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WAFD · Wafd Inc

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$36.18 -0.04 (-0.11%) At close · Aug 27
Market Cap
$2.68B
Shares
74.00M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WAFD

306 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 4,442,626 $170,463,560 0.15%
Undiscovered Managers Behavioral Value Fund 2,657,704 $83,451,906 0.97%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,439,978 $76,615,309 0.00%
iShares Russell 2000 ETF 1,827,893 $70,136,254 0.08%
Avantis U.S. Small Cap Value ETF 1,872,468 $66,584,962 0.25%
VANGUARD SMALL-CAP INDEX FUND 1,747,342 $54,866,539 0.03%
U.S. SMALL CAP VALUE PORTFOLIO 1,096,927 $38,831,216 0.21%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,113,838 $34,974,513 0.06%
AB Discovery Value Fund 816,622 $31,333,786 1.22%
Fidelity Small Cap Index Fund 755,212 $26,734,505 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 842,403 $26,451,454 0.03%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 792,770 $24,892,978 0.67%
iShares Russell 2000 Value ETF 645,048 $24,750,492 0.17%
iShares S&P Small-Cap 600 Value ETF 635,493 $24,383,866 0.30%
U.S. Targeted Value Portfolio 624,384 $22,103,194 0.14%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 685,784 $21,533,618 0.16%
Dimensional U.S. Targeted Value ETF 539,831 $19,110,017 0.14%
Columbia Small Cap Value Discovery Fund 484,599 $17,154,805 0.78%
VANGUARD TAX-MANAGED SMALL-CAP FUND 538,891 $16,921,177 0.18%
Dimensional US Small Cap Value ETF 424,120 $15,013,848 0.20%
Fidelity Extended Market Index Fund 395,784 $14,074,079 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 391,323 $13,915,446 0.08%
EA Bridgeway Omni Small-Cap Value ETF 345,825 $13,269,305 0.56%
State Street(R) SPDR(R) S&P(R) Bank ETF 415,707 $13,053,200 1.02%
Schwab U.S. Small-Cap ETF 363,181 $12,914,716 0.06%
U.S. SMALL CAP PORTFOLIO 357,660 $12,661,164 0.07%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 397,264 $12,474,090 0.31%
Strategic Advisers U.S. Total Stock Fund 343,011 $12,197,471 0.01%
U.S. MICRO CAP PORTFOLIO 331,666 $11,740,976 0.16%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 296,842 $10,508,207 0.01%
Dimensional U.S. Small Cap ETF 296,037 $10,479,710 0.07%
AB Discovery Value Portfolio 248,254 $9,525,506 1.24%
VictoryShares US Small Mid Cap Value Momentum ETF 243,767 $9,353,340 0.54%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 262,666 $9,340,403 0.16%
Schwab Fundamental U.S. Small Company ETF 256,034 $9,104,569 0.10%
Victory Market Neutral Income Fund 232,497 $8,920,910 0.27%
Bridge Builder Tax Managed Small/Mid Cap Fund 203,887 $7,823,144 0.22%
AB Small Cap Value Portfolio 203,385 $7,803,882 1.35%
Omni Small-Cap Value Fund 192,252 $7,376,709 0.56%
JNL Multi-Manager Small Cap Value Fund 177,848 $6,824,028 0.34%
Old Westbury Small & Mid Cap Strategies Fund 190,209 $6,733,399 0.07%
Dimensional U.S. Core Equity 2 ETF 188,729 $6,681,007 0.02%
Avantis U.S. Small Cap Equity ETF 171,309 $6,091,748 0.22%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 166,511 $5,921,131 0.31%
Schwab Small-Cap Index Fund 167,017 $5,912,402 0.08%
Principal U.S. Small-Cap ETF 151,440 $5,810,753 0.25%
SA AB Small & Mid Cap Value Portfolio 156,003 $5,522,506 1.13%
VANGUARD EXPLORER VALUE FUND 151,315 $5,380,761 0.43%
Fidelity Total Market Index Fund 149,351 $5,310,922 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 137,917 $4,882,262 0.01%
Showing 1–50 of 306 positions
Key facts CIK 936528 CUSIP 938824109 13F (30d) 237 filings 235 filers Visit website Investor relations

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