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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 968 | $0 | 0.00% | −327−25.3% | Reduced |
| Rockefeller Capital Management L.P. | 17 | $0 | 0.00% | −41−70.7% | Reduced |
| Glassman Wealth Services | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $0 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 38 | $1.00K | 0.00% | +22+137.5% | Added |
| O'Shaughnessy Asset Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Quadrant Capital Group LLC | 16 | $1.00K | 0.00% | +16 | New |
| Ellevest, Inc. | 57 | $2.00K | 0.00% | +7+14.0% | Added |
| Concord Wealth Partners | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 113 | $4.00K | 0.00% | +113 | New |
| Gemmer Asset Management LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 230 | $8.00K | 0.00% | +17+8.0% | Added |
| Liberty Wealth Management LLC | 220 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 297 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 306 | $10.0K | 0.00% | +272+800.0% | Added |
| TCI Wealth Advisors, Inc. | 334 | $11.0K | 0.00% | +171+104.9% | Added |
| Point72 Hong Kong Ltd | 347 | $12.0K | 0.00% | +347 | New |
| Captrust Financial Advisors | 379 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 386 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 404 | $14.0K | 0.00% | +99+32.5% | Added |
| Arkadios Wealth Advisors | 475 | $16.0K | 0.00% | +4+0.8% | Added |
| Ten Capital Wealth Advisors, LLC | 486 | $17.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 611 | $21.0K | 0.01% | +1+0.2% | Added |
| Sterling Financial Planning, Inc. | 686 | $24.0K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 861 | $29.0K | 0.00% | +861 | New |
| Meeder Asset Management Inc | 870 | $30.0K | 0.00% | +130+17.6% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $31.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 891 | $31.0K | 0.01% | +824+1,229.9% | Added |
| Toronto Dominion Bank | 1,343 | $46.0K | 0.00% | −530−28.3% | Reduced |
| Harbour Investments, Inc. | 1,352 | $46.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,538 | $53.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,723 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $60.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,500 | $86.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,675 | $126.0K | 0.00% | −14−0.4% | Reduced |
| Bartlett & Co. LLC | 3,993 | $137.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $137.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,900 | $202.0K | 0.00% | +5,900 | New |
| Securian Asset Management, Inc | 6,093 | $209.0K | 0.00% | −561−8.4% | Reduced |
| Versor Investments LP | 6,352 | $218.0K | 0.01% | +6,352 | New |
| Madison Wealth Management | 6,375 | $219.0K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,400 | $220.0K | 0.07% | +6,400 | New |
| Two Sigma Investments, LP | 6,815 | $234.0K | 0.00% | −67,716−90.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,860 | $235.0K | 0.01% | −811−10.6% | Reduced |
| Gsa Capital Partners LLP | 7,328 | $251.0K | 0.03% | −1,764−19.4% | Reduced |
| Acadian Asset Management LLC | 7,393 | $253.0K | 0.00% | +3,082+71.5% | Added |
| Algert Global LLC | 7,461 | $256.0K | 0.03% | +7,461 | New |
| Mirabella Financial Services LLP | 7,457 | $256.0K | 0.03% | +7,457 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $259.0K | 0.00% | +7,538 | New |
| Marshall Wace North America L.P. | 7,618 | $261.0K | 0.00% | +7,618 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,653 | $263.0K | 0.01% | +7,653 | New |
| Pacer Advisors, Inc. | 7,802 | $268.0K | 0.00% | −2,651−25.4% | Reduced |
| First Citizens Bank & Trust Co | 8,114 | $278.0K | 0.01% | +60+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 8,164 | $280.0K | 0.01% | +8,164 | New |
| Y-Intercept (Hong Kong) Ltd | 8,183 | $281.0K | 0.05% | +8,183 | New |
| Advisor Group Holdings, Inc. | 8,339 | $287.0K | 0.00% | −1,717−17.1% | Reduced |
| Truist Financial Corp | 8,557 | $294.0K | 0.00% | +252+3.0% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $302.0K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,852 | $303.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,022 | $311.0K | 0.00% | +9,022 | New |
| Snider Financial Group | 9,484 | $335.0K | 0.15% | +9,484 | New |
| IMS Capital Management | 9,843 | $338.0K | 0.20% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $343.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,149 | $348.0K | 0.01% | −1,253−11.0% | Reduced |
| State of Alaska, Department of Revenue | 10,718 | $367.0K | 0.00% | −457−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,988 | $378.0K | 0.00% | −1,096−9.1% | Reduced |
| Federated Hermes, Inc. | 11,172 | $383.0K | 0.00% | −3,885−25.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,224 | $385.0K | 0.01% | −834−6.9% | Reduced |
| Brighton Jones LLC | 11,218 | $385.0K | 0.02% | −29−0.3% | Reduced |
| Teacher Retirement System of Texas | 11,577 | $397.0K | 0.00% | +1,534+15.3% | Added |
| Teachers Retirement System of the State of Kentucky | 12,128 | $416.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,167 | $417.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 12,565 | $431.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 20,766 | $433.0K | 0.02% | −113,179−84.5% | Reduced |
| M&T Bank Corp | 12,644 | $435.0K | 0.00% | −11−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,711 | $436.0K | 0.00% | +10.0% | Added |
| ProShare Advisors LLC | 13,389 | $459.0K | 0.00% | −10,829−44.7% | Reduced |
| Virginia Retirement Systems Et Al | 13,500 | $463.0K | 0.00% | +7,100+110.9% | Added |
| Pegasus Partners Ltd. | 13,707 | $470.0K | 0.09% | −5,383−28.2% | Reduced |
| Engineers Gate Manager LP | 13,864 | $476.0K | 0.03% | +13,864 | New |
| Teton Advisors, Inc. | 14,000 | $480.0K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,091 | $483.0K | 0.00% | −2,165−13.3% | Reduced |
| Jane Street Group, LLC | 15,178 | $521.0K | 0.00% | −11,554−43.2% | Reduced |
| New Mexico Educational Retirement Board | 15,400 | $528.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 15,593 | $535.0K | 0.02% | −2,205−12.4% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $543.0K | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 16,848 | $578.0K | 0.00% | +8,609+104.5% | Added |
| State of Michigan Retirement System | 17,052 | $585.0K | 0.00% | −1,200−6.6% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $594.0K | 0.01% | −1,500−8.0% | Reduced |
| Thrivent Financial for Lutherans | 17,760 | $609.0K | 0.00% | −1,461−7.6% | Reduced |
| Citigroup Inc | 17,790 | $610.0K | 0.00% | −4,573−20.4% | Reduced |
| Winton Group Ltd | 18,029 | $619.0K | 0.03% | +2,496+16.1% | Added |