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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 10 | $0 | 0.00% | −1,333−99.3% | Reduced |
| Meeder Asset Management Inc | 2 | $0 | 0.00% | −868−99.8% | Reduced |
| Glassman Wealth Services | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12 | $401 | 0.00% | +12 | 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 | 43 | $1.00K | 0.00% | +5+13.2% | Added |
| Simplex Trading, LLC | 38 | $1.00K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Schubert & Co | 15 | $1.00K | 0.00% | +15 | New |
| Covestor Ltd | 24 | $1.00K | 0.00% | +24 | New |
| Prestige Wealth Management Group LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 94 | $3.00K | 0.00% | +94 | New |
| IFP Advisors, Inc | 124 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $6.00K | 0.00% | +181 | New |
| Manchester Capital Management LLC | 210 | $7.00K | 0.00% | −20−8.7% | Reduced |
| CWM, LLC | 219 | $7.00K | 0.00% | +219 | New |
| Fieldpoint Private Securities, LLC | 205 | $7.00K | 0.00% | +205 | New |
| FMR LLC | 249 | $8.00K | 0.00% | −229,251−99.9% | Reduced |
| TCI Wealth Advisors, Inc. | 334 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 374 | $12.5K | 0.00% | −12−3.1% | Reduced |
| Captrust Financial Advisors | 379 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 453 | $15.0K | 0.00% | +49+12.1% | Added |
| Parallel Advisors, LLC | 457 | $15.0K | 0.00% | +151+49.3% | Added |
| Ten Capital Wealth Advisors, LLC | 486 | $16.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 612 | $20.0K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $30.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,000 | $33.0K | 0.00% | +1,000 | New |
| Harbour Investments, Inc. | 1,352 | $45.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,400 | $47.0K | 0.09% | +1,400 | New |
| Macquarie Group Ltd | 1,538 | $51.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $58.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,937 | $65.0K | 0.01% | +1,921+12,006.3% | Added |
| Eaton Vance Management | 1,944 | $65.0K | 0.00% | +976+100.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,237 | $75.0K | 0.00% | −15,825−87.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,500 | $88.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,200 | $107.0K | 0.00% | −475−12.9% | Reduced |
| Russell Investments Group, Ltd. | 3,882 | $129.0K | 0.00% | −28,086−87.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,209 | $141.0K | 0.00% | −2,651−38.6% | Reduced |
| Securian Asset Management, Inc | 5,834 | $195.0K | 0.00% | −259−4.3% | Reduced |
| Bank of Montreal | 6,055 | $204.0K | 0.00% | −398,681−98.5% | Reduced |
| Jane Street Group, LLC | 6,192 | $207.0K | 0.00% | −8,986−59.2% | Reduced |
| Versor Investments LP | 6,352 | $212.0K | 0.01% | 00.0% | Unchanged |
| Madison Wealth Management | 6,375 | $213.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,500 | $217.0K | 0.01% | +6,500 | New |
| Manteio Capital LLC | 6,650 | $222.0K | 0.29% | +6,650 | New |
| Pacer Advisors, Inc. | 6,986 | $233.0K | 0.00% | −816−10.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,312 | $244.0K | 0.03% | +7,312 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $252.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,724 | $259.0K | 0.00% | −615−7.4% | Reduced |
| Neuberger Berman Group LLC | 7,917 | $264.0K | 0.00% | +7,917 | New |
| First Citizens Bank & Trust Co | 8,034 | $268.0K | 0.01% | −80−1.0% | Reduced |
| Truist Financial Corp | 8,235 | $275.0K | 0.00% | −322−3.8% | Reduced |
| Lakeside Advisors, INC. | 8,280 | $276.0K | 0.20% | +8,280 | New |
| DuPont Capital Management Corp | 8,599 | $287.0K | 0.01% | −6,994−44.9% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $294.0K | 0.06% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 9,326 | $311.0K | 0.02% | +9,326 | New |
| Acadian Asset Management LLC | 9,348 | $312.0K | 0.00% | +1,955+26.4% | Added |
| Diversified Trust Co | 9,348 | $312.0K | 0.01% | +9,348 | New |
| Raymond James Financial Services Advisors, Inc. | 9,376 | $313.0K | 0.00% | −3,335−26.2% | Reduced |
| State of Alaska, Department of Revenue | 9,433 | $314.0K | 0.00% | −1,285−12.0% | Reduced |
| Xponance, Inc. | 9,601 | $320.0K | 0.01% | −548−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,852 | $328.0K | 0.03% | +1,000+11.3% | Added |
| IMS Capital Management | 9,843 | $329.0K | 0.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $334.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 10,456 | $349.0K | 0.04% | +10,456 | New |
| The PNC Financial Services Group, Inc. | 10,620 | $355.0K | 0.00% | −368−3.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,799 | $360.0K | 0.01% | −425−3.8% | Reduced |
| Virginia Retirement Systems Et Al | 11,100 | $371.0K | 0.00% | −2,400−17.8% | Reduced |
| Engineers Gate Manager LP | 11,273 | $376.0K | 0.02% | −2,591−18.7% | Reduced |
| Brighton Jones LLC | 11,266 | $376.0K | 0.02% | +48+0.4% | Added |
| Guggenheim Capital LLC | 11,532 | $385.0K | 0.00% | −10,411−47.4% | Reduced |
| Bridgewater Associates, LP | 11,651 | $389.0K | 0.00% | −15,608−57.3% | Reduced |
| Algert Global LLC | 12,031 | $402.0K | 0.05% | +4,570+61.3% | Added |
| Teachers Retirement System of the State of Kentucky | 12,128 | $405.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,167 | $406.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,814 | $427.0K | 0.00% | +170+1.3% | Added |
| Teacher Retirement System of Texas | 13,086 | $437.0K | 0.00% | +1,509+13.0% | Added |
| HSBC Holdings PLC | 13,146 | $440.0K | 0.00% | +13,146 | New |
| Campbell & CO Investment Adviser LLC | 13,500 | $451.0K | 0.15% | +7,100+110.9% | Added |
| Sciencast Management LP | 13,344 | $462.0K | 0.08% | +13,344 | New |
| Teton Advisors, Inc. | 14,000 | $467.0K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,079 | $470.0K | 0.00% | −12−0.1% | Reduced |
| Boothbay Fund Management, LLC | 14,191 | $474.0K | 0.02% | +14,191 | New |
| Janus Henderson Group PLC | 15,337 | $512.0K | 0.00% | −386,976−96.2% | Reduced |
| New Mexico Educational Retirement Board | 15,400 | $514.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 15,687 | $524.0K | 0.07% | +8,359+114.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,750 | $526.0K | 0.00% | +3,185+25.3% | Added |
| Cutler Investment Counsel LLC | 15,832 | $528.0K | 0.08% | 00.0% | Unchanged |
| State of Michigan Retirement System | 16,552 | $553.0K | 0.00% | −500−2.9% | Reduced |
| Louisiana State Employees Retirement System | 16,800 | $561.0K | 0.01% | −500−2.9% | Reduced |
| Thrivent Financial for Lutherans | 17,177 | $573.0K | 0.00% | −583−3.3% | Reduced |
| Beacon Financial Group | 17,027 | $573.0K | 0.07% | +17,027 | New |