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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 41,565 | $1.39M | 0.05% | −21,084−33.7% | Reduced |
| BFSG, LLC | 41,378 | $1.38M | 0.19% | +41,378 | New |
| Dark Forest Capital Management LP | 39,194 | $1.31M | 0.48% | +38,303+4,298.9% | Added |
| Tudor Investment Corp Et Al | 38,359 | $1.28M | 0.02% | +38,359 | New |
| KBC Group NV | 37,697 | $1.26M | 0.00% | −3,993−9.6% | Reduced |
| Yousif Capital Management, LLC | 35,563 | $1.19M | 0.01% | +35,563 | New |
| Harbour Investment Management LLC | 35,511 | $1.19M | 0.54% | 00.0% | Unchanged |
| Great West Life Assurance Co | 34,743 | $1.16M | 0.00% | +678+2.0% | Added |
| Ontario Teachers Pension Plan Board | 33,816 | $1.13M | 0.01% | +16,968+100.7% | Added |
| Comerica Bank | 31,003 | $1.10M | 0.01% | −39,290−55.9% | Reduced |
| Ensign Peak Advisors, Inc | 32,289 | $1.08M | 0.00% | −42,030−56.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 31,990 | $1.07M | 0.00% | +31,990 | New |
| Putnam Investments LLC | 31,913 | $1.07M | 0.00% | +31,913 | New |
| Cornercap Investment Counsel Inc | 31,814 | $1.06M | 0.15% | +31,814 | New |
| LPL Financial LLC | 31,739 | $1.06M | 0.00% | −886−2.7% | Reduced |
| Victory Capital Management Inc | 31,633 | $1.06M | 0.00% | −74,869−70.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 30,269 | $1.01M | 0.36% | +30,269 | New |
| Royal Bank of Canada | 28,619 | $956.0K | 0.00% | +7,413+35.0% | Added |
| Citigroup Inc | 27,170 | $907.0K | 0.00% | +9,380+52.7% | Added |
| Ferguson Wellman Capital Management, Inc | 26,978 | $901.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 26,808 | $894.9K | 0.01% | −2,030−7.0% | Reduced |
| Voloridge Investment Management, LLC | 25,332 | $846.0K | 0.00% | +25,332 | New |
| First Washington CORP | 25,000 | $835.0K | 0.32% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,510 | $818.0K | 0.00% | +73+0.3% | Added |
| IFG Advisory, LLC | 23,685 | $790.0K | 0.08% | +498+2.1% | Added |
| Squarepoint Ops LLC | 23,262 | $776.0K | 0.00% | +23,262 | New |
| Ameritas Investment Partners, Inc. | 22,611 | $755.0K | 0.03% | −580−2.5% | Reduced |
| ETF Managers Group, LLC | 22,406 | $745.0K | 0.01% | +1,065+5.0% | Added |
| Oregon Public Employees Retirement Fund | 22,063 | $736.0K | 0.01% | −700−3.1% | Reduced |
| Los Angeles Capital Management LLC | 21,639 | $722.0K | 0.00% | +860+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 21,643 | $722.0K | 0.00% | +21,643 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,599 | $721.0K | 0.01% | −849−3.8% | Reduced |
| Mission Wealth Management, LP | 21,029 | $702.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 20,974 | $700.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Bank | 20,889 | $697.0K | 0.07% | +2,659+14.6% | Added |
| Envestnet Asset Management Inc | 20,669 | $690.0K | 0.00% | −1,968−8.7% | Reduced |
| Tradewinds Capital Management, LLC | 20,562 | $686.0K | 0.11% | −250−1.2% | Reduced |
| ProShare Advisors LLC | 20,080 | $669.0K | 0.00% | +6,691+50.0% | Added |
| Arizona State Retirement System | 18,288 | $610.0K | 0.00% | −1,434−7.3% | Reduced |
| Cannon Global Investment Management, LLC | 18,200 | $608.0K | 0.96% | +18,200 | New |
| Federated Hermes, Inc. | 18,100 | $604.0K | 0.00% | +6,928+62.0% | Added |
| 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 |
| Louisiana State Employees Retirement System | 16,800 | $561.0K | 0.01% | −500−2.9% | Reduced |
| State of Michigan Retirement System | 16,552 | $553.0K | 0.00% | −500−2.9% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $528.0K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 15,750 | $526.0K | 0.00% | +3,185+25.3% | Added |
| Gsa Capital Partners LLP | 15,687 | $524.0K | 0.07% | +8,359+114.1% | Added |
| New Mexico Educational Retirement Board | 15,400 | $514.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 15,337 | $512.0K | 0.00% | −386,976−96.2% | Reduced |
| Boothbay Fund Management, LLC | 14,191 | $474.0K | 0.02% | +14,191 | New |
| Janney Montgomery Scott LLC | 14,079 | $470.0K | 0.00% | −12−0.1% | Reduced |
| Teton Advisors, Inc. | 14,000 | $467.0K | 0.07% | 00.0% | Unchanged |
| Sciencast Management LP | 13,344 | $462.0K | 0.08% | +13,344 | New |
| Campbell & CO Investment Adviser LLC | 13,500 | $451.0K | 0.15% | +7,100+110.9% | Added |
| HSBC Holdings PLC | 13,146 | $440.0K | 0.00% | +13,146 | New |
| Teacher Retirement System of Texas | 13,086 | $437.0K | 0.00% | +1,509+13.0% | Added |
| M&T Bank Corp | 12,814 | $427.0K | 0.00% | +170+1.3% | Added |
| Public Employees Retirement Association of Colorado | 12,167 | $406.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 12,128 | $405.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 12,031 | $402.0K | 0.05% | +4,570+61.3% | Added |
| Bridgewater Associates, LP | 11,651 | $389.0K | 0.00% | −15,608−57.3% | Reduced |
| Guggenheim Capital LLC | 11,532 | $385.0K | 0.00% | −10,411−47.4% | 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 |
| Virginia Retirement Systems Et Al | 11,100 | $371.0K | 0.00% | −2,400−17.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,799 | $360.0K | 0.01% | −425−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 10,620 | $355.0K | 0.00% | −368−3.3% | Reduced |
| Caxton Associates LP | 10,456 | $349.0K | 0.04% | +10,456 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $334.0K | 0.00% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $329.0K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 9,852 | $328.0K | 0.03% | +1,000+11.3% | Added |
| Xponance, Inc. | 9,601 | $320.0K | 0.01% | −548−5.4% | Reduced |
| State of Alaska, Department of Revenue | 9,433 | $314.0K | 0.00% | −1,285−12.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,376 | $313.0K | 0.00% | −3,335−26.2% | Reduced |
| 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 |
| GW Henssler & Associates Ltd | 9,326 | $311.0K | 0.02% | +9,326 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $294.0K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 8,599 | $287.0K | 0.01% | −6,994−44.9% | Reduced |
| Lakeside Advisors, INC. | 8,280 | $276.0K | 0.20% | +8,280 | New |
| Truist Financial Corp | 8,235 | $275.0K | 0.00% | −322−3.8% | Reduced |
| First Citizens Bank & Trust Co | 8,034 | $268.0K | 0.01% | −80−1.0% | Reduced |
| Neuberger Berman Group LLC | 7,917 | $264.0K | 0.00% | +7,917 | New |
| Advisor Group Holdings, Inc. | 7,724 | $259.0K | 0.00% | −615−7.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $252.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,312 | $244.0K | 0.03% | +7,312 | New |
| Pacer Advisors, Inc. | 6,986 | $233.0K | 0.00% | −816−10.5% | Reduced |
| Manteio Capital LLC | 6,650 | $222.0K | 0.29% | +6,650 | New |
| Jump Financial, LLC | 6,500 | $217.0K | 0.01% | +6,500 | New |
| Madison Wealth Management | 6,375 | $213.0K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 6,352 | $212.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,192 | $207.0K | 0.00% | −8,986−59.2% | Reduced |
| Bank of Montreal | 6,055 | $204.0K | 0.00% | −398,681−98.5% | Reduced |
| Securian Asset Management, Inc | 5,834 | $195.0K | 0.00% | −259−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,209 | $141.0K | 0.00% | −2,651−38.6% | Reduced |
| Russell Investments Group, Ltd. | 3,882 | $129.0K | 0.00% | −28,086−87.9% | Reduced |
| US Bancorp | 3,200 | $107.0K | 0.00% | −475−12.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,500 | $88.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,237 | $75.0K | 0.00% | −15,825−87.6% | Reduced |