WaFd, Inc
DE ˙ DB ˙ US9388241096
29,80 € ↑0,60 (2,05%)
2026-06-05
DEL PRIS
SecurityDE:WAO / WaFd, Inc
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership31,529 shares
Latest Disclosed Value $ 990,011
Jacobs Levy Equity Management, Inc reports 14.82% increase in ownership of WAO / WaFd, Inc

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 31,529 shares of WaFd, Inc (DE:WAO) valued at $851,283 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 27,460 shares of WaFd, Inc. This represents a change in shares of 14.82% during the quarter. The current value of the position is $939,564 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WAFD COM 938824109 31,529 4,069 14.82 990 12.63 0.0042
2026-02-13 2025-12-31 13F WAFD COM 938824109 27,460 -1,178 -4.11 880 1.38 0.0034
2025-11-17 2025-09-30 13F WAFD COM 938824109 28,638 -22,682 -44.20 867 -42.28 0.0034
2025-08-14 2025-06-30 13F WAFD COM 938824109 51,320 51,320 1,503 0.0059
2024-02-14 2023-12-31 13F WAFD COM 938824109 0 -38,066 -100.00 0 -100.00
2023-11-17 2023-09-30 13F WAFD COM 938824109 38,066 -104 -0.27 975 -3.66 0.0058
2023-08-14 2023-06-30 13F WASHINGTON FED COM 938824109 38,170 -36,926 -49.17 1,012 -55.24 0.0058
2023-05-15 2023-03-31 13F WASHINGTON FED COM 938824109 75,096 -159,999 -68.06 2,262 -71.33 0.0139
2023-02-14 2022-12-31 13F WASHINGTON FED COM 938824109 235,095 -9,882 -4.03 7,887 7.39 0.0534
2022-11-15 2022-09-30 13F WASHINGTON FED COM 938824109 244,977 -3,056 -1.23 7,344 -1.37 0.0581
2022-08-15 2022-06-30 13F WASHINGTON FED COM 938824109 248,033 3,731 1.53 7,446 -7.13 0.0576
2022-05-16 2022-03-31 13F WASHINGTON FED COM 938824109 244,302 39,557 19.32 8,018 17.33 0.0539
2022-02-14 2021-12-31 13F WASHINGTON FED COM 938824109 204,745 75,134 57.97 6,834 53.68 0.0458
2021-11-15 2021-09-30 13F WASHINGTON FED COM 938824109 129,611 0 0.00 4,447 7.96 0.0299
2021-08-16 2021-06-30 13F WASHINGTON FED COM 938824109 129,611 -429 -0.33 4,119 2.85 0.0279
2021-05-17 2021-03-31 13F WASHINGTON FED COM 938824109 130,040 -485 -0.37 4,005 19.20 0.0309
2021-02-16 2020-12-31 13F WASHINGTON FED COM 938824109 130,525 -33,670 -20.51 3,360 -1.90 0.0295
2020-11-16 2020-09-30 13F WASHINGTON FED COM 938824109 164,195 -16,190 -8.98 3,425 -29.26 0.0355
2020-08-17 2020-06-30 13F WASHINGTON FED COM 938824109 180,385 -12,841 -6.65 4,842 -3.47 0.0524
2020-05-15 2020-03-31 13F WASHINGTON FED COM 938824109 193,226 -1,586 -0.81 5,016 -29.75 0.0645
2020-02-14 2019-12-31 13F WASHINGTON FED COM 938824109 194,812 28,669 17.26 7,140 16.17 0.0701
2019-11-14 2019-09-30 13F WASHINGTON FED COM 938824109 166,143 68,577 70.29 6,146 80.34 0.0754
2019-08-13 2019-06-30 13F WASHINGTON FED COM 938824109 97,566 31,730 48.20 3,408 79.18 0.0472
2019-05-14 2019-03-31 13F WASHINGTON FED COM 938824109 65,836 0 0.00 1,902 8.19 0.0274
2019-02-14 2018-12-31 13F WASHINGTON FED COM 938824109 65,836 -1,070 -1.60 1,758 -17.89 0.0309
2018-11-14 2018-09-30 13F WASHINGTON FED COM 938824109 66,906 18,810 39.11 2,141 36.11 0.0304
2018-08-14 2018-06-30 13F WASHINGTON FED COM 938824109 48,096 0 0.00 1,573 -5.47 0.0247
2018-05-15 2018-03-31 13F WASHINGTON FED COM 938824109 48,096 14,900 44.88 1,664 46.35 0.0277
2018-02-13 2017-12-31 13F WASHINGTON FED COM 938824109 33,196 -65,323 -66.30 1,137 -65.70 0.0200
2017-11-14 2017-09-30 13F WASHINGTON FED S&L COM 938824109 98,519 -6,500 -6.19 3,315 -4.93 0.0644
2017-11-09 2017-06-30 13F/A-1 WASHINGTON FED COM 938824109 105,019 6,400 6.49 3,487 6.83 0.0746
2017-08-14 2017-06-30 13F WASHINGTON FED COM 938824109 105,019 6,400 3,487
2017-05-12 2017-03-31 13F WASHINGTON FED COM 938824109 98,619 48,006 94.85 3,264 87.69 0.0660
2017-02-14 2016-12-31 13F WASHINGTON FED COM 938824109 50,613 0 0.00 1,739 28.81 0.0336
2016-11-14 2016-09-30 13F WASHINGTON FED COM 938824109 50,613 -100,809 -66.57 1,350 -63.25 0.0241
2016-08-15 2016-06-30 13F WASHINGTON FED COM 938824109 151,422 -23,300 -13.34 3,673 -7.18 0.0761
2016-05-16 2016-03-31 13F WASHINGTON FED COM 938824109 174,722 5,720 3.38 3,957 -1.74 0.0838
2016-02-16 2015-12-31 13F WASHINGTON FED S&L COM 938824109 169,002 169,002 0.00 4,027 0.0800
2014-11-14 2014-09-30 13F WASHINGTON FED COM 938824109 0 -37,991 -100.00 0 -100.00
2014-08-14 2014-06-30 13F WASHINGTON FED COM 938824109 37,991 11,301 42.34 852 36.98 0.0141
2014-05-15 2014-03-31 13F WASHINGTON FED S&L COM 938824109 26,690 1,300 5.12 622 5.25 0.0104
2014-02-14 2013-12-31 13F WASHINGTON FED S&L COM 938824109 25,390 25,390 17.55 591 44.85 0.0089
2013-11-14 2013-09-30 13F WASHINGTON FED COM 938824109 0 -21,600 -100.00 0 -100.00
2013-08-14 2013-06-30 13F WASHINGTON FED COM 938824109 21,600 21,600 408 0.0072
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.