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HOTCHKIS & WILEY’s WAFD Holdings & Trades

First Buy
Q3 2015
Duration Held
40 Quarters
Largest Add
Q3 2015
+526,916 Shares
Current Position
452,517 Shares
$14.49 M Value

HOTCHKIS & WILEY's WAFD Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 452,517 shares of WaFd, Inc. (WAFD) worth $14.49 M, representing 0.04% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 40 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in WAFD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 329,073 shares. Largest reduction occurred in Q4 2016, reducing 335,643 shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's WaFd (WAFD) Holding Value Over Time

Track share changes against reported price movement

Quarterly WaFd (WAFD) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +7,212 Add 1.62% 452,517 $32.03
Q3 2025 -133,333 Reduce 23.04% 445,305 $30.29
Q2 2025 +26,880 Add 4.87% 578,638 $29.28
Q1 2025 +19,865 Add 3.73% 551,758 $28.58
Q4 2024 +34,000 Add 6.83% 531,893 $32.24
Q3 2024 -90,370 Reduce 15.36% 497,893 $34.85
Q2 2024 -37,660 Reduce 6.02% 588,263 $28.58
Q1 2024 +329,073 Add 110.85% 625,923 $29.03
Q4 2023 -3,730 Reduce 1.24% 296,850 $32.96
Q3 2023 -84,200 Reduce 21.88% 300,580 $25.62
Q2 2023 +77,560 Add 25.25% 384,780 $26.52
Q1 2023 +17,080 Add 5.89% 307,220 $30.12
Q4 2022 +5,640 Add 1.98% 290,140 $33.55
Q3 2022 -28,200 Reduce 9.02% 284,500 $29.98
Q2 2022 +13,505 Add 4.51% 312,700 $30.02
Q1 2022 +17,215 Add 6.11% 299,195 $32.82
Q4 2021 +1,300 Add 0.46% 281,980 $33.38
Q3 2021 -5,980 Reduce 2.09% 280,680 $34.31
Q2 2021 +13,990 Add 5.13% 286,660 $31.78
Q1 2021 -3,270 Reduce 1.19% 272,670 $30.80
Q4 2020 +167,090 Add 153.50% 275,940 $25.74
Q3 2020 -66,510 Reduce 37.93% 108,850 $20.86
Q2 2020 -5,830 Reduce 3.22% 175,360 $26.84
Q1 2020 -10,400 Reduce 5.43% 181,190 $25.96
Q4 2019 +31,530 Add 19.70% 191,590 $36.65
Q3 2019 -5,310 Reduce 3.21% 160,060 $36.99
Q2 2019 -21,800 Reduce 11.65% 165,370 $34.93
Q1 2019 +38,324 Add 25.75% 187,170 $28.89
Q4 2018 +6,924 Add 4.88% 148,846 $26.71
Q3 2018 +40,562 Add 40.02% 141,922 $32.00
Q2 2018 +53,680 Add 112.58% 101,360 $32.70
Q4 2017 +47,680 New Buy 47,680 $34.25
Q1 2017 -174,810 Sold Out 0 $0.00
Q4 2016 -335,643 Reduce 65.75% 174,810 $34.35
Q3 2016 -2,630 Reduce 0.51% 510,453 $26.68
Q2 2016 -5,000 Reduce 0.97% 513,083 $24.26
Q1 2016 -4,200 Reduce 0.80% 518,083 $22.65
Q4 2015 -4,633 Reduce 0.88% 522,283 $23.83
Q3 2015 +526,916 New Buy 526,916 $22.75

HOTCHKIS & WILEY's WaFd Investment FAQs

HOTCHKIS & WILEY first purchased WaFd, Inc. (WAFD) in Q3 2015, acquiring 526,916 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held WaFd, Inc. (WAFD) for 40 quarters since Q3 2015.

HOTCHKIS & WILEY's largest addition to WaFd, Inc. (WAFD) was in Q3 2015, adding 526,916 shares worth $11.99 M.

According to the latest 13F filing for Q4 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 452,517 shares of WaFd, Inc. (WAFD), valued at approximately $14.49 M.

As of the Q4 2025 filing, WaFd, Inc. (WAFD) represents approximately 0.04% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in WaFd, Inc. (WAFD) was 625,923 shares, as reported at the end of Q1 2024.