WAFD INC (WAFD)

Empfehlung

20,9
Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
76.4
23 neu, 59 erhöht, 178,0M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameWAFD INC
TickerWAFD
CIK0000936528

Branche

SIC-Code6021
BeschreibungNational Commercial Banks

Wertpapier

CUSIP938824109
ISINUS9388241096
TypCommon Stock
TitelWaFd Inc Ordinary Shares

Status

Zuletzt geprüft2026-03-20 22:25:32.743818

Finanzkennzahlen (SEC XBRL)

PeriodeFilingUmsatzNettoergebnisEPSAktivaEigenkapital
2025-09-3010-K29,650,000226,068,0002.6326,699,699,0003,039,575,000

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BlackRock, Inc.11,371,20911,234,577136,632364,219,825Aufgestockt+1,2%
VANGUARD GROUP INC8,778,8789,051,670-272,792281,187,464Reduziert-3,0%
DIMENSIONAL FUND ADVISORS LP4,980,0894,954,08926,000159,514,419Aufgestockt+0,5%
STATE STREET CORP4,117,9904,127,419-9,429131,899,220Reduziert-0,2%
FULLER & THALER ASSET MANAGEMENT, INC.3,691,29603,691,296108,081,132Neu+100,0%
ALLIANCEBERNSTEIN L.P.3,107,65897,9943,009,66499,538,286Aufgestockt+3071,3%
AMERICAN CENTURY COMPANIES INC2,102,9002,077,05925,84167,355,887Aufgestockt+1,2%
GEODE CAPITAL MANAGEMENT, LLC1,941,8801,957,103-15,22362,209,344Reduziert-0,8%
SYSTEMATIC FINANCIAL MANAGEMENT LP1,557,4361,549,3978,03949,884,703Aufgestockt+0,5%
WELLS FARGO & COMPANY/MN1,003,2351,156,202-152,96732,133,602Reduziert-13,2%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC996,8801,100,312-103,43231,930,066Reduziert-9,4%
NORTHERN TRUST CORP773,615844,091-70,47624,778,888Reduziert-8,3%
MORGAN STANLEY752,786650,498102,28824,111,808Aufgestockt+15,7%
BANK OF AMERICA CORP /DE/707,135600,572106,56322,649,544Aufgestockt+17,7%
Invesco Ltd.683,352916,320-232,96821,887,764Reduziert-25,4%
MetLife Investment Management, LLC664,081667,174-3,09321,270,514Reduziert-0,5%
BRIDGEWAY CAPITAL MANAGEMENT, LLC525,351482,81542,53616,826,993Aufgestockt+8,8%
GOLDMAN SACHS GROUP INC448,716295,160153,55614,372,378Aufgestockt+52,0%
PRINCIPAL FINANCIAL GROUP INC375,488380,466-4,97812,026,881Reduziert-1,3%
VICTORY CAPITAL MANAGEMENT INC337,253338,608-1,35510,802,214Reduziert-0,4%
WELLINGTON MANAGEMENT GROUP LLP333,71266,821266,89110,688,795Aufgestockt+399,4%
DAVIDSON INVESTMENT ADVISORS312,403309,1403,26310,006,279Aufgestockt+1,1%
ExodusPoint Capital Management, LP287,94760,773227,1749,222,942Aufgestockt+373,8%
Empowered Funds, LLC293,070265,97927,0918,877,090Aufgestockt+10,2%
PUBLIC SECTOR PENSION INVESTMENT BOARD272,715307,366-34,6518,735,061Reduziert-11,3%
RHUMBLINE ADVISERS223,928239,156-15,2287,172,392Reduziert-6,4%
Baird Financial Group, Inc.221,094202,44618,6487,081,641Aufgestockt+9,2%
CONGRESS ASSET MANAGEMENT CO219,558214,1865,3727,032,456Aufgestockt+2,5%
JANE STREET GROUP, LLC219,231166,23552,9967,021,968Aufgestockt+31,9%
UBS Group AG203,547329,476-125,9296,519,611Reduziert-38,2%
Legal & General Group Plc198,880207,692-8,8126,370,128Reduziert-4,2%
JPMORGAN CHASE & CO191,252154,34336,9096,125,801Aufgestockt+23,9%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC173,6650173,6655,562,490Neu+100,0%
Dana Investment Advisors, Inc.157,071157,267-1965,030,984Reduziert-0,1%
BARCLAYS PLC156,051161,958-5,9074,998,314Reduziert-3,6%
Swiss National Bank155,726155,72604,987,904Unverändert0,0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP131,528161,102-29,5744,212,842Reduziert-18,4%
AQR CAPITAL MANAGEMENT LLC134,3900134,3904,070,667Neu+100,0%
Brandywine Global Investment Management, LLC116,465120,865-4,4003,730,374Reduziert-3,6%
RENAISSANCE TECHNOLOGIES LLC120,729285,229-164,5003,656,881Reduziert-57,7%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC112,154105,2476,9073,592,293Aufgestockt+6,6%
Y-Intercept (Hong Kong) Ltd99,92961,03638,8933,200,726Aufgestockt+63,7%
AUXIER ASSET MANAGEMENT LLC88,223130,913-42,6902,825,783Reduziert-32,6%
Universal- Beteiligungs- und Servicegesellschaft mbH79,44179,485-442,546,167Reduziert-0,1%
Talbot Financial, LLC77,58677,58602,485,093Unverändert0,0%
PRUDENTIAL FINANCIAL INC74,663131,996-57,3332,391,456Reduziert-43,4%
CITIGROUP INC73,02279,608-6,5862,338,895Reduziert-8,3%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM73,01975,008-1,9892,338,799Reduziert-2,7%
LPL Financial LLC72,74167,6415,1002,329,907Aufgestockt+7,5%
State of New Jersey Common Pension Fund D70,30269,8774252,251,773Aufgestockt+0,6%

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-02-06Cooper Cathy EOfficer, EVP & Chief Consumer BankerOpen Market Sale-5,30033.77-178,981.00-230,2%
2025-12-03BEARDALL BRENT JDirector, Officer, President & CEOOpen Market Purchase3,00016.8550,550.00+65,0%
2025-11-26BEARDALL BRENT JDirector, Officer, President & CEOOpen Market Purchase3,00016.5549,650.00+63,9%
2025-09-17Singleton SeanDirectorOpen Market Sale-1,00431.71-31,836.84-40,9%

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-02-271732,58554
2026-02-1915033,094.964
2026-02-1731432,8810.324

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
BlackRock, Inc.11,371,209364,219,82522.22
VANGUARD GROUP INC8,778,878281,187,46417.15
DIMENSIONAL FUND ADVISORS LP4,980,089159,514,4199.73
STATE STREET CORP4,117,990131,899,2208.05
ALLIANCEBERNSTEIN L.P.3,107,65899,538,2866.07
AMERICAN CENTURY COMPANIES INC2,102,90067,355,8874.11
GEODE CAPITAL MANAGEMENT, LLC1,941,88062,209,3443.80
SYSTEMATIC FINANCIAL MANAGEMENT LP1,557,43649,884,7033.04
WELLS FARGO & COMPANY/MN1,003,23532,133,6021.96
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC996,88031,930,0661.95
NORTHERN TRUST CORP773,61524,778,8881.51
MORGAN STANLEY752,78624,111,8081.47
BANK OF AMERICA CORP /DE/707,13522,649,5441.38
Invesco Ltd.683,35221,887,7641.34
MetLife Investment Management, LLC664,08121,270,5141.30
BRIDGEWAY CAPITAL MANAGEMENT, LLC525,35116,826,9931.03
GOLDMAN SACHS GROUP INC448,71614,372,3780.88
PRINCIPAL FINANCIAL GROUP INC375,48812,026,8810.73
VICTORY CAPITAL MANAGEMENT INC337,25310,802,2140.66
WELLINGTON MANAGEMENT GROUP LLP333,71210,688,7950.65