WAFD
WAFD, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $32 | $35 | +11% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $31 | $35 | +12% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $31 | $35 | +12% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $31 | $35 | +12% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $35 | $35 | -0% |
| Millennium Management | Q1 2025(8Q snapshot) | 5Q | $28 | $35 | +23% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 3× in & out | Q4 2022 | Q2 2023 | → $23 | -34% |
| Maverick Capital | Q2 2021 | Q2 2022 | → $27 | -7% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WAFD INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 27, 2026 — the most recent Form 4 on file — not from today.
- Form 40001702713-26-000003Apr 27, 2026
- Form 40001969133-26-000006Mar 2, 2026
- Form 40001687052-26-000003Feb 6, 2026
- Form 40001969133-26-000004Jan 21, 2026
- Form 40001969133-26-000002Jan 5, 2026
- Form 40001864284-26-000002Jan 5, 2026
- Form 40001267727-26-000003Jan 5, 2026
- Form 40001775480-26-000002Jan 5, 2026
- Form 40001187438-26-000002Jan 5, 2026
- Form 40001871882-26-000002Jan 5, 2026
- Form 40000936528-26-000006Jan 5, 2026
- Form 40001079180-26-000004Jan 5, 2026
- Form 40001871887-26-000003Jan 5, 2026
- Form 40001205179-26-000002Jan 5, 2026
- Form 40000936528-26-000005Jan 5, 2026
Fundamentals
XBRL · WAFD, INC.Annual figures sourced directly from WAFD, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WAFD INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 12, 2026
- 8-KMaterial eventMay 5, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventApr 17, 2026
- 8-KMaterial eventApr 2, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KMaterial eventFeb 23, 2026
- 8-KMaterial eventFeb 4, 2026
- 10-QQuarterly reportFeb 4, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-KMaterial eventJan 22, 2026
- 8-KMaterial eventJan 16, 2026
- 8-KMaterial eventJan 5, 2026
- DEF 14AProxy statementDec 19, 2025
- 10-KAnnual reportNov 18, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $35 | $35 | +1% |
| D.E. Shaw | Q3 2025 | open | $30 | $35 | +16% |
| Two Sigma Investments | Q2 2025 | open | $29 | $35 | +21% |
| Millennium Management | Q1 2025 | open | $28 | $35 | +23% |
| AQR Capital Management | Q4 2024 | open | $35 | $35 | -0% |
| Citadel Advisors | Q3 2024 | open | $31 | $35 | +12% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $31 | $35 | +12% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $31 | $35 | +12% |
| Renaissance Technologies | Q3 2024 | Q1 2026 | $32 | $32 | +2% |
| Bridgewater Associates | Q4 2022 | Q2 2023 | $34 | $23 | -34% |
| Maverick Capital | Q2 2021 | Q2 2022 | $29 | $27 | -7% |
| Bridgewater Associates | Q1 2021 | Q3 2022 | $25 | $30 | +20% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $28 | $19 | -34% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.