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
VY Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc 5,212200K $0.27 %0.01 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 5,134197K $0.07 %0.01 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 5,100187.5K $0.14 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,981191.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,859186.4K $0.09 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,858186.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 4,786183.6K $0.08 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,647178.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 4,569162.5K $0.66 %0.01 %as of May 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,475159.1K $0.02 %0.01 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 4,394168.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,273164K $0.00 %0.01 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 4,154159.4K $0.10 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 3,890149.3K $0.02 %0.01 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 3,855141.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,584127.4K $0.07 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,564136.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 3,444132.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 3,385129.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 3,255119.7K $0.06 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,236119K $0.04 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,171116.6K $0.07 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,156121.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3,132120.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 3,121111K $0.10 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,035116.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,906106.9K $0.12 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,833100.7K $0.03 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,80499.7K $0.04 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,79999.5K $0.01 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,680102.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2,50892.2K $0.10 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,44793.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,41892.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,19580.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,16283K $0.09 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 2,11075K $0.16 %0.00 %as of May 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,10377.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 2,00076.7K $0.32 %0.00 %as of Jun 30, 2026 ↗
Banking Fund Rydex Series Funds 1,96175.2K $0.54 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,95875.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,92768.5K $0.01 %0.00 %as of May 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,90172.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 1,90169.9K $0.69 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,88272.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,55855.4K $0.01 %0.00 %as of May 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 1,55259.6K $0.31 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,18945.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BANKS ProFunds 1,10742.5K $0.95 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,04940.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 96036.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 95935.3K $0.06 %0.00 %as of Jul 31, 2026 ↗
Banking Fund Rydex Variable Trust 94936.4K $0.54 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 90932.3K $0.12 %0.00 %as of May 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 90133.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 86733.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 86333.1K $0.13 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 83632.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 77929.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 76127.1K $0.01 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 74128.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 60822.4K $0.28 %0.00 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 48118.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 47118.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 46017.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 41515.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 40115.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 38314.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 31912.2K $0.44 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 30611.7K $0.06 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 29910.6K $0.00 %0.00 %as of May 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 29610.9K $0.10 %0.00 %as of Jul 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 2789.9K $0.00 %0.00 %as of May 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 2298.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 2007.7K $0.07 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 2007.4K $0.04 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1857.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1566K $0.01 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 1335.1K $0.14 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1254.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 1204.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1104.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 1084.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 712.5K $0.01 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 632.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 632.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 511.8K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 23817.9 $0.07 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 21805.8 $0.01 %0.00 %as of Jun 30, 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 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