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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 32,625 | $1.12M | 0.00% | +631+2.0% | Added |
| Russell Investments Group, Ltd. | 31,968 | $1.10M | 0.00% | +21,738+212.5% | Added |
| Marshall Wace, LLP | 28,911 | $992.0K | 0.00% | +28,911 | New |
| Metropolitan Life Insurance Co | 28,838 | $989.4K | 0.01% | −2,990−9.4% | Reduced |
| Bridgewater Associates, LP | 27,259 | $935.0K | 0.01% | −3,034−10.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,978 | $926.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 26,093 | $894.0K | 0.00% | +9,078+53.4% | Added |
| First Washington CORP | 25,000 | $858.0K | 0.31% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,437 | $838.0K | 0.00% | +9,996+69.2% | Added |
| Twinbeech Capital LP | 24,036 | $825.0K | 0.06% | +24,036 | New |
| AlphaCrest Capital Management LLC | 23,310 | $800.0K | 0.04% | −9,915−29.8% | Reduced |
| Ameritas Investment Partners, Inc. | 23,191 | $796.0K | 0.03% | −2,039−8.1% | Reduced |
| IFG Advisory, LLC | 23,187 | $795.0K | 0.09% | −104−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 22,763 | $781.0K | 0.01% | −2,504−9.9% | Reduced |
| Envestnet Asset Management Inc | 22,637 | $777.0K | 0.00% | +581+2.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,448 | $770.0K | 0.01% | −1,672−6.9% | Reduced |
| Guggenheim Capital LLC | 21,943 | $753.0K | 0.00% | −18,280−45.4% | Reduced |
| ETF Managers Group, LLC | 21,341 | $741.0K | 0.01% | +1,834+9.4% | Added |
| Royal Bank of Canada | 21,206 | $728.0K | 0.00% | +2,267+12.0% | Added |
| Mission Wealth Management, LP | 21,029 | $722.0K | 0.04% | +21,029 | New |
| Handelsbanken Fonder AB | 20,974 | $720.0K | 0.00% | +4,300+25.8% | Added |
| Tradewinds Capital Management, LLC | 20,812 | $714.0K | 0.12% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,779 | $713.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 20,734 | $711.0K | 0.00% | +20,734 | New |
| Arizona State Retirement System | 19,722 | $677.0K | 0.01% | −907−4.4% | Reduced |
| Washington Trust Bank | 18,230 | $625.0K | 0.07% | +7,770+74.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,062 | $620.0K | 0.01% | +12,971+254.8% | Added |
| Winton Group Ltd | 18,029 | $619.0K | 0.03% | +2,496+16.1% | Added |
| Citigroup Inc | 17,790 | $610.0K | 0.00% | −4,573−20.4% | Reduced |
| Thrivent Financial for Lutherans | 17,760 | $609.0K | 0.00% | −1,461−7.6% | Reduced |
| Louisiana State Employees Retirement System | 17,300 | $594.0K | 0.01% | −1,500−8.0% | Reduced |
| State of Michigan Retirement System | 17,052 | $585.0K | 0.00% | −1,200−6.6% | Reduced |
| Ontario Teachers Pension Plan Board | 16,848 | $578.0K | 0.00% | +8,609+104.5% | Added |
| Cutler Investment Counsel LLC | 15,832 | $543.0K | 0.09% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 15,593 | $535.0K | 0.02% | −2,205−12.4% | Reduced |
| New Mexico Educational Retirement Board | 15,400 | $528.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,178 | $521.0K | 0.00% | −11,554−43.2% | Reduced |
| Janney Montgomery Scott LLC | 14,091 | $483.0K | 0.00% | −2,165−13.3% | Reduced |
| Teton Advisors, Inc. | 14,000 | $480.0K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,864 | $476.0K | 0.03% | +13,864 | New |
| Pegasus Partners Ltd. | 13,707 | $470.0K | 0.09% | −5,383−28.2% | Reduced |
| Virginia Retirement Systems Et Al | 13,500 | $463.0K | 0.00% | +7,100+110.9% | Added |
| ProShare Advisors LLC | 13,389 | $459.0K | 0.00% | −10,829−44.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,711 | $436.0K | 0.00% | +10.0% | Added |
| M&T Bank Corp | 12,644 | $435.0K | 0.00% | −11−0.1% | Reduced |
| Coldstream Capital Management Inc | 20,766 | $433.0K | 0.02% | −113,179−84.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 12,565 | $431.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,167 | $417.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,128 | $416.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,577 | $397.0K | 0.00% | +1,534+15.3% | Added |
| 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 |
| Federated Hermes, Inc. | 11,172 | $383.0K | 0.00% | −3,885−25.8% | Reduced |
| The PNC Financial Services Group, Inc. | 10,988 | $378.0K | 0.00% | −1,096−9.1% | Reduced |
| State of Alaska, Department of Revenue | 10,718 | $367.0K | 0.00% | −457−4.1% | Reduced |
| Xponance, Inc. | 10,149 | $348.0K | 0.01% | −1,253−11.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $343.0K | 0.00% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $338.0K | 0.20% | 00.0% | Unchanged |
| Snider Financial Group | 9,484 | $335.0K | 0.15% | +9,484 | New |
| HighTower Advisors, LLC | 9,022 | $311.0K | 0.00% | +9,022 | New |
| Dorsey & Whitney Trust CO LLC | 8,852 | $303.0K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,802 | $302.0K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 8,557 | $294.0K | 0.00% | +252+3.0% | Added |
| Advisor Group Holdings, Inc. | 8,339 | $287.0K | 0.00% | −1,717−17.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,183 | $281.0K | 0.05% | +8,183 | New |
| Susquehanna Fundamental Investments, LLC | 8,164 | $280.0K | 0.01% | +8,164 | New |
| First Citizens Bank & Trust Co | 8,114 | $278.0K | 0.01% | +60+0.7% | Added |
| Pacer Advisors, Inc. | 7,802 | $268.0K | 0.00% | −2,651−25.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,653 | $263.0K | 0.01% | +7,653 | New |
| Marshall Wace North America L.P. | 7,618 | $261.0K | 0.00% | +7,618 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $259.0K | 0.00% | +7,538 | New |
| 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 |
| Acadian Asset Management LLC | 7,393 | $253.0K | 0.00% | +3,082+71.5% | Added |
| Gsa Capital Partners LLP | 7,328 | $251.0K | 0.03% | −1,764−19.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,860 | $235.0K | 0.01% | −811−10.6% | Reduced |
| Two Sigma Investments, LP | 6,815 | $234.0K | 0.00% | −67,716−90.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,400 | $220.0K | 0.07% | +6,400 | New |
| Madison Wealth Management | 6,375 | $219.0K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 6,352 | $218.0K | 0.01% | +6,352 | New |
| Securian Asset Management, Inc | 6,093 | $209.0K | 0.00% | −561−8.4% | Reduced |
| Pictet Asset Management SA | 5,900 | $202.0K | 0.00% | +5,900 | New |
| 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 |
| US Bancorp | 3,675 | $126.0K | 0.00% | −14−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 2,500 | $86.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $60.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,723 | $59.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,538 | $53.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Meeder Asset Management Inc | 870 | $30.0K | 0.00% | +130+17.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 861 | $29.0K | 0.00% | +861 | New |
| Sterling Financial Planning, Inc. | 686 | $24.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 611 | $21.0K | 0.01% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 486 | $17.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 475 | $16.0K | 0.00% | +4+0.8% | Added |