WafdWAFD
13F holders, Q2 2026 (June 30)289holders +30
55new positions
27sold out
7famous investors
$37.95avg. 13F price*
At the end of Q2 2026, 289 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 30 from Q1 2026. 55 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($413.4M), Dimensional Fund Advisors LP ($190.5M) and Vanguard Portfolio Management LLC ($182.5M). 7 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $40.1M |
| Exits | 27 | $24.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,120,028 shares bought and 2,749,042 shares sold, net +1,370,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 10,774,309 | $413.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.4% | 4,964,442 | $190.5M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -1.4% | 4,755,020 | $182.5M |
| State Street Corp. | 0.00% | Add +3.1% | 4,345,763 | $166.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.0% | 3,324,356 | $127.6M |
| Fuller & Thaler Asset Management, Inc. | 0.33% | Reduce -3.5% | 3,142,312 | $120.6M |
| Alliancebernstein L.P. | 0.04% | Add +6.5% | 3,807,514 | $119.6M |
| American Century Companies Inc. | 0.04% | Add +9.3% | 2,416,568 | $92.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 1,987,447 | $76.3M |
| Systematic Financial Management LP | 1.19% | Add +1.3% | 1,558,139 | $59.8M |
| Ameriprise Financial Inc. | 0.01% | Add +28.6% | 1,094,307 | $42.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.6% | 1,020,988 | $39.2M |
| Frontier Capital Management Co. LLC | 0.34% | Reduce -11.4% | 951,677 | $36.5M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 903,179 | $34.7M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 831,630 | $31.9M |
| D. E. Shaw & Co. | 0.02% | Add +43.3% | 790,567 | $30.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +53.1% | 759,092 | $29.1M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 736,410 | $28.3M |
| Wells Fargo & Company | 0.00% | Reduce -9.6% | 690,969 | $26.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 690,349 | $26.5M |
| Two Sigma Investments, LP | 0.02% | Add +2.7% | 566,391 | $21.7M |
| Millennium Management | 0.01% | Add +167.5% | 556,257 | $21.3M |
| Bridgeway Capital Management, LLC | 0.36% | Add +2.7% | 538,077 | $20.6M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +0.3% | 533,521 | $20.5M |
| Victory Capital Management Inc. | 0.01% | Add +5.8% | 521,358 | $20.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 510,281 | $19.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.3% | 488,806 | $18.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +3202.7% | 460,195 | $17.7M |
| MetLife Investment Management, LLC | 0.08% | Reduce -17.1% | 441,753 | $17.0M |
| Invesco Ltd. | 0.00% | Add +45.0% | 400,242 | $15.4M |
| LSV Asset Management | 0.02% | Add +19.5% | 357,200 | $13.7M |
| Empowered Funds, LLC | 0.07% | Add +4.2% | 348,477 | $13.4M |
| Davidson Investment Advisors | 0.44% | Reduce -6.4% | 282,839 | $10.9M |
| Congress Asset Management Co. | 0.07% | Add +1.0% | 277,892 | $10.7M |
| Public Sector Pension Investment Board | 0.03% | Reduce -6.5% | 253,855 | $9.7M |
| Nuveen, LLC | 0.00% | Add +18.1% | 226,818 | $8.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 220,498 | $8.5M |
| UBS Group AG | 0.00% | Reduce -61.1% | 211,299 | $8.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.4% | 199,414 | $7.7M |
| Rhumbline Advisers | 0.01% | Reduce -11.8% | 194,502 | $7.5M |
| ProShare Advisors LLC | 0.01% | Add +1527.9% | 192,906 | $7.4M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 191,194 | $7.3M |
| Interval Partners, LP | 0.23% | New | 185,013 | $7.1M |
| AQR Capital Management | 0.00% | Add +9.4% | 179,778 | $6.8M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 171,005 | $6.6M |
| First Trust Advisors LP | 0.00% | Add +0.5% | 164,599 | $6.3M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -1.6% | 154,157 | $5.9M |
| Franklin Resources Inc. | 0.00% | Add +4.5% | 152,645 | $5.9M |
| Swiss National Bank | 0.00% | Add +0.7% | 152,226 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -17.9% | 141,040 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 135,165 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.0% | 113,087 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 109,792 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.9% | 96,055 | $3.7M |
| Hennessy Advisors Inc. | 0.12% | Reduce -12.7% | 96,000 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 88,863 | $3.4M |
| Citigroup Inc. | 0.00% | Add +19.5% | 85,935 | $3.3M |
| Fifth Third Bancorp | 0.01% | Add +15.1% | 82,891 | $3.2M |
| Talbot Financial, LLC | 0.23% | No change | 80,896 | $3.1M |
| Renaissance Technologies | 0.00% | Add +589.9% | 80,229 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +2.3% | 79,560 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +6.9% | 78,675 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +8.7% | 78,577 | $3.0M |
| Auxier Asset Management LLC | 0.40% | Reduce -0.3% | 77,725 | $3.0M |
| LPL Financial LLC | 0.00% | Add +9.5% | 77,183 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -48.2% | 77,090 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -1.4% | 76,828 | $2.9M |
| Capital Fund Management S.A. | 0.02% | New | 76,431 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +26.3% | 68,899 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.9% | 63,381 | $2.4M |
| Sei Investments Co. | 0.00% | Reduce -65.6% | 59,355 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -7.0% | 59,023 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +56.4% | 57,878 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +10.7% | 55,017 | $2.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.4% | 51,448 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +85.9% | 50,155 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -53.2% | 49,251 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.2% | 48,520 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +5.8% | 48,414 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.0% | 47,351 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +267.8% | 46,356 | $1.8M |
| Trexquant Investment LP | 0.01% | New | 46,168 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.3% | 44,061 | $1.7M |
| Hussman Strategic Advisors, Inc. | 0.37% | New | 42,000 | $1.6M |
| Man Group plc | 0.00% | New | 41,956 | $1.6M |
| Tudor Investment Corporation | 0.01% | New | 41,222 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.1% | 39,621 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -41.7% | 39,421 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -4.3% | 39,128 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +7.4% | 36,931 | $1.4M |
| Wakefield Asset Management LLLP | 0.32% | New | 36,489 | $1.4M |
| Integrated Quantitative Investments LLC | 0.22% | New | 35,517 | $1.4M |
| Wedge Capital Management L L P | 0.02% | New | 34,332 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 34,255 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.3% | 34,180 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +85.2% | 33,466 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.6% | 32,400 | $1.2M |
| STRS Ohio | 0.00% | Add +4.8% | 30,900 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | No change | 30,738 | $1.2M |
| Barclays PLC | 0.00% | Reduce -45.0% | 30,730 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | New | 30,468 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +276.6% | 29,454 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.0% | 27,796 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +10.8% | 27,752 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 25,780 | $989K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -18.7% | 25,643 | $984K |
| FMR LLC | 0.00% | Add +2.8% | 24,909 | $956K |
| Jain Global LLC | 0.01% | New | 24,317 | $933K |
| Natixis Advisors, LLC | 0.00% | Add +14.9% | 23,851 | $915K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,474 | $901K |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 22,245 | $854K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.7% | 22,090 | $848K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.2% | 21,666 | $831K |
| Arizona State Retirement System | 0.00% | Reduce -0.3% | 20,933 | $803K |
| Gabelli Funds LLC | 0.01% | No change | 20,000 | $767K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.2% | 19,958 | $766K |
| Amalgamated Bank | 0.01% | Reduce -9.3% | 19,866 | $762K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.6% | 19,859 | $762K |
| IFG Advisory, LLC | 0.03% | New | 19,806 | $760K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 19,795 | $760K |
| Tradewinds Capital Management, LLC | 0.13% | No change | 19,000 | $729K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -3.1% | 18,826 | $722K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $718K |
| XTX Topco Ltd | 0.01% | Reduce -34.0% | 18,652 | $716K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.4% | 18,589 | $713K |
| Fox Run Management, L.L.C. | 0.12% | New | 18,581 | $713K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 18,336 | $704K |
| Intech Investment Management LLC | 0.01% | Add +1.6% | 17,848 | $685K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.5% | 16,756 | $643K |
| MML Investors Services, LLC | 0.00% | Add +43.2% | 16,460 | $632K |
| Royal Bank of Canada | 0.00% | Add +1.8% | 15,788 | $606K |
| Neuberger Berman Group LLC | 0.00% | Add +25.6% | 14,533 | $558K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +179.9% | 14,481 | $556K |
| D.A. Davidson & Co. | 0.00% | Reduce -12.8% | 14,203 | $545K |
| Voya Investment Management LLC | 0.00% | Add +7.6% | 14,035 | $539K |
| New Age Alpha Advisors, LLC | 0.02% | Add +28.3% | 13,982 | $536K |
| Brighton Jones LLC | 0.01% | Add +18.1% | 13,849 | $531K |
| HRT Financial LP | 0.00% | Reduce -86.0% | 13,585 | $521K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 12,921 | $496K |
| Sterling Capital Management LLC | 0.01% | Add +382.3% | 12,172 | $467K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,081 | $464K |
| Ieq Capital, LLC | 0.00% | New | 11,359 | $436K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 11,336 | $435K |
| Amundi | 0.00% | Reduce -12.7% | 11,055 | $424K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.5% | 11,030 | $423K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.7% | 11,040 | $421K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.6% | 10,821 | $415K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 10,661 | $409K |
| HB Wealth Management, LLC | 0.00% | Add +3.5% | 10,514 | $403K |
| Principal Securities, Inc. | 0.00% | Reduce -6.1% | 10,181 | $391K |
| Snider Financial Group | 0.10% | New | 10,164 | $390K |
| State of Wisconsin Investment Board | 0.00% | Add +35.9% | 10,117 | $388K |
| Caprock Group, LLC | 0.01% | Reduce -1.9% | 10,039 | $385K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 9,800 | $376K |
| Point72 Asset Management | 0.00% | New | 9,690 | $372K |
| Graham Capital Management, L.P. | 0.01% | Reduce -7.0% | 9,608 | $369K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.0% | 9,606 | $369K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -2.6% | 9,345 | $359K |
| Gsa Capital Partners LLP | 0.02% | Reduce -28.7% | 9,185 | $352K |
| Cooper Financial Group | 0.03% | Reduce -9.6% | 8,949 | $343K |
| Nicolet Bankshares Inc. | 0.01% | Add +1.4% | 8,925 | $342K |
| Baron Wealth Management LLC | 0.09% | Add +1.7% | 8,869 | $340K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -2.5% | 8,463 | $325K |
| Yorktown Management & Research Co Inc | 0.20% | New | 8,450 | $324K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.5% | 8,431 | $324K |
| DRW Securities, LLC | 0.02% | New | 8,349 | $320K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.8% | 8,128 | $312K |
| Squarepoint Ops LLC | 0.00% | New | 8,028 | $308K |
| Marshall Wace, LLP | 0.00% | Reduce -50.9% | 7,800 | $299K |
| Teacher Retirement System of Texas | 0.00% | New | 7,796 | $299K |
| Aigen Investment Management, LP | 0.08% | New | 7,594 | $291K |
| Xponance LLC | 0.00% | Add +3.2% | 7,541 | $289K |
| Caxton Associates LLP | 0.01% | New | 7,507 | $288K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -86.2% | 7,076 | $272K |
| CIBC Asset Management Inc | 0.00% | Add +2.6% | 6,896 | $265K |
| Odyssean, LLC | 0.04% | No change | 6,845 | $263K |
| Lakeside Advisors, INC. | 0.16% | Reduce -9.2% | 6,818 | $262K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.5% | 6,765 | $260K |
| Choreo, LLC | 0.00% | Reduce -0.3% | 6,691 | $257K |
| Creative Planning | 0.00% | New | 6,682 | $256K |
| MAI Capital Management | 0.00% | Add +2.8% | 6,570 | $252K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,526 | $250K |
| Empirical Asset Management, LLC | 0.06% | New | 6,388 | $245K |
| Mirabella Financial Services LLP | 0.03% | New | 6,303 | $242K |
| Cetera Investment Advisers | 0.00% | New | 6,301 | $242K |
| US Bancorp \de | 0.00% | Add +0.5% | 6,265 | $240K |
| Bank of Montreal | 0.00% | New | 6,250 | $240K |
| Profund Advisors LLC | 0.01% | Reduce -15.2% | 6,215 | $238K |
| iSAM Funds (UK) Ltd | 0.16% | New | 6,000 | $230K |
| Mariner, LLC | 0.00% | New | 5,948 | $228K |
| Arkadios Wealth Advisors | 0.00% | New | 5,398 | $207K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,368 | $206K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,770 | $183K |
| Sprucegrove Investment Management Ltd. | 0.03% | No change | 4,200 | $161K |
| Nisa Investment Advisors, LLC | 0.00% | Add +15.9% | 4,167 | $160K |
| GAMMA Investing LLC | 0.01% | Reduce -0.2% | 4,098 | $157K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -1.4% | 3,879 | $149K |
| Jones Financial Companies LLLP | 0.00% | Add +116.7% | 3,845 | $146K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.0% | 3,442 | $132K |
| KBC Group NV | 0.00% | No change | 3,107 | $119K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.6% | 2,967 | $114K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.4% | 2,301 | $88K |
| Los Angeles Capital Management LLC | 0.00% | Add +2.0% | 2,265 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.7% | 1,991 | $76K |
| Quantum Portfolio Management LLC | 0.03% | New | 1,888 | $72K |
| Aquatic Capital Management LLC | 0.00% | New | 1,881 | $72K |
| Blue Trust, Inc. | 0.00% | Reduce -1.3% | 1,776 | $68K |
| Arax Advisory Partners | 0.00% | Add +1843.3% | 1,749 | $67K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +2.2% | 1,572 | $60K |
| Nykredit A/S | 0.00% | — | 1,363 | $52K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.0% | 1,219 | $47K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +53.6% | 1,092 | $42K |
| Clearstead Advisors, LLC | 0.00% | New | 1,040 | $40K |
| Anchor Bay Capital, Inc. | 0.02% | — | 1,037 | $39K |
| Institute for Wealth Management, LLC. | 0.00% | New | 913 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 906 | $35K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.5% | 846 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -9.3% | 844 | $32K |
| Larson Financial Group LLC | 0.00% | Add +8.8% | 665 | $26K |
| Daytona Street Capital LLC | 0.02% | No change | 670 | $26K |
| Optiver Holding B.V. | 0.00% | Add +973.3% | 644 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 535 | $21K |
| Versant Capital Management, Inc | 0.00% | No change | 527 | $20K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -3.0% | 520 | $20K |
| UMB Bank, n.a. | 0.00% | Add +4.1% | 503 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.6% | 502 | $19K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 482 | $19K |
| Global Retirement Partners, LLC | 0.00% | — | 490 | $19K |
| LRI Investments, LLC | 0.00% | Add +1.0% | 485 | $19K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -71.2% | 470 | $18K |
| Bare Financial Services, Inc | 0.00% | Add +30.1% | 415 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 392 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 350 | $13K |
| National Bank of Canada | 0.00% | Add +6.0% | 318 | $12K |
| Graticule Asia Macro Advisors LLC | 0.00% | New | 306 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +13.1% | 250 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 226 | $9K |
| Osbon Capital Management LLC | 0.01% | No change | 200 | $8K |
| Danske Bank A/S | 0.00% | No change | 200 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 193 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Add +1315.4% | 184 | $7K |
| Essential Partners LLC | 0.00% | No change | 183 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 181 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 139 | $5K |
| Fulcrum Asset Management LLP | 0.00% | New | 138 | $5K |
| CVA Family Office, LLC | 0.00% | Add +23.8% | 130 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -14.2% | 115 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 108 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $4K |
| Allworth Financial LP | 0.00% | Add +21.3% | 97 | $4K |
| Quarry LP | 0.00% | New | 80 | $3K |
| Kelleher Financial Advisors | 0.00% | New | 72 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +1.5% | 68 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 70 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +47.6% | 62 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 57 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 55 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 43 | $2K |
| Ankerstar Wealth, LLC | 0.00% | No change | 41 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | New | 36 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 28 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 28 | $1K |
| Covestor Ltd | 0.00% | Add +6.7% | 16 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 26 | $998 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -43.5% | 26 | $998 |
| Parallel Advisors, LLC | 0.00% | Reduce -98.5% | 26 | $998 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 18 | $691 |
| Simplex Trading, LLC | 0.00% | Reduce -94.0% | 18 | $690 |
| Financial Consulate, Inc. | 0.00% | No change | 16 | $614 |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 15 | $576 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $538 |
| HFM Investment Advisors, LLC | 0.00% | Add +120.0% | 11 | $423 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -8.3% | 11 | $422 |
| SBI Securities Co., Ltd. | 0.00% | Add +1000.0% | 11 | $422 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 10 | $384 |
| Rialto Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $384 |
| True Wealth Design, LLC | 0.00% | Reduce -88.7% | 7 | $269 |
| Davis Capital Management | 0.00% | New | 4 | $153 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $115 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -57.1% | 3 | $115 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $79 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2 | $77 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $59 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $39 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 5 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.