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Wafd Inc

WAFD
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0000936528

No open-market purchases or sales by Wafd Inc insiders were filed in the last 90 days; 289 institutions reported holding it in 13F filings for Q2 2026, worth $2.40B in total; no superinvestor holds it.

Other share classesWAFDP

13F holders, Q1 2021

Institutional positions in Wafd Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
219
No complete 13F data for Q4 2020
Shares held
58.8M
No complete 13F data for Q4 2020
Total value
$1.81B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WAFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 219 institutions
Q1 2021: 219 institutionsQ2 2021: 210 institutionsQ3 2021: 227 institutionsQ4 2021: 241 institutionsQ1 2022: 251 institutionsQ2 2022: 235 institutionsQ3 2022: 234 institutionsQ4 2022: 252 institutionsQ1 2023: 246 institutionsQ2 2023: 218 institutionsQ3 2023: 214 institutionsQ4 2023: 213 institutionsQ1 2024: 229 institutionsQ2 2024: 230 institutionsQ3 2024: 247 institutionsQ4 2024: 249 institutionsQ1 2025: 244 institutionsQ2 2025: 256 institutionsQ3 2025: 255 institutionsQ4 2025: 259 institutionsQ1 2026: 259 institutionsQ2 2026: 289 institutions
Value heldQ1 2021: $1.81B
Q1 2021: $1.81BQ2 2021: $1.81BQ3 2021: $1.84BQ4 2021: $1.77BQ1 2022: $1.77BQ2 2022: $1.62BQ3 2022: $1.59BQ4 2022: $1.81BQ1 2023: $1.74BQ2 2023: $1.50BQ3 2023: $1.39BQ4 2023: $1.79BQ1 2024: $1.65BQ2 2024: $1.78BQ3 2024: $2.23BQ4 2024: $2.09BQ1 2025: $1.86BQ2 2025: $1.86BQ3 2025: $1.86BQ4 2025: $1.99BQ1 2026: $1.94BQ2 2026: $2.40B
Institutions holding WAFD and their total value by quarter
QuarterHoldersValue
Q2 2026289$2.40B
Q1 2026259$1.94B
Q4 2025259$1.99B
Q3 2025255$1.86B
Q2 2025256$1.86B
Q1 2025244$1.86B
Q4 2024249$2.09B
Q3 2024247$2.23B
Q2 2024230$1.78B
Q1 2024229$1.65B
Q4 2023213$1.79B
Q3 2023214$1.39B
Q2 2023218$1.50B
Q1 2023246$1.74B
Q4 2022252$1.81B
Q3 2022234$1.59B
Q2 2022235$1.62B
Q1 2022251$1.77B
Q4 2021241$1.77B
Q3 2021227$1.84B
Q2 2021210$1.81B
Q1 2021219$1.81B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Wafd Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WAFD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services13$00.00%––
Massmutual Trust Co FSB27$1.00K0.00%––
ClariVest Asset Management LLC21$1.00K0.00%––
CWM, LLC37$1.00K0.00%––
Prestige Wealth Management Group LLC46$1.00K0.00%––
Fifth Third Bancorp50$2.00K0.00%––
Enterprise Financial Services Corp65$2.00K0.00%––
Parkside Financial Bank & Trust54$2.00K0.00%––
Ellevest, Inc.50$2.00K0.00%––
Savior LLC53$2.00K0.00%––
Concord Wealth Partners58$2.00K0.00%––
American Portfolios Advisors80$2.46K0.00%––
Plante Moran Financial Advisors, LLC90$3.00K0.00%––
Aua Capital Management, LLC89$3.00K0.00%––
Versant Capital Management, Inc85$3.00K0.00%––
TCI Wealth Advisors, Inc.134$4.00K0.00%––
Gemmer Asset Management LLC136$4.00K0.00%––
IFP Advisors, Inc124$4.00K0.00%––
Liberty Wealth Management LLC220$5.00K0.00%––
Valley Brook Capital Group212$6.00K0.01%––
Manchester Capital Management LLC219$7.00K0.00%––
TD Private Client Wealth LLC386$11.9K0.00%––
Captrust Financial Advisors379$12.0K0.00%––
Rockefeller Capital Management L.P.402$12.0K0.00%––
Arkadios Wealth Advisors468$14.0K0.00%––
McIlrath & Eck, LLC484$15.0K0.01%––
Northwestern Mutual Wealth Management Co535$16.0K0.00%––
Point72 Hong Kong Ltd535$16.0K0.00%––
Clearstead Advisors, LLC640$20.0K0.00%––
FORA Capital, LLC669$21.0K0.01%––
Meeder Asset Management Inc739$23.0K0.00%––
Eaton Vance Management883$27.0K0.00%––
Steward Partners Investment Advisory, LLC906$27.9K0.00%––
Sowell Financial Services LLC933$31.0K0.00%––
Toronto Dominion Bank1,243$38.0K0.00%––
Sterling Financial Planning, Inc.1,300$40.0K0.03%––
Bellevue Asset Management, LLC1,735$54.0K0.03%––
Global Retirement Partners, LLC1,799$55.0K0.01%––
STRS Ohio2,400$73.0K0.00%––
Macquarie Group Ltd2,833$87.0K0.00%––
Nisa Investment Advisors, LLC3,300$102.0K0.00%––
US Bancorp3,789$117.0K0.00%––
Panagora Asset Management Inc3,961$122.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital3,955$122.0K0.00%––
Acadian Asset Management LLC5,334$164.0K0.00%––
Bartlett & Co. LLC5,593$172.0K0.00%––
Bartlett & Co. Wealth Management LLC5,593$172.3K0.00%––
Amalgamated Bank6,750$208.0K0.01%––
Teza Capital Management LLC7,041$217.0K0.04%––
Securian Asset Management, Inc7,086$218.0K0.00%––
Truist Financial Corp7,691$237.0K0.00%––
CIBC World Markets Corp7,965$245.0K0.00%––
Aigen Investment Management, LP8,026$247.0K0.03%––
Pacer Advisors, Inc.8,090$249.0K0.00%––
Xponance, Inc.8,196$252.0K0.01%––
Teacher Retirement System of Texas8,559$264.0K0.00%––
MidWestOne Financial Group, Inc.8,802$271.0K0.07%––
Dorsey & Whitney Trust CO LLC8,852$272.0K0.03%––
GW Henssler & Associates Ltd8,932$275.0K0.02%––
First Citizens Bank & Trust Co9,487$292.0K0.01%––
KBC Group NV9,514$293.0K0.00%––
IMS Capital Management9,843$303.0K0.19%––
Gamco Investors, Inc. Et Al10,000$308.0K0.00%––
Raymond James Financial Services Advisors, Inc.10,050$310.0K0.00%––
Washington Trust Bank10,460$322.0K0.04%––
Tower Research Capital LLC (TRC)10,969$338.0K0.01%––
Mitsubishi UFJ Trust & Banking Corp13,317$343.0K0.00%––
Brighton Jones LLC11,208$345.0K0.02%––
Neo Ivy Capital Management11,351$350.0K0.38%––
State of Alaska, Department of Revenue11,622$357.0K0.00%––
Bridgefront Capital, LLC11,994$369.0K0.11%––
Teachers Retirement System of the State of Kentucky12,128$374.0K0.00%––
Public Employees Retirement Association of Colorado12,167$375.0K0.00%––
Advisor Group Holdings, Inc.12,317$379.0K0.00%––
Northwestern Mutual Investment Management Company, LLC12,370$381.0K0.01%––
Sciencast Management LP12,456$381.0K0.08%––
ETF Managers Group, LLC12,933$404.0K0.01%––
Russell Investments Group, Ltd.13,208$406.0K0.00%––
New Mexico Educational Retirement Board13,300$410.0K0.02%––
The PNC Financial Services Group, Inc.13,729$423.0K0.00%––
M&T Bank Corp13,765$424.0K0.00%––
Commonwealth Equity Services, LLC13,779$424.0K0.00%––
Blueshift Asset Management, LLC13,955$430.0K0.04%––
Teton Advisors, Inc.14,000$431.0K0.06%––
SEI Investments Co14,973$461.0K0.00%––
Federated Hermes, Inc.15,283$471.0K0.00%––
PEAK6 Investments LLC15,786$486.0K0.01%––
Cutler Investment Counsel LLC15,832$488.0K0.08%––
Janney Montgomery Scott LLC15,843$488.0K0.00%––
Handelsbanken Fonder AB16,574$510.0K0.00%––
DuPont Capital Management Corp17,798$548.0K0.01%––
Verition Fund Management LLC19,099$588.0K0.01%––
IFG Advisory, LLC19,177$590.0K0.07%––
Louisiana State Employees Retirement System19,300$594.0K0.02%––
Thrivent Financial for Lutherans19,720$607.0K0.00%––
Tradewinds Capital Management, LLC20,562$633.0K0.13%––
Citigroup Inc21,272$655.0K0.00%––
Ergoteles LLC21,600$665.0K0.02%––
Arizona State Retirement System22,070$680.0K0.01%––
Dynamic Technology Lab Private Ltd22,204$684.0K0.08%––