L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Feb 2026
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
6,080,325
combined, among listed positions
Reported value
$195m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,455,286.

Managers listing WAFD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
AllianceBernstein LP3,107,658$100munder 0.1%Added+3,009,66417 Feb 2026 (the filing on sec.gov)
Invesco Ltd683,352$22munder 0.1%Trimmed-232,96819 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.357,898$11munder 0.1%Added+229,81517 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP333,712$11munder 0.1%Added+266,89117 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP287,947$9.2m0.07%Added+227,17417 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC242,644$7.8munder 0.1%Added+62,99417 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC219,231$7.0munder 0.1%Added+52,99612 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC165,138$5.3munder 0.1%Added+30,74817 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP162,690$5.2munder 0.1%Added+113,19317 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP131,528$4.2munder 0.1%Trimmed-29,57413 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc71,497$2.3munder 0.1%Added+4,07017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC69,475$2.2munder 0.1%Trimmed-77,10317 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC57,895$1.9munder 0.1%Added+3,59113 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP55,146$1.8munder 0.1%Added+1,21417 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd34,255$1.1munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC30,970$992kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)25,513$817kunder 0.1%Added+4,53617 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC13,737$440kunder 0.1%Added+72827 Oct 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP11,672$374kunder 0.1%Trimmed-12,32117 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC9,720$311kunder 0.1%Trimmed-1,36317 Feb 2026 (the filing on sec.gov)
Man Group PLC8,647$277kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

024620142017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WAFD by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20132$992kn.a.n.a.
Q4 20131$4.4mn.a.n.a.
Q1 20141$2.7mn.a.n.a.
Q2 20142$2.1mn.a.n.a.
Q4 20161$1.1mn.a.n.a.
Q1 20171$910kn.a.n.a.
Q4 20172$12mn.a.n.a.
Q1 20181$13mn.a.n.a.
Q2 20185$30mn.a.n.a.
Q3 20183$36mn.a.n.a.
Q4 20184$38mn.a.n.a.
Q1 20194$36mn.a.n.a.
Q2 20193$42mn.a.n.a.
Q3 20194$134mn.a.n.a.
Q4 20195$148mn.a.n.a.
Q1 20205$119mn.a.n.a.
Q2 20204$134mn.a.n.a.
Q3 20203$106mn.a.n.a.
Q4 20202$119mn.a.n.a.
Q1 20214$148mn.a.n.a.
Q2 20211$30mn.a.n.a.
Q3 20212$39mn.a.n.a.
Q4 20215$38mn.a.n.a.
Q1 20224$12mn.a.n.a.
Q2 20225$55mn.a.n.a.
Q3 20226$82mn.a.n.a.
Q4 20226$112mn.a.n.a.
Q1 20236$101mn.a.n.a.
Q2 20234$53mn.a.n.a.
Q3 20233$46mn.a.n.a.
Q4 20233$58m12
Q1 20242$36m02
Q2 20242$40m21
Q3 20241$38m01
Q4 20241$35m01
Q1 20251$31m10
Q2 20251$32m01
Q3 20251$31m01
Q4 20252$109m159
Q1 20263$124m1213
Q2 20261$120m179

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WAFD and BAC →WAFD and JPM →WAFD and WFC →Choose a stock to compare with WAFD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WAFD, latest filings →Back to the 13F Explorer →