Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wafd Inc (WAFD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — WAFD

Based on 283 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
283 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 — +13% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

160 buying116 selling
Last quarter: 160 funds bought or added vs 116 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.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new WAFD position: 29 → 34 → 36 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 16% medium 19% new
182 out of 283 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.
💰

Value +28% but shares only +8% — price-driven

Value
+27%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

39 → 29 → 34 → 36 → 62 new funds/Q
New funds entering each quarter: 29 → 34 → 36 → 62. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

70% veterans 10% 1-2yr 21% new
Entry-cohort mix of 283 holders: 197 (70%) are 2+ year veterans, 27 entered 1–2 years ago, and 59 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
52 of 283 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 160 hedge funds were net buyers of WAFD (62 opened a new position, 98 added to an existing one), while 116 reduced or exited (84 trimmed, 32 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 67% of total institutional value in WAFD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 283.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: WAFD
279 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 279 253 10.28%
13F Shares 63M 62M 2.0%
Total Value $2.35B $1.91B 23.18%
New Positions 60 36 +24
Increased Positions 97 87 +10
Closed Positions 34 33 +1
Reduced Positions 84 90 -6
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 Q2)

279 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Systematic Financial Management LP 1.19% 1,558,139 $59.8M
2 Davidson Investment Advisors 0.44% 282,839 $10.9M
3 Auxier Asset Management LLC 0.40% 77,725 $3.0M
4 Hussman Strategic Advisors, INC. 0.37% 42,000 $1.6M
5 Bridgeway Capital Management, LLC 0.36% 538,077 $20.6M
6 Frontier Capital Management Co LLC 0.34% 951,677 $36.5M
7 Fuller & Thaler Asset Management, INC. 0.33% 3,142,312 $120.6M
8 Wakefield Asset Management LLLP 0.32% 36,489 $1.4M
9 Talbot Financial, LLC 0.23% 80,896 $3.1M
10 Integrated Quantitative Investments LLC 0.22% 35,517 $1.4M
11 Yorktown Management & Research Co Inc 0.20% 8,450 $324K
12 Interval Partners, LP 0.18% 185,013 $7.1M
13 Lakeside Advisors, INC. 0.16% 6,818 $262K
14 iSAM Funds (UK) Ltd 0.16% 6,000 $230K
15 Dana Investment Advisors, Inc. 0.15% 154,157 $5.9M
16 Tradewinds Capital Management, LLC 0.13% 19,000 $729K
17 Fox Run Management, L.L.C. 0.12% 18,581 $713K
18 Hennessy Advisors Inc 0.12% 96,000 $3.7M
19 Snider Financial Group 0.10% 10,164 $390K
20 Baron Wealth Management LLC 0.09% 8,869 $340K
21 Aigen Investment Management, LP 0.08% 7,594 $291K
22 MetLife Investment Management, LLC 0.08% 441,753 $17.0M
23 Empowered Funds, LLC 0.07% 348,477 $13.4M
24 Congress Asset Management Co 0.07% 277,892 $10.7M
25 Hotchkis & Wiley Capital Management LLC 0.06% 533,521 $20.5M
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 160 funds bought or added vs 116 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 — 67% AUM from top-100 funds: 52 of 283 holders are among the 100 largest funds by AUM, controlling 67% 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?

64% of holders stayed for 2+ years: 182 out of 283 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.

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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