Titelia

Fund shareholders of WaFd Inc

ISIN US9388241096 · United States

Fund shareholders
289
Of which ETFs
72 217 other funds
Value held
≈ 1.4B $ 1.4B $ · 7M SEK
Share of capital
51.5 % of 74M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 40,8971.6M $0.00 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 40,0261.5M $0.00 %0.05 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 40,0001.5M $0.44 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 39,9441.5M $0.21 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 37,6531.4M $0.09 %0.05 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 36,2001.3M $1.18 %0.05 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 36,0251.3M $0.01 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 35,6851.3M $0.09 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 34,8521.3M $0.00 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 34,5081.3M $0.15 %0.05 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,8761.2M $0.14 %0.05 %as of Jul 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 33,4991.3M $0.36 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 33,3881.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,3061.2M $0.20 %0.04 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 29,9111.1M $0.17 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 29,3151M $0.08 %0.04 %as of May 31, 2026 ↗
Davidson Multi-Cap Equity Fund Advisors Series Trust 29,0561.1M $0.85 %0.04 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 27,760987.1K $0.01 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 27,2051M $0.04 %0.04 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 27,2011M $0.24 %0.04 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 26,7681M $0.05 %0.04 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 26,338968.4K $0.15 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 26,045999.3K $1.14 %0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 25,227927.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 24,616944.5K $0.15 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 24,593943.6K $0.09 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 24,547941.9K $0.15 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 24,524941K $0.03 %0.03 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 23,840914.7K $0.14 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 23,4747M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 22,915879.2K $0.08 %0.03 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 20,385782.2K $0.39 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 20,097739K $0.03 %0.03 %as of Jul 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 20,000767.4K $0.52 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 19,798728K $0.10 %0.03 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 19,727756.9K $0.16 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 19,699755.9K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 19,560750.5K $0.08 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,235707.3K $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 19,102702.4K $0.01 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,647685.7K $0.11 %0.03 %as of Jul 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 18,501657.9K $0.14 %0.03 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 18,335674.2K $0.35 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 17,122608.9K $0.00 %0.02 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 16,682613.4K $0.03 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 15,860583.2K $0.08 %0.02 %as of Jul 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 15,626599.6K $1.27 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 15,328588.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 14,962574.1K $0.08 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,625561.2K $0.08 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 14,270547.5K $0.06 %0.02 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 14,022498.6K $0.18 %0.02 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,508518.3K $0.05 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 13,458494.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 13,320511.1K $0.16 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,165468.1K $0.05 %0.02 %as of May 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,118466.5K $0.04 %0.02 %as of May 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 12,572482.4K $0.26 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 12,388440.5K $0.19 %0.02 %as of May 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 12,135446.2K $0.03 %0.02 %as of Jul 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 11,970459.3K $0.43 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,560443.6K $0.09 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,241431.3K $0.09 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 11,105408.3K $0.10 %0.02 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 10,925419.2K $0.09 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 10,670409.4K $0.51 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 10,650391.6K $0.02 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,102371.5K $0.02 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 9,500364.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 9,027346.4K $0.03 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 8,951343.4K $0.08 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,920342.3K $0.09 %0.01 %as of Jun 30, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 8,848339.5K $0.65 %0.01 %as of Jun 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 8,463324.7K $0.15 %0.01 %as of Jun 30, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 8,450310.7K $0.25 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8,401308.9K $0.04 %0.01 %as of Jul 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 8,327319.5K $0.04 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 8,149312.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 8,130289.1K $0.21 %0.01 %as of May 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,096297.7K $0.08 %0.01 %as of Jul 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 7,756297.6K $0.15 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,529288.9K $0.07 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,524267.6K $0.09 %0.01 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 7,338281.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,100252.5K $0.13 %0.01 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 6,942266.4K $0.07 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,765259.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 6,693256.8K $0.16 %0.01 %as of Jun 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 6,638236K $0.24 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,500231.1K $0.00 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,414235.8K $0.09 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,377244.7K $0.07 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 6,354243.8K $0.17 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,142235.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,959228.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 5,950218.8K $0.04 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,848224.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,736204K $0.04 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,559204.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,368206K $0.02 %0.01 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Hennessy Small Cap Financial Fund Hennessy Funds Trust 4.44 %as of Jul 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 1.35 %as of Jun 30, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 1.27 %as of Jun 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 1.24 %as of Jun 30, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 1.22 %as of Jun 30, 2026 ↗
AB Discovery Value Fund AB TRUST 1.22 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 1.19 %as of Jul 31, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 1.18 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 1.14 %as of Jun 30, 2026 ↗
Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS 1.09 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3288+938,050,904-0.5 %
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 table shows the 25 largest.

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

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
AllianceBernstein L.P. 5.20 %3,807,514as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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