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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 200,542 | $6.69M | 0.05% | +610.0% | Added |
| Rhumbline Advisers | 202,946 | $6.77M | 0.01% | −12,683−5.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 204,745 | $6.83M | 0.05% | +75,134+58.0% | Added |
| Citadel Advisors LLC | 213,226 | $7.12M | 0.01% | +99,306+87.2% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 214,776 | $7.17M | 0.71% | −17,556−7.6% | Reduced |
| Jacobs Asset Management, LLC | 225,000 | $7.51M | 3.42% | +64,433+40.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 234,400 | $7.82M | 0.02% | +234,400 | New |
| ExodusPoint Capital Management, LP | 234,810 | $7.84M | 0.10% | +166,717+244.8% | Added |
| Bridgeway Capital Management, LLC | 235,000 | $7.84M | 0.15% | 00.0% | Unchanged |
| Invesco Ltd. | 276,395 | $9.23M | 0.00% | +63,046+29.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 281,980 | $9.41M | 0.03% | +1,300+0.5% | Added |
| Foundry Partners, LLC | 289,523 | $9.66M | 0.34% | −34,601−10.7% | Reduced |
| Renaissance Technologies LLC | 307,576 | $10.3M | 0.01% | +16,200+5.6% | Added |
| Balyasny Asset Management LLC | 337,915 | $11.3M | 0.05% | +201,808+148.3% | Added |
| Morgan Stanley | 341,385 | $11.4M | 0.00% | −405,144−54.3% | Reduced |
| Bank of America Corp | 355,120 | $11.9M | 0.00% | +89,929+33.9% | Added |
| Nuveen Asset Management, LLC | 385,784 | $12.7M | 0.00% | −30,002−7.2% | Reduced |
| AQR Capital Management LLC | 383,204 | $12.8M | 0.02% | +18,730+5.1% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 429,760 | $14.3M | 1.58% | −6,585−1.5% | Reduced |
| Assenagon Asset Management S.A. | 437,610 | $14.6M | 0.05% | +128,686+41.7% | Added |
| Principal Financial Group Inc | 510,883 | $17.1M | 0.01% | −267,742−34.4% | Reduced |
| Baird Financial Group, Inc. | 537,960 | $18.0M | 0.04% | +9,683+1.8% | Added |
| Wells Fargo & Company | 558,395 | $18.6M | 0.00% | +61,441+12.4% | Added |
| JPMorgan Chase & Co | 599,050 | $20.0M | 0.00% | +63,507+11.9% | Added |
| Charles Schwab Investment Management Inc | 752,108 | $25.1M | 0.01% | −16,134−2.1% | Reduced |
| Ameriprise Financial Inc | 799,822 | $26.7M | 0.01% | +78,413+10.9% | Added |
| Arrowstreet Capital, Limited Partnership | 829,589 | $27.7M | 0.03% | −290,771−26.0% | Reduced |
| Clearbridge Investments, LLC | 869,564 | $29.0M | 0.02% | −29,413−3.3% | Reduced |
| Bank of New York Mellon Corp | 895,301 | $29.9M | 0.01% | −100,148−10.1% | Reduced |
| Millennium Management LLC | 1,044,902 | $34.9M | 0.04% | −89,286−7.9% | Reduced |
| Northern Trust Corp | 1,092,258 | $36.5M | 0.01% | −50,112−4.4% | Reduced |
| Systematic Financial Management LP | 1,164,476 | $38.9M | 1.15% | −29,779−2.5% | Reduced |
| Norges Bank | 1,187,621 | $39.6M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,242,790 | $41.5M | 0.00% | +21,146+1.7% | Added |
| Frontier Capital Management Co LLC | 1,287,943 | $43.0M | 0.34% | −11,995−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,890,497 | $63.1M | 0.37% | +72,074+4.0% | Added |
| Goldman Sachs Group Inc | 2,382,911 | $79.5M | 0.02% | −50,115−2.1% | Reduced |
| State Street Corp | 2,650,746 | $88.5M | 0.00% | −31,439−1.2% | Reduced |
| Dimensional Fund Advisors LP | 5,322,500 | $177.7M | 0.05% | −183,454−3.3% | Reduced |
| Vanguard Group Inc | 6,860,020 | $229.0M | 0.01% | −170,538−2.4% | Reduced |
| BlackRock Inc. | 7,590,637 | $253.4M | 0.01% | −375,966−4.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −41,173−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,911−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,036−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −13,707−100.0% | Sold out |
| Snider Financial Group | 0 | $0 | 0.00% | −9,484−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,022−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,457−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −6,815−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |