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