6 institutions reported holding $11.5M of WAFD INC (WAFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($10.7M), Cooper Financial Group ($343,363), Baron Wealth Management LLC ($340,310), GAMMA Investing LLC ($157,240), Versant Capital Management, Inc ($20,221). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $10.7M | 277,892 | Added |
| 2 | Cooper Financial Group | $343,363 | 8,949 | Trimmed |
| 3 | Baron Wealth Management LLC | $340,310 | 8,869 | Added |
| 4 | GAMMA Investing LLC | $157,240 | 4,098 | Trimmed |
| 5 | Versant Capital Management, Inc | $20,221 | 527 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $7,405 | 193 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30