Funds holding WaFd Inc
280 funds declare a position · 71 ETFs and 209 other funds · 1.2B $· 7M SEK · US9388241096
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 41,747 | 1.3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 102 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 40,282 | 1.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 103 | Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 40,098 | 1.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 104 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 38,466 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 105 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 37,657 | 1.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 106 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,145 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 107 | Avantis U.S. Equity ETF American Century ETF Trust | 37,135 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 108 | Transamerica Small Cap Value TRANSAMERICA FUNDS | 35,850 | 1.3M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 109 | Small Cap Index Fund Northern Funds | 35,707 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 110 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 34,088 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 111 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,876 | 1.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 112 | Global X Russell 2000 ETF GLOBAL X FUNDS | 33,024 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 113 | Davidson Multi-Cap Equity Fund Advisors Series Trust | 32,625 | 1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 114 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,014 | 1.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 115 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 29,911 | 932K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 116 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 29,071 | 1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 117 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 29,008 | 910.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 118 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 28,483 | 1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 119 | Small Cap Index Fund VALIC Co I | 28,380 | 884.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 120 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 27,601 | 860K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 121 | Timothy Plan US Small Cap Core ETF Timothy Plan | 27,353 | 858.9K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 122 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 26,747 | 839.9K $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 123 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 26,621 | 942.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 124 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 26,569 | 834.3K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 125 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 26,424 | 829.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 126 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,961 | 815.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 127 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 25,870 | 915.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 128 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 25,298 | 794.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 129 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 23,840 | 748.6K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 130 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 23,474 | 7M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 131 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 23,215 | 729K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 132 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 21,953 | 689.3K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 133 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 21,151 | 664.1K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 134 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 20,866 | 655.2K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 135 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 20,746 | 734.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 136 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 20,483 | 725.1K $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 137 | iShares Russell 3000 ETF iShares Trust | 20,099 | 631.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 138 | Keeley Small Cap Fund Teton Westwood Funds | 20,000 | 628K $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 139 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 19,960 | 626.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 140 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,235 | 680.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 141 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 19,102 | 676.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 142 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,647 | 660.1K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 143 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 18,501 | 576.5K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 144 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 18,193 | 566.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 145 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 15,862 | 561.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 146 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 15,328 | 481.3K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 147 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 15,262 | 479.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 148 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 15,128 | 475K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 149 | Penn Series SMID Cap Value Fund Penn Series Funds Inc | 15,087 | 473.7K $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 150 | SMALL CAP EQUITY FUND GuideStone Funds | 14,913 | 468.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 151 | iShares Morningstar Small-Cap Value ETF iShares Trust | 14,754 | 522.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 152 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 14,270 | 448.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 153 | VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 14,022 | 436.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 154 | Small Cap Index Trust John Hancock Variable Insurance Trust | 13,719 | 430.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 155 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 13,458 | 476.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 156 | AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 13,320 | 418.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 157 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,118 | 408.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 158 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 12,989 | 404.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 159 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 12,572 | 394.8K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 160 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 12,408 | 386.6K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 161 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 12,135 | 429.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 162 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,571 | 363.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 163 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,429 | 404.6K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 164 | AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 11,360 | 356.7K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 165 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 11,125 | 349.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 166 | NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 10,895 | 342.1K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 167 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 10,688 | 335.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 168 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 10,650 | 377K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 169 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,102 | 357.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 170 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 9,500 | 298.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 171 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 9,322 | 290.5K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 172 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 9,151 | 287.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 173 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,084 | 285.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 174 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 8,682 | 272.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 175 | Victory Extended Market Index Fund Victory Portfolios III | 8,539 | 302.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 176 | YORKTOWN GROWTH FUND American Pension Investors Trust | 8,450 | 299.1K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 177 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 8,306 | 260.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 178 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 8,130 | 253.3K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 179 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,096 | 286.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 180 | iShares US Small Cap Value Factor ETF iShares Trust | 7,803 | 245K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 181 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 7,756 | 243.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 182 | Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 7,677 | 241.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 183 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,507 | 235.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 184 | Small Cap Core Fund Northern Funds | 7,140 | 224.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 185 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,100 | 221.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 186 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,513 | 202.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 187 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,377 | 200.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 188 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 6,341 | 199.1K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 189 | First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 6,259 | 195K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 190 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,235 | 195.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 191 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,913 | 209.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 192 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,848 | 183.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 193 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 5,835 | 183.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 194 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 5,744 | 180.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 195 | Column Small Cap Fund Trust for Professional Managers | 5,736 | 178.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 196 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,559 | 196.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 197 | iShares MSCI World Small-Cap ETF iShares Trust | 5,535 | 172.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 198 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,368 | 168.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 199 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,246 | 164.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 200 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,213 | 163.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
Institutional managers
247 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 11,044,196 | 346.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,945,524 | 155.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 4,215,623 | 132.4M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,574,574 | 114.5M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,254,587 | 102.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,210,347 | 69.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,952,330 | 61.3M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,538,351 | 48.3M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,074,552 | 33.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,058,766 | 33.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 905,863 | 28.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 850,847 | 26.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 785,597 | 24.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 778,570 | 24.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 764,142 | 24M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 675,834 | 21.2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 551,847 | 17.3M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 551,701 | 17.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 542,633 | 17M $ | as of Mar 31, 2026 |
| MetLife Investment Management, LLC | 532,789 | 16.7M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 532,001 | 16.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 524,151 | 16.5M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 504,529 | 15.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 495,784 | 15.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 493,030 | 15.5M $ | as of Mar 31, 2026 |