WAFD INC (WAFD) — Institutional Holders, Q2 2026 (page 3)
290 institutional investment managers reported a WAFD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 290. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WAFD 13F holders ranked 201–290 of 290
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | HANTZ FINANCIAL SERVICES#201 · 2,301 sh | 2,301 | $88.0K | <0.01% | -1.4% |
| 202 | LOS ANGELES CAPITAL MANAGEMENT#202 · 2,265 sh | 2,265 | $86.9K | <0.01% | +2.0% |
| 203 | EverSource Wealth Advisors#203 · 1,991 sh | 1,991 | $76.4K | <0.01% | -15.8% |
| 204 | Aquatic Capital Management#204 · 1,881 sh | 1,881 | $72.2K | <0.01% | New |
| 205 | Ronald Blue#205 · 1,776 sh | 1,776 | $68.1K | — | -1.3% |
| 206 | SRS Capital Advisors#206 · 1,749 sh | 1,749 | $67.1K | <0.01% | +1843.3% |
| 207 | Pinnacle Wealth Planning Services#207 · 1,572 sh | 1,572 | $60.3K | <0.01% | +2.2% |
| 208 | Nykredit A/S#208 · 1,363 sh | 1,363 | $52.3K | <0.01% | — |
| 209 | TD PRIVATE CLIENT WEALTH#209 · 1,219 sh | 1,219 | $46.8K | <0.01% | -26.0% |
| 210 | BNP Paribas Asset Management Holding S.A.#210 · 1,092 sh | 1,092 | $41.9K | 0.00% | +53.6% |
| 211 | Clearstead Advisors#211 · 1,040 sh | 1,040 | $39.9K | <0.01% | New |
| 212 | Anchor Bay Capital#212 · 1,037 sh | 1,037 | $38.7K | 0.02% | — |
| 213 | Institute for Wealth Management#213 · 913 sh | 913 | $35.1K | <0.01% | New |
| 214 | Steward Partners Investment Advisory#214 · 906 sh | 906 | $34.8K | <0.01% | 0.0% |
| 215 | Rockefeller Capital Management L.P.#215 · 846 sh | 846 | $32.5K | 0.00% | -5.5% |
| 216 | ASSETMARK#216 · 844 sh | 844 | $32.4K | — | -9.2% |
| 217 | Larson Financial Group#217 · 665 sh | 665 | $25.5K | <0.01% | +8.8% |
| 218 | Integrated Wealth Concepts#218 · 665 sh | 665 | $25.5K | <0.01% | New |
| 219 | Daytona Street Capital#219 · 670 sh | 670 | $25.5K | — | 0.0% |
| 220 | Optiver Holding B.V.#220 · 644 sh | 644 | $24.7K | 0.00% | +973.3% |
| 221 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#221 · 535 sh | 535 | $20.5K | 0.00% | 0.0% |
| 222 | Versant Capital Management#222 · 527 sh | 527 | $20.2K | — | 0.0% |
| 223 | Kemnay Advisory Services#223 · 520 sh | 520 | $20.0K | <0.01% | -3.0% |
| 224 | UMB Bank, n.a.#224 · 503 sh | 503 | $19.3K | <0.01% | +4.1% |
| 225 | Farther Finance Advisors#225 · 502 sh | 502 | $19.2K | — | +42.6% |
| 226 | Robinswood Financial#226 · 500 sh | 500 | $19.2K | — | New |
| 227 | Salomon & Ludwin#227 · 482 sh | 482 | $18.8K | <0.01% | 0.0% |
| 228 | Global Retirement Partners#228 · 490 sh | 490 | $18.8K | <0.01% | — |
| 229 | LRI Investments#229 · 485 sh | 485 | $18.6K | <0.01% | +1.0% |
| 230 | NOMURA ASSET MANAGEMENT LTD#230 · 470 sh | 470 | $18.0K | 0.00% | -71.2% |
| 231 | Bare Financial Services#231 · 415 sh | 415 | $15.9K | <0.01% | +30.1% |
| 232 | Smartleaf Asset Management#232 · 392 sh | 392 | $14.9K | <0.01% | 0.0% |
| 233 | HARBOUR INVESTMENTS#233 · 350 sh | 350 | $13.4K | <0.01% | 0.0% |
| 234 | NATIONAL BANK OF CANADA#234 · 318 sh | 318 | $12.2K | 0.00% | +6.0% |
| 235 | Graticule Asia Macro Advisors#235 · 306 sh | 306 | $11.7K | <0.01% | New |
| 236 | Basecamp Wealth Advisors#236 · 250 sh | 250 | $9.6K | <0.01% | +13.1% |
| 237 | ROTHSCHILD INVESTMENT#237 · 226 sh | 226 | $8.7K | <0.01% | 0.0% |
| 238 | Osbon Capital Management#238 · 200 sh | 200 | $7.7K | <0.01% | 0.0% |
| 239 | DANSKE BANK A/S#239 · 200 sh | 200 | $7.7K | 0.00% | 0.0% |
| 240 | MassMutual Private Wealth & , FSB#240 · 193 sh | 193 | $7.4K | — | 0.0% |
| 241 | SJS Investment Consulting#241 · 184 sh | 184 | $7.1K | — | +1315.4% |
| 242 | Essential Partners#242 · 183 sh | 183 | $7.0K | — | 0.0% |
| 243 | Silver Grove Financial Group#243 · 181 sh | 181 | $6.9K | <0.01% | New |
| 244 | Keating Financial Advisory Services#244 · 139 sh | 139 | $5.3K | <0.01% | 0.0% |
| 245 | Fulcrum Asset Management LLP#245 · 138 sh | 138 | $5.3K | <0.01% | New |
| 246 | CVA Family Office#246 · 130 sh | 130 | $5.0K | <0.01% | +23.8% |
| 247 | IFP Advisors#247 · 115 sh | 115 | $4.4K | — | -14.2% |
| 248 | CALDWELL SUTTER CAPITAL#248 · 108 sh | 108 | $4.1K | <0.01% | 0.0% |
| 249 | Manchester Capital Management#249 · 101 sh | 101 | $3.9K | — | 0.0% |
| 250 | Allworth Financial#250 · 97 sh | 97 | $3.7K | 0.00% | +21.2% |
| 251 | Quarry#251 · 80 sh | 80 | $3.1K | <0.01% | New |
| 252 | KELLEHER FINANCIAL ADVISORS#252 · 72 sh | 72 | $2.8K | <0.01% | New |
| 253 | Fortitude Family Office#253 · 68 sh | 68 | $2.6K | — | +1.5% |
| 254 | Cornerstone Planning Group#254 · 70 sh | 70 | $2.6K | — | 0.0% |
| 255 | JFS WEALTH ADVISORS#255 · 62 sh | 62 | $2.4K | <0.01% | +47.6% |
| 256 | Valued Wealth Advisors#256 · 57 sh | 57 | $2.2K | <0.01% | New |
| 257 | Parkside Financial Bank#257 · 56 sh | 56 | $2.1K | — | +100.0% |
| 258 | CREATIVE FINANCIAL DESIGNS#258 · 55 sh | 55 | $2.1K | <0.01% | 0.0% |
| 259 | FARMERS & MERCHANTS INVESTMENTS#259 · 45 sh | 45 | $1.7K | — | 0.0% |
| 260 | ACTION POINT FINANCIAL PLANNING#260 · 43 sh | 43 | $1.6K | <0.01% | New |
| 261 | Ankerstar Wealth#261 · 41 sh | 41 | $1.6K | <0.01% | 0.0% |
| 262 | Principia Wealth Advisory#262 · 36 sh | 36 | $1.4K | <0.01% | New |
| 263 | Creative Capital Management Investments#263 · 28 sh | 28 | $1.1K | <0.01% | New |
| 264 | Covestor Ltd#264 · 16 sh | 16 | $1.0K | <0.01% | +6.7% |
| 265 | Parallel Advisors#265 · 26 sh | 26 | $998.00 | 0.00% | -98.5% |
| 266 | Prestige Wealth Management Group#266 · 26 sh | 26 | $998.00 | <0.01% | -43.5% |
| 267 | WPG Advisers#267 · 26 sh | 26 | $998.00 | <0.01% | 0.0% |
| 268 | Plante Moran Financial Advisors#268 · 18 sh | 18 | $691.00 | 0.00% | New |
| 269 | SIMPLEX TRADING#269 · 18 sh | 18 | $690.00 | 0.00% | -94.0% |
| 270 | FINANCIAL CONSULATE#270 · 16 sh | 16 | $614.00 | — | 0.0% |
| 271 | BROWN, LISLE/CUMMINGS#271 · 15 sh | 15 | $576.00 | — | New |
| 272 | DiNuzzo Private Wealth#272 · 14 sh | 14 | $538.00 | — | 0.0% |
| 273 | HFM Investment Advisors#273 · 11 sh | 11 | $423.00 | <0.01% | +120.0% |
| 274 | Bay Harbor Wealth Management#274 · 11 sh | 11 | $422.00 | <0.01% | -8.3% |
| 275 | SBI Securities , Ltd.#275 · 11 sh | 11 | $422.00 | — | +1000.0% |
| 276 | Rialto Wealth Management#276 · 10 sh | 10 | $384.00 | <0.01% | +66.7% |
| 277 | GILPIN WEALTH MANAGEMENT#277 · 10 sh | 10 | $384.00 | — | 0.0% |
| 278 | True Wealth Design#278 · 7 sh | 7 | $269.00 | — | -88.7% |
| 279 | Davis Capital Management#279 · 4 sh | 4 | $153.00 | — | New |
| 280 | RAFFA WEALTH MANAGEMENT#280 · 3 sh | 3 | $115.00 | 0.00% | -25.0% |
| 281 | Caitong International Asset Management , Ltd#281 · 3 sh | 3 | $115.00 | 0.00% | -57.1% |
| 282 | DecisionPoint Financial#282 · 2 sh | 2 | $79.00 | 0.00% | New |
| 283 | BROWN BROTHERS HARRIMAN#283 · 2 sh | 2 | $77.00 | 0.00% | 0.0% |
| 284 | Dunhill Financial#284 · 1 sh | 1 | $59.00 | 0.00% | 0.0% |
| 285 | MARYLAND CAPITAL ADVISORS#285 · 1 sh | 1 | $39.00 | — | — |
| 286 | Avion Wealth#286 · 19 sh | 19 | $0.00 | 0.00% | 0.0% |
| 287 | Evolution Advisers#287 · 5 sh | 5 | $0.00 | 0.00% | New |
| 288 | Navigoe#288 · 4 sh | 4 | $0.00 | 0.00% | New |
| 289 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#289 · 88,863 sh | 88,863 | — | — | -2.9% |
| 290 | Quantum Portfolio Management#290 · 1,888 sh | 1,888 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.