Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wafd Inc (WAFD)

248 + Investors. Track Smart Money conviction in WAFD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — WAFD

Based on 250 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WAFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
250 hedge funds hold WAFD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

121 buying123 selling
Last quarter: 121 funds bought or added vs 123 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 29 → 33 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
165 out of 250 hedge funds have held WAFD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~34 new funds/quarter

33 → 38 → 29 → 33 → 34 new funds/Q
New funds entering each quarter: 38 → 29 → 33 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 250 holders: 172 (69%) are 2+ year veterans, 28 entered 1–2 years ago, and 50 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 250 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in WAFD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WAFD

In 2026 Q1, 121 hedge funds were net buyers of WAFD (34 opened a new position, 87 added to an existing one), while 123 reduced or exited (90 trimmed, 33 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in WAFD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 250.

Hedge Fund Ownership: WAFD

How many hedge funds hold WAFD — quarterly history vs. share price
Quarterly hedge fund ownership of WAFD vs. share price

Market Analysis: WAFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WAFD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wafd Inc (WAFD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WAFD has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
WAFD
+15.9%
XLF
+9.5%

WAFD outperformed XLF by +6.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
WAFD
+6.8%
XLF
+5.8%

Since the filing became public, WAFD outperformed XLF by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: WAFD
248 + Investors

Track Smart Money conviction in WAFD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 248 249 -0.4%
13F Shares 62M 62M -1.25%
Total Value $1.90B $1.99B -4.43%
New Positions 32 33 -1
Increased Positions 87 84 +3
Closed Positions 33 29 +4
Reduced Positions 90 91 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WAFD

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Institutional Holders (2026 Q1)

248 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WAFD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WAFD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Systematic Financial Management LP 1.11% 1,538,351 $48.3M
2 Davidson Investment Advisors 0.43% 304,256 $8.7M
3 Auxier Asset Management LLC 0.35% 77,992 $2.4M
4 Frontier Capital Management Co LLC 0.35% 1,074,552 $33.7M
5 Fuller & Thaler Asset Management, INC. 0.34% 3,254,587 $102.2M
6 Bridgeway Capital Management, LLC 0.33% 524,151 $16.5M
7 nVerses Capital, LLC 0.32% 11,199 $352K
8 Talbot Financial, LLC 0.21% 80,896 $2.5M
9 Lakeside Advisors, INC. 0.16% 7,509 $236K
10 WINTON GROUP Ltd 0.16% 141,914 $4.5M
11 Dana Investment Advisors, Inc. 0.15% 156,715 $4.9M
12 Hennessy Advisors Inc 0.12% 110,000 $3.5M
13 Tradewinds Capital Management, LLC 0.12% 19,000 $597K
14 Oxford Asset Management LLP 0.10% 7,118 $224K
15 MetLife Investment Management, LLC 0.09% 532,789 $16.7M
16 Baron Wealth Management LLC 0.08% 8,720 $274K
17 Odyssean, LLC 0.08% 6,845 $215K
18 Empowered Funds, LLC 0.07% 334,551 $10.5M
19 Congress Asset Management Co 0.06% 275,080 $8.6M
20 Campbell & CO Investment Adviser LLC 0.05% 30,211 $949K
21 Hotchkis & Wiley Capital Management LLC 0.05% 532,001 $16.7M
22 ExodusPoint Capital Management, LP 0.04% 148,872 $4.7M
23 Alliancebernstein L.P. 0.04% 3,574,574 $114.5M
24 William Blair Investment Management, LLC 0.04% 352,838 $11.1M
25 American Century Companies Inc 0.04% 2,210,347 $69.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wafd Inc (WAFD)

What does the Smart Money Trend signal show for WAFD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WAFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WAFD?

Slight buying edge — 50% buying: Last quarter: 121 funds bought or added vs 123 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WAFD holders?

Elite ownership — 46% AUM from top-100 funds: 46 of 250 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in WAFD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WAFD?

66% of holders stayed for 2+ years: 165 out of 250 hedge funds have held WAFD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wafd Inc (WAFD) following the 2026 Q1 hedge fund 13F filings?

As of today, WAFD has moved +6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), WAFD has gained +15.9% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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