WaFd, Inc
DE ˙ DB ˙ US9388241096
29,80 € ↑0,60 (2,05%)
2026-06-05
DEL PRIS
SecurityDE:WAO / WaFd, Inc
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership504,529 shares
Latest Disclosed Value $ 15,842,211
Principal Financial Group Inc reports 34.37% increase in ownership of WAO / WaFd, Inc

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 504,529 shares of WaFd, Inc (DE:WAO) valued at $13,622,283 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 375,488 shares of WaFd, Inc. This represents a change in shares of 34.37% during the quarter. The current value of the position is $15,034,964 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)
2026-05-04 2026-03-31 13F WAFD COM 938824109 504,529 129,041 34.37 15,842 31.73 0.0085
2026-02-02 2025-12-31 13F WAFD COM 938824109 375,488 -4,978 -1.31 12,027 4.36 0.0061
2025-11-04 2025-09-30 13F WAFD COM 938824109 380,466 -17,010 -4.28 11,524 -0.98 0.0058
2025-08-08 2025-06-30 13F WAFD COM 938824109 397,476 -64,117 -13.89 11,638 -11.78 0.0062
2025-04-28 2025-03-31 13F WAFD COM 938824109 461,593 13,972 3.12 13,192 -8.59 0.0074
2025-01-31 2024-12-31 13F WAFD COM 938824109 447,621 19,117 4.46 14,431 -3.36 0.0079
2024-10-31 2024-09-30 13F WAFD COM 938824109 428,504 95,251 28.58 14,933 56.79 0.0082
2024-07-29 2024-06-30 13F WAFD COM 938824109 333,253 -19,405 -5.50 9,524 -6.96 0.0057
2024-04-29 2024-03-31 13F WAFD COM 938824109 352,658 -23,676 -6.29 10,238 -17.46 0.0060
2024-02-07 2023-12-31 13F WAFD COM 938824109 376,334 -1,708 -0.45 12,404 28.06 0.0079
2023-11-02 2023-09-30 13F WAFD COM 938824109 378,042 -14,177 -3.61 9,685 -6.88 0.0070
2023-08-07 2023-06-30 13F WASHINGTON FED COM 938824109 392,219 -140,139 -26.32 10,402 -35.13 0.0071
2023-05-09 2023-03-31 13F WASHINGTON FED COM 938824109 532,358 136,049 34.33 16,035 20.59 0.0115
2023-02-09 2022-12-31 13F WASHINGTON FED COM 938824109 396,309 17,278 4.56 13,296 17.00 0.0100
2022-11-09 2022-09-30 13F WASHINGTON FED COM 938824109 379,031 -154,973 -29.02 11,364 -29.11 0.0090
2022-08-10 2022-06-30 13F WASHINGTON FED COM 938824109 534,004 29,353 5.82 16,031 -3.21 0.0119
2022-05-09 2022-03-31 13F WASHINGTON FED COM 938824109 504,651 -6,232 -1.22 16,563 -2.87 0.0066
2022-02-09 2021-12-31 13F WASHINGTON FED COM 938824109 510,883 -267,742 -34.39 17,053 -36.17 0.0102
2021-11-09 2021-09-30 13F WASHINGTON FED COM 938824109 778,625 -45,912 -5.57 26,715 1.95 0.0174
2021-08-10 2021-06-30 13F WASHINGTON FED COM 938824109 824,537 -490,405 -37.29 26,204 -35.30 0.0169
2021-05-10 2021-03-31 13F WASHINGTON FED COM 938824109 1,314,942 -182,751 -12.20 40,500 5.06 0.0286
2021-02-23 2020-12-31 13F/A-1 WASHINGTON FED COM 938824109 1,497,693 77,071 5.43 38,551 30.09 0.0286
2021-02-08 2020-12-31 13F WASHINGTON FED COM 938824109 1,497,845 77,223 38,555 15,168.1312
2020-11-06 2020-09-30 13F WASHINGTON FED COM 938824109 1,420,622 164,569 13.10 29,634 -12.10 0.0249
2020-08-05 2020-06-30 13F WASHINGTON FED COM 938824109 1,256,053 268,612 27.20 33,712 31.51 0.0299
2020-05-12 2020-03-31 13F WASHINGTON FED COM 938824109 987,441 -65,663 -6.24 25,634 -33.58 0.0284
2020-02-05 2019-12-31 13F WASHINGTON FED COM 938824109 1,053,104 46,317 4.60 38,596 3.64 0.0322
2019-11-13 2019-09-30 13F WASHINGTON FED COM 938824109 1,006,787 -572 -0.06 37,241 5.84 0.0328
2019-08-12 2019-06-30 13F WASHINGTON FED COM 938824109 1,007,359 -55,810 -5.25 35,187 14.56 0.0316
2019-05-10 2019-03-31 13F WASHINGTON FED COM 938824109 1,063,169 25,616 2.47 30,715 10.83 0.0286
2019-02-14 2018-12-31 13F WASHINGTON FED COM 938824109 1,037,553 -235,826 -18.52 27,713 -31.99 0.0295
2018-11-14 2018-09-30 13F WASHINGTON FED COM 938824109 1,273,379 -49,548 -3.75 40,748 -5.81 0.0359
2018-08-13 2018-06-30 13F WASHINGTON FED COM 938824109 1,322,927 21,331 1.64 43,260 -3.94 0.0398
2018-05-14 2018-03-31 13F WASHINGTON FED COM 938824109 1,301,596 142,766 12.32 45,035 13.47 0.0433
2018-02-12 2017-12-31 13F WASHINGTON FED COM 938824109 1,158,830 185,313 19.04 39,690 21.16 0.0365
2017-11-02 2017-09-30 13F WASHINGTON FED COM 938824109 973,517 29,294 3.10 32,759 4.50 0.0318
2017-08-08 2017-06-30 13F WASHINGTON FED COM 938824109 944,223 523,355 124.35 31,348 125.02 0.0314
2017-05-11 2017-03-31 13F WASHINGTON FED COM 938824109 420,868 9,181 2.23 13,931 -1.49 0.0168
2017-02-13 2016-12-31 13F WASHINGTON FED COM 938824109 411,687 37,964 10.16 14,142 41.85 0.0179
2016-11-10 2016-09-30 13F WASHINGTON FED COM 938824109 373,723 26,158 7.53 9,970 18.24 0.0132
2016-08-09 2016-06-30 13F WASHINGTON FED COM 938824109 347,565 36,051 11.57 8,432 19.50 0.0118
2016-05-10 2016-03-31 13F WASHINGTON FED COM 938824109 311,514 10,436 3.47 7,056 -1.66 0.0102
2016-02-09 2015-12-31 13F WASHINGTON FED COM 938824109 301,078 7,057 2.40 7,175 7.27 0.0107
2015-11-12 2015-09-30 13F/A-1 WASHINGTON FED COM 938824109 294,021 8,112 2.84 6,689 0.19 0.0105
2015-11-09 2015-09-30 13F WASHINGTON FED COM 938824109 294,021 6,689
2015-08-10 2015-06-30 13F WASHINGTON FED COM 938824109 285,909 1,505 0.53 6,676 7.64 0.0100
2015-05-14 2015-03-31 13F/A-1 WASHINGTON FED COM 938824109 284,404 15,443 5.74 6,202 4.10 0.0092
2015-05-12 2015-03-31 13F WASHINGTON FED COM 938824109 284,404 6,201
2015-02-12 2014-12-31 13F WASHINGTON FED COM 938824109 268,961 -3,149 -1.16 5,958 7.55 0.0093
2014-11-13 2014-09-30 13F WASHINGTON FED COM 938824109 272,110 7,226 2.73 5,540 -6.77 0.0094
2014-08-12 2014-06-30 13F WASHINGTON FED COM 938824109 264,884 -7,180 -2.64 5,942 -6.26 0.0100
2014-05-13 2014-03-31 13F WASHINGTON FED COM 938824109 272,064 15,361 5.98 6,339 6.04 0.0113
2014-02-12 2013-12-31 13F WASHINGTON FED COM 938824109 256,703 -587 -0.23 5,978 12.35 0.0112
2013-11-05 2013-09-30 13F WASHINGTON FED COM 938824109 257,290 293 0.11 5,321 9.67 0.0110
2013-08-12 2013-06-30 13F WASHINGTON FED COM 938824109 256,997 256,997 4,852 0.0107
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.