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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 404 | $14.0K | 0.00% | +99+32.5% | Added |
| TD Private Client Wealth LLC | 386 | $13.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 379 | $13.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 347 | $12.0K | 0.00% | +347 | New |
| TCI Wealth Advisors, Inc. | 334 | $11.0K | 0.00% | +171+104.9% | Added |
| Annapolis Financial Services, LLC | 297 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 306 | $10.0K | 0.00% | +272+800.0% | Added |
| 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 |
| Gemmer Asset Management LLC | 136 | $5.00K | 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 |
| Versant Capital Management, Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −53,011−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −35,736−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −22,724−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,876−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,458−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −9,374−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,557−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,447−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |