Wafd Inc (WAFDP) — SEC Filings
Wafd Inc (WAFDP) — 50 SEC filings. Latest: DEF 14A (Dec 19, 2025). Includes 33 8-K, 5 10-Q, 4 SC 13G/A.
Overview
Wafd Inc (WAFDP) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Dec 19, 2025: WAFD, Inc. (WAFDP) is holding its Annual Meeting of Shareholders on February 3, 2026, at 8:00 a.m. Pacific Time, virtually via www.virtualshareholdermeeting.com/WAFD2026. Shareholders will vote on four key proposals: the election of four directors for a three-year term ending in 2029, a non-binding
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 1 bearish, 48 neutral, 1 mixed. The dominant filing sentiment for Wafd Inc is neutral.
Filing Type Overview
Wafd Inc (WAFDP) has filed 2 DEF 14A, 2 10-K, 33 8-K, 5 10-Q, 1 DEFA14A, 4 SC 13G/A, 3 8-K/A with the SEC between Feb 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (50)
Risk Profile
Risk Assessment: Of WAFDP's 45 recent filings, 0 were flagged as high-risk, 7 as medium-risk, and 38 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Stephen M. Graham
- Cathy Cooper
- Brent Beardall
Industry Context
WaFd, Inc. operates as the holding company for WaFd Bank, a commercial bank. The banking industry is subject to significant regulatory oversight and is influenced by macroeconomic factors such as interest rates and economic growth. Competition within the sector is intense, with banks vying for deposits and loans.
Top Tags
financial-statements (13) · 8-K (11) · financial-reporting (11) · financials (6) · exhibits (6) · 8-k (5) · corporate-filing (4) · disclosure (4) · 10-Q (4) · banking (4)
Executive Compensation
From the most recent DEF 14A filing (Dec 19, 2025):
- Brent J. Beardall — Vice Chairman, President and Chief Executive Officer
- Kelli J. Holz — Executive Vice President and Chief Financial Officer
- Cathy E. Cooper — Executive Vice President and Chief Experience Officer
- Ryan M. Mauer — Executive Vice President and Chief Credit Officer
- Kim E. Robison — Executive Vice President and Chief Operating Officer
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Shares of Common Stock issued and outstanding | 76,434,807 | As of the November 28, 2025 Voting Record Date |
| Percentage ownership by Blackrock, Inc. | 14.70% | Representing 11,234,577 shares as of November 28, 2025 |
| Percentage ownership by Vanguard Group, Inc. | 11.84% | Representing 9,051,670 shares as of November 28, 2025 |
| Percentage ownership by Dimensional Fund Advisors LP | 6.48% | Representing 4,954,089 shares as of November 28, 2025 |
| Date of Annual Meeting | February 3, 2026 | Meeting to be held at 8:00 a.m. Pacific Time |
| Record Date for voting | November 28, 2025 | Shareholders of record on this date are eligible to vote |
| Number of directors to be elected | 4 | For a three-year term ending in 2029 |
| Fiscal year for auditor ratification | 2026 | Deloitte & Touche LLP appointed for fiscal year 2026 |
| Net Loan Portfolio | $20.09B | Represents 75.2% of total assets as of September 30, 2025, a decrease from $20.92 billion in 2024. |
| Assets Added from Merger | $7.7B | Fair value of assets added to the balance sheet from the Luther Burbank Corporation merger on March 1, 2024. |
| Consecutive Quarterly Cash Dividends | 170 | Indicates a long history of consistent shareholder returns since going public in 1982. |
| Total Shareholder Return | 14,253% | Return for investors over 43 years since the 1982 offering price. |
| Multi-family Commercial Loans | $4.72B | Increased from $4.66 billion in 2024, showing growth in this segment. |
| Construction Loans | $1.76B | Decreased from $2.17 billion in 2024, reflecting a reduction in this lending category. |
| Branches | 208 | Total number of branches across nine western states as of September 30, 2025, including ten new California branches from the merger. |
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Frequently Asked Questions
What are the latest SEC filings for Wafd Inc (WAFDP)?
Wafd Inc has 50 recent SEC filings from Feb 2024 to Dec 2025, including 33 8-K, 5 10-Q, 4 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of WAFDP filings?
Across 50 filings, the sentiment breakdown is: 1 bearish, 48 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Wafd Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Wafd Inc (WAFDP) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Wafd Inc?
Key financial highlights from Wafd Inc's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for WAFDP?
The investment thesis for WAFDP includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Wafd Inc?
Key executives identified across Wafd Inc's filings include Stephen M. Graham, Cathy Cooper, Brent Beardall.
What are the main risk factors for Wafd Inc stock?
Of WAFDP's 45 assessed filings, 0 were flagged high-risk, 7 medium-risk, and 38 low-risk.
What are recent predictions and forward guidance from Wafd Inc?
Forward guidance and predictions for Wafd Inc are extracted from SEC filings as they are enriched.