WAFD INC hedge fund holdings
WAFDNASDAQ$29.92-0.25 (-0.83% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
WAFD · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (+0.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 79 | 74 | $46.7M | $96.2M | 238 | Aug 14, 2025 |
| Q3 2025 | 88 | 74 | $57.7M | $93.8M | 235 | Nov 14, 2025 |
| Q4 2025 | 78 | 79 | $269M | $136M | 246 | Feb 14, 2026 |
| Q1 2026 | 81 | 73 | $109M | $224M | 247 | May 15, 2026 |
| Q2 2026 | 105 | 74 | $145M | $101M | 270 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
270 filersNew position
48$28.9M+754K sh
Increased
57$116M+3.03M sh
Reduced
51-$72.4M-1.89M sh
Out / sold
23-$28.1M-733K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | Sell 100% | -$11.1M | $0 | 0.00% | Aug 12, 2026 |
| Interval Partners, LP | New Buy | +$7.1M | $7.1M | 0.18% | Aug 14, 2026 |
| Frontier Capital Management Co LLC | Reduce 11.43% | -$4.71M | $36.5M | 0.34% | Aug 14, 2026 |
| Capital Fund Management S.A. | New Buy | +$2.93M | $2.93M | 0.01% | Aug 13, 2026 |
| LSV Asset Management | Added 19.54% | +$2.24M | $13.7M | 0.02% | Aug 6, 2026 |
| Hussman Strategic Advisors, Inc. | New Buy | +$1.61M | $1.61M | 0.37% | Aug 3, 2026 |
| Wakefield Asset Management LLLP | New Buy | +$1.4M | $1.4M | 0.32% | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | New Buy | +$1.36M | $1.36M | 0.22% | Aug 14, 2026 |
| Wedge Capital Management L L P | New Buy | +$1.32M | $1.32M | 0.02% | Jul 10, 2026 |
| Edgestream Partners, L.P. | New Buy | +$1.17M | $1.17M | 0.03% | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 41.66% | -$1.08M | $1.51M | 0.01% | Aug 4, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$949K | $0 | 0.00% | Aug 3, 2026 |
| Jain Global LLC | New Buy | +$933K | $933K | 0.00% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 56.41% | +$801K | $2.22M | 0.00% | Aug 13, 2026 |
| IFG Advisory, LLC | New Buy | +$760K | $760K | 0.03% | Aug 14, 2026 |
| Systematic Financial Management LP | Added 1.29% | +$759K | $59.8M | 1.19% | Aug 14, 2026 |
| Davidson Investment Advisors | Reduce 6.36% | -$737K | $10.9M | 0.44% | Jul 21, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$713K | $713K | 0.12% | Aug 4, 2026 |
| Public Sector Pension Investment Board | Reduce 6.46% | -$672K | $9.74M | 0.03% | Aug 13, 2026 |
| Rafferty Asset Management, LLC | Reduce 23.35% | -$601K | $1.97M | 0.00% | Aug 14, 2026 |
| Hennessy Advisors Inc | Reduce 12.73% | -$537K | $3.68M | 0.12% | Jul 16, 2026 |
| Empowered Funds, LLC | Added 4.16% | +$534K | $13.4M | 0.07% | Aug 17, 2026 |
| State of Alaska, Department of Revenue | Reduce 32.04% | -$502K | $1.07M | 0.01% | Jul 20, 2026 |
| Tidal Investments LLC | Sell 100% | -$481K | $0 | 0.00% | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$409K | $409K | 0.01% | Aug 13, 2026 |
| Snider Financial Group | New Buy | +$390K | $390K | 0.10% | Jul 14, 2026 |
| nVerses Capital, LLC | Sell 100% | -$352K | $0 | 0.00% | Aug 4, 2026 |
| Yorktown Management & Research Co Inc | New Buy | +$324K | $324K | 0.20% | Jul 23, 2026 |
| Pinnacle West Asset Management, Inc. | Sell 100% | -$314K | $0 | 0.00% | Aug 12, 2026 |
| GTS Securities LLC | Sell 100% | -$298K | $0 | 0.00% | Aug 14, 2026 |
| Aigen Investment Management, LP | New Buy | +$291K | $291K | 0.08% | Aug 14, 2026 |
| Caxton Associates LLP | New Buy | +$288K | $288K | 0.01% | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | Sell 100% | -$277K | $0 | 0.00% | Aug 14, 2026 |
| Empirical Asset Management, LLC | New Buy | +$245K | $245K | 0.06% | Aug 10, 2026 |
| iSAM Funds (UK) Ltd | New Buy | +$230K | $230K | 0.16% | Aug 12, 2026 |
| Arkadios Wealth Advisors | New Buy | +$207K | $207K | 0.00% | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | New Buy | +$206K | $206K | 0.00% | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 6.91% | +$195K | $3.02M | 0.00% | Aug 13, 2026 |
| MML Investors Services, LLC | Added 43.22% | +$191K | $632K | 0.00% | Aug 7, 2026 |
| Hamrick Investment Counsel, llc | Sell 100% | -$154K | $0 | 0.00% | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 5.93% | -$153K | $2.43M | 0.00% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 14.89% | +$119K | $915K | 0.00% | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | Added 28.33% | +$118K | $536K | 0.02% | Aug 13, 2026 |
| Congress Asset Management Co | Added 1.02% | +$108K | $10.7M | 0.07% | Jul 7, 2026 |
| EMC Capital Management | Sell 100% | -$107K | $0 | 0.00% | Jul 29, 2026 |
| Dana Investment Advisors, Inc. | Reduce 1.63% | -$98.2K | $5.92M | 0.15% | Aug 13, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$90.6K | $0 | 0.00% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 4.18% | -$81.2K | $1.86M | 0.00% | Aug 14, 2026 |
| D.A. Davidson & Co. | Reduce 12.82% | -$80.1K | $545K | 0.00% | Jul 24, 2026 |
| Quantum Portfolio Management LLC | New Buy | +$72.4K | $72.4K | 0.03% | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | Reduce 4.34% | -$68.1K | $1.5M | 0.02% | Aug 12, 2026 |
| Hotchkis & Wiley Capital Management LLC | Added 0.29% | +$58.3K | $20.5M | 0.06% | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 13.50% | -$50.5K | $324K | 0.00% | Jul 20, 2026 |
| Nomura Asset Management Co Ltd | Reduce 71.17% | -$44.5K | $18K | 0.00% | Aug 13, 2026 |
| Profund Advisors LLC | Reduce 15.21% | -$42.8K | $238K | 0.01% | Aug 11, 2026 |
| Cooper Financial Group | Reduce 9.62% | -$36.5K | $343K | 0.03% | Jul 8, 2026 |
| Institute for Wealth Management, LLC. | New Buy | +$35.1K | $35.1K | 0.00% | Jul 28, 2026 |
| First Trust Advisors LP | Added 0.45% | +$28.1K | $6.32M | 0.00% | Aug 11, 2026 |
| Graham Capital Management, L.P. | Reduce 7.03% | -$27.9K | $369K | 0.01% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Reduce 0.36% | -$27.8K | $7.65M | 0.01% | Aug 12, 2026 |
| Lakeside Advisors, INC. | Reduce 9.20% | -$26.5K | $262K | 0.16% | Jul 31, 2026 |
| Principal Securities, Inc. | Reduce 6.10% | -$25.4K | $391K | 0.00% | Aug 4, 2026 |
| Oregon Public Employees Retirement Fund | Reduce 3.46% | -$23K | $643K | 0.01% | Jul 29, 2026 |
| Teachers Retirement System of the State of Kentucky | Reduce 3.09% | -$23K | $722K | 0.00% | Aug 12, 2026 |
| Yousif Capital Management, LLC | Reduce 2.65% | -$20.7K | $762K | 0.01% | Jul 16, 2026 |
| TD Private Client Wealth LLC | Reduce 25.99% | -$16.4K | $46.8K | 0.00% | Aug 4, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 53.59% | +$14.6K | $41.9K | 0.00% | Aug 13, 2026 |
| Graticule Asia Macro Advisors LLC | New Buy | +$11.7K | $11.7K | 0.00% | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$10.6K | $0 | 0.00% | Aug 7, 2026 |
| Auxier Asset Management LLC | Reduce 0.34% | -$10.2K | $2.98M | 0.40% | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | Reduce 2.61% | -$9.59K | $359K | 0.02% | Aug 14, 2026 |
| Xponance LLC | Added 3.19% | +$8.94K | $289K | 0.00% | Aug 10, 2026 |
| Caprock Group, LLC | Reduce 1.85% | -$7.25K | $385K | 0.01% | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | New Buy | +$6.95K | $6.95K | 0.00% | Aug 13, 2026 |
| CIBC Asset Management Inc | Added 2.62% | +$6.75K | $265K | 0.00% | Aug 3, 2026 |
| Maryland State Retirement & Pension System | Reduce 1.59% | -$6.72K | $415K | 0.01% | Jul 30, 2026 |
| Bessemer Group Inc | Added 0.08% | +$5.76K | $7.34M | 0.01% | Aug 12, 2026 |
| Baron Wealth Management LLC | Added 1.71% | +$5.72K | $340K | 0.09% | Jul 7, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$5.25K | $5.25K | 0.00% | Aug 18, 2026 |
| Nicolet Bankshares Inc | Added 1.40% | +$4.72K | $342K | 0.01% | Aug 11, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$4.21K | $0 | 0.00% | Aug 13, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$4.12K | $0 | 0.00% | Jul 20, 2026 |
| Bare Financial Services, Inc | Added 30.09% | +$3.68K | $15.9K | 0.00% | Jul 27, 2026 |
| Assetmark, Inc | Reduce 9.25% | -$3.3K | $32.4K | 0.00% | Jul 30, 2026 |
| Quarry LP | New Buy | +$3.07K | $3.07K | 0.00% | Aug 14, 2026 |
| Huntington National Bank | Sell 100% | -$2.86K | $0 | 0.00% | Aug 13, 2026 |
| Valued Wealth Advisors LLC | New Buy | +$2.19K | $2.19K | 0.00% | Jul 21, 2026 |
| Harbor Capital Advisors, Inc. | Reduce 1.42% | -$2.15K | $149K | 0.01% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$1.61K | $1.61K | 0.00% | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | New Buy | +$1.38K | $1.38K | 0.00% | Aug 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 2.21% | +$1.31K | $60.3K | 0.01% | Aug 7, 2026 |
| Creative Capital Management Investments LLC | New Buy | +$1.07K | $1.07K | 0.00% | Jul 24, 2026 |
| Picton Mahoney Asset Management | Sell 100% | -$1.01K | $0 | 0.00% | Aug 13, 2026 |
| Trust Co | Sell 100% | -$918 | $0 | 0.00% | Jul 10, 2026 |
| Choreo, LLC | Reduce 0.34% | -$882 | $257K | 0.00% | Aug 4, 2026 |
| Prestige Wealth Management Group LLC | Reduce 43.48% | -$768 | $998 | 0.00% | Aug 14, 2026 |
| JFS Wealth Advisors, LLC | Added 47.62% | +$767 | $2.38K | 0.00% | Jul 10, 2026 |
| UMB Bank, n.a. | Added 4.14% | +$767 | $19.3K | 0.00% | Aug 13, 2026 |
| NBT Bank, N.A. | Sell 100% | -$659 | $0 | 0.00% | Jul 29, 2026 |
| Kemnay Advisory Services Inc. | Reduce 2.99% | -$614 | $20K | 0.00% | Aug 14, 2026 |