WaFd, Inc.
Ownership
Ownership Structure
Who owns WaFd, Inc. (WAFD)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.8% of the shares are freely tradable; institutional investors hold 85.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.56 | 10,774,309 | -2.4 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 6.71 | 4,964,442 | +0.4 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 6.42 | 4,755,020 | -1.4 | 06/30/2026 |
| State Street Corp | 5.87 | 4,345,763 | +3.1 | 06/30/2026 |
| AllianceBernstein L.P. | 5.14 | 3,807,514 | +6.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.49 | 3,324,356 | -3.0 | 06/30/2026 |
| Fuller & Thaler Asset Management Inc | 4.25 | 3,142,312 | -3.4 | 06/30/2026 |
| American Century Companies Inc | 3.27 | 2,416,568 | +9.3 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.99 | 4,430,574 | +0.0 | 09/30/2026 |
| Undiscovered Managers Behavioral Val L | 3.32 | 2,459,904 | -2.2 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Beardall Brent J | President & CEO | 363,065 | 10,710,403 $ | Oct 31, 2026 | direct |
| Mauer Ryan | EVP & Chief Credit Officer | 126,646 | 3,736,057 $ | Oct 31, 2026 | direct |
| Robison Kim E | EVP & Chief Operations Officer | 114,865 | 3,388,518 $ | Oct 31, 2026 | direct |
| Holz Kelli | EVP & CFO | 114,164 | 3,367,838 $ | Oct 31, 2026 | direct |
| Cooper Cathy E | EVP & Chief Consumer Banker | 93,520 | 2,758,840 $ | Oct 31, 2026 | direct |
| Sanden Blayne | SVP & PAO | 4,912 | 144,904 $ | Oct 31, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 31, 2026 | Sanden Blayne | SVP & PAO | Other | 175 | 29.35 | 5,136 |
| Oct 31, 2026 | Mauer Ryan | EVP & Chief Credit Officer | Other | 2,105 | 29.35 | 61,782 |
| Oct 31, 2026 | Robison Kim E | EVP & Chief Operations Officer | Other | 2,105 | 29.35 | 61,782 |
| Oct 31, 2026 | Cooper Cathy E | EVP & Chief Consumer Banker | Other | 2,105 | 29.35 | 61,782 |
| Oct 31, 2026 | Beardall Brent J | President & CEO | Other | 6,809 | 29.35 | 199,844 |
| Oct 31, 2026 | Holz Kelli | EVP & CFO | Other | 2,231 | 29.35 | 65,480 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 5, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.