Skip to main content

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.

Institutional holdersQ3 2021: 227 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 heldQ3 2021: $1.84B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2021.

Institutions holding WAFD in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Maverick Capital LtdSuperinvestorMaverick Capital18,062$620.0K0.01%+12,971+254.8%Added
Washington Trust Bank18,230$625.0K0.07%+7,770+74.3%Added
Arizona State Retirement System19,722$677.0K0.01%−907−4.4%Reduced
Allianz Asset Management GmbH20,734$711.0K0.00%+20,734New
Los Angeles Capital Management LLC20,779$713.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC20,812$714.0K0.12%00.0%Unchanged
Handelsbanken Fonder AB20,974$720.0K0.00%+4,300+25.8%Added
Mission Wealth Management, LP21,029$722.0K0.04%+21,029New
Royal Bank of Canada21,206$728.0K0.00%+2,267+12.0%Added
ETF Managers Group, LLC21,341$741.0K0.01%+1,834+9.4%Added
Guggenheim Capital LLC21,943$753.0K0.00%−18,280−45.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys22,448$770.0K0.01%−1,672−6.9%Reduced
Envestnet Asset Management Inc22,637$777.0K0.00%+581+2.6%Added
Oregon Public Employees Retirement Fund22,763$781.0K0.01%−2,504−9.9%Reduced
IFG Advisory, LLC23,187$795.0K0.09%−104−0.4%Reduced
Ameritas Investment Partners, Inc.23,191$796.0K0.03%−2,039−8.1%Reduced
AlphaCrest Capital Management LLC23,310$800.0K0.04%−9,915−29.8%Reduced
Twinbeech Capital LP24,036$825.0K0.06%+24,036New
Commonwealth Equity Services, LLC24,437$838.0K0.00%+9,996+69.2%Added
First Washington CORP25,000$858.0K0.31%00.0%Unchanged
SEI Investments Co26,093$894.0K0.00%+9,078+53.4%Added
Ferguson Wellman Capital Management, Inc26,978$926.0K0.03%00.0%Unchanged
Bridgewater Associates, LP27,259$935.0K0.01%−3,034−10.0%Reduced
Metropolitan Life Insurance Co28,838$989.4K0.01%−2,990−9.4%Reduced
Marshall Wace, LLP28,911$992.0K0.00%+28,911New
Russell Investments Group, Ltd.31,968$1.10M0.00%+21,738+212.5%Added
LPL Financial LLC32,625$1.12M0.00%+631+2.0%Added
BNP Paribas Arbitrage, SA33,972$1.17M0.00%−8,999−20.9%Reduced
Great West Life Assurance Co34,065$1.18M0.00%+3,996+13.3%Added
Holocene Advisors, LP34,858$1.20M0.01%+34,858New
Harbour Investment Management LLC35,511$1.22M0.62%00.0%Unchanged
Grantham, Mayo, Van Otterloo & Co. LLC41,173$1.41M0.01%−119,193−74.3%Reduced
KBC Group NV41,690$1.43M0.01%+27,832+200.8%Added
Cubist Systematic Strategies, LLC41,823$1.44M0.02%−20,244−32.6%Reduced
Deutsche Bank AG42,594$1.46M0.00%−774,710−94.8%Reduced
State Board of Administration of Florida Retirement System43,612$1.50M0.00%00.0%Unchanged
D.A. Davidson & Co.44,237$1.52M0.02%+1,977+4.7%Added
Brinker Capital Investments, LLC47,803$1.52M0.02%00.0%Unchanged
Amalgamated Bank45,074$1.55M0.01%−8,248−15.5%Reduced
Stifel Financial Corp45,168$1.55M0.00%+644+1.4%Added
Auxier Asset Management45,300$1.55M0.26%−110−0.2%Reduced
Public Employees Retirement System of Ohio45,922$1.58M0.01%+175+0.4%Added
New York State Common Retirement Fund47,897$1.64M0.00%−14,624−23.4%Reduced
Texas Permanent School Fund50,262$1.72M0.02%−3,695−6.8%Reduced
Prudential Financial Inc50,948$1.75M0.00%−66,400−56.6%Reduced
Dean Capital Management54,536$1.87M1.73%+682+1.3%Added
Price T Rowe Associates Inc56,182$1.93M0.00%−3,708−6.2%Reduced
EJF Capital LLC57,000$1.96M0.17%00.0%Unchanged
First Republic Investment Management, Inc.57,986$1.99M0.00%−6,029−9.4%Reduced
MetLife Investment Management58,224$2.00M0.02%−3,537−5.7%Reduced
SG Americas Securities, LLC58,571$2.01M0.01%+51,537+732.7%Added
Mutual of America Capital Management LLC59,988$2.06M0.02%−4,259−6.6%Reduced
Ergoteles LLC62,649$2.15M0.08%+39,849+174.8%Added
Raymond James & Associates62,983$2.16M0.00%+7,172+12.9%Added
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus64,478$2.21M0.71%−81−0.1%Reduced
Seizert Capital Partners, LLC65,799$2.26M0.10%+4,771+7.8%Added
ExodusPoint Capital Management, LP68,093$2.34M0.03%+68,093New
Credit Suisse AG68,424$2.35M0.00%+8,679+14.5%Added
Comerica Bank70,293$2.40M0.01%+30,763+77.8%Added
Ensign Peak Advisors, Inc74,319$2.55M0.01%00.0%Unchanged
Man Group plc82,245$2.82M0.01%+6,788+9.0%Added
Parametric Portfolio Associates LLC82,461$2.83M0.00%−13,291−13.9%Reduced
Dean Investment Associates, LLC84,140$2.89M0.54%+1,943+2.4%Added
UBS Asset Management Americas Inc86,905$2.98M0.00%+10,019+13.0%Added
Retirement Systems of Alabama87,977$3.02M0.01%−6,349−6.7%Reduced
Richard Bernstein Advisors LLC89,657$3.08M0.06%+7,527+9.2%Added
California State Teachers Retirement System95,966$3.29M0.00%−3,668−3.7%Reduced
UBS Group AG100,021$3.43M0.00%−10,427−9.4%Reduced
Legal & General Group Plc104,323$3.58M0.00%−6,595−5.9%Reduced
Victory Capital Management Inc106,502$3.65M0.00%+898+0.9%Added
HRT Financial LP107,817$3.70M0.02%+71,930+200.4%Added
Manufacturers Life Insurance Company, The109,276$3.75M0.00%−6,432−5.6%Reduced
Citadel Advisors LLC113,920$3.91M0.00%−305,791−72.9%Reduced
Susquehanna International Group, LLP129,392$4.44M0.01%+7,357+6.0%Added
Jacobs Levy Equity Management, Inc129,611$4.45M0.03%00.0%Unchanged
Balyasny Asset Management LLC136,107$4.67M0.02%+93,261+217.7%Added
New York State Teachers Retirement System138,098$4.74M0.01%−8,405−5.7%Reduced
Barclays PLC138,256$4.74M0.00%+49,819+56.3%Added
First Trust Advisors LP140,323$4.81M0.01%−48,620−25.7%Reduced
Bayview Asset Management, LLC141,339$4.85M0.87%−60,574−30.0%Reduced
Brandywine Global Investment Management, LLC142,105$4.88M0.04%−5,253−3.6%Reduced
American International Group, Inc.153,338$5.26M0.03%−14,827−8.8%Reduced
American Century Companies Inc155,957$5.35M0.00%+20,786+15.4%Added
Swiss National Bank160,000$5.49M0.00%−7,300−4.4%Reduced
Jacobs Asset Management, LLC160,567$5.51M2.11%+160,567New
Voya Investment Management LLC164,670$5.65M0.01%+2,997+1.9%Added
Alliancebernstein L.P.174,873$6.00M0.00%−9,430−5.1%Reduced
Kennedy Capital Management, Inc.192,298$6.60M0.15%−8,459−4.2%Reduced
Congress Asset Management Co200,481$6.88M0.05%+5,299+2.7%Added
Invesco Ltd.213,349$7.32M0.00%−37,082−14.8%Reduced
Rhumbline Advisers215,629$7.40M0.01%−26,286−10.9%Reduced
D. E. Shaw & Co., Inc.216,006$7.41M0.01%−187,384−46.5%Reduced
FMR LLC229,500$7.87M0.00%+25,900+12.7%Added
Smith, Graham & Co., Investment Advisors, LP232,332$7.97M0.80%−20,031−7.9%Reduced
Bridgeway Capital Management, LLC235,000$8.06M0.15%+235,000New
Bank of America Corp265,191$9.10M0.00%+18,378+7.4%Added
Hotchkis & Wiley Capital Management LLC280,680$9.63M0.03%−5,980−2.1%Reduced
Renaissance Technologies LLC291,376$10.0M0.01%−17,700−5.7%Reduced
Assenagon Asset Management S.A.308,924$10.6M0.04%+308,924New
Foundry Partners, LLC324,124$11.1M0.40%−15,954−4.7%Reduced