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WAFD · Wafd Inc · Held by Funds

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$29.48 +0.05 (+0.17%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$2.18B
Shares
74.00M
Volume · Oct 12 23.26K Avg daily vol (3M) 895.2K

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

Funds holding WAFD

312 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 2,561,804 $98,296,419 1.09%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,342,815 $89,893,812 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 1,692,542 $64,942,837 0.03%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,073,435 $41,187,701 0.06%
U.S. SMALL CAP VALUE PORTFOLIO 1,096,927 $40,334,006 0.21%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 906,893 $34,797,484 0.73%
VANGUARD EXTENDED MARKET INDEX FUND 845,477 $32,440,952 0.03%
AB Discovery Value Fund 816,622 $31,333,786 1.22%
Fidelity Small Cap Index Fund 814,788 $29,959,755 0.09%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 679,859 $26,086,190 0.15%
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 $22,958,600 0.14%
Columbia Small Cap Value Discovery Fund 563,639 $20,725,006 0.83%
VANGUARD TAX-MANAGED SMALL-CAP FUND 538,891 $20,677,248 0.18%
Dimensional U.S. Targeted Value ETF 537,135 $19,750,454 0.14%
Dimensional US Small Cap Value ETF 431,911 $15,881,367 0.19%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 383,942 $14,731,855 0.30%
State Street(R) SPDR(R) S&P(R) Bank ETF 377,661 $14,490,853 0.98%
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%
U.S. SMALL CAP PORTFOLIO 357,660 $13,151,158 0.07%
Schwab U.S. Small-Cap ETF 363,181 $12,914,716 0.06%
Strategic Advisers U.S. Total Stock Fund 343,011 $12,197,471 0.01%
U.S. MICRO CAP PORTFOLIO 331,666 $12,195,359 0.16%
Dimensional U.S. Small Cap ETF 296,035 $10,885,207 0.07%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 290,358 $10,676,464 0.01%
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%
Old Westbury Small & Mid Cap Strategies Fund 190,209 $6,993,985 0.08%
Dimensional U.S. Core Equity 2 ETF 188,529 $6,932,211 0.01%
JNL Multi-Manager Small Cap Value Fund 177,848 $6,824,028 0.34%
Schwab Small-Cap Index Fund 180,809 $6,648,347 0.09%
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%
Principal U.S. Small-Cap ETF 151,440 $5,810,753 0.25%
SA AB Small & Mid Cap Value Portfolio 157,682 $5,797,967 1.19%
WisdomTree U.S. SmallCap Dividend Fund 149,288 $5,728,181 0.26%
VANGUARD EXPLORER VALUE FUND 151,315 $5,380,761 0.43%
Fidelity Total Market Index Fund 149,351 $5,310,922 0.00%
Showing 1–50 of 312 positions
Key facts CIK 936528 CUSIP 938824109 13F (30d) 13 filings 13 filers Visit website Investor relations