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, Q2 2021
Institutional positions in Wafd Inc as of Jun 30, 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
- 210
- −9 vs. Q1 2021
- Shares held
- 56.8M
- −1.99M (−3.4%) vs. Q1 2021
- Total value
- $1.81B
- −$5.46M (−0.3%) vs. Q1 2021
- New holders
- 16
- 61 more added
- Sold out
- 25
- 95 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $2.40B |
| Q1 2026 | 259 | $1.94B |
| Q4 2025 | 259 | $1.99B |
| Q3 2025 | 255 | $1.86B |
| Q2 2025 | 256 | $1.86B |
| Q1 2025 | 244 | $1.86B |
| Q4 2024 | 249 | $2.09B |
| Q3 2024 | 247 | $2.23B |
| Q2 2024 | 230 | $1.78B |
| Q1 2024 | 229 | $1.65B |
| Q4 2023 | 213 | $1.79B |
| Q3 2023 | 214 | $1.39B |
| Q2 2023 | 218 | $1.50B |
| Q1 2023 | 246 | $1.74B |
| Q4 2022 | 252 | $1.81B |
| Q3 2022 | 234 | $1.59B |
| Q2 2022 | 235 | $1.62B |
| Q1 2022 | 251 | $1.77B |
| Q4 2021 | 241 | $1.77B |
| Q3 2021 | 227 | $1.84B |
| Q2 2021 | 210 | $1.81B |
| Q1 2021 | 219 | $1.81B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 58 | $1.00K | 0.00% | −344−85.6% | Reduced |
| Parkside Financial Bank & Trust | 33 | $1.00K | 0.00% | −21−38.9% | Reduced |
| Massmutual Trust Co FSB | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Parallel Advisors, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Enterprise Financial Services Corp | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 67 | $2.00K | 0.00% | +67 | New |
| Aua Capital Management, LLC | 104 | $3.00K | 0.00% | +15+16.9% | Added |
| Versant Capital Management, Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 163 | $5.00K | 0.00% | +29+21.6% | Added |
| Manchester Capital Management LLC | 213 | $7.00K | 0.00% | −6−2.7% | Reduced |
| Liberty Wealth Management LLC | 220 | $7.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 297 | $9.00K | 0.00% | +297 | New |
| Fifth Third Bancorp | 305 | $10.0K | 0.00% | +255+510.0% | Added |
| Captrust Financial Advisors | 379 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 386 | $12.3K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 471 | $14.0K | 0.00% | +3+0.6% | Added |
| Ten Capital Wealth Advisors, LLC | 486 | $15.0K | 0.00% | +486 | New |
| Northwestern Mutual Wealth Management Co | 535 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 610 | $19.0K | 0.01% | +126+26.0% | Added |
| Sterling Financial Planning, Inc. | 686 | $22.0K | 0.01% | −614−47.2% | Reduced |
| Meeder Asset Management Inc | 740 | $24.0K | 0.00% | +1+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $29.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,295 | $41.0K | 0.00% | +412+46.7% | Added |
| Harbour Investments, Inc. | 1,352 | $43.0K | 0.00% | +1,352 | New |
| Macquarie Group Ltd | 1,538 | $49.0K | 0.00% | −1,295−45.7% | Reduced |
| Global Retirement Partners, LLC | 1,723 | $55.0K | 0.01% | −76−4.2% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $55.0K | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,873 | $60.0K | 0.00% | +630+50.7% | Added |
| Nisa Investment Advisors, LLC | 2,500 | $79.0K | 0.00% | −800−24.2% | Reduced |
| US Bancorp | 3,689 | $117.0K | 0.00% | −100−2.6% | Reduced |
| Panagora Asset Management Inc | 3,961 | $126.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $126.9K | 0.00% | −1,600−28.6% | Reduced |
| Bartlett & Co. LLC | 3,993 | $127.0K | 0.00% | −1,600−28.6% | Reduced |
| Acadian Asset Management LLC | 4,311 | $137.0K | 0.00% | −1,023−19.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,091 | $162.0K | 0.00% | +1,136+28.7% | Added |
| Virginia Retirement Systems Et Al | 6,400 | $203.0K | 0.00% | +6,400 | New |
| Madison Wealth Management | 6,375 | $203.0K | 0.04% | +6,375 | New |
| Blueshift Asset Management, LLC | 6,447 | $205.0K | 0.01% | −7,508−53.8% | Reduced |
| Securian Asset Management, Inc | 6,654 | $211.0K | 0.00% | −432−6.1% | Reduced |
| SG Americas Securities, LLC | 7,034 | $224.0K | 0.00% | −40,055−85.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,671 | $244.0K | 0.01% | −3,298−30.1% | Reduced |
| First Citizens Bank & Trust Co | 8,054 | $256.0K | 0.01% | −1,433−15.1% | Reduced |
| Ontario Teachers Pension Plan Board | 8,239 | $262.0K | 0.00% | +8,239 | New |
| Truist Financial Corp | 8,305 | $264.0K | 0.00% | +614+8.0% | Added |
| Fox Run Management, L.L.C. | 8,557 | $272.0K | 0.25% | +8,557 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $280.0K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,852 | $281.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,092 | $289.0K | 0.03% | +9,092 | New |
| GW Henssler & Associates Ltd | 9,374 | $298.0K | 0.02% | +442+4.9% | Added |
| IMS Capital Management | 9,843 | $313.0K | 0.18% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $318.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,056 | $319.0K | 0.00% | −2,261−18.4% | Reduced |
| Teacher Retirement System of Texas | 10,043 | $319.0K | 0.00% | +1,484+17.3% | Added |
| Russell Investments Group, Ltd. | 10,230 | $324.0K | 0.00% | −2,978−22.5% | Reduced |
| Washington Trust Bank | 10,460 | $332.0K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,453 | $332.0K | 0.00% | +2,363+29.2% | Added |
| State of Alaska, Department of Revenue | 11,175 | $355.0K | 0.00% | −447−3.8% | Reduced |
| Brighton Jones LLC | 11,247 | $357.0K | 0.02% | +39+0.3% | Added |
| Xponance, Inc. | 11,402 | $362.0K | 0.01% | +3,206+39.1% | Added |
| HSBC Holdings PLC | 11,458 | $364.0K | 0.00% | +11,458 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,058 | $383.0K | 0.01% | −312−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 12,084 | $384.0K | 0.00% | −1,645−12.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,128 | $385.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,167 | $387.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,655 | $402.0K | 0.00% | −1,110−8.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 12,565 | $402.0K | 0.00% | −752−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,710 | $404.0K | 0.00% | +2,660+26.5% | Added |
| KBC Group NV | 13,858 | $440.0K | 0.00% | +4,344+45.7% | Added |
| Qube Research & Technologies Ltd | 13,876 | $441.0K | 0.01% | −10,746−43.6% | Reduced |
| Teton Advisors, Inc. | 14,000 | $445.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,441 | $458.0K | 0.00% | +662+4.8% | Added |
| Federated Hermes, Inc. | 15,057 | $479.0K | 0.00% | −226−1.5% | Reduced |
| New Mexico Educational Retirement Board | 15,400 | $489.0K | 0.02% | +2,100+15.8% | Added |
| Winton Group Ltd | 15,533 | $494.0K | 0.03% | +15,533 | New |
| Cutler Investment Counsel LLC | 15,832 | $503.0K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,256 | $517.0K | 0.00% | +413+2.6% | Added |
| Handelsbanken Fonder AB | 16,674 | $530.0K | 0.00% | +100+0.6% | Added |
| SEI Investments Co | 17,015 | $541.0K | 0.00% | +2,042+13.6% | Added |
| DuPont Capital Management Corp | 17,798 | $566.0K | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 18,252 | $580.0K | 0.00% | −9,300−33.8% | Reduced |
| Louisiana State Employees Retirement System | 18,800 | $597.0K | 0.01% | −500−2.6% | Reduced |
| Royal Bank of Canada | 18,939 | $602.0K | 0.00% | −4,971−20.8% | Reduced |
| Pegasus Partners Ltd. | 19,090 | $607.0K | 0.12% | −7,972−29.5% | Reduced |
| Thrivent Financial for Lutherans | 19,221 | $611.0K | 0.00% | −499−2.5% | Reduced |
| ETF Managers Group, LLC | 19,507 | $621.0K | 0.01% | +6,574+50.8% | Added |
| Arizona State Retirement System | 20,629 | $656.0K | 0.01% | −1,441−6.5% | Reduced |
| Los Angeles Capital Management LLC | 20,779 | $660.0K | 0.00% | −27,667−57.1% | Reduced |
| Tradewinds Capital Management, LLC | 20,812 | $661.0K | 0.12% | +250+1.2% | Added |
| Envestnet Asset Management Inc | 22,056 | $701.0K | 0.00% | −1,536−6.5% | Reduced |
| Citigroup Inc | 22,363 | $711.0K | 0.00% | +1,091+5.1% | Added |