WAFD Inc
WAFDFigures shown here come from public SEC filings. Dates beside each section show the available history.
How WAFD Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Sep 30, 2025. The latest insider filing shown is dated Apr 27, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 35,724 | $1.12M | SEC filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 711 | $22.3K | SEC filing |
| STATE OF WISCONSIN INVESTMENT BOARD | 2026-03-31 | 7,442 | $234K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 9,510 | $299K | SEC filing |
| Dana Investment Advisors, Inc. | 2026-03-31 | 156,715 | $4.92M | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 118,303 | $3.71M | SEC filing |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 2026-03-31 | 4,200 | $132K | SEC filing |
| Caitong International Asset Management Co., Ltd | 2026-03-31 | 7 | $220 | SEC filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2026-03-31 | 524,151 | $16.5M | SEC filing |
| HUNTINGTON NATIONAL BANK | 2026-03-31 | 91 | $2.86K | SEC filing |
| UMB Bank, n.a. | 2026-03-31 | 483 | $15.2K | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 220,431 | $6.92M | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 146,091 | $4.59M | SEC filing |
| Versant Capital Management, Inc | 2026-03-31 | 527 | $16.5K | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 350 | $11K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 5,173 | $162K | SEC filing |
| Cooper Financial Group | 2026-03-31 | 9,901 | $311K | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 1 | $31 | SEC filing |
| Quantbot Technologies LP | 2026-03-31 | 1,389 | $43.6K | SEC filing |
- Each value is checked against WAFD Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- 1 row left out: the value per share it reports is far from WAFD Inc's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among WAFD Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-04-24 · Robison Kim E: Larger than all 30 other insider sales of Common Stock on file. SEC filing
- 2023-05-11 · GRANT DAVID K: Larger than 9 of the 10 other insider purchases of Common Stock on file. SEC filing
- 2023-01-18 · Cooper Cathy E: Larger than 28 of the 30 other insider sales of Common Stock on file. SEC filing
- 2022-02-10 · Beatty Vincent L: Larger than 29 of the 30 other insider sales of Common Stock on file. SEC filing
- 2022-01-19 · KELLEY THOMAS J: Larger than 27 of the 30 other insider sales of Common Stock on file. SEC filing
- 2020-03-10 · Tabbutt Mark: Larger than all 10 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2023-05-11–2023-05-15: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-05-11–2023-05-11: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-03-10–2023-03-13: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2020-07-31–2020-08-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2020-07-28–2020-07-31: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2020-03-10–2020-03-11: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-24 | Robison Kim E · EVP & Chief Operations Officer | Common Stock | S — Open market or private sale | −22,000 | 35.28 | SEC filing |
| 2026-02-06 | Cooper Cathy E · EVP & Chief Consumer Banker | Common Stock | S — Open market or private sale | −5,300 | 33.77 | SEC filing |
| 2025-12-03 | BEARDALL BRENT J · President & CEO | Depositary Shares of Series A Preferred Stock | P — Open market or private purchase | +3,000 | 16.85 | SEC filing |
| 2025-11-26 | BEARDALL BRENT J · President & CEO | Depositary Shares of Series A Preferred Stock | P — Open market or private purchase | +3,000 | 16.55 | SEC filing |
| 2025-09-17 | Singleton Sean · Director | Common Stock | S — Open market or private sale | −1,004 | 31.71 | SEC filing |
| 2024-11-04 | Mauer Ryan · EVP & Chief Credit Officer | Common Stock | S — Open market or private sale | −12,132 | 33.33 | SEC filing |
| 2024-11-04 | Cooper Cathy E · EVP & Chief Consumer Banker | Common Stock | S — Open market or private sale | −7,500 | 32.53 | SEC filing |
| 2024-05-21 | Cooper Cathy E · EVP & Chief Consumer Banker | Common Stock | S — Open market or private sale | −14,000 | 28.52 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-27 | Sanden Blayne · SVP & PAO | Common Stock | F — Payment of exercise price or tax by delivering securities | −46 | SEC filing |
| 2026-01-20 | Sanden Blayne · SVP & PAO | Common Stock | A — Grant, award, or other acquisition | +750 | SEC filing |
| 2026-01-02 | GRANT DAVID K · Director | Common Stock | A — Grant, award, or other acquisition | +3,310 | SEC filing |
| 2026-01-02 | Hampel Sylvia · Director | Common Stock | A — Grant, award, or other acquisition | +3,310 | SEC filing |
| 2026-01-02 | BROWER LINDA S · Director | Common Stock | A — Grant, award, or other acquisition | +3,310 | SEC filing |
| 2026-01-02 | YZAGUIRRE MARIO MAX · Director | Common Stock | A — Grant, award, or other acquisition | +3,310 | SEC filing |
| 2026-01-02 | Singleton Sean · Director | Common Stock | A — Grant, award, or other acquisition | +3,310 | SEC filing |
| 2026-01-02 | TALBOT RANDALL H · Director | Common Stock | A — Grant, award, or other acquisition | +3,310 | SEC filing |
Showing 8 of 27 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-10-31 | BEARDALL BRENT J · President & CEO | Common Stock | D — Disposition to the issuer | −50,960 | SEC filing |
| 2025-10-31 | HOLZ KELLI · EVP & CFO | Common Stock | D — Disposition to the issuer | −10,630 | SEC filing |
| 2025-10-31 | Mauer Ryan · EVP & Chief Credit Officer | Common Stock | D — Disposition to the issuer | −11,296 | SEC filing |
| 2025-10-31 | Cooper Cathy E · EVP & Chief Consumer Banker | Common Stock | D — Disposition to the issuer | −11,296 | SEC filing |
| 2025-10-31 | Robison Kim E · EVP & Chief Operations Officer | Common Stock | D — Disposition to the issuer | −11,296 | SEC filing |
| 2025-10-31 | BEARDALL BRENT J · President & CEO | Common Stock | J — Other acquisition or disposition | −5,204 | SEC filing |
| 2025-01-16 | Endrizzi James · SVP & Regional Director | Common Stock | D — Disposition to the issuer | −37,843 | SEC filing |
| 2024-10-31 | BEARDALL BRENT J · President & CEO | Common Stock | J — Other acquisition or disposition | −22,627 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.