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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 155,473 | $5.10M | 0.12% | −31,991−17.1% | Reduced |
| Alliancebernstein L.P. | 158,464 | $5.20M | 0.00% | −10,064−6.0% | Reduced |
| Parametric Portfolio Associates LLC | 159,618 | $5.24M | 0.00% | +50,896+46.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 160,700 | $5.27M | 0.02% | −73,700−31.4% | Reduced |
| First Washington CORP | 162,956 | $5.35M | 2.16% | +137,956+551.8% | Added |
| Verition Fund Management LLC | 165,372 | $5.43M | 0.10% | +53,230+47.5% | Added |
| Assenagon Asset Management S.A. | 166,918 | $5.48M | 0.02% | −270,692−61.9% | Reduced |
| Man Group plc | 169,663 | $5.57M | 0.02% | +69,723+69.8% | Added |
| Cubist Systematic Strategies, LLC | 182,632 | $5.99M | 0.05% | +37,652+26.0% | Added |
| Citadel Advisors LLC | 187,478 | $6.15M | 0.01% | −25,748−12.1% | Reduced |
| First Trust Advisors LP | 192,199 | $6.31M | 0.01% | +91,175+90.3% | Added |
| Balyasny Asset Management LLC | 199,185 | $6.54M | 0.03% | −138,730−41.1% | Reduced |
| Rhumbline Advisers | 200,767 | $6.59M | 0.01% | −2,179−1.1% | Reduced |
| Congress Asset Management Co | 213,076 | $6.99M | 0.06% | +12,534+6.3% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 213,372 | $7.00M | 0.73% | −1,404−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 235,000 | $7.71M | 0.15% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 240,676 | $7.90M | 0.02% | +208,686+652.3% | Added |
| Jacobs Levy Equity Management, Inc | 244,302 | $8.02M | 0.05% | +39,557+19.3% | Added |
| Arrowstreet Capital, Limited Partnership | 252,751 | $8.29M | 0.01% | −576,838−69.5% | Reduced |
| American Century Companies Inc | 253,919 | $8.33M | 0.01% | +62,130+32.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 299,195 | $9.82M | 0.03% | +17,215+6.1% | Added |
| Morgan Stanley | 302,377 | $9.92M | 0.00% | −39,008−11.4% | Reduced |
| AQR Capital Management LLC | 309,555 | $10.2M | 0.02% | −73,649−19.2% | Reduced |
| Renaissance Technologies LLC | 347,276 | $11.4M | 0.01% | +39,700+12.9% | Added |
| Victory Capital Management Inc | 381,036 | $11.6M | 0.01% | +349,403+1,104.6% | Added |
| Bank of America Corp | 374,617 | $12.3M | 0.00% | +19,497+5.5% | Added |
| Nuveen Asset Management, LLC | 367,431 | $12.6M | 0.00% | −18,353−4.8% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 416,225 | $13.7M | 1.51% | −13,535−3.1% | Reduced |
| Invesco Ltd. | 447,710 | $14.7M | 0.00% | +171,315+62.0% | Added |
| Principal Financial Group Inc | 504,651 | $16.6M | 0.01% | −6,232−1.2% | Reduced |
| Lazard Asset Management LLC | 510,742 | $16.8M | 0.02% | +424,205+490.2% | Added |
| Wells Fargo & Company | 530,761 | $17.4M | 0.00% | −27,634−4.9% | Reduced |
| Baird Financial Group, Inc. | 558,994 | $18.3M | 0.05% | +21,034+3.9% | Added |
| Millennium Management LLC | 614,785 | $20.2M | 0.02% | −430,117−41.2% | Reduced |
| JPMorgan Chase & Co | 656,096 | $21.5M | 0.00% | +57,046+9.5% | Added |
| Clearbridge Investments, LLC | 765,939 | $25.1M | 0.02% | −103,625−11.9% | Reduced |
| Charles Schwab Investment Management Inc | 887,765 | $29.1M | 0.01% | +135,657+18.0% | Added |
| Bank of New York Mellon Corp | 906,332 | $29.7M | 0.01% | +11,031+1.2% | Added |
| Ameriprise Financial Inc | 970,653 | $31.9M | 0.01% | +170,831+21.4% | Added |
| Norges Bank | 985,820 | $32.4M | 0.01% | −201,801−17.0% | Reduced |
| Northern Trust Corp | 1,055,456 | $34.6M | 0.01% | −36,802−3.4% | Reduced |
| William Blair Investment Management, LLC | 1,091,458 | $35.8M | 0.11% | +1,091,458 | New |
| Systematic Financial Management LP | 1,167,944 | $38.3M | 1.20% | +3,468+0.3% | Added |
| Geode Capital Management, LLC | 1,231,073 | $40.4M | 0.01% | −11,717−0.9% | Reduced |
| Frontier Capital Management Co LLC | 1,240,353 | $40.7M | 0.37% | −47,590−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,073,735 | $68.1M | 0.40% | +183,238+9.7% | Added |
| Goldman Sachs Group Inc | 2,281,757 | $74.9M | 0.02% | −101,154−4.2% | Reduced |
| State Street Corp | 2,742,692 | $90.0M | 0.00% | +91,946+3.5% | Added |
| Dimensional Fund Advisors LP | 5,249,995 | $172.3M | 0.05% | −72,505−1.4% | Reduced |
| Vanguard Group Inc | 6,867,165 | $225.4M | 0.01% | +7,145+0.1% | Added |
| BlackRock Inc. | 7,869,600 | $258.3M | 0.01% | +278,963+3.7% | Added |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −289,523−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −89,657−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −84,836−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −41,565−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −17,027−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,344−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −8,034−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,192−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |