Wafd (WAFD) Long-Term Investments (2010 - 2026)
Wafd (WAFD) reported Long-Term Investments of $155.39 million for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 62.0% from $95.9 million a year earlier and up 6.2% from the prior quarter.
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Analysis
Wafd (WAFD) Long-Term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025 (ended Sep 30, 2025), Wafd posted Long-Term Investments of $88.07 million, down 7.9% from FY2024.
- Long-Term Investments has a five-year compound annual growth rate of -9.1% (FY2020 to FY2025).
- By fiscal year, Long-Term Investments came in at $95.62 million in FY2024 (-24.6%), $126.82 million in FY2023 (+33.4%), $95.07 million in FY2022 (-7.6%) and $102.86 million in FY2021 (-27.6%).
- The fiscal Q3 2026 figure ranks as the highest quarterly Long-Term Investments since fiscal Q2 2024.
- Year over year, Long-Term Investments gained in two of the last eight quarters, with an average decline of 0.4%.
- The high point for year-over-year Long-Term Investments in five years was fiscal Q2 2023 (growth of 86.5%); the low point was fiscal Q2 2022 (a decline of 34.3%).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $146.35 million (Q2 2026), $118.22 million (Q1 2026) and $88.07 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | Wafd | 2.21 Bn | -525.04 Mn | - | 155.39 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 155.39 Mn |
| Mar 31, 2026 | 146.35 Mn |
| Dec 31, 2025 | 118.22 Mn |
| Sep 30, 2025 | 88.07 Mn |
| Jun 30, 2025 | 95.90 Mn |
| Mar 31, 2025 | 133.96 Mn |
| Dec 31, 2024 | 128.40 Mn |
| Sep 30, 2024 | 95.62 Mn |
| Jun 30, 2024 | 107.28 Mn |
| Mar 31, 2024 | 160.82 Mn |
| Dec 31, 2023 | 137.94 Mn |
| Sep 30, 2023 | 126.82 Mn |
| Jun 30, 2023 | 130.88 Mn |
| Mar 31, 2023 | 147.08 Mn |
| Dec 31, 2022 | 133.07 Mn |
| Sep 30, 2022 | 95.07 Mn |
| Jun 30, 2022 | 78.07 Mn |
| Mar 31, 2022 | 78.87 Mn |
| Dec 31, 2021 | 102.86 Mn |
| Sep 30, 2021 | 102.86 Mn |
API Access
Wafd Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=WAFD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "WAFD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=WAFD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();