WaFd, Inc. (WAFD) — Long-term Investment Intensity

Latest as of March 2026: 18.5%

WaFd, Inc. (WAFD) has a Long-term Investment Intensity of 18.5% as of March 2026. Long-term investments of $5.10 Billion represent 18.5% of total assets of $27.57 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See net assets of WaFd, Inc. for net asset value and shareholders' equity analysis.

LT Investment Intensity

18.5%
LT Investments / Total Assets

Long-term Investments

$5.10 Billion
USD

Total Assets

$27.57 Billion
USD

Country

USA
NASDAQ

WaFd, Inc. Long-term Investment Intensity (2011–2025)

This chart shows how WaFd, Inc.'s Long-term Investment Intensity has evolved across 14 annual periods from 2011 to 2025. As of March 2026, the intensity stands at 18.5%, reflecting long-term investments of $5.10 Billion against total assets of $27.57 Billion USD. Also explore WAFD total asset value for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for WaFd, Inc. (2011–2025)

The table below presents the year-by-year Long-term Investment Intensity for WaFd, Inc. from 2011 to 2025, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see WaFd, Inc. (WAFD) market capitalisation.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 15.7% $4.18 Billion $26.70 Billion ▲ +4.9 pp
2024 10.7% $3.01 Billion $28.06 Billion ▼ 0.0 pp
2023 10.8% $2.42 Billion $22.47 Billion ▼ -1.3 pp
2022 12.1% $2.51 Billion $20.77 Billion ▼ -0.6 pp
2021 12.7% $2.50 Billion $19.65 Billion ▼ -3.3 pp
2020 16.0% $3.01 Billion $18.79 Billion ▼ -1.7 pp
2019 17.8% $2.93 Billion $16.47 Billion ▼ -65.2 pp
2018 83.0% $13.16 Billion $15.87 Billion ▲ +0.4 pp
2017 82.5% $12.59 Billion $15.25 Billion ▲ +6.0 pp
2016 76.5% $11.40 Billion $14.89 Billion ▲ +1.6 pp
2015 74.9% $10.92 Billion $14.57 Billion ▲ +8.5 pp
2014 66.4% $9.80 Billion $14.76 Billion ▼ -4.7 pp
2013 71.1% $9.30 Billion $13.08 Billion ▲ +10.2 pp
2011 61.0% $8.20 Billion $13.44 Billion
pp = percentage points