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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 3,760 | $123.0K | 0.00% | +1,260+50.4% | Added |
| KBC Group NV | 2,588 | $85.0K | 0.00% | −35,109−93.1% | Reduced |
| Point72 Hong Kong Ltd | 2,513 | $82.0K | 0.01% | +2,513 | New |
| TD Private Client Wealth LLC | 2,264 | $74.3K | 0.00% | +1,890+505.3% | Added |
| Pacer Advisors, Inc. | 2,105 | $69.0K | 0.00% | −4,881−69.9% | Reduced |
| Quadrant Capital Group LLC | 1,937 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,900 | $62.4K | 0.00% | +1,900 | New |
| Bartlett & Co. LLC | 1,900 | $62.0K | 0.00% | +1,900 | New |
| US Bancorp | 1,777 | $59.0K | 0.00% | −1,423−44.5% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $57.0K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,538 | $50.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,475 | $48.0K | 0.01% | +1,475 | New |
| Tower Research Capital LLC (TRC) | 1,378 | $46.0K | 0.00% | −2,831−67.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 906 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 718 | $24.0K | 0.00% | +718 | New |
| Nomura Asset Management Co Ltd | 670 | $22.0K | 0.00% | +670 | New |
| Exchange Traded Concepts, LLC | 649 | $21.0K | 0.00% | +649 | New |
| McIlrath & Eck, LLC | 612 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 600 | $20.0K | 0.01% | +600 | New |
| Northwestern Mutual Wealth Management Co | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 453 | $15.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 439 | $14.0K | 0.00% | +437+21,850.0% | Added |
| Aquatic Capital Management LLC | 400 | $13.0K | 0.02% | −1,000−71.4% | Reduced |
| Zions Bancorporation, N.A. | 367 | $12.0K | 0.00% | +367 | New |
| TCI Wealth Advisors, Inc. | 334 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 235 | $11.0K | 0.00% | +111+89.5% | Added |
| Fieldpoint Private Securities, LLC | 255 | $8.00K | 0.00% | +50+24.4% | Added |
| Manchester Capital Management LLC | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 12 | $394 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |