WafdWAFD
13F holders, Q1 2026 (March 31)259holders
30new positions
28sold out
5famous investors
$31.44avg. 13F price*
At the end of Q1 2026, 259 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, unchanged from Q4 2025. 30 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($346.8M), Dimensional Fund Advisors LP ($155.3M) and Vanguard Portfolio Management LLC ($151.4M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.2M |
| Exits | 28 | $31.3M |
All 13F filers, Q4 2025 → Q1 2026: 3,685,552 shares bought and 3,899,782 shares sold, net −214,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.01% | Reduce -2.9% | 11,044,196 | $346.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.7% | 4,945,524 | $155.3M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,820,545 | $151.4M |
| State Street Corp. | 0.00% | Add +2.4% | 4,215,623 | $132.4M |
| Alliancebernstein L.P. | 0.04% | Add +15.0% | 3,574,574 | $114.5M |
| Vanguard Capital Management LLC | 0.00% | — | 3,427,275 | $107.6M |
| Fuller & Thaler Asset Management, Inc. | 0.34% | Reduce -3.3% | 3,254,587 | $102.2M |
| American Century Companies Inc. | 0.04% | Add +5.1% | 2,210,347 | $69.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 1,952,330 | $61.3M |
| Systematic Financial Management LP | 1.11% | Reduce -1.2% | 1,538,351 | $48.3M |
| Frontier Capital Management Co. LLC | 0.35% | Reduce -4.2% | 1,074,552 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.9% | 1,058,766 | $33.2M |
| Bank of America Corp. | 0.00% | Add +28.1% | 905,863 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.5% | 850,847 | $26.7M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 785,597 | $24.7M |
| Morgan Stanley | 0.00% | Add +3.4% | 778,570 | $24.4M |
| Wells Fargo & Company | 0.00% | Reduce -23.8% | 764,142 | $24.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.1% | 675,834 | $21.2M |
| D. E. Shaw & Co. | 0.01% | Add +54.2% | 551,847 | $17.3M |
| Two Sigma Investments, LP | 0.01% | Add +239.1% | 551,701 | $17.3M |
| UBS Group AG | 0.00% | Add +166.6% | 542,633 | $17.0M |
| MetLife Investment Management, LLC | 0.09% | Reduce -19.8% | 532,789 | $16.7M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +17.6% | 532,001 | $16.7M |
| Bridgeway Capital Management, LLC | 0.33% | Reduce -0.2% | 524,151 | $16.5M |
| Principal Financial Group Inc. | 0.01% | Add +34.4% | 504,529 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.5% | 495,784 | $15.6M |
| Victory Capital Management Inc. | 0.01% | Add +46.2% | 493,030 | $15.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 490,150 | $15.4M |
| William Blair Investment Management, LLC | 0.04% | Reduce -64.6% | 352,838 | $11.1M |
| Empowered Funds, LLC | 0.07% | New | 334,551 | $10.5M |
| Davidson Investment Advisors | 0.41% | Reduce -3.3% | 302,048 | $9.5M |
| LSV Asset Management | 0.02% | Add +0.5% | 298,800 | $9.4M |
| Invesco Ltd. | 0.00% | Reduce -59.6% | 276,039 | $8.7M |
| Congress Asset Management Co. | 0.06% | Add +25.3% | 275,080 | $8.6M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.5% | 271,381 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 220,431 | $6.9M |
| Millennium Management | 0.01% | Add +199.3% | 207,927 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.5% | 200,139 | $6.3M |
| Nuveen, LLC | 0.00% | Reduce -0.9% | 192,121 | $6.0M |
| Bessemer Group Inc. | 0.01% | Add +37.9% | 191,044 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -12.3% | 174,480 | $5.5M |
| Sei Investments Co. | 0.01% | Add +148.9% | 172,709 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 171,765 | $5.4M |
| AQR Capital Management | 0.00% | Reduce -0.5% | 164,278 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 163,867 | $5.1M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -0.2% | 156,715 | $4.9M |
| Swiss National Bank | 0.00% | Reduce -2.9% | 151,226 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -48.3% | 148,872 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +380.6% | 146,091 | $4.6M |
| WINTON GROUP Ltd | 0.16% | New | 141,914 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 135,202 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.8% | 122,776 | $3.8M |
| Jane Street Group, LLC | 0.00% | Reduce -46.0% | 118,303 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.8% | 113,108 | $3.6M |
| Hennessy Advisors Inc. | 0.12% | No change | 110,000 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -56.6% | 105,325 | $3.3M |
| HRT Financial LP | 0.01% | New | 96,690 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +25.3% | 91,503 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.9% | 83,576 | $2.6M |
| Talbot Financial, LLC | 0.21% | Add +4.3% | 80,896 | $2.5M |
| Auxier Asset Management LLC | 0.35% | Reduce -11.6% | 77,992 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +4.3% | 77,893 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.1% | 77,780 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 73,592 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +12.3% | 72,291 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +75681.1% | 71,992 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 71,890 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 70,509 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.9% | 67,576 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.4% | 67,377 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.1% | 67,124 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +17.8% | 64,966 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -50.0% | 63,494 | $2.0M |
| Barclays PLC | 0.00% | Reduce -64.2% | 55,820 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 54,573 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 53,824 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +340.4% | 51,399 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.5% | 50,637 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.9% | 49,722 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.2% | 45,758 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 43,066 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 41,330 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.0% | 40,902 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -6.1% | 40,900 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +6.9% | 37,004 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.3% | 35,724 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.8% | 34,390 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -6.9% | 33,600 | $1.1M |
| Weiss Asset Management LP | 0.03% | Reduce -3.5% | 33,134 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +14.8% | 31,529 | $990K |
| KLP Kapitalforvaltning As | 0.00% | No change | 30,738 | $965K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 30,211 | $949K |
| STRS Ohio | 0.00% | No change | 29,500 | $926K |
| XTX Topco Ltd | 0.02% | Reduce -33.9% | 28,250 | $887K |
| BNP Paribas Financial Markets | 0.00% | Add +43.7% | 26,981 | $847K |
| New York State Common Retirement Fund | 0.00% | No change | 25,052 | $787K |
| FMR LLC | 0.00% | Reduce -5.0% | 24,238 | $761K |
| SG Americas Securities, LLC | 0.00% | Reduce -55.4% | 23,926 | $751K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 23,853 | $749K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,474 | $737K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 23,394 | $735K |
| Amalgamated Bank | 0.01% | Reduce -4.2% | 21,911 | $688K |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 21,245 | $667K |
| Arizona State Retirement System | 0.00% | Reduce -4.6% | 20,995 | $659K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 20,902 | $656K |
| Natixis Advisors, LLC | 0.00% | Add +5.0% | 20,759 | $652K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.2% | 20,399 | $641K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 20,033 | $629K |
| Gabelli Funds LLC | 0.00% | Reduce -10.6% | 20,000 | $628K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 19,426 | $610K |
| Tradewinds Capital Management, LLC | 0.12% | No change | 19,000 | $597K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.8% | 18,761 | $589K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $588K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -26.6% | 18,453 | $579K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 18,336 | $576K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 18,067 | $567K |
| Intech Investment Management LLC | 0.01% | Reduce -42.9% | 17,570 | $552K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.9% | 17,356 | $545K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.8% | 16,291 | $512K |
| Marshall Wace, LLP | 0.00% | New | 15,900 | $499K |
| Royal Bank of Canada | 0.00% | Add +39.6% | 15,506 | $487K |
| Tidal Investments LLC | 0.00% | Add +3.0% | 15,328 | $481K |
| Qube Research & Technologies Ltd | 0.00% | New | 13,934 | $438K |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 13,045 | $410K |
| Gsa Capital Partners LLP | 0.03% | New | 12,885 | $405K |
| Amundi | 0.00% | Add +9.4% | 12,668 | $398K |
| Russell Investments Group, Ltd. | 0.00% | Add +89.2% | 12,605 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.6% | 12,529 | $393K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.3% | 12,081 | $379K |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 11,850 | $372K |
| Brighton Jones LLC | 0.01% | New | 11,727 | $368K |
| Renaissance Technologies | 0.00% | New | 11,629 | $365K |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.8% | 11,573 | $363K |
| MML Investors Services, LLC | 0.00% | Reduce -24.5% | 11,493 | $361K |
| nVerses Capital, LLC | 0.32% | New | 11,199 | $352K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.1% | 10,996 | $345K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.4% | 10,895 | $342K |
| Principal Securities, Inc. | 0.01% | Add +3.7% | 10,842 | $340K |
| Graham Capital Management, L.P. | 0.01% | Reduce -39.6% | 10,334 | $324K |
| Caprock Group, LLC | 0.01% | Add +21.2% | 10,228 | $321K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 10,060 | $320K |
| HB Wealth Management, LLC | 0.00% | Add +8.6% | 10,158 | $319K |
| Pinnacle West Asset Management, Inc. | 0.21% | No change | 10,000 | $314K |
| Cooper Financial Group | 0.03% | Add +1.1% | 9,901 | $311K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.7% | 9,747 | $306K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 9,595 | $301K |
| HighTower Advisors, LLC | 0.00% | Add +12.1% | 9,537 | $299K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.9% | 9,510 | $299K |
| GTS Securities LLC | 0.01% | New | 9,477 | $298K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 9,386 | $295K |
| Mercer Global Advisors Inc. | 0.00% | Add +30.1% | 9,384 | $295K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 8,826 | $277K |
| Nicolet Bankshares Inc. | 0.01% | New | 8,802 | $276K |
| Baron Wealth Management LLC | 0.08% | Add +3.9% | 8,720 | $274K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.6% | 8,682 | $273K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,822 | $246K |
| Lakeside Advisors, INC. | 0.16% | Reduce -3.1% | 7,509 | $236K |
| State of Wisconsin Investment Board | 0.00% | New | 7,442 | $234K |
| Profund Advisors LLC | 0.01% | Reduce -44.8% | 7,330 | $230K |
| Xponance LLC | 0.00% | New | 7,308 | $229K |
| Two Sigma Securities, LLC | 0.03% | Reduce -3.9% | 7,143 | $224K |
| Oxford Asset Management LLP | 0.09% | Reduce -53.9% | 7,118 | $224K |
| Odyssean, LLC | 0.08% | New | 6,845 | $215K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.5% | 6,720 | $211K |
| Choreo, LLC | 0.00% | Add +1.2% | 6,714 | $211K |
| MAI Capital Management | 0.00% | Add +0.2% | 6,390 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.4% | 6,235 | $196K |
| US Bancorp \de | 0.00% | Reduce -2.4% | 6,232 | $196K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +106.1% | 5,173 | $162K |
| Hamrick Investment Counsel, llc | 0.09% | New | 4,900 | $154K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,770 | $150K |
| Sprucegrove Investment Management Ltd. | 0.02% | No change | 4,200 | $132K |
| GAMMA Investing LLC | 0.01% | Add +12.4% | 4,108 | $129K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -3.8% | 3,935 | $124K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $121K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.3% | 3,594 | $113K |
| KBC Group NV | 0.00% | No change | 3,107 | $98K |
| Freestone Grove Partners LP | 0.00% | New | 2,886 | $91K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.8% | 2,524 | $79K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -16.2% | 2,333 | $73K |
| Los Angeles Capital Management LLC | 0.00% | Add +382.6% | 2,220 | $70K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.6% | 2,026 | $64K |
| McIlrath & Eck, LLC | 0.00% | Add +0.1% | 2,015 | $63K |
| Blue Trust, Inc. | 0.00% | Reduce -1.8% | 1,800 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +64.3% | 1,774 | $55K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 1,702 | $53K |
| TD Private Client Wealth LLC | 0.00% | Reduce -9.7% | 1,647 | $52K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +143.3% | 1,630 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3.3% | 1,538 | $48K |
| Quantbot Technologies LP | 0.00% | New | 1,389 | $44K |
| Assetmark, Inc. | 0.00% | Add +3620.0% | 930 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -52.5% | 906 | $28K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -43.0% | 895 | $28K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.9% | 711 | $22K |
| Daytona Street Capital LLC | 0.02% | No change | 670 | $21K |
| Larson Financial Group LLC | 0.00% | Add +3.0% | 611 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | New | 536 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.9% | 535 | $17K |
| Versant Capital Management, Inc | 0.00% | Add +21.4% | 527 | $17K |
| Robinswood Financial LLC | 0.00% | No change | 500 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 482 | $15K |
| UMB Bank, n.a. | 0.00% | Add +5.5% | 483 | $15K |
| LRI Investments, LLC | 0.00% | Add +3.9% | 480 | $15K |
| Root Financial Partners, LLC | 0.00% | Add +96.8% | 437 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.4% | 392 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.4% | 352 | $11K |
| Harbour Investments, Inc. | 0.00% | No change | 350 | $11K |
| Destiny Wealth Partners, LLC | 0.00% | New | 336 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +26.6% | 319 | $10K |
| Simplex Trading, LLC | 0.00% | New | 302 | $9K |
| National Bank of Canada | 0.00% | Add +2.7% | 300 | $9K |
| Rothschild Investment LLC | 0.00% | Add +9.7% | 226 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -11.6% | 221 | $7K |
| Osbon Capital Management LLC | 0.01% | No change | 200 | $6K |
| Danske Bank A/S | 0.00% | Reduce -88.2% | 200 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 193 | $6K |
| Essential Partners LLC | 0.00% | Reduce -12.4% | 183 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +247.5% | 139 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 134 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 134 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 130 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +30.1% | 108 | $3K |
| CVA Family Office, LLC | 0.00% | New | 105 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Huntington National Bank | 0.00% | New | 91 | $3K |
| Arax Advisory Partners | 0.00% | Add +462.5% | 90 | $3K |
| Allworth Financial LP | 0.00% | Add +233.3% | 80 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.4% | 70 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +272.2% | 67 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 62 | $2K |
| Optiver Holding B.V. | 0.00% | New | 60 | $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 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.0% | 42 | $1K |
| Ankerstar Wealth, LLC | 0.00% | No change | 41 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 32 | $1K |
| Trust Co | 0.00% | No change | 29 | $918 |
| Parkside Financial Bank & Trust | 0.00% | No change | 28 | $880 |
| WPG Advisers, LLC | 0.00% | No change | 26 | $816 |
| Quadrant Capital Group LLC | 0.00% | No change | 24 | $754 |
| NBT Bank, N.A. | 0.00% | New | 21 | $659 |
| Financial Consulate, Inc. | 0.00% | No change | 16 | $503 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $440 |
| SJS Investment Consulting Inc. | 0.00% | Add +85.7% | 13 | $409 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $376 |
| Gilpin Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $314 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +600.0% | 7 | $220 |
| Rialto Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $189 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $157 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $126 |
| Curio Wealth, LLC | 0.00% | New | 4 | $126 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $94 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -98.8% | 2 | $63 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $48 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $31 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
| Covestor Ltd | 0.00% | Add +275.0% | 15 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.