WafdWAFD
13F holders, Q4 2025 (December 31)259holders +5
26new positions
25sold out
4famous investors
$32.03avg. 13F price*
At the end of Q4 2025, 259 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 5 from Q3 2025. 26 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($364.2M), Vanguard Group Inc. ($281.2M) and Dimensional Fund Advisors LP ($159.5M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.2M |
| Exits | 25 | $53.3M |
All 13F filers, Q3 2025 → Q4 2025: 5,430,077 shares bought and 4,773,370 shares sold, net +656,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 11,371,209 | $364.2M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 8,778,878 | $281.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.5% | 4,980,089 | $159.5M |
| State Street Corp. | 0.00% | Reduce -0.2% | 4,117,990 | $131.9M |
| Fuller & Thaler Asset Management, Inc. | 0.36% | Reduce -8.6% | 3,366,379 | $107.8M |
| Alliancebernstein L.P. | 0.03% | Add +3071.3% | 3,107,658 | $99.5M |
| American Century Companies Inc. | 0.03% | Add +1.2% | 2,102,900 | $67.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 1,941,880 | $62.2M |
| Systematic Financial Management LP | 1.18% | Add +0.5% | 1,557,436 | $49.9M |
| Frontier Capital Management Co. LLC | 0.38% | Reduce -0.9% | 1,121,853 | $35.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.4% | 1,079,482 | $34.6M |
| Wells Fargo & Company | 0.01% | Reduce -13.2% | 1,003,235 | $32.1M |
| William Blair Investment Management, LLC | 0.09% | Reduce -9.4% | 996,880 | $31.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -33.8% | 909,977 | $29.1M |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 773,615 | $24.8M |
| Morgan Stanley | 0.00% | Add +15.7% | 752,786 | $24.1M |
| Bank of New York Mellon Corp | 0.00% | Add +5.7% | 712,302 | $22.8M |
| Bank of America Corp. | 0.00% | Add +17.7% | 707,135 | $22.6M |
| Invesco Ltd. | 0.00% | Reduce -25.4% | 683,352 | $21.9M |
| MetLife Investment Management, LLC | 0.10% | Reduce -0.5% | 664,081 | $21.3M |
| Bridgeway Capital Management, LLC | 0.35% | Add +8.8% | 525,351 | $16.8M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1.6% | 452,517 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +52.0% | 448,716 | $14.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 375,488 | $12.0M |
| D. E. Shaw & Co. | 0.01% | Add +179.4% | 357,898 | $11.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.4% | 337,253 | $10.8M |
| Wellington Management Group LLP | 0.00% | Add +399.4% | 333,712 | $10.7M |
| Davidson Investment Advisors | 0.42% | Add +1.1% | 312,403 | $10.0M |
| LSV Asset Management | 0.02% | Reduce -2.2% | 297,200 | $9.5M |
| ExodusPoint Capital Management, LP | 0.10% | Add +373.8% | 287,947 | $9.2M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.3% | 272,715 | $8.7M |
| Citadel Advisors | 0.01% | Add +35.1% | 242,644 | $7.8M |
| Rhumbline Advisers | 0.01% | Reduce -6.4% | 223,928 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +9.2% | 221,094 | $7.1M |
| Congress Asset Management Co. | 0.05% | Add +2.5% | 219,558 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +31.9% | 219,231 | $7.0M |
| UBS Group AG | 0.00% | Reduce -38.2% | 203,547 | $6.5M |
| Legal & General Group Plc | 0.00% | Reduce -4.2% | 198,880 | $6.4M |
| Nuveen, LLC | 0.00% | Reduce -1.1% | 193,880 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 191,252 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 173,665 | $5.6M |
| AQR Capital Management | 0.00% | Add +22.9% | 165,138 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -76.4% | 165,014 | $5.3M |
| Two Sigma Investments, LP | 0.01% | Add +228.7% | 162,690 | $5.2M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -0.1% | 157,071 | $5.0M |
| Barclays PLC | 0.00% | Add +22.0% | 156,051 | $5.0M |
| Swiss National Bank | 0.00% | No change | 155,726 | $5.0M |
| Bessemer Group Inc. | 0.01% | Add +27388.9% | 138,544 | $4.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -18.4% | 131,528 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 128,043 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Add +5.6% | 126,857 | $4.1M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 116,465 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.6% | 112,154 | $3.6M |
| Hennessy Advisors Inc. | 0.12% | No change | 110,000 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +63.7% | 99,929 | $3.2M |
| Auxier Asset Management LLC | 0.40% | Reduce -32.6% | 88,223 | $2.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -0.1% | 79,441 | $2.5M |
| Talbot Financial, LLC | 0.20% | No change | 77,586 | $2.5M |
| Azora Capital LP | 0.15% | New | 75,357 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -43.4% | 74,663 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -14.4% | 73,595 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 73,022 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 73,019 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.5% | 72,741 | $2.3M |
| Comerica Bank | 0.01% | Add +13.6% | 71,842 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.0% | 71,497 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -13.9% | 70,753 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.6% | 70,302 | $2.3M |
| Millennium Management | 0.00% | Reduce -52.6% | 69,475 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -41.5% | 69,397 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +4.9% | 64,376 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +6.6% | 57,895 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +2.3% | 55,146 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 54,299 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.5% | 54,141 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Add +112.5% | 53,645 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +71.3% | 52,304 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -39.8% | 48,450 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 44,321 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.1% | 43,551 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 43,570 | $1.4M |
| XTX Topco Ltd | 0.04% | New | 42,722 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.2% | 40,895 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.3% | 36,500 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 36,190 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.3% | 36,100 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +105.5% | 34,602 | $1.1M |
| Weiss Asset Management LP | 0.02% | New | 34,352 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +99.7% | 33,530 | $1.1M |
| Dark Forest Capital Management LP | 0.05% | Reduce -73.7% | 31,339 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 30,970 | $992K |
| Intech Investment Management LLC | 0.01% | No change | 30,768 | $985K |
| KLP Kapitalforvaltning As | 0.00% | Add +61.5% | 30,738 | $985K |
| Franklin Resources Inc. | 0.00% | Add +87.4% | 30,397 | $974K |
| STRS Ohio | 0.00% | No change | 29,500 | $945K |
| Captrust Financial Advisors | 0.00% | Add +87.7% | 29,174 | $934K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -4.1% | 27,460 | $880K |
| FMR LLC | 0.00% | Add +21.6% | 25,513 | $817K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 25,158 | $806K |
| New York State Common Retirement Fund | 0.00% | No change | 25,052 | $802K |
| Cwm, LLC | 0.00% | Reduce -6.8% | 24,834 | $795K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 24,089 | $772K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,474 | $752K |
| Amalgamated Bank | 0.01% | Add +2.5% | 22,866 | $732K |
| Gabelli Funds LLC | 0.00% | No change | 22,380 | $717K |
| Headlands Technologies LLC | 0.06% | Add +38.1% | 22,290 | $714K |
| Arizona State Retirement System | 0.00% | Reduce -7.1% | 22,009 | $705K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -6.2% | 20,902 | $669K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.4% | 21,290 | $669K |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 20,682 | $662K |
| IFG Advisory, LLC | 0.03% | Reduce -4.5% | 19,806 | $634K |
| Natixis Advisors, LLC | 0.00% | Add +4.7% | 19,779 | $634K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 19,506 | $625K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -9.4% | 19,426 | $622K |
| Tradewinds Capital Management, LLC | 0.13% | No change | 19,000 | $609K |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.6% | 18,771 | $601K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $599K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 18,515 | $593K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -63.3% | 18,067 | $589K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.7% | 18,056 | $578K |
| Graham Capital Management, L.P. | 0.03% | Reduce -15.3% | 17,098 | $548K |
| D.A. Davidson & Co. | 0.00% | Reduce -45.0% | 16,590 | $531K |
| Algert Global LLC | 0.01% | No change | 16,378 | $525K |
| Lazard Asset Management LLC | 0.00% | Add +1.3% | 16,343 | $523K |
| Oxford Asset Management LLP | 0.18% | Reduce -11.6% | 15,446 | $495K |
| AlphaQuest LLC | 0.03% | Reduce -47.9% | 15,271 | $489K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 15,227 | $488K |
| ProShare Advisors LLC | 0.00% | Add +2.0% | 15,162 | $486K |
| Tidal Investments LLC | 0.00% | Reduce -3.9% | 14,883 | $477K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 14,179 | $454K |
| Neuberger Berman Group LLC | 0.00% | Add +5.6% | 13,737 | $440K |
| Voya Investment Management LLC | 0.00% | Reduce -6.2% | 13,657 | $437K |
| Profund Advisors LLC | 0.01% | Add +97.0% | 13,266 | $425K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.2% | 13,119 | $420K |
| Ieq Capital, LLC | 0.00% | New | 12,897 | $413K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,366 | $396K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -51.4% | 11,672 | $374K |
| Amundi | 0.00% | Reduce -17.5% | 11,575 | $371K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.2% | 11,464 | $367K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -1.1% | 11,160 | $357K |
| Royal Bank of Canada | 0.00% | Reduce -37.1% | 11,105 | $357K |
| Principal Securities, Inc. | 0.01% | Add +9.5% | 10,452 | $335K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.8% | 9,773 | $323K |
| Pinnacle West Asset Management, Inc. | 0.21% | No change | 10,000 | $320K |
| iSAM Funds (UK) Ltd | 0.11% | New | 9,972 | $319K |
| Cooper Financial Group | 0.03% | Add +0.4% | 9,790 | $314K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -12.3% | 9,720 | $311K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 9,595 | $307K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.8% | 9,539 | $306K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.3% | 9,422 | $302K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.8% | 9,357 | $300K |
| DRW Securities, LLC | 0.02% | New | 9,336 | $299K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.0% | 9,005 | $288K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,826 | $283K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 8,802 | $282K |
| Man Group plc | 0.00% | New | 8,647 | $277K |
| HighTower Advisors, LLC | 0.00% | New | 8,509 | $273K |
| Caprock Group, LLC | 0.01% | Reduce -15.9% | 8,441 | $270K |
| Baron Wealth Management LLC | 0.08% | New | 8,397 | $269K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -36.2% | 7,882 | $252K |
| Lakeside Advisors, INC. | 0.16% | Reduce -9.3% | 7,750 | $248K |
| Aigen Investment Management, LP | 0.06% | Reduce -57.9% | 7,665 | $246K |
| Two Sigma Securities, LLC | 0.03% | New | 7,435 | $238K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,213 | $231K |
| CIBC Asset Management Inc | 0.00% | Add +3.8% | 7,111 | $228K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,322 | $219K |
| Choreo, LLC | 0.00% | Reduce -23.5% | 6,637 | $216K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.2% | 6,664 | $213K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,590 | $211K |
| US Bancorp \de | 0.00% | Add +472.4% | 6,382 | $204K |
| MAI Capital Management | 0.00% | No change | 6,375 | $204K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,576 | $179K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -51.7% | 4,770 | $153K |
| Sterling Capital Management LLC | 0.00% | Reduce -17.8% | 4,492 | $144K |
| Sprucegrove Investment Management Ltd. | 0.02% | No change | 4,200 | $135K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +9.3% | 4,092 | $131K |
| GAMMA Investing LLC | 0.01% | Reduce -1.8% | 3,656 | $117K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.4% | 3,548 | $114K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $110K |
| EMC Capital Management | 0.05% | Reduce -15.0% | 3,346 | $107K |
| KBC Group NV | 0.00% | No change | 3,107 | $100K |
| Hantz Financial Services, Inc. | 0.00% | Add +95.6% | 2,783 | $89K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.1% | 2,510 | $80K |
| McIlrath & Eck, LLC | 0.01% | Reduce -25.8% | 2,013 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $61K |
| Blue Trust, Inc. | 0.00% | Reduce -0.2% | 1,833 | $59K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.8% | 1,824 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.6% | 1,783 | $57K |
| Danske Bank A/S | 0.00% | No change | 1,700 | $54K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 1,685 | $54K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.3% | 1,571 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,489 | $48K |
| Jones Financial Companies LLLP | 0.00% | Add +67.7% | 1,080 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.0% | 822 | $26K |
| Daytona Street Capital LLC | 0.02% | — | 670 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $21K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +35.6% | 659 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -5.7% | 593 | $19K |
| Global Retirement Partners, LLC | 0.00% | Add +13.2% | 532 | $17K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -33.9% | 482 | $16K |
| LRI Investments, LLC | 0.00% | No change | 462 | $15K |
| UMB Bank, n.a. | 0.00% | Add +25.1% | 458 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +183.3% | 442 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 434 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +448.7% | 428 | $14K |
| Los Angeles Capital Management LLC | 0.00% | New | 460 | $13K |
| Harbour Investments, Inc. | 0.00% | No change | 350 | $11K |
| National Bank of Canada | 0.00% | Reduce -2.0% | 292 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +13.0% | 252 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 250 | $8K |
| Root Financial Partners, LLC | 0.00% | Add +18.7% | 222 | $7K |
| Essential Partners LLC | 0.00% | Add +38.4% | 209 | $7K |
| Rothschild Investment LLC | 0.00% | Add +52.6% | 206 | $7K |
| Osbon Capital Management LLC | 0.01% | — | 200 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +150.7% | 193 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 170 | $5K |
| IFP Advisors, Inc | 0.00% | Add +8.9% | 134 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 129 | $4K |
| Signaturefd, LLC | 0.00% | New | 113 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Fifth Third Bancorp | 0.00% | Add +30.1% | 95 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 70 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -97.3% | 69 | $2K |
| True Wealth Design, LLC | 0.00% | Add +19.2% | 62 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +229.4% | 56 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 55 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $1K |
| Ankerstar Wealth, LLC | 0.00% | — | 41 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 40 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.9% | 32 | $1K |
| Bayban | 0.00% | — | 30 | $961 |
| Trust Co | 0.00% | New | 29 | $929 |
| Parkside Financial Bank & Trust | 0.00% | Add +250.0% | 28 | $898 |
| WPG Advisers, LLC | 0.00% | No change | 26 | $833 |
| Assetmark, Inc. | 0.00% | No change | 25 | $801 |
| Allworth Financial LP | 0.00% | Add +50.0% | 24 | $769 |
| Quadrant Capital Group LLC | 0.00% | No change | 24 | $769 |
| Bullock Wealth Management Group | 0.00% | — | 21 | $673 |
| Fortitude Family Office, LLC | 0.00% | Reduce -40.0% | 18 | $577 |
| CIBC Private Wealth Group LLC | 0.00% | New | 18 | $577 |
| Financial Consulate, Inc. | 0.00% | No change | 16 | $513 |
| Arax Advisory Partners | 0.00% | Reduce -99.4% | 16 | $512 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $449 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +150.0% | 10 | $320 |
| Tucker Asset Management LLC | 0.00% | New | 8 | $256 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $225 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $224 |
| Gilpin Wealth Management, LLC | 0.00% | — | 6 | $193 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $161 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -28.6% | 5 | $161 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $50 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $32 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $32 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
| Covestor Ltd | 0.00% | Reduce -81.0% | 4 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.