WaFd, Inc
DE ˙ DB ˙ US9388241096
29,20 € ↓ -1,00 (-3,31%)
2026-06-04
DEL PRIS
SecurityDE:WAO / WaFd, Inc
InstitutionMorgan Stanley
Latest Disclosed Ownership778,570 shares
Latest Disclosed Value $ 24,447,133
Morgan Stanley reports 3.43% increase in ownership of WAO / WaFd, Inc

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 778,570 shares of WaFd, Inc (DE:WAO) valued at $21,021,390 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 752,786 shares of WaFd, Inc. This represents a change in shares of 3.43% during the quarter. The current value of the position is $22,734,244 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 778,570 25,784 3.43 24,447 1.39 0.0015
2026-05-27 2025-12-31 13F/A-1 WAFD COM 938824109 752,786 102,288 15.72 24,112 22.37 0.0014
2026-02-13 2025-12-31 13F WAFD COM 938824109 752,786 102,288 24,112 0.0014
2026-05-27 2025-09-30 13F/A-1 WAFD COM 938824109 650,498 52,390 8.76 19,704 12.51 0.0012
2025-11-14 2025-09-30 13F WAFD COM 938824109 650,498 52,390 19,704 0.0012
2025-08-15 2025-06-30 13F WAFD COM 938824109 598,108 -124,183 -17.19 17,513 -15.17 0.0011
2025-05-15 2025-03-31 13F WAFD COM 938824109 722,291 -43,717 -5.71 20,643 -16.41 0.0015
2025-05-15 2024-12-31 13F/A-1 WAFD COM 938824109 766,008 -119,503 -13.50 24,696 -19.97 0.0017
2025-02-14 2024-12-31 13F WAFD COM 938824109 766,008 -119,503 24,696 0.0017
2025-05-14 2024-09-30 13F/A-2 WAFD COM 938824109 885,511 296,455 50.33 30,860 83.31 0.0022
2025-02-14 2024-09-30 13F/A-1 WAFD COM 938824109 885,511 296,455 30,860 0.0022
2024-11-14 2024-09-30 13F WAFD COM 938824109 885,511 296,455 30,860 0.0003
2025-05-14 2024-06-30 13F/A-2 WAFD COM 938824109 589,056 -91,425 -13.44 16,835 -14.78 0.0013
2024-10-17 2024-06-30 13F/A-1 WAFD COM 938824109 589,056 -91,425 16,835 0.0013
2024-08-14 2024-06-30 13F WAFD COM 938824109 589,056 -91,425 16,835 0.0013
2024-10-17 2024-03-31 13F/A-2 WAFD COM 938824109 680,481 87,002 14.66 19,754 0.99 0.0016
2024-08-16 2024-03-31 13F/A-1 WAFD COM 938824109 680,481 87,002 19,754 0.0002
2024-05-15 2024-03-31 13F WAFD COM 938824109 680,481 87,002 19,754 0.0016
2024-08-16 2023-12-31 13F/A-1 WAFD COM 938824109 593,479 95,613 19.20 19,561 53.36 0.0017
2024-02-13 2023-12-31 13F WAFD COM 938824109 593,479 95,613 19,561 0.0017
2023-11-15 2023-09-30 13F WAFD COM 938824109 497,866 -31,510 -5.95 12,755 -9.15 0.0013
2023-08-14 2023-06-30 13F WASHINGTON FED COM 938824109 529,376 -106,511 -16.75 14,039 -26.70 0.0014
2023-05-15 2023-03-31 13F WASHINGTON FED COM 938824109 635,887 192,736 43.49 19,153 28.82 0.0021
2023-02-14 2022-12-31 13F WASHINGTON FED COM 938824109 443,151 -22,314 -4.79 14,868 6.53 0.0017
2022-11-14 2022-09-30 13F WASHINGTON FED COM 938824109 465,465 16,078 3.58 13,956 3.46 0.0019
2022-10-27 2022-06-30 13F/A-1 WASHINGTON FED COM 938824109 449,387 147,010 48.62 13,489 35.92 0.0018
2022-08-15 2022-06-30 13F WASHINGTON FED COM 938824109 449,387 147,010 13,489 0.0018
2022-10-27 2022-03-31 13F/A-1 WASHINGTON FED COM 938824109 302,377 -39,008 -11.43 9,924 -12.91 0.0013
2022-05-13 2022-03-31 13F WASHINGTON FED COM 938824109 302,377 -39,008 9,924 0.0013
2022-02-14 2021-12-31 13F WASHINGTON FED COM 938824109 341,385 -405,144 -54.27 11,395 -55.51 0.0014
2021-11-15 2021-09-30 13F WASHINGTON FED COM 938824109 746,529 439,663 143.28 25,614 162.68 0.0034
2021-08-23 2021-06-30 13F/A-1 WASHINGTON FED COM 938824109 306,866 -78,863 -20.45 9,751 -17.93 0.0013
2021-08-16 2021-06-30 13F WASHINGTON FED COM 938824109 306,866 -78,863 9,751 0.0003
2021-05-17 2021-03-31 13F WASHINGTON FED COM 938824109 385,729 148,373 62.51 11,881 94.45 0.0017
2021-02-16 2020-12-31 13F WASHINGTON FED COM 938824109 237,356 104,314 78.41 6,110 120.18 0.0009
2020-11-13 2020-09-30 13F WASHINGTON FED COM 938824109 133,042 -30,371 -18.59 2,775 -36.73 0.0005
2020-08-14 2020-06-30 13F WASHINGTON FED COM 938824109 163,413 12,586 8.34 4,386 12.03 0.0010
2020-05-26 2020-03-31 13F/A-1 WASHINGTON FED COM 938824109 150,827 -116,622 -43.61 3,915 -60.06 0.0011
2020-05-15 2020-03-31 13F WASHINGTON FED COM 938824109 150,827 -116,622 3,915 300.7536
2020-02-14 2019-12-31 13F WASHINGTON FED COM 938824109 267,449 127,832 91.56 9,802 89.81 0.0023
2019-11-14 2019-09-30 13F WASHINGTON FED COM 938824109 139,617 16,404 13.31 5,164 20.01 0.0014
2019-08-14 2019-06-30 13F WASHINGTON FED COM 938824109 123,213 9,116 7.99 4,303 30.55 0.0011
2019-05-15 2019-03-31 13F WASHINGTON FED COM 938824109 114,097 -78,853 -40.87 3,296 -36.04 0.0009
2019-02-14 2018-12-31 13F WASHINGTON FED COM 938824109 192,950 -73,051 -27.46 5,153 -39.47 0.0015
2019-04-23 2018-09-30 13F/A-2 WASHINGTON FED COM 938824109 266,001 -73,658 -21.69 8,513 -23.35 0.0021
2018-11-20 2018-09-30 13F/A-1 WASHINGTON FED COM 938824109 266,001 0 8,513 0.0021
2018-11-14 2018-09-30 13F WASHINGTON FED COM 938824109 266,001 -73,658 8,513
2019-04-23 2018-06-30 13F/A-1 WASHINGTON FED COM 938824109 339,659 -129,282 -27.57 11,107 -31.54 0.0030
2018-08-14 2018-06-30 13F WASHINGTON FED COM 938824109 339,659 -129,282 11,107
2019-04-23 2018-03-31 13F/A-1 WASHINGTON FED COM 938824109 468,941 -42,882 -8.38 16,225 -7.44 0.0045
2018-05-14 2018-03-31 13F WASHINGTON FED COM 938824109 468,941 -42,882 16,225
2019-04-23 2017-12-31 13F/A-1 WASHINGTON FED COM 938824109 511,823 160,764 45.79 17,530 48.40 0.0048
2018-02-14 2017-12-31 13F WASHINGTON FED COM 938824109 511,823 160,764 17,530
2017-11-14 2017-09-30 13F WASHINGTON FED COM 938824109 351,059 98,836 39.19 11,813 41.07 0.0035
2017-08-11 2017-06-30 13F WASHINGTON FED COM 938824109 252,223 -97,676 -27.92 8,374 -27.70 0.0025
2017-05-22 2017-03-31 13F/A-1 WASHINGTON FED COM 938824109 349,899 -136,281 -28.03 11,582 -30.65 0.0036
2017-05-12 2017-03-31 13F WASHINGTON FED COM 938824109 349,899 11,582
2017-02-22 2016-12-31 13F/A-1 WASHINGTON FED COM 938824109 486,180 278,916 134.57 16,700 201.93 0.0055
2017-02-13 2016-12-31 13F WASHINGTON FED COM 938824109 486,180 16,700
2016-11-10 2016-09-30 13F WASHINGTON FED COM 938824109 207,264 21,126 11.35 5,531 22.50 0.0019
2016-08-12 2016-06-30 13F WASHINGTON FED COM 938824109 186,138 35,966 23.95 4,515 32.76 0.0016
2016-05-12 2016-03-31 13F WASHINGTON FED COM 938824109 150,172 -91,268 -37.80 3,401 -40.89 0.0013
2016-02-09 2015-12-31 13F WASHINGTON FED COM 938824109 241,440 151,340 167.97 5,754 180.68 0.0021
2016-02-08 2015-09-30 13F/A-1 WASHINGTON FED COM 938824109 90,100 -92,830 -50.75 2,050 -52.00 0.0008
2015-11-09 2015-09-30 13F WASHINGTON FED COM 938824109 90,100 2,050
2015-08-12 2015-06-30 13F WASHINGTON FED COM 938824109 182,930 58,354 46.84 4,271 57.20 0.0015
2015-05-14 2015-03-31 13F WASHINGTON FED COM 938824109 124,576 -48,088 -27.85 2,717 -28.97 0.0010
2015-02-13 2014-12-31 13F WASHINGTON FED COM 938824109 172,664 171,564 15,596.73 3,825 63,650.00 0.0014
2014-12-16 2014-09-30 13F/A-1 WASHINGTON FED *W EXP 11/14/201 938824117 1,100 -180,372 -99.39 6 -99.86 0.0000
2014-12-16 2014-09-30 13F/A-1 WASHINGTON FED COM 938824109 154,407 -27,065 3,144 0.0012
2014-11-14 2014-09-30 13F WASHINGTON FED *W EXP 11/14/201 938824117 1,100 6
2014-11-14 2014-09-30 13F WASHINGTON FED COM 938824109 154,407 3,144
2014-05-13 2014-03-31 13F WASHINGTON FED COM 938824109 181,472 27,478 17.84 4,229 17.93 0.0018
2014-02-13 2013-12-31 13F WASHINGTON FED COM 938824109 153,994 1,999 1.32 3,586 14.06 0.0015
2013-11-13 2013-09-30 13F WASHINGTON FEDERAL INC COM COM 938824109 151,995 -32,398 -17.57 3,144 -9.71 0.0015
2013-08-08 2013-06-30 13F WASHINGTON FEDERAL INC COM COM 938824109 184,393 184,393 3,482 0.0018
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.