New Positions
33 managers initiated
Top five by reported value
WaFd Inc NASDAQ NMS - GLOBAL MARKET:WAFDP
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
33 new85 added135 reduced30 exited
Total Institutional Holders
253
as of 2025-12-31
Top Holder
BlackRock, Inc.
$364.2M
Largest QoQ Increase
ALLIANCEBERNSTEIN L.P.
+3,009,664 sh
Largest QoQ Decrease
Artisan Partners Limited Partnership
-1,024,145 sh
New Positions(33)
Added To(85)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 3,107,658 | +3,009,664 | $99.5M | +$96.6M | 3071.3% |
| BlackRock, Inc. | 11,371,209 | +136,632 | $364.2M | +$23.9M | 1.2% |
| DIMENSIONAL FUND ADVISORS LP | 4,980,089 | +26,000 | $159.5M | +$9.5M | 0.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 333,712 | +266,891 | $10.7M | +$8.7M | 399.4% |
| D. E. Shaw & Co., Inc. | 357,898 | +229,815 | $11.5M | +$7.6M | 179.4% |
| ExodusPoint Capital Management, LP | 287,947 | +227,174 | $9.2M | +$7.4M | 373.8% |
| GOLDMAN SACHS GROUP INC | 448,716 | +153,556 | $14.4M | +$5.4M | 52.0% |
| BANK OF AMERICA CORP /DE/ | 707,135 | +106,563 | $22.6M | +$4.5M | 17.7% |
| AMERICAN CENTURY COMPANIES INC | 2,102,900 | +25,841 | $67.4M | +$4.4M | 1.2% |
| MORGAN STANLEY | 752,786 | +102,288 | $24.1M | +$4.4M | 15.7% |
| TWO SIGMA INVESTMENTS, LP | 162,690 | +113,193 | $5.2M | +$3.7M | 228.7% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,557,436 | +8,039 | $49.9M | +$3.0M | 0.5% |
| Bank of New York Mellon Corp | 712,302 | +38,376 | $22.8M | +$2.4M | 5.7% |
| CITADEL ADVISORS LLC | 242,644 | +62,994 | $7.8M | +$2.3M | 35.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 525,351 | +42,536 | $16.8M | +$2.2M | 8.8% |
| JANE STREET GROUP, LLC | 219,231 | +52,996 | $7.0M | +$2.0M | 31.9% |
| Empowered Funds, LLC | 335,798 | +42,728 | $10.8M | +$1.9M | 14.6% |
| BARCLAYS PLC | 194,030 | +66,086 | $5.7M | +$1.8M | 51.6% |
| JPMORGAN CHASE & CO | 191,252 | +36,909 | $6.1M | +$1.5M | 23.9% |
| Y-Intercept (Hong Kong) Ltd | 99,929 | +38,893 | $3.2M | +$1.4M | 63.7% |
| AQR CAPITAL MANAGEMENT LLC | 165,138 | +30,748 | $5.3M | +$1.2M | 22.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 452,517 | +7,212 | $14.5M | +$1.0M | 1.6% |
| Baird Financial Group, Inc. | 221,094 | +18,648 | $7.1M | +$949.6K | 9.2% |
| Pathstone Holdings, LLC | 52,304 | +21,772 | $1.7M | +$750.5K | 71.3% |
| DAVIDSON INVESTMENT ADVISORS | 312,403 | +3,263 | $10.0M | +$642.4K | 1.1% |
| Quantinno Capital Management LP | 34,602 | +17,767 | $1.1M | +$598.4K | 105.5% |
| AlphaCore Capital LLC | 33,530 | +16,740 | $1.1M | +$565.4K | 99.7% |
| CONGRESS ASSET MANAGEMENT CO /MA | 219,558 | +5,372 | $7.0M | +$544.7K | 2.5% |
| FRANKLIN RESOURCES INC | 30,397 | +14,176 | $973.6K | +$482.3K | 87.4% |
| UBS ASSET MANAGEMENT AMERICAS INC | 173,665 | +5,596 | $5.6M | +$471.7K | 3.3% |
| CAPTRUST FINANCIAL ADVISORS | 29,174 | +13,633 | $934.4K | +$463.7K | 87.7% |
| KLP KAPITALFORVALTNING AS | 30,738 | +11,700 | $984.5K | +$407.9K | 61.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 112,154 | +6,907 | $3.6M | +$404.4K | 6.6% |
| COMERICA BANK | 71,842 | +8,614 | $2.3M | +$385.9K | 13.6% |
| LPL Financial LLC | 72,741 | +5,100 | $2.3M | +$281.1K | 7.5% |
| ENVESTNET ASSET MANAGEMENT INC | 128,043 | +576 | $4.1M | +$240.2K | 0.5% |
| Headlands Technologies LLC | 22,290 | +6,151 | $713.9K | +$225.1K | 38.1% |
| PROFUND ADVISORS LLC | 13,266 | +6,531 | $424.9K | +$220.9K | 97.0% |
| Verition Fund Management LLC | 57,895 | +3,591 | $1.9M | +$209.5K | 6.6% |
| DEUTSCHE BANK AG\ | 64,376 | +2,994 | $2.1M | +$202.7K | 4.9% |
| FMR LLC | 25,513 | +4,536 | $817.2K | +$181.8K | 21.6% |
| US BANCORP \DE\ | 6,382 | +5,267 | $204.4K | +$170.6K | 472.4% |
| State of New Jersey Common Pension Fund D | 70,302 | +425 | $2.3M | +$135.2K | 0.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55,146 | +1,214 | $1.8M | +$132.7K | 2.3% |
| CI Private Wealth, LLC | 54,299 | +41 | $1.7M | +$95.7K | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9,773 | +876 | $322.8K | +$61.2K | 9.8% |
| Neuberger Berman Group LLC | 13,737 | +728 | $440.0K | +$46.0K | 5.6% |
| PRINCIPAL SECURITIES, INC. | 10,452 | +908 | $334.8K | +$45.7K | 9.5% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 18,056 | +300 | $578.3K | +$40.5K | 1.7% |
| MML INVESTORS SERVICES, LLC | 15,227 | +391 | $487.7K | +$38.4K | 2.6% |
| ProShare Advisors LLC | 15,162 | +304 | $485.6K | +$35.6K | 2.0% |
| LAZARD ASSET MANAGEMENT LLC | 16,343 | +205 | $523.5K | +$34.6K | 1.3% |
| PNC Financial Services Group, Inc. | 14,179 | +109 | $454.2K | +$28.0K | 0.8% |
| Maryland State Retirement & Pension System | 11,464 | +137 | $367.2K | +$24.1K | 1.2% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 9,005 | +179 | $288.4K | +$21.1K | 2.0% |
| CIBC Asset Management Inc | 7,111 | +259 | $227.8K | +$20.2K | 3.8% |
| Cooper Financial Group | 9,790 | +43 | $313.6K | +$18.3K | 0.4% |
| JONES FINANCIAL COMPANIES LLLP | 1,080 | +436 | $34.6K | +$14.7K | 67.7% |
| Smartleaf Asset Management LLC | 428 | +350 | $13.9K | +$11.5K | 448.7% |
| NISA INVESTMENT ADVISORS, LLC | 3,548 | +149 | $113.6K | +$10.7K | 4.4% |
| Farther Finance Advisors, LLC | 442 | +286 | $14.2K | +$9.4K | 183.3% |
| Rockefeller Capital Management L.P. | 1,571 | +208 | $50.3K | +$9.0K | 15.3% |
| Prestige Wealth Management Group LLC | 276 | +230 | $8.5K | +$7.1K | 500.0% |
| BESSEMER GROUP INC | 138,544 | +138,040 | $4.4K | +$4.4K | 27388.9% |
| MASSMUTUAL TRUST CO FSB/ADV | 193 | +116 | $6.2K | +$3.9K | 150.6% |
| UMB Bank, n.a. | 458 | +92 | $14.7K | +$3.6K | 25.1% |
| Parallel Advisors, LLC | 1,685 | +9 | $54.0K | +$3.2K | 0.5% |
| Global Retirement Partners, LLC | 532 | +62 | $17.0K | +$2.8K | 13.2% |
| ROTHSCHILD INVESTMENT LLC | 206 | +71 | $6.6K | +$2.5K | 52.6% |
| Root Financial Partners, LLC | 222 | +35 | $7.1K | +$1.4K | 18.7% |
| Bare Financial Services, Inc | 252 | +29 | $8.1K | +$1.3K | 13.0% |
| JFS WEALTH ADVISORS, LLC | 56 | +39 | $1.8K | +$1.3K | 229.4% |
| SG Americas Securities, LLC | 53,645 | +28,406 | $1.7K | +$954 | 112.5% |
| FIFTH THIRD BANCORP | 95 | +22 | $3.0K | +$832 | 30.1% |
| Parkside Financial Bank & Trust | 28 | +20 | $898 | +$655 | 250.0% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 126,857 | +6,751 | $4.1K | +$425 | 5.6% |
| True Wealth Design, LLC | 62 | +10 | $2.0K | +$410 | 19.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 71,497 | +4,070 | $2.3K | +$248 | 6.0% |
| Bay Harbor Wealth Management, LLC | 10 | +6 | $320 | +$199 | 150.0% |
| State of Alaska, Department of Revenue | 43,570 | +608 | $1.4K | +$94 | 1.4% |
| NATIXIS ADVISORS, L.P. | 19,779 | +895 | $634 | +$62 | 4.7% |
| AMALGAMATED BANK | 22,866 | +559 | $732 | +$56 | 2.5% |
| HANTZ FINANCIAL SERVICES, INC. | 2,783 | +1,360 | $89 | +$46 | 95.6% |
| HARBOR CAPITAL ADVISORS, INC. | 4,092 | +349 | $131 | +$18 | 9.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 659 | +173 | $21 | +$6 | 35.6% |
Reduced(135)
Sold Out(30)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 11,371,209 | $364.2M | +136,632 | 1.2% |
| VANGUARD GROUP INC | 8,778,878 | $281.2M | -272,792 | -3.0% |
| DIMENSIONAL FUND ADVISORS LP | 4,980,089 | $159.5M | +26,000 | 0.5% |
| STATE STREET CORP | 4,117,990 | $131.9M | -9,429 | -0.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,366,379 | $107.8M | -316,181 | -8.6% |
| ALLIANCEBERNSTEIN L.P. | 3,107,658 | $99.5M | +3,009,664 | 3071.3% |
| AMERICAN CENTURY COMPANIES INC | 2,102,900 | $67.4M | +25,841 | 1.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,941,880 | $62.2M | -15,223 | -0.8% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,557,436 | $49.9M | +8,039 | 0.5% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,121,853 | $35.9M | -10,047 | -0.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,079,482 | $34.6M | -26,389 | -2.4% |
| WELLS FARGO & COMPANY/MN | 1,003,235 | $32.1M | -152,967 | -13.2% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 996,880 | $31.9M | -103,432 | -9.4% |
| AMERIPRISE FINANCIAL INC | 909,977 | $29.1M | -465,133 | -33.8% |
| NORTHERN TRUST CORP | 773,615 | $24.8M | -70,476 | -8.3% |
| MORGAN STANLEY | 752,786 | $24.1M | +102,288 | 15.7% |
| Bank of New York Mellon Corp | 712,302 | $22.8M | +38,376 | 5.7% |
| BANK OF AMERICA CORP /DE/ | 707,135 | $22.6M | +106,563 | 17.7% |
| Invesco Ltd. | 683,352 | $21.9M | -232,968 | -25.4% |
| MetLife Investment Management, LLC | 664,081 | $21.3M | -3,093 | -0.5% |
New & Closed Positions this quarter
Closed Positions
30 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for WAFDP against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.