AllianceBernstein (WAFD) discloses 3.8M-share, 5.2% investment stake in WaFd

Rhea-AI Filing Summary

AllianceBernstein L.P. reports beneficial ownership of WaFd Inc common stock, holding 3,807,514 shares, representing 5.2% of the outstanding class as of June 30, 2026. These shares are held solely for investment purposes on behalf of client discretionary investment advisory accounts.

AllianceBernstein has sole voting power over 3,341,311 shares and sole dispositive power over 3,807,514 shares, with no shared voting or dispositive power. AllianceBernstein is a majority-owned subsidiary of Equitable Holdings, Inc. but operates under independent management and reports ownership separately.

Key Figures

Beneficially owned shares: 3,807,514 shares Percent of class: 5.2 % Sole voting power: 3,341,311 shares +1 more

4 metrics

Beneficially owned shares 3,807,514 shares WaFd Inc common stock held by AllianceBernstein L.P. for investment purposes

Percent of class 5.2 % Portion of WaFd Inc common stock beneficially owned by AllianceBernstein L.P.

Sole voting power 3,341,311 shares Shares of WaFd Inc over which AllianceBernstein L.P. has sole voting power

Sole dispositive power 3,807,514 shares Shares of WaFd Inc over which AllianceBernstein L.P. has sole dispositive power

Key Terms

beneficially owned, dispositive power, Schedule 13G, discretionary investment advisory accounts

4 terms

beneficially owned financial

"Amount beneficially owned: 3,807,514 shares acquired solely for investment purposes"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

dispositive power financial

"Sole power to dispose or to direct the disposition of: 3,807,514"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Schedule 13G regulatory

"AllianceBernstein calculates and reports beneficial ownership separately pursuant to Schedule 13G guidance"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

discretionary investment advisory accounts financial

"shares acquired solely for investment purposes on behalf of client discretionary investment advisory accounts"

FAQ

What stake does AllianceBernstein hold in WaFd Inc (WAFD)?

AllianceBernstein L.P. reports beneficial ownership of 3,807,514 WaFd Inc shares, representing 5.2% of the common stock. The position is held for investment purposes in client discretionary advisory accounts.

How many WaFd Inc (WAFD) shares can AllianceBernstein vote?

AllianceBernstein L.P. has sole voting power over 3,341,311 WaFd Inc shares and no shared voting power. This means AllianceBernstein alone directs voting decisions for those shares.

How many WaFd Inc (WAFD) shares can AllianceBernstein dispose of?

AllianceBernstein L.P. has sole dispositive power over 3,807,514 WaFd Inc shares and no shared dispositive power. Dispositive power refers to the authority to sell or otherwise direct the disposition of the shares.

For what purpose does AllianceBernstein hold its WaFd Inc (WAFD) shares?

AllianceBernstein holds 3,807,514 WaFd Inc shares solely for investment purposes on behalf of client discretionary investment advisory accounts, rather than for control or strategic corporate influence.

What percentage of WaFd Inc (WAFD) does AllianceBernstein’s holding represent?

AllianceBernstein’s beneficial ownership of 3,807,514 WaFd Inc shares represents 5.2% of the company’s common stock. Crossing the 5% threshold triggers required public disclosure of this ownership stake.

How is AllianceBernstein related to Equitable Holdings in the context of WaFd Inc (WAFD)?

AllianceBernstein L.P. is a majority-owned subsidiary of Equitable Holdings, Inc. but operates under independent management. Equitable Holdings calculates and reports beneficial ownership of WaFd Inc separately from AllianceBernstein.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 02:42 PM Accepted by SEC EDGAR 08/14/2026 - 02:41 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

WaFd Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP No.

1

Names of Reporting Persons

AllianceBernstein L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,341,311.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,807,514.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,807,514.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.2 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: WaFd Inc
(b)	Address of issuer's principal executive offices: 425 PIKE STREET,, SEATTLE,, WA, 98101
Item 2.
(a)	Name of person filing: AllianceBernstein L.P. ("AllianceBernstein L.P.")
(b)	Address or principal business office or, if none, residence: 501 Commerce Street, Nashville, TN 37203 All media outlets, please contact Jennifer Will at AllianceBernstein (212-969-1157) with any questions. All other questions can be directed to Section13USFilings@alliancebernstein.com.
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.:
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,807,514 shares acquired solely for investment purposes on behalf of client discretionary investment advisory accounts.* *AllianceBernstein L.P. is a majority owned subsidiary of Equitable Holdings, Inc. ("EQH"). AllianceBernstein operates under independent management and makes independent decisions from EQH and its respective subsidiaries, and EQH calculates and reports beneficial ownership separately from AllianceBernstein pursuant to guidance provided by the Securities and Exchange Commission in Release Number 34-39538 (January 12, 1998).
(b)	Percent of class: 5.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,341,311
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,807,514
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AllianceBernstein L.P.

Signature:	Marcus Edwards
Name/Title:	AVP/ Senior Compliance Associate
Date:	08/14/2026