WAFD β€” WAFD INC

Ownership history in Cooper Financial Group  Β·  9 quarters on record

AI Ownership Summary

Cooper Financial Group reported WAFD INC (WAFD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows WAFD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WAFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cooper Financial Group's position in WAFD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WAFD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cooper Financial Group held WAFD β€” position size vs. price
% of Fund (quarterly)    WAFD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,901 +111 +1.1% 0.03% $311K 2026-04-07 $nan
2025 Q4 ADDED 9,790 +43 +0.4% 0.03% $314K 2026-01-08 $33.23
2025 Q3 REDUCED 9,747 -563 -5.5% 0.03% $295K 2025-10-07 $28.91
2025 Q2 REDUCED 10,310 -1,091 -9.6% 0.04% $302K 2025-07-18 $28.97
2025 Q1 ADDED 11,401 +267 +2.4% 0.04% $326K 2025-05-12 $28.88
2024 Q4 ADDED 11,134 +345 +3.2% 0.04% $359K 2025-01-13 $29.05
2024 Q3 ADDED 10,789 +206 +1.9% 0.05% $376K 2024-11-14 $35.12
2024 Q2 ADDED 10,583 +997 +10.4% 0.04% $302K 2024-07-15 $29.74
2024 Q1 INITIATED 9,586 β€” β€” 0.05% $278K 2024-04-11 $25.37

🏒 Other funds also holding WAFD

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Cooper Financial Group and WAFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cooper Financial Group reported owning WAFD?

Cooper Financial Group reported WAFD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WAFD position in Cooper Financial Group's portfolio?

The largest reported portfolio weight for WAFD was 0.05% in 2024 Q3.

What is the latest reported WAFD position on this page?

The most recent filing on this page is 2026 Q1, when Cooper Financial Group reported 9,901 shares, equal to 0.03% of portfolio, with an estimated market value of $311K.

What does the chart on this WAFD ownership page compare?

The chart compares Cooper Financial Group's quarterly WAFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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