Titelia

Fund shareholders of WaFd Inc

ISIN US9388241096 · United States

Fund shareholders
280
Of which ETFs
71 209 other funds
Value held
1.2B $ 7M SEK
Share of capital
51.7 % of 74M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 4,581,734143.9M $0.16 %6.19 %as of Mar 31, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 2,657,70483.5M $0.97 %3.59 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,439,97876.6M $0.00 %3.30 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,872,64558.8M $0.08 %2.53 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,809,41356.4M $0.24 %2.45 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,747,34254.9M $0.03 %2.36 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,113,83835M $0.06 %1.51 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,096,92738.8M $0.21 %1.48 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 842,40326.5M $0.03 %1.14 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 792,77024.9M $0.67 %1.07 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 755,21226.7M $0.08 %1.02 %as of Apr 30, 2026 ↗
AB Discovery Value Fund AB TRUST 733,62422.9M $0.93 %0.99 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 689,92321.7M $0.29 %0.93 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 685,78421.5M $0.16 %0.93 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 658,34820.7M $0.17 %0.89 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 624,38422.1M $0.14 %0.84 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 539,83119.1M $0.14 %0.73 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 538,89116.9M $0.18 %0.73 %as of Mar 31, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 484,59917.2M $0.78 %0.65 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 424,12015M $0.20 %0.57 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 415,70713.1M $1.02 %0.56 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 412,47212.9M $0.03 %0.56 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 397,26412.5M $0.31 %0.54 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 386,02212M $0.08 %0.52 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 382,71411.9M $0.06 %0.52 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 357,66012.7M $0.07 %0.48 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 331,66611.7M $0.16 %0.45 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 299,9989.3M $0.10 %0.41 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 296,84210.5M $0.01 %0.40 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 296,03710.5M $0.07 %0.40 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 287,0188.9M $0.01 %0.39 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 270,4428.4M $0.16 %0.37 %as of Feb 28, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 239,4347.5M $1.10 %0.32 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 230,7677.2M $0.51 %0.31 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 222,2437M $0.24 %0.30 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 192,2526M $0.50 %0.26 %as of Mar 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 191,1416M $0.64 %0.26 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 190,2096.7M $0.07 %0.26 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 188,7296.7M $0.02 %0.26 %as of Apr 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 179,9015.6M $0.98 %0.24 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 178,7655.6M $0.19 %0.24 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 177,8485.6M $0.33 %0.24 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 173,3195.4M $0.32 %0.23 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 169,1535.3M $0.22 %0.23 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 167,0175.9M $0.08 %0.23 %as of Apr 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 156,0035.5M $1.13 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 149,4294.7M $0.00 %0.20 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 148,6274.7M $0.24 %0.20 %as of Mar 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 144,3564.5M $0.64 %0.20 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 142,1994.4M $0.37 %0.19 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 137,9174.9M $0.01 %0.19 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 135,6414.3M $0.24 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 131,5914.1M $0.03 %0.18 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 125,4163.9M $0.15 %0.17 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 124,7134.4M $0.12 %0.17 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 123,8053.9M $0.08 %0.17 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 118,0293.7M $0.15 %0.16 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 114,8264.1M $0.01 %0.16 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 114,8223.6M $0.00 %0.16 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 104,1843.7M $0.10 %0.14 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 103,1343.2M $0.39 %0.14 %as of Mar 31, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 100,0003.5M $4.89 %0.14 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 95,2503.4M $0.52 %0.13 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 94,7733M $0.74 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 94,6853M $0.17 %0.13 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 91,9023.3M $0.08 %0.12 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 90,0623.2M $0.01 %0.12 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 88,8902.8M $0.00 %0.12 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 88,7952.8M $0.19 %0.12 %as of Feb 28, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 88,4393.1M $0.26 %0.12 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 83,5613M $0.10 %0.11 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 82,8502.6M $0.49 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 80,0072.5M $0.07 %0.11 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 77,1882.7M $0.02 %0.10 %as of Apr 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 70,6702.2M $0.07 %0.10 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 68,2782.4M $0.10 %0.09 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 67,7092.4M $0.48 %0.09 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 65,0782.3M $0.19 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 64,7412M $0.15 %0.09 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 59,6302.1M $0.16 %0.08 %as of Apr 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 57,9002M $0.32 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 57,7512M $0.00 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,4781.8M $0.16 %0.08 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 54,6361.7M $0.16 %0.07 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 54,4341.7M $0.70 %0.07 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 53,4261.7M $0.14 %0.07 %as of Feb 28, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 53,4081.7M $0.12 %0.07 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 53,3221.7M $0.09 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 50,7841.6M $0.08 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 50,6371.6M $0.15 %0.07 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 50,2991.6M $0.20 %0.07 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 47,8951.5M $0.09 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 47,5761.5M $0.00 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 47,5461.7M $0.00 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 46,4811.4M $0.01 %0.06 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,1551.6M $0.03 %0.06 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 44,4671.4M $0.09 %0.06 %as of Mar 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 43,6701.4M $0.34 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 42,6391.3M $0.00 %0.06 %as of Mar 31, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 41,9841.3M $1.10 %0.06 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Hennessy Small Cap Financial Fund Hennessy Funds Trust 4.89 %as of Apr 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 1.22 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.15 %as of Mar 31, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 1.13 %as of Apr 30, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 1.10 %as of Mar 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 1.10 %as of Mar 31, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 1.02 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 0.99 %as of Mar 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 0.98 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2279+1438,250,798+1.2 %
2026Q1265-1137,813,562-2.8 %
2025Q4276-538,909,657-6.7 %
2025Q3281+541,684,937-2.1 %
2025Q2276+142,568,536+1.7 %
2025Q1275-941,861,953+3.8 %
2024Q4284-540,316,804+0.9 %
2024Q3289-239,968,548+6.3 %
2024Q2291+1037,587,938+5.4 %
2024Q1281-2235,660,384-1.8 %
2023Q430336,330,851

Institutional managers

247 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.11,044,196346.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,945,524155.3M $as of Mar 31, 2026
STATE STREET CORP4,215,623132.4M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,574,574114.5M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.3,254,587102.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,210,34769.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,952,33061.3M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,538,35148.3M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC1,074,55233.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,058,76633.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/905,86328.4M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC850,84726.7M $as of Mar 31, 2026
NORTHERN TRUST CORP785,59724.7M $as of Mar 31, 2026
MORGAN STANLEY778,57024.4M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN764,14224M $as of Mar 31, 2026
Bank of New York Mellon Corp675,83421.2M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.551,84717.3M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP551,70117.3M $as of Mar 31, 2026
UBS Group AG542,63317M $as of Mar 31, 2026
MetLife Investment Management, LLC532,78916.7M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC532,00116.7M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC524,15116.5M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC504,52915.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC495,78415.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC493,03015.5M $as of Mar 31, 2026

Declared shareholders of WaFd Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.40 %4,860,151as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %4,011,077as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of WaFd Inc". https://titelia.com/en/stocks/wafd-inc-US9388241096