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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 26,978 | $857.0K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,732 | $850.0K | 0.00% | −8,095−23.2% | Reduced |
| Oregon Public Employees Retirement Fund | 25,267 | $803.0K | 0.01% | +152+0.6% | Added |
| Ameritas Investment Partners, Inc. | 25,230 | $802.0K | 0.03% | −1,326−5.0% | Reduced |
| First Washington CORP | 25,000 | $795.0K | 0.30% | 00.0% | Unchanged |
| ProShare Advisors LLC | 24,218 | $770.0K | 0.00% | −1,683−6.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,120 | $767.0K | 0.01% | −626−2.5% | Reduced |
| IFG Advisory, LLC | 23,291 | $740.0K | 0.08% | +4,114+21.5% | Added |
| Ergoteles LLC | 22,800 | $725.0K | 0.02% | +1,200+5.6% | Added |
| PEAK6 Investments LLC | 22,724 | $722.0K | 0.02% | +6,938+44.0% | Added |
| Citigroup Inc | 22,363 | $711.0K | 0.00% | +1,091+5.1% | Added |
| Envestnet Asset Management Inc | 22,056 | $701.0K | 0.00% | −1,536−6.5% | Reduced |
| Tradewinds Capital Management, LLC | 20,812 | $661.0K | 0.12% | +250+1.2% | Added |
| Los Angeles Capital Management LLC | 20,779 | $660.0K | 0.00% | −27,667−57.1% | Reduced |
| Arizona State Retirement System | 20,629 | $656.0K | 0.01% | −1,441−6.5% | Reduced |
| ETF Managers Group, LLC | 19,507 | $621.0K | 0.01% | +6,574+50.8% | Added |
| Thrivent Financial for Lutherans | 19,221 | $611.0K | 0.00% | −499−2.5% | Reduced |
| Pegasus Partners Ltd. | 19,090 | $607.0K | 0.12% | −7,972−29.5% | Reduced |
| Royal Bank of Canada | 18,939 | $602.0K | 0.00% | −4,971−20.8% | Reduced |
| Louisiana State Employees Retirement System | 18,800 | $597.0K | 0.01% | −500−2.6% | Reduced |
| State of Michigan Retirement System | 18,252 | $580.0K | 0.00% | −9,300−33.8% | Reduced |
| DuPont Capital Management Corp | 17,798 | $566.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 17,015 | $541.0K | 0.00% | +2,042+13.6% | Added |
| Handelsbanken Fonder AB | 16,674 | $530.0K | 0.00% | +100+0.6% | Added |
| Janney Montgomery Scott LLC | 16,256 | $517.0K | 0.00% | +413+2.6% | Added |
| Cutler Investment Counsel LLC | 15,832 | $503.0K | 0.08% | 00.0% | Unchanged |
| Winton Group Ltd | 15,533 | $494.0K | 0.03% | +15,533 | New |
| New Mexico Educational Retirement Board | 15,400 | $489.0K | 0.02% | +2,100+15.8% | Added |
| Federated Hermes, Inc. | 15,057 | $479.0K | 0.00% | −226−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 14,441 | $458.0K | 0.00% | +662+4.8% | Added |
| Teton Advisors, Inc. | 14,000 | $445.0K | 0.06% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 13,876 | $441.0K | 0.01% | −10,746−43.6% | Reduced |
| KBC Group NV | 13,858 | $440.0K | 0.00% | +4,344+45.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,710 | $404.0K | 0.00% | +2,660+26.5% | Added |
| 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 |
| Public Employees Retirement Association of Colorado | 12,167 | $387.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,128 | $385.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,084 | $384.0K | 0.00% | −1,645−12.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,058 | $383.0K | 0.01% | −312−2.5% | Reduced |
| HSBC Holdings PLC | 11,458 | $364.0K | 0.00% | +11,458 | New |
| Xponance, Inc. | 11,402 | $362.0K | 0.01% | +3,206+39.1% | Added |
| Brighton Jones LLC | 11,247 | $357.0K | 0.02% | +39+0.3% | Added |
| State of Alaska, Department of Revenue | 11,175 | $355.0K | 0.00% | −447−3.8% | 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 |
| Russell Investments Group, Ltd. | 10,230 | $324.0K | 0.00% | −2,978−22.5% | Reduced |
| 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 |
| Gamco Investors, Inc. Et Al | 10,000 | $318.0K | 0.00% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $313.0K | 0.18% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 9,374 | $298.0K | 0.02% | +442+4.9% | Added |
| Gsa Capital Partners LLP | 9,092 | $289.0K | 0.03% | +9,092 | New |
| Dorsey & Whitney Trust CO LLC | 8,852 | $281.0K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,802 | $280.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 8,557 | $272.0K | 0.25% | +8,557 | New |
| Truist Financial Corp | 8,305 | $264.0K | 0.00% | +614+8.0% | Added |
| Ontario Teachers Pension Plan Board | 8,239 | $262.0K | 0.00% | +8,239 | New |
| First Citizens Bank & Trust Co | 8,054 | $256.0K | 0.01% | −1,433−15.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,671 | $244.0K | 0.01% | −3,298−30.1% | Reduced |
| SG Americas Securities, LLC | 7,034 | $224.0K | 0.00% | −40,055−85.1% | Reduced |
| Securian Asset Management, Inc | 6,654 | $211.0K | 0.00% | −432−6.1% | Reduced |
| Blueshift Asset Management, LLC | 6,447 | $205.0K | 0.01% | −7,508−53.8% | Reduced |
| 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 |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,091 | $162.0K | 0.00% | +1,136+28.7% | Added |
| Acadian Asset Management LLC | 4,311 | $137.0K | 0.00% | −1,023−19.2% | Reduced |
| Bartlett & Co. LLC | 3,993 | $127.0K | 0.00% | −1,600−28.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,993 | $126.9K | 0.00% | −1,600−28.6% | Reduced |
| Panagora Asset Management Inc | 3,961 | $126.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,689 | $117.0K | 0.00% | −100−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,500 | $79.0K | 0.00% | −800−24.2% | Reduced |
| Toronto Dominion Bank | 1,873 | $60.0K | 0.00% | +630+50.7% | Added |
| 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 |
| Macquarie Group Ltd | 1,538 | $49.0K | 0.00% | −1,295−45.7% | Reduced |
| Harbour Investments, Inc. | 1,352 | $43.0K | 0.00% | +1,352 | New |
| Eaton Vance Management | 1,295 | $41.0K | 0.00% | +412+46.7% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $29.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 740 | $24.0K | 0.00% | +1+0.1% | Added |
| Sterling Financial Planning, Inc. | 686 | $22.0K | 0.01% | −614−47.2% | Reduced |
| McIlrath & Eck, LLC | 610 | $19.0K | 0.01% | +126+26.0% | Added |
| Northwestern Mutual Wealth Management Co | 535 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 486 | $15.0K | 0.00% | +486 | New |
| Arkadios Wealth Advisors | 471 | $14.0K | 0.00% | +3+0.6% | Added |
| TD Private Client Wealth LLC | 386 | $12.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 379 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 305 | $10.0K | 0.00% | +255+510.0% | Added |
| Annapolis Financial Services, LLC | 297 | $9.00K | 0.00% | +297 | New |
| 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 |
| TCI Wealth Advisors, Inc. | 163 | $5.00K | 0.00% | +29+21.6% | Added |
| Gemmer Asset Management LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |