 | $267K |
| Choreo, LLC | 0.00% | New | 8,675 | $263K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +38.1% | 8,897 | $262K |
| Lakeside Advisors, INC. | 0.16% | Reduce -2.7% | 8,540 | $259K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,408 | $255K |
| State of Wisconsin Investment Board | 0.00% | Reduce -3.3% | 8,159 | $247K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,322 | $220K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.8% | 7,180 | $217K |
| Creative Planning | 0.00% | New | 6,902 | $209K |
| CIBC Asset Management Inc | 0.00% | Reduce -4.4% | 6,852 | $208K |
| Profund Advisors LLC | 0.01% | Reduce -7.9% | 6,735 | $204K |
| Cetera Investment Advisers | 0.00% | New | 6,605 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -19.4% | 6,590 | $200K |
| MAI Capital Management | 0.00% | Reduce -10.3% | 6,375 | $193K |
| Sterling Capital Management LLC | 0.00% | Add +152.1% | 5,462 | $165K |
| Sprucegrove Investment Management Ltd. | 0.01% | Add +20.0% | 4,200 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.4% | 4,189 | $127K |
| EMC Capital Management | 0.06% | No change | 3,937 | $119K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -69.3% | 3,743 | $113K |
| GAMMA Investing LLC | 0.01% | Add +43.3% | 3,721 | $113K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $104K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.8% | 3,399 | $103K |
| KBC Group NV | 0.00% | No change | 3,107 | $94K |
| McIlrath & Eck, LLC | 0.01% | Add +104.4% | 2,712 | $82K |
| Arax Advisory Partners | 0.00% | New | 2,685 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $58K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.4% | 1,838 | $56K |
| Blue Trust, Inc. | 0.00% | Add +36.0% | 1,837 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 1,830 | $55K |
| Cornerstone Planning Group LLC | 0.01% | Add +3597.1% | 2,514 | $54K |
| Danske Bank A/S | 0.00% | No change | 1,700 | $51K |
| Parallel Advisors, LLC | 0.00% | No change | 1,676 | $51K |
| Hantz Financial Services, Inc. | 0.00% | Add +604.5% | 1,423 | $43K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,363 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,174 | $36K |
| US Bancorp \de | 0.00% | Reduce -8.2% | 1,115 | $34K |
| Salomon & Ludwin, LLC | 0.00% | New | 729 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $20K |
| Quarry LP | 0.01% | Add +145.2% | 662 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +33.1% | 644 | $20K |
| Larson Financial Group LLC | 0.00% | Reduce -8.3% | 629 | $19K |
| Bessemer Group Inc. | 0.00% | Add +96.9% | 504 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $15K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -40.6% | 486 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -11.8% | 470 | $14K |
| LRI Investments, LLC | 0.00% | No change | 462 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 434 | $13K |
| Optiver Holding B.V. | 0.00% | New | 410 | $12K |
| Wealthspire Advisors, LLC | 0.00% | New | 399 | $12K |
| UMB Bank, n.a. | 0.00% | Add +15.5% | 366 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.5% | 350 | $11K |
| National Bank of Canada | 0.00% | Add +2.0% | 298 | $9K |
| Bare Financial Services, Inc | 0.00% | No change | 223 | $7K |
| Root Financial Partners, LLC | 0.00% | New | 187 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +3800.0% | 156 | $5K |
| Essential Partners LLC | 0.00% | Add +1061.5% | 151 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -30.8% | 135 | $4K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 123 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +818.2% | 101 | $3K |
| Group One Trading LLC | 0.00% | New | 100 | $3K |
| Hemington Wealth Management | 0.00% | Add +31.0% | 131 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -17.9% | 78 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 77 | $2K |
| Fifth Third Bancorp | 0.00% | Add +58.7% | 73 | $2K |
| High Note Wealth, LLC | 0.00% | Add +11.1% | 70 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 55 | $2K |
| True Wealth Design, LLC | 0.00% | Add +8.3% | 52 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $1K |
| Covestor Ltd | 0.00% | Reduce -63.2% | 21 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +25.0% | 30 | $909 |
| WPG Advisers, LLC | 0.00% | No change | 26 | $788 |
| Assetmark, Inc. | 0.00% | New | 25 | $757 |
| Quadrant Capital Group LLC | 0.00% | New | 24 | $727 |
| Creekmur Asset Management LLC | 0.00% | Add +5.6% | 19 | $564 |
| JFS Wealth Advisors, LLC | 0.00% | Add +41.7% | 17 | $515 |
| Financial Consulate, Inc. | 0.00% | New | 16 | $485 |
| Allworth Financial LP | 0.00% | New | 16 | $485 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $441 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $243 |
| Huntington National Bank | 0.00% | No change | 7 | $215 |
| Rialto Wealth Management, LLC | 0.00% | Add +133.3% | 7 | $213 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $213 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $212 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $151 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $121 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $30 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.