As of the latest SEC filings, WAFD INC (WAFDP) is held by 10 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $14,024,561.20 in market value, representing 0.11% of its portfolio.
Funds holding WAFD INC (WAFDP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WAFDP
- CIK:
- 0000936528
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.11% | $14,024,561.20 | 870,010 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.18% | $7,065,284.00 | 430,810 | Feb 28, 2026 | Apr 28, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.17% | $3,818,723.60 | 232,849 | Feb 28, 2026 | Apr 29, 2026 |
|
PGF
Invesco Financial Preferred ETF
|
ETF | Invesco | 0.38% | $2,751,953.40 | 167,292 | Apr 30, 2026 | Jun 26, 2026 |
|
PRVDX
Versatile Bond Portfolio
|
MF | Independent / Boutique | 1.70% | $1,398,250.00 | 85,000 | Apr 30, 2026 | Jun 29, 2026 |
|
DPICX
Destra Flaherty & Crumrine Preferred and Income Fund
|
MF | Independent / Boutique | 0.15% | $327,236.00 | 20,300 | Mar 31, 2026 | Jun 1, 2026 |
|
APDWX
Artisan Value Income Fund
|
MF | Independent / Boutique | 2.23% | $184,783.56 | 11,463 | Mar 31, 2026 | May 29, 2026 |
|
SOITX
SPIRIT OF AMERICA INCOME FUND
|
MF | Independent / Boutique | 0.37% | $161,200.00 | 10,000 | Mar 31, 2026 | May 28, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.07% | $91,184.00 | 5,560 | Feb 28, 2026 | Apr 28, 2026 |
|
AUXIX
AUXIER FOCUS FUND
|
MF | Independent / Boutique | 0.01% | $32,240.00 | 2,000 | Mar 31, 2026 | May 1, 2026 |
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