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, Q3 2021
Institutional positions in Wafd Inc as of Sep 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
- 227
- +18 vs. Q2 2021
- Shares held
- 53.7M
- −3.06M (−5.4%) vs. Q2 2021
- Total value
- $1.84B
- +$38.0M (+2.1%) vs. Q2 2021
- New holders
- 29
- 62 more added
- Sold out
- 11
- 90 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,966,603 | $273.3M | 0.01% | −1,433,849−15.3% | Reduced |
| Vanguard Group Inc | 7,030,558 | $241.2M | 0.01% | −520,442−6.9% | Reduced |
| Dimensional Fund Advisors LP | 5,505,954 | $188.9M | 0.06% | −4,315−0.1% | Reduced |
| State Street Corp | 2,682,185 | $92.0M | 0.00% | −402,854−13.1% | Reduced |
| Goldman Sachs Group Inc | 2,433,026 | $83.5M | 0.02% | −175,239−6.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,818,423 | $62.4M | 0.40% | +135,889+8.1% | Added |
| Frontier Capital Management Co LLC | 1,299,938 | $44.6M | 0.35% | −37,307−2.8% | Reduced |
| Geode Capital Management, LLC | 1,221,644 | $41.9M | 0.01% | −110,828−8.3% | Reduced |
| Systematic Financial Management LP | 1,194,255 | $41.0M | 1.27% | −4,700−0.4% | Reduced |
| Norges Bank | 1,187,621 | $40.7M | 0.01% | +484,100+68.8% | Added |
| Northern Trust Corp | 1,142,370 | $39.2M | 0.01% | −74,170−6.1% | Reduced |
| Millennium Management LLC | 1,134,188 | $38.9M | 0.05% | −387,755−25.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,120,360 | $38.4M | 0.05% | +162,416+17.0% | Added |
| Bank of New York Mellon Corp | 995,449 | $34.2M | 0.01% | +1,062+0.1% | Added |
| Clearbridge Investments, LLC | 898,977 | $30.8M | 0.02% | −71,445−7.4% | Reduced |
| Principal Financial Group Inc | 778,625 | $26.7M | 0.02% | −45,912−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 768,242 | $26.4M | 0.01% | −10,570−1.4% | Reduced |
| Morgan Stanley | 746,529 | $25.6M | 0.00% | +439,663+143.3% | Added |
| Ameriprise Financial Inc | 721,409 | $24.8M | 0.01% | −14,108−1.9% | Reduced |
| JPMorgan Chase & Co | 535,543 | $18.4M | 0.00% | −91,473−14.6% | Reduced |
| Baird Financial Group, Inc. | 528,277 | $18.1M | 0.05% | +12,362+2.4% | Added |
| Wells Fargo & Company | 496,954 | $17.1M | 0.00% | +29,115+6.2% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 436,345 | $15.0M | 1.73% | +436,345 | New |
| Bank of Montreal | 404,736 | $14.1M | 0.01% | −16,787−4.0% | Reduced |
| Janus Henderson Group PLC | 402,313 | $13.8M | 0.01% | −637,553−61.3% | Reduced |
| Nuveen Asset Management, LLC | 415,786 | $13.7M | 0.00% | −96,320−18.8% | Reduced |
| AQR Capital Management LLC | 364,474 | $12.5M | 0.02% | +77,714+27.1% | Added |
| Foundry Partners, LLC | 324,124 | $11.1M | 0.40% | −15,954−4.7% | Reduced |
| Assenagon Asset Management S.A. | 308,924 | $10.6M | 0.04% | +308,924 | New |
| Renaissance Technologies LLC | 291,376 | $10.0M | 0.01% | −17,700−5.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 280,680 | $9.63M | 0.03% | −5,980−2.1% | Reduced |
| Bank of America Corp | 265,191 | $9.10M | 0.00% | +18,378+7.4% | Added |
| Bridgeway Capital Management, LLC | 235,000 | $8.06M | 0.15% | +235,000 | New |
| Smith, Graham & Co., Investment Advisors, LP | 232,332 | $7.97M | 0.80% | −20,031−7.9% | Reduced |
| FMR LLC | 229,500 | $7.87M | 0.00% | +25,900+12.7% | Added |
| D. E. Shaw & Co., Inc. | 216,006 | $7.41M | 0.01% | −187,384−46.5% | Reduced |
| Rhumbline Advisers | 215,629 | $7.40M | 0.01% | −26,286−10.9% | Reduced |
| Invesco Ltd. | 213,349 | $7.32M | 0.00% | −37,082−14.8% | Reduced |
| Congress Asset Management Co | 200,481 | $6.88M | 0.05% | +5,299+2.7% | Added |
| Kennedy Capital Management, Inc. | 192,298 | $6.60M | 0.15% | −8,459−4.2% | Reduced |
| Alliancebernstein L.P. | 174,873 | $6.00M | 0.00% | −9,430−5.1% | Reduced |
| Voya Investment Management LLC | 164,670 | $5.65M | 0.01% | +2,997+1.9% | Added |
| Jacobs Asset Management, LLC | 160,567 | $5.51M | 2.11% | +160,567 | New |
| Swiss National Bank | 160,000 | $5.49M | 0.00% | −7,300−4.4% | Reduced |
| American Century Companies Inc | 155,957 | $5.35M | 0.00% | +20,786+15.4% | Added |
| American International Group, Inc. | 153,338 | $5.26M | 0.03% | −14,827−8.8% | Reduced |
| Brandywine Global Investment Management, LLC | 142,105 | $4.88M | 0.04% | −5,253−3.6% | Reduced |
| Bayview Asset Management, LLC | 141,339 | $4.85M | 0.87% | −60,574−30.0% | Reduced |
| First Trust Advisors LP | 140,323 | $4.81M | 0.01% | −48,620−25.7% | Reduced |
| Barclays PLC | 138,256 | $4.74M | 0.00% | +49,819+56.3% | Added |
| New York State Teachers Retirement System | 138,098 | $4.74M | 0.01% | −8,405−5.7% | Reduced |
| Balyasny Asset Management LLC | 136,107 | $4.67M | 0.02% | +93,261+217.7% | Added |
| Jacobs Levy Equity Management, Inc | 129,611 | $4.45M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 129,392 | $4.44M | 0.01% | +7,357+6.0% | Added |
| Citadel Advisors LLC | 113,920 | $3.91M | 0.00% | −305,791−72.9% | Reduced |
| Manufacturers Life Insurance Company, The | 109,276 | $3.75M | 0.00% | −6,432−5.6% | Reduced |
| HRT Financial LP | 107,817 | $3.70M | 0.02% | +71,930+200.4% | Added |
| Victory Capital Management Inc | 106,502 | $3.65M | 0.00% | +898+0.9% | Added |
| Legal & General Group Plc | 104,323 | $3.58M | 0.00% | −6,595−5.9% | Reduced |
| UBS Group AG | 100,021 | $3.43M | 0.00% | −10,427−9.4% | Reduced |
| California State Teachers Retirement System | 95,966 | $3.29M | 0.00% | −3,668−3.7% | Reduced |
| Richard Bernstein Advisors LLC | 89,657 | $3.08M | 0.06% | +7,527+9.2% | Added |
| Retirement Systems of Alabama | 87,977 | $3.02M | 0.01% | −6,349−6.7% | Reduced |
| UBS Asset Management Americas Inc | 86,905 | $2.98M | 0.00% | +10,019+13.0% | Added |
| Dean Investment Associates, LLC | 84,140 | $2.89M | 0.54% | +1,943+2.4% | Added |
| Parametric Portfolio Associates LLC | 82,461 | $2.83M | 0.00% | −13,291−13.9% | Reduced |
| Man Group plc | 82,245 | $2.82M | 0.01% | +6,788+9.0% | Added |
| Ensign Peak Advisors, Inc | 74,319 | $2.55M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 70,293 | $2.40M | 0.01% | +30,763+77.8% | Added |
| Credit Suisse AG | 68,424 | $2.35M | 0.00% | +8,679+14.5% | Added |
| ExodusPoint Capital Management, LP | 68,093 | $2.34M | 0.03% | +68,093 | New |
| Seizert Capital Partners, LLC | 65,799 | $2.26M | 0.10% | +4,771+7.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 64,478 | $2.21M | 0.71% | −81−0.1% | Reduced |
| Raymond James & Associates | 62,983 | $2.16M | 0.00% | +7,172+12.9% | Added |
| Ergoteles LLC | 62,649 | $2.15M | 0.08% | +39,849+174.8% | Added |
| Mutual of America Capital Management LLC | 59,988 | $2.06M | 0.02% | −4,259−6.6% | Reduced |
| SG Americas Securities, LLC | 58,571 | $2.01M | 0.01% | +51,537+732.7% | Added |
| MetLife Investment Management | 58,224 | $2.00M | 0.02% | −3,537−5.7% | Reduced |
| First Republic Investment Management, Inc. | 57,986 | $1.99M | 0.00% | −6,029−9.4% | Reduced |
| EJF Capital LLC | 57,000 | $1.96M | 0.17% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 56,182 | $1.93M | 0.00% | −3,708−6.2% | Reduced |
| Dean Capital Management | 54,536 | $1.87M | 1.73% | +682+1.3% | Added |
| Prudential Financial Inc | 50,948 | $1.75M | 0.00% | −66,400−56.6% | Reduced |
| Texas Permanent School Fund | 50,262 | $1.72M | 0.02% | −3,695−6.8% | Reduced |
| New York State Common Retirement Fund | 47,897 | $1.64M | 0.00% | −14,624−23.4% | Reduced |
| Public Employees Retirement System of Ohio | 45,922 | $1.58M | 0.01% | +175+0.4% | Added |
| Auxier Asset Management | 45,300 | $1.55M | 0.26% | −110−0.2% | Reduced |
| Stifel Financial Corp | 45,168 | $1.55M | 0.00% | +644+1.4% | Added |
| Amalgamated Bank | 45,074 | $1.55M | 0.01% | −8,248−15.5% | Reduced |
| Brinker Capital Investments, LLC | 47,803 | $1.52M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 44,237 | $1.52M | 0.02% | +1,977+4.7% | Added |
| State Board of Administration of Florida Retirement System | 43,612 | $1.50M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 42,594 | $1.46M | 0.00% | −774,710−94.8% | Reduced |
| Cubist Systematic Strategies, LLC | 41,823 | $1.44M | 0.02% | −20,244−32.6% | Reduced |
| KBC Group NV | 41,690 | $1.43M | 0.01% | +27,832+200.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 41,173 | $1.41M | 0.01% | −119,193−74.3% | Reduced |
| Harbour Investment Management LLC | 35,511 | $1.22M | 0.62% | 00.0% | Unchanged |
| Holocene Advisors, LP | 34,858 | $1.20M | 0.01% | +34,858 | New |
| Great West Life Assurance Co | 34,065 | $1.18M | 0.00% | +3,996+13.3% | Added |
| BNP Paribas Arbitrage, SA | 33,972 | $1.17M | 0.00% | −8,999−20.9% | Reduced |