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, Q4 2021
Institutional positions in Wafd Inc as of Dec 31, 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
- 241
- +15 vs. Q3 2021
- Shares held
- 52.9M
- −816.5K (−1.5%) vs. Q3 2021
- Total value
- $1.77B
- −$76.6M (−4.2%) vs. Q3 2021
- New holders
- 40
- 67 more added
- Sold out
- 25
- 93 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,590,637 | $253.4M | 0.01% | −375,966−4.7% | Reduced |
| Vanguard Group Inc | 6,860,020 | $229.0M | 0.01% | −170,538−2.4% | Reduced |
| Dimensional Fund Advisors LP | 5,322,500 | $177.7M | 0.05% | −183,454−3.3% | Reduced |
| State Street Corp | 2,650,746 | $88.5M | 0.00% | −31,439−1.2% | Reduced |
| Goldman Sachs Group Inc | 2,382,911 | $79.5M | 0.02% | −50,115−2.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,890,497 | $63.1M | 0.37% | +72,074+4.0% | Added |
| Frontier Capital Management Co LLC | 1,287,943 | $43.0M | 0.34% | −11,995−0.9% | Reduced |
| Geode Capital Management, LLC | 1,242,790 | $41.5M | 0.00% | +21,146+1.7% | Added |
| Norges Bank | 1,187,621 | $39.6M | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,164,476 | $38.9M | 1.15% | −29,779−2.5% | Reduced |
| Northern Trust Corp | 1,092,258 | $36.5M | 0.01% | −50,112−4.4% | Reduced |
| Millennium Management LLC | 1,044,902 | $34.9M | 0.04% | −89,286−7.9% | Reduced |
| Bank of New York Mellon Corp | 895,301 | $29.9M | 0.01% | −100,148−10.1% | Reduced |
| Clearbridge Investments, LLC | 869,564 | $29.0M | 0.02% | −29,413−3.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 829,589 | $27.7M | 0.03% | −290,771−26.0% | Reduced |
| Ameriprise Financial Inc | 799,822 | $26.7M | 0.01% | +78,413+10.9% | Added |
| Charles Schwab Investment Management Inc | 752,108 | $25.1M | 0.01% | −16,134−2.1% | Reduced |
| JPMorgan Chase & Co | 599,050 | $20.0M | 0.00% | +63,507+11.9% | Added |
| Wells Fargo & Company | 558,395 | $18.6M | 0.00% | +61,441+12.4% | Added |
| Baird Financial Group, Inc. | 537,960 | $18.0M | 0.04% | +9,683+1.8% | Added |
| Principal Financial Group Inc | 510,883 | $17.1M | 0.01% | −267,742−34.4% | Reduced |
| Assenagon Asset Management S.A. | 437,610 | $14.6M | 0.05% | +128,686+41.7% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 429,760 | $14.3M | 1.58% | −6,585−1.5% | Reduced |
| AQR Capital Management LLC | 383,204 | $12.8M | 0.02% | +18,730+5.1% | Added |
| Nuveen Asset Management, LLC | 385,784 | $12.7M | 0.00% | −30,002−7.2% | Reduced |
| Bank of America Corp | 355,120 | $11.9M | 0.00% | +89,929+33.9% | Added |
| Morgan Stanley | 341,385 | $11.4M | 0.00% | −405,144−54.3% | Reduced |
| Balyasny Asset Management LLC | 337,915 | $11.3M | 0.05% | +201,808+148.3% | Added |
| Renaissance Technologies LLC | 307,576 | $10.3M | 0.01% | +16,200+5.6% | Added |
| Foundry Partners, LLC | 289,523 | $9.66M | 0.34% | −34,601−10.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 281,980 | $9.41M | 0.03% | +1,300+0.5% | Added |
| Invesco Ltd. | 276,395 | $9.23M | 0.00% | +63,046+29.6% | Added |
| Bridgeway Capital Management, LLC | 235,000 | $7.84M | 0.15% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 234,810 | $7.84M | 0.10% | +166,717+244.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 234,400 | $7.82M | 0.02% | +234,400 | New |
| Jacobs Asset Management, LLC | 225,000 | $7.51M | 3.42% | +64,433+40.1% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 214,776 | $7.17M | 0.71% | −17,556−7.6% | Reduced |
| Citadel Advisors LLC | 213,226 | $7.12M | 0.01% | +99,306+87.2% | Added |
| Jacobs Levy Equity Management, Inc | 204,745 | $6.83M | 0.05% | +75,134+58.0% | Added |
| Rhumbline Advisers | 202,946 | $6.77M | 0.01% | −12,683−5.9% | Reduced |
| Congress Asset Management Co | 200,542 | $6.69M | 0.05% | +610.0% | Added |
| American Century Companies Inc | 191,789 | $6.40M | 0.00% | +35,832+23.0% | Added |
| Kennedy Capital Management, Inc. | 187,464 | $6.26M | 0.13% | −4,834−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 186,317 | $6.22M | 0.01% | −29,689−13.7% | Reduced |
| Alliancebernstein L.P. | 168,528 | $5.63M | 0.00% | −6,345−3.6% | Reduced |
| Susquehanna International Group, LLP | 161,123 | $5.38M | 0.01% | +31,731+24.5% | Added |
| Barclays PLC | 153,831 | $5.13M | 0.00% | +15,575+11.3% | Added |
| Swiss National Bank | 149,500 | $4.99M | 0.00% | −10,500−6.6% | Reduced |
| Cubist Systematic Strategies, LLC | 144,980 | $4.84M | 0.05% | +103,157+246.7% | Added |
| American International Group, Inc. | 143,985 | $4.81M | 0.02% | −9,353−6.1% | Reduced |
| Brandywine Global Investment Management, LLC | 142,108 | $4.74M | 0.03% | +30.0% | Added |
| Bayview Asset Management, LLC | 141,339 | $4.72M | 0.90% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 139,813 | $4.67M | 0.01% | +1,715+1.2% | Added |
| Voya Investment Management LLC | 133,830 | $4.47M | 0.01% | −30,840−18.7% | Reduced |
| Coldstream Capital Management Inc | 129,762 | $4.33M | 0.14% | +108,996+524.9% | Added |
| UBS Group AG | 113,064 | $3.77M | 0.00% | +13,043+13.0% | Added |
| Verition Fund Management LLC | 112,142 | $3.74M | 0.05% | +112,142 | New |
| Parametric Portfolio Associates LLC | 108,722 | $3.63M | 0.00% | +26,261+31.8% | Added |
| Manufacturers Life Insurance Company, The | 103,982 | $3.47M | 0.00% | −5,294−4.8% | Reduced |
| SG Americas Securities, LLC | 103,550 | $3.46M | 0.02% | +44,979+76.8% | Added |
| Legal & General Group Plc | 101,475 | $3.39M | 0.00% | −2,848−2.7% | Reduced |
| First Trust Advisors LP | 101,024 | $3.37M | 0.00% | −39,299−28.0% | Reduced |
| Man Group plc | 99,940 | $3.34M | 0.01% | +17,695+21.5% | Added |
| Seizert Capital Partners, LLC | 97,368 | $3.25M | 0.15% | +31,569+48.0% | Added |
| Dean Investment Associates, LLC | 94,194 | $3.14M | 0.55% | +10,054+11.9% | Added |
| California State Teachers Retirement System | 92,805 | $3.10M | 0.00% | −3,161−3.3% | Reduced |
| Richard Bernstein Advisors LLC | 89,657 | $2.99M | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 88,000 | $2.94M | 0.01% | +61,907+237.3% | Added |
| Lazard Asset Management LLC | 86,537 | $2.89M | 0.00% | +86,537 | New |
| Retirement Systems of Alabama | 85,306 | $2.85M | 0.01% | −2,671−3.0% | Reduced |
| UBS Asset Management Americas Inc | 84,977 | $2.84M | 0.00% | −1,928−2.2% | Reduced |
| HRT Financial LP | 84,836 | $2.83M | 0.02% | −22,981−21.3% | Reduced |
| State of Tennessee, Treasury Department | 80,000 | $2.67M | 0.01% | +80,000 | New |
| Credit Suisse AG | 68,050 | $2.27M | 0.00% | −374−0.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 63,723 | $2.13M | 0.66% | −755−1.2% | Reduced |
| Dean Capital Management | 63,663 | $2.13M | 1.83% | +9,127+16.7% | Added |
| Raymond James & Associates | 62,873 | $2.10M | 0.00% | −110−0.2% | Reduced |
| Qube Research & Technologies Ltd | 60,467 | $2.02M | 0.02% | +60,467 | New |
| EJF Capital LLC | 60,181 | $2.01M | 0.18% | +3,181+5.6% | Added |
| AlphaCrest Capital Management LLC | 59,661 | $1.99M | 0.07% | +36,351+155.9% | Added |
| Holocene Advisors, LP | 58,450 | $1.95M | 0.01% | +23,592+67.7% | Added |
| Mutual of America Capital Management LLC | 58,312 | $1.95M | 0.02% | −1,676−2.8% | Reduced |
| CPWM, LLC | 53,629 | $1.84M | 0.15% | +53,629 | New |
| MetLife Investment Management | 53,884 | $1.80M | 0.01% | −4,340−7.5% | Reduced |
| Price T Rowe Associates Inc | 53,641 | $1.79M | 0.00% | −2,541−4.5% | Reduced |
| Winton Group Ltd | 51,295 | $1.71M | 0.10% | +33,266+184.5% | Added |
| Prudential Financial Inc | 49,183 | $1.64M | 0.00% | −1,765−3.5% | Reduced |
| Allianz Asset Management GmbH | 48,233 | $1.61M | 0.00% | +27,499+132.6% | Added |
| New York State Common Retirement Fund | 47,864 | $1.60M | 0.00% | −33−0.1% | Reduced |
| Texas Permanent School Fund | 46,946 | $1.57M | 0.02% | −3,316−6.6% | Reduced |
| First Republic Investment Management, Inc. | 46,463 | $1.55M | 0.00% | −11,523−19.9% | Reduced |
| Public Employees Retirement System of Ohio | 45,774 | $1.53M | 0.01% | −148−0.3% | Reduced |
| Auxier Asset Management | 45,300 | $1.51M | 0.23% | 00.0% | Unchanged |
| Stifel Financial Corp | 44,777 | $1.50M | 0.00% | −391−0.9% | Reduced |
| Brinker Capital Investments, LLC | 44,441 | $1.48M | 0.02% | −3,362−7.0% | Reduced |
| D.A. Davidson & Co. | 44,055 | $1.47M | 0.02% | −182−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 44,010 | $1.47M | 0.00% | +10,038+29.5% | Added |
| Amalgamated Bank | 43,611 | $1.46M | 0.01% | −1,463−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 42,942 | $1.43M | 0.00% | −670−1.5% | Reduced |
| Deutsche Bank AG | 42,731 | $1.43M | 0.00% | +137+0.3% | Added |