WAFDNasdaqNational Commercial BanksFiscal year ends September 30Also trades as WAFDP
WAFD INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$28.42−0.73 (-2.50%)
Close on Oct 19, 2026
- Market cap
- $2.10B
- P/E (TTM)
- 9.0
- Dividend yield
- 3.76%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
63M
Shares held, 13F filers
Institutional holders
288
60 new, 27 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net sold $854.94K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 5,560,823 | 6.80% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Portfolio Management | 4,860,151 | 6.40% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 4,816,426 | 5.90% | 13G (passive) | Dec 31, 2024 |
| Vanguard Capital Management | 4,011,077 | 5.28% | 13G (passive) | Mar 31, 2026 |
| AllianceBernstein L.P. | 3,807,514 | 5.20% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 11,892,730 | 14.60% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WAFD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,774,309 | – | $413.41M | −269,887 | 0.01% |
| Dimensional Fund Advisors LP | 4,964,442 | – | $190.48M | +18,918 | 0.03% |
| Vanguard Portfolio Management LLC | 4,755,020 | – | $182.45M | −65,525 | 0.01% |
| State Street Corp | 4,345,763 | – | $166.75M | +130,140 | 0.00% |
| Alliancebernstein L.P. | 3,807,514 | – | $119.56M | +232,940 | 0.04% |
| Vanguard Capital Management LLC | 3,324,356 | – | $127.56M | −102,919 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 3,142,312 | – | $120.57M | −112,275 | 0.33% |
| American Century Companies Inc | 2,416,568 | – | $92.72M | +206,221 | 0.04% |
| Geode Capital Management, LLC | 1,987,447 | – | $76.27M | +35,117 | 0.00% |
| Systematic Financial Management LP | 1,558,139 | – | $59.79M | +19,788 | 1.19% |
| Ameriprise Financial Inc | 1,094,307 | – | $41.99M | +243,460 | 0.01% |
| Charles Schwab Investment Management Inc | 1,020,988 | – | $39.18M | −37,778 | 0.01% |
| Frontier Capital Management Co LLC | 951,677 | – | $36.52M | −122,875 | 0.34% |
| Bank Of America Corp /De/ | 903,179 | – | $34.65M | −2,684 | 0.00% |
| Northern Trust Corp | 831,630 | – | $31.91M | +46,033 | 0.00% |
| D. E. Shaw & Co., Inc. | 790,567 | – | $30.33M | +238,720 | 0.01% |
| Goldman Sachs Group Inc | 759,092 | – | $29.13M | +263,308 | 0.00% |
| Morgan Stanley | 736,410 | – | $28.26M | −42,160 | 0.00% |
| Wells Fargo & Company/Mn | 690,969 | – | $26.51M | −73,173 | 0.00% |
| Bank of New York Mellon Corp | 690,349 | – | $26.49M | +14,515 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 288 | 63M | 60 / 100 | 89 / 27 | 4M | 3M |
| Q1 2026 | 259 | 62M | 36 / 87 | 95 / 28 | 13M | 7M |
| Q4 2025 | 258 | 66M | 33 / 86 | 94 / 25 | 8M | 5M |
| Q3 2025 | 254 | 62M | 30 / 88 | 93 / 28 | 2M | 4M |
| Q2 2025 | 255 | 64M | 38 / 78 | 95 / 24 | 2M | 3M |
| Q1 2025 | 244 | 65M | 30 / 88 | 77 / 32 | 4M | 4M |
| Q4 2024 | 249 | 65M | 30 / 90 | 84 / 26 | 5M | 4M |
| Q3 2024 | 247 | 64M | 38 / 94 | 70 / 20 | 16M | 4M |
| Q2 2024 | 230 | 62M | 26 / 85 | 70 / 24 | 7M | 4M |
| Q1 2024 | 229 | 59M | 37 / 97 | 59 / 19 | 6M | 2M |
| Q4 2023 | 213 | 55M | 28 / 63 | 85 / 26 | 4M | 3M |
| Q3 2023 | 214 | 54M | 16 / 64 | 98 / 19 | 2M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WAFD | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,442,626 | – | $170.46M | 0.15% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 2,561,804 | – | $98.30M | 1.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,342,815 | – | $89.89M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,872,468 | – | $66.58M | 0.25% | May 31, 2026 |
| iShares Russell 2000 ETF | 1,827,893 | – | $70.14M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,692,542 | – | $64.94M | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,096,927 | – | $40.33M | 0.21% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,073,435 | – | $41.19M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 906,893 | – | $34.80M | 0.73% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 845,477 | – | $32.44M | 0.03% | Jun 30, 2026 |
| AB Discovery Value Fund | 816,622 | – | $31.33M | 1.22% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 814,788 | – | $29.96M | 0.09% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 679,859 | – | $26.09M | 0.15% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 645,048 | – | $24.75M | 0.17% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 635,493 | – | $24.38M | 0.30% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Brent J. Beardall | President & CEO, Director | 366,892 | Dec 30, 2025 |
| Kim E. Robison | EVP & Chief Operations Officer | 116,099 | Apr 27, 2026 |
| Blayne Sanden | SVP & PAO | 5,087 | Mar 2, 2026 |
| Cathy E. Cooper | EVP & Chief Consumer Banker | 105,327 | Feb 6, 2026 |
| Ryan Mauer | EVP & Chief Credit Officer | 126,740 | Nov 12, 2025 |
| Kelli Holz | EVP & CFO | 114,027 | Nov 12, 2025 |
| James Endrizzi | SVP & Regional Director | 95,267 | Jan 21, 2025 |
| Erin Hill | Director | 326 | Mar 12, 2026 |
| Shawn Bice | Director | 12,713 | Jan 5, 2026 |
| Sylvia Hampel | Director | 16,729 | Jan 5, 2026 |
| Stephen Graham | Director | 21,828 | Jan 5, 2026 |
| Linda S. Brower | Director | 78,152 | Jan 5, 2026 |
| David K. Grant | Director | 67,261 | Jan 5, 2026 |
| Randall H. Talbot | Director | 66,511 | Jan 5, 2026 |
| Bradley M. Shuster | Director | 26,611 | Jan 5, 2026 |
| Sudhir Steven Singh | Director | 22,891 | Jan 5, 2026 |
| Mario Max Yzaguirre | Director | 11,396 | Jan 5, 2026 |
| Sean Singleton | Director | 11,621 | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kim E. Robison EVP & Chief Operations Officer | Apr 24, 2026 | Sale | −22,000 | $35.28 | $776.16K | 116,099 |
| Blayne Sanden SVP & PAO | Feb 27, 2026 | Tax withholding | −46 | $31.16 | $1.43K | 5,087 |
| Cathy E. Cooper EVP & Chief Consumer Banker | Feb 6, 2026 | Sale | −5,300 | $33.77 | $178.98K | 94,755 |
| Blayne Sanden SVP & PAO | Jan 20, 2026 | Award | +750 | $31.44 | $23.58K | 5,133 |
| Sudhir Steven Singh Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 22,891 |
| Randall H. Talbot Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 66,511 |
| Shawn Bice Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 12,713 |
| David K. Grant Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 67,261 |
| Sean Singleton Director | Jan 2, 2026 | Tax withholding | −808 | $32.03 | $25.88K | 11,621 |
| Sean Singleton Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 12,429 |
| Mario Max Yzaguirre Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 11,396 |
| Bradley M. Shuster Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 26,611 |
| Sylvia Hampel Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 16,729 |
| Linda S. Brower Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 63,758 |
| Linda S. Brower Director | Jan 2, 2026 | Tax withholding | −993 | $32.03 | $31.81K | 62,765 |
| Stephen Graham Director | Jan 2, 2026 | Award | +3,310 | $32.03 | $106.02K | 21,828 |
| Brent J. Beardall President & CEO, Director | Dec 29, 2025 | Gift | −2,272.5 | – | – | 366,892 |
| Brent J. Beardall President & CEO, Director | Dec 3, 2025 | Buy | +3,000 | $16.85 | $50.55K | 6,000 |
| Brent J. Beardall President & CEO, Director | Nov 26, 2025 | Buy | +3,000 | $16.55 | $49.65K | 3,000 |
| Cathy E. Cooper EVP & Chief Consumer Banker | Nov 11, 2025 | Award | +21,609 | $30.56 | $660.37K | 99,752 |
| Kim E. Robison EVP & Chief Operations Officer | Nov 11, 2025 | Award | +21,609 | $30.56 | $660.37K | 137,126 |
| Kelli Holz EVP & CFO | Nov 11, 2025 | Award | +21,609 | $30.56 | $660.37K | 114,027 |
| Ryan Mauer EVP & Chief Credit Officer | Nov 11, 2025 | Award | +21,609 | $30.56 | $660.37K | 126,740 |
| Brent J. Beardall President & CEO, Director | Nov 11, 2025 | Award | +83,116 | $30.56 | $2.54M | 368,124 |
| Brent J. Beardall President & CEO, Director | Oct 31, 2025 | Returned to company | −50,960 | – | – | 299,864 |
| Brent J. Beardall President & CEO, Director | Oct 31, 2025 | Tax withholding | −9,652 | $29.03 | $280.20K | 290,212 |
| Brent J. Beardall President & CEO, Director | Oct 31, 2025 | Other | −5,204 | $29.03 | $151.07K | 285,008 |
| Cathy E. Cooper EVP & Chief Consumer Banker | Oct 31, 2025 | Returned to company | −11,296 | – | – | 81,125 |
| Cathy E. Cooper EVP & Chief Consumer Banker | Oct 31, 2025 | Tax withholding | −2,982 | $29.03 | $86.57K | 78,143 |
| Kim E. Robison EVP & Chief Operations Officer | Oct 31, 2025 | Tax withholding | −2,982 | $29.03 | $86.57K | 115,517 |
| Kim E. Robison EVP & Chief Operations Officer | Oct 31, 2025 | Returned to company | −11,296 | – | – | 118,499 |
| Blayne Sanden SVP & PAO | Oct 31, 2025 | Tax withholding | −205 | $29.03 | $5.95K | 4,383 |
| Kelli Holz EVP & CFO | Oct 31, 2025 | Returned to company | −10,630 | – | – | 95,508 |
| Kelli Holz EVP & CFO | Oct 31, 2025 | Tax withholding | −3,090 | $29.03 | $89.70K | 92,418 |
| Ryan Mauer EVP & Chief Credit Officer | Oct 31, 2025 | Returned to company | −11,296 | – | – | 108,113 |
| Ryan Mauer EVP & Chief Credit Officer | Oct 31, 2025 | Tax withholding | −2,982 | $29.03 | $86.57K | 105,131 |
| Sean Singleton Director | Sep 19, 2025 | Gift | −160 | – | – | 9,118 |
| Sean Singleton Director | Sep 17, 2025 | Sale(10b5-1 plan) | −1,004 | $31.71 | $31.84K | 9,278 |
| Blayne Sanden SVP & PAO | Feb 28, 2025 | Award | +750 | $29.59 | $22.19K | 4,588 |
| James Endrizzi SVP & Regional Director | Jan 16, 2025 | Returned to company | −37,843 | – | – | 95,043 |
| Mario Max Yzaguirre Director | Jan 2, 2025 | Award | +4,839 | $32.24 | $156.01K | 8,086 |
| Sylvia Hampel Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 13,419 |
| Shawn Bice Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 9,403 |
| Stephen Graham Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 18,518 |
| Linda S. Brower Director | Jan 2, 2025 | Tax withholding | −987 | $32.24 | $31.82K | 60,448 |
| Linda S. Brower Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 61,435 |
| Randall H. Talbot Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 63,201 |
| Sudhir Steven Singh Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 19,581 |
| Sean Singleton Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 11,277 |
| Sean Singleton Director | Jan 2, 2025 | Tax withholding | −995 | $32.24 | $32.08K | 10,282 |
| David K. Grant Director | Jan 2, 2025 | Award | +3,288 | $32.24 | $106.01K | 63,951 |
| Bradley M. Shuster Director | Jan 2, 2025 | Award | +4,839 | $32.24 | $156.01K | 23,301 |
| James Endrizzi EVP & Chief Commercial Banker | Dec 10, 2024 | Gift | −1,295 | – | – | 132,903 |
| Ryan Mauer EVP & Chief Credit Officer | Nov 12, 2024 | Award | +16,965 | $37.43 | $635.00K | 117,341 |
| Cathy E. Cooper EVP & Chief Consumer Banker | Nov 12, 2024 | Award | +16,965 | $37.43 | $635.00K | 91,215 |
| Brent J. Beardall President & CEO, Director | Nov 12, 2024 | Award | +67,861 | $37.43 | $2.54M | 346,689 |
| Kim E. Robison EVP & Chief Operations Officer | Nov 12, 2024 | Award | +16,965 | $37.43 | $635.00K | 127,901 |
| Kelli Holz EVP & CFO | Nov 12, 2024 | Award | +16,965 | $37.43 | $635.00K | 103,846 |
| James Endrizzi EVP & Chief Commercial Banker | Nov 12, 2024 | Award | +16,965 | $37.43 | $635.00K | 133,693 |
| Cathy E. Cooper EVP & Chief Consumer Banker | Nov 4, 2024 | Sale | −7,500 | $32.53 | $243.98K | 74,250 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kim E. Robison Officer | Apr 24, 2026 | 22,000 | $776.16K | Apr 24, 2026 | Restricted Stock Vesting |
| Cathy E. Cooper Officer | Feb 6, 2026 | 5,300 | $178.98K | Feb 6, 2026 | Restricted Stock Vesting |
| Sean Singleton Director | Sep 17, 2025 | 1,004 | $31.84K | Sep 17, 2025 | Restricted Stock Vesting |
| Cathy E. Cooper Officer | Nov 4, 2024 | 7,500 | $243.94K | Nov 4, 2024 | Restricted Stock Vesting |
| Ryan Mauer Officer | Nov 4, 2024 | 12,132 | $404.84K | Nov 4, 2024 | Restricted Stock Vesting |
| Cathy E. Cooper Officer | May 21, 2024 | 14,000 | $399.27K | May 21, 2024 | Restricted Stock Vesting |