WaFd, Inc. Depositary Shares — Institutional Ownership

Which tracked institutions hold WAFDP, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

28
Funds holding
$874537990
Total value held
Buying
19 added/new · 9 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $413410236 10774309 -269887 -2.44%
2 State Street Corp $166746926 4345763 +130140 +3.09%
3 Ameriprise Financial Inc $41988570 1094307 +1094307 NEW BUY
4 Bank Of America Corp /De/ $34654968 903179 -2684 -0.30%
5 Northern Trust Corp $31909644 831630 +46033 +5.86%
6 Goldman Sachs Group Inc $29126359 759092 +263308 +53.11%
7 Morgan Stanley $28256072 736410 -42160 -5.42%
8 Wells Fargo & Company/Mn $26512465 690969 -73173 -9.58%
9 Bank Of New York Mellon Corp $26488702 690349 +14515 +2.15%
10 Principal Financial Group Inc $19579483 510281 +5752 +1.14%
11 Invesco Ltd. $15357286 400242 +400242 NEW BUY
12 Ubs Group Ag $8107543 211299 +211299 NEW BUY
13 Franklin Resources Inc $5856988 152645 +6554 +4.49%
14 Jpmorgan Chase & Co $4306422 109792 -12984 -10.58%
15 Hennessy Advisors Inc $3683520 96000 +96000 NEW BUY
16 Citigroup Inc $3297327 85935 +12913 +17.68%
17 Fifth Third Bancorp $3180525 82891 +10899 +15.14%
18 Prudential Financial Inc $2947890 76828 -1065 -1.37%
19 Sei Investments Co $2277483 59355 -113354 -65.63%
20 Raymond James Financial Inc $1816873 47351 -6473 -12.03%
21 Barclays Plc $1179109 30730 -25090 -44.95%
22 Janus Henderson Group Plc $1075607 34255 +34255 NEW BUY
23 Stifel Financial Corp $853544 22245 +22245 NEW BUY
24 Royal Bank Of Canada $606000 15788 +282 +1.82%
25 Pnc Financial Services Group, Inc. $495778 12921 +392 +3.13%
26 Nicolet Bankshares Inc $342452 8925 +123 +1.40%
27 Us Bancorp \De\ $240405 6265 +33 +0.53%
28 Bank Of Montreal /Can/ $239813 6250 +6250 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.