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, Q1 2022
Institutional positions in Wafd Inc as of Mar 31, 2022. 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
- 251
- +11 vs. Q4 2021
- Shares held
- 54.0M
- +1.12M (+2.1%) vs. Q4 2021
- Total value
- $1.77B
- +$7.07M (+0.4%) vs. Q4 2021
- New holders
- 28
- 95 more added
- Sold out
- 17
- 92 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Glassman Wealth Services | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| Allworth Financial LP | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 12 | $394 | 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 |
| Schubert & Co | 20 | $1.00K | 0.00% | +5+33.3% | Added |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cordant, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 65 | $2.00K | 0.00% | −20−23.5% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 62 | $2.00K | 0.00% | +19+44.2% | Added |
| JFS Wealth Advisors, LLC | 58 | $2.00K | 0.00% | +33+132.0% | Added |
| Parallel Advisors, LLC | 102 | $3.00K | 0.00% | −355−77.7% | Reduced |
| Covestor Ltd | 105 | $3.00K | 0.00% | +81+337.5% | Added |
| Global Retirement Partners, LLC | 87 | $3.00K | 0.00% | +87 | New |
| Gemmer Asset Management LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 111 | $4.00K | 0.00% | +7+6.7% | Added |
| Quent Capital, LLC | 181 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 255 | $8.00K | 0.00% | +50+24.4% | Added |
| TCI Wealth Advisors, Inc. | 334 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 235 | $11.0K | 0.00% | +111+89.5% | Added |
| Zions Bancorporation, N.A. | 367 | $12.0K | 0.00% | +367 | New |
| Aquatic Capital Management LLC | 400 | $13.0K | 0.02% | −1,000−71.4% | Reduced |
| Meeder Asset Management Inc | 439 | $14.0K | 0.00% | +437+21,850.0% | Added |
| Fifth Third Bancorp | 453 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 612 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 600 | $20.0K | 0.01% | +600 | New |
| Exchange Traded Concepts, LLC | 649 | $21.0K | 0.00% | +649 | New |
| Nomura Asset Management Co Ltd | 670 | $22.0K | 0.00% | +670 | New |
| Lindbrook Capital, LLC | 718 | $24.0K | 0.00% | +718 | New |
| Steward Partners Investment Advisory, LLC | 906 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,378 | $46.0K | 0.00% | −2,831−67.3% | Reduced |
| Toth Financial Advisory Corp | 1,475 | $48.0K | 0.01% | +1,475 | New |
| Macquarie Group Ltd | 1,538 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $57.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,777 | $59.0K | 0.00% | −1,423−44.5% | Reduced |
| Bartlett & Co. LLC | 1,900 | $62.0K | 0.00% | +1,900 | New |
| Bartlett & Co. Wealth Management LLC | 1,900 | $62.4K | 0.00% | +1,900 | New |
| Quadrant Capital Group LLC | 1,937 | $64.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,105 | $69.0K | 0.00% | −4,881−69.9% | Reduced |
| TD Private Client Wealth LLC | 2,264 | $74.3K | 0.00% | +1,890+505.3% | Added |
| Point72 Hong Kong Ltd | 2,513 | $82.0K | 0.01% | +2,513 | New |
| KBC Group NV | 2,588 | $85.0K | 0.00% | −35,109−93.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,760 | $123.0K | 0.00% | +1,260+50.4% | Added |
| Metropolitan Life Insurance Co | 3,953 | $129.7K | 0.00% | −22,855−85.3% | Reduced |
| Captrust Financial Advisors | 4,091 | $134.0K | 0.00% | +3,712+979.4% | Added |
| Securian Asset Management, Inc | 5,852 | $192.0K | 0.00% | +18+0.3% | Added |
| Investors Asset Management of Georgia Inc | 6,150 | $202.0K | 0.10% | +6,150 | New |
| Madison Wealth Management | 6,375 | $209.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,500 | $213.0K | 0.02% | +6,500 | New |
| Campbell & CO Investment Adviser LLC | 6,600 | $217.0K | 0.06% | −6,900−51.1% | Reduced |
| Bridgewater Associates, LP | 6,926 | $227.0K | 0.00% | −4,725−40.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $247.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 7,715 | $253.0K | 0.00% | −520−6.3% | Reduced |
| Gsa Capital Partners LLP | 7,839 | $257.0K | 0.03% | −7,848−50.0% | Reduced |
| DuPont Capital Management Corp | 7,900 | $259.0K | 0.01% | −699−8.1% | Reduced |
| Neuberger Berman Group LLC | 7,917 | $260.0K | 0.00% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,285 | $272.0K | 0.21% | +5+0.1% | Added |
| Diversified Trust Co | 8,347 | $274.0K | 0.01% | −1,001−10.7% | Reduced |
| Engineers Gate Manager LP | 8,600 | $282.0K | 0.01% | −2,673−23.7% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $289.0K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,776 | $291.0K | 0.00% | +52+0.7% | Added |
| Blueshift Asset Management, LLC | 8,960 | $294.0K | 0.03% | +8,960 | New |
| State of Alaska, Department of Revenue | 9,308 | $305.0K | 0.00% | −125−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,454 | $310.0K | 0.00% | +78+0.8% | Added |
| GW Henssler & Associates Ltd | 9,456 | $310.0K | 0.02% | +130+1.4% | Added |
| Xponance, Inc. | 9,563 | $314.0K | 0.01% | −38−0.4% | Reduced |
| IMS Capital Management | 9,843 | $323.0K | 0.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $328.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 10,154 | $333.0K | 0.01% | +3,802+59.9% | Added |
| Janus Henderson Group PLC | 10,481 | $344.0K | 0.00% | −4,856−31.7% | Reduced |
| Trexquant Investment LP | 10,488 | $344.0K | 0.02% | +10,488 | New |
| Public Employees Retirement Association of Colorado | 10,622 | $349.0K | 0.00% | −1,545−12.7% | Reduced |
| The PNC Financial Services Group, Inc. | 10,827 | $355.0K | 0.00% | +207+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,833 | $356.0K | 0.01% | +34+0.3% | Added |
| Brighton Jones LLC | 11,313 | $371.0K | 0.02% | +47+0.4% | Added |
| Handelsbanken Fonder AB | 11,374 | $373.0K | 0.00% | −9,600−45.8% | Reduced |
| IndexIQ Advisors LLC | 11,987 | $393.0K | 0.01% | +11,987 | New |
| Franklin Resources Inc | 12,000 | $394.0K | 0.00% | +12,000 | New |
| M&T Bank Corp | 12,076 | $396.0K | 0.00% | −738−5.8% | Reduced |
| AlphaCrest Capital Management LLC | 12,104 | $397.0K | 0.02% | −47,557−79.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,128 | $398.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 12,500 | $410.0K | 0.01% | +12,500 | New |
| Janney Montgomery Scott LLC | 12,695 | $417.0K | 0.00% | −1,384−9.8% | Reduced |
| Teacher Retirement System of Texas | 13,417 | $440.0K | 0.00% | +331+2.5% | Added |
| Tudor Investment Corp Et Al | 13,503 | $443.0K | 0.01% | −24,856−64.8% | Reduced |
| Bank of Montreal | 13,329 | $455.0K | 0.00% | +7,274+120.1% | Added |
| Keeley-Teton Advisors, LLC | 14,000 | $459.0K | 0.05% | +14,000 | New |
| Guggenheim Capital LLC | 14,085 | $462.0K | 0.00% | +2,553+22.1% | Added |
| Royal Bank of Canada | 14,381 | $471.0K | 0.00% | −14,238−49.8% | Reduced |
| New Mexico Educational Retirement Board | 15,400 | $505.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 15,750 | $517.0K | 0.00% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 15,832 | $520.0K | 0.07% | 00.0% | Unchanged |