WaFd, Inc
US ˙ NasdaqGS ˙ US9388241096

SecurityWAFD / WaFd, Inc
InstitutionLsv Asset Management
Latest Disclosed Ownership298,800 shares
Latest Disclosed Value $ 9,382
Lsv Asset Management reports 0.54% increase in ownership of WAFD / WaFd, Inc

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 298,800 shares of WaFd, Inc (US:WAFD) valued at $9,382,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 297,200 shares of WaFd, Inc. This represents a change in shares of 0.54% during the quarter. The current value of the position is $10,628,316 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F WaFd COM 938824109 298,800 1,600 0.54 9 0.00 0.0202
2026-02-06 2025-12-31 13F WaFd COM 938824109 297,200 -6,800 -2.24 10 0.00 0.0208
2025-11-06 2025-09-30 13F WaFd COM 938824109 304,000 -18,300 -5.68 9 0.00 0.0203
2025-08-11 2025-06-30 13F WaFd COM 938824109 322,300 0 0.00 9 0.00 0.0221
2025-05-09 2025-03-31 13F WaFd COM 938824109 322,300 0 0.00 9 -10.00 0.0221
2025-02-13 2024-12-31 13F WaFd COM 938824109 322,300 -1,600 -0.49 10 -9.09 0.0240
2024-11-12 2024-09-30 13F WaFd COM 938824109 323,900 -72,910 -18.37 11 0.00 0.0242
2024-08-06 2024-06-30 13F WaFd COM 938824109 396,810 -196,362 -33.10 11 -35.29 0.0248
2024-05-06 2024-03-31 13F WaFd COM 938824109 593,172 -48,500 -7.56 17 -19.05 0.0356
2024-02-06 2023-12-31 13F WaFd COM 938824109 641,672 -2,900 -0.45 21 31.25 0.0462
2023-11-03 2023-09-30 13F WaFd COM 938824109 644,572 -8,400 -1.29 17 -5.88 0.0384
2023-08-02 2023-06-30 13F Washington Federal COM 938824109 652,972 -14,879 -2.23 17 -15.00 0.0382
2023-05-02 2023-03-31 13F Washington Federal COM 938824109 667,851 17,500 2.69 20 -4.76 0.0451
2023-02-08 2022-12-31 13F Washington Federal COM 938824109 650,351 66,743 11.44 22 -99.88 0.0481
2022-11-07 2022-09-30 13F/A-1 Washington Federal COM 938824109 583,608 583,608 17,497 0.0411
2020-05-07 2020-03-31 13F Washington Federal COM 938824109 0 -252,499 -100.00 0 -100.00
2020-02-10 2019-12-31 13F Washington Federal COM 938824109 252,499 -954,162 -79.07 9,254 -79.27 0.0144
2019-11-07 2019-09-30 13F Washington Federal COM 938824109 1,206,661 20,661 1.74 44,634 7.74 0.0738
2019-08-08 2019-06-30 13F/A-1 Washington Federal COM 938824109 1,186,000 41,059 3.59 41,426 25.24 0.0667
2019-08-07 2019-06-30 13F Washington Federal COM 938824109 1,144,941 0 33,077
2019-05-07 2019-03-31 13F Washington Federal COM 938824109 1,144,941 392,741 52.21 33,077 64.64 0.0530
2019-02-05 2018-12-31 13F Washington Federal COM 938824109 752,200 52,700 7.53 20,091 -10.24 0.0357
2018-11-06 2018-09-30 13F Washington Federal COM 938824109 699,500 6,600 0.95 22,383 -1.21 0.0335
2018-08-08 2018-06-30 13F Washington Federal COM 938824109 692,900 61,000 9.65 22,657 3.63 0.0354
2018-05-04 2018-03-31 13F Washington Federal COM 938824109 631,900 206,600 48.58 21,863 50.10 0.0347
2018-01-31 2017-12-31 13F Washington Federal COM 938824109 425,300 -154,100 -26.60 14,566 -25.29 0.0230
2017-11-13 2017-09-30 13F Washington Federal COM 938824109 579,400 -7,000 -1.19 19,496 0.14 0.0322
2017-08-09 2017-06-30 13F Washington Federal COM 938824109 586,400 -21,000 -3.46 19,468 -3.16 0.0347
2017-05-01 2017-03-31 13F Washington Federal COM 938824109 607,400 -10,200 -1.65 20,104 -5.23 0.0366
2017-02-07 2016-12-31 13F Washington Federal COM 938824109 617,600 -567,172 -47.87 21,214 -32.89 0.0390
2016-11-07 2016-09-30 13F Washington Federal COM 938824109 1,184,772 -112,206 -8.65 31,609 0.46 0.0621
2016-08-05 2016-06-30 13F Washington Federal COM 938824109 1,296,978 65,821 5.35 31,464 12.83 0.0644
2016-05-10 2016-03-31 13F Washington Federal COM 938824109 1,231,157 111,000 9.91 27,885 4.47 0.0584
2016-02-03 2015-12-31 13F Washington Federal COM 938824109 1,120,157 -20,100 -1.76 26,693 2.90 0.0579
2015-11-05 2015-09-30 13F Washington Federal COM 938824109 1,140,257 128,000 12.65 25,940 9.75 0.0582
2015-08-07 2015-06-30 13F Washington Federal COM 938824109 1,012,257 15,700 1.58 23,636 8.78 0.0490
2015-05-06 2015-03-31 13F Washington Federal COM 938824109 996,557 996,557 0.00 21,729 0.0451
2015-02-04 2014-12-31 13F Washington Federal COM 938824109 0 -175,700 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Washington Federal COM 938824109 175,700 -29,300 -14.29 3,577 -22.21 0.0078
2014-08-06 2014-06-30 13F Washington Federal COM 938824109 205,000 9,900 5.07 4,598 1.17 0.0102
2014-04-29 2014-03-31 13F Washington Federal COM 938824109 195,100 18,100 10.23 4,545 10.26 0.0106
2014-02-05 2013-12-31 13F Washington Federal COM 938824109 177,000 177,000 4,122 0.0097
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.