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, Q2 2022
Institutional positions in Wafd Inc as of Jun 30, 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
- 235
- −10 vs. Q1 2022
- Shares held
- 53.5M
- −241.5K (−0.4%) vs. Q1 2022
- Total value
- $1.62B
- −$139.7M (−7.9%) vs. Q1 2022
- New holders
- 17
- 90 more added
- Sold out
- 27
- 94 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | −89−84.8% | Reduced |
| Rockefeller Capital Management L.P. | 13 | $0 | 0.00% | +2+18.2% | Added |
| Sutton Wealth Advisors Inc. | 12 | $360 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 47 | $1.00K | 0.00% | −406−89.6% | Reduced |
| Parallel Advisors, LLC | 31 | $1.00K | 0.00% | −71−69.6% | Reduced |
| Signaturefd, LLC | 22 | $1.00K | 0.00% | −40−64.5% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $1.00K | 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 |
| Disciplined Investments, LLC | 20 | $1.00K | 0.00% | +4+25.0% | Added |
| Schubert & Co | 26 | $1.00K | 0.00% | +6+30.0% | Added |
| Steward Financial Group LLC | 40 | $1.00K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | −300−75.0% | Reduced |
| Aua Capital Management, LLC | 103 | $3.00K | 0.00% | −8−7.2% | Reduced |
| Global Retirement Partners, LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $3.00K | 0.00% | +38+65.5% | Added |
| Quent Capital, LLC | 181 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 193 | $6.00K | 0.00% | −17−8.1% | Reduced |
| IFP Advisors, Inc | 111 | $7.00K | 0.00% | −124−52.8% | Reduced |
| Zions Bancorporation, N.A. | 270 | $8.00K | 0.00% | −97−26.4% | Reduced |
| TCI Wealth Advisors, Inc. | 334 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 433 | $13.0K | 0.00% | −285−39.7% | Reduced |
| Private Trust Co NA | 430 | $13.0K | 0.00% | +430 | New |
| Ronald Blue Trust, Inc. | 504 | $17.0K | 0.00% | +504 | New |
| McIlrath & Eck, LLC | 613 | $18.0K | 0.01% | +1+0.2% | Added |
| Accel Wealth Management | 601 | $19.0K | 0.01% | +1+0.2% | Added |
| Nomura Asset Management Co Ltd | 670 | $20.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 798 | $24.0K | 0.00% | +149+23.0% | Added |
| Northwestern Mutual Wealth Management Co | 822 | $25.0K | 0.00% | +287+53.6% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $27.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,200 | $36.0K | 0.01% | −275−18.6% | Reduced |
| Meeder Asset Management Inc | 1,225 | $37.0K | 0.00% | +786+179.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,391 | $41.0K | 0.00% | −19,406−93.3% | Reduced |
| Harbour Investments, Inc. | 1,352 | $41.0K | 0.00% | +1,352 | New |
| Macquarie Group Ltd | 1,538 | $46.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $52.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 1,815 | $54.0K | 0.00% | +38+2.1% | Added |
| Quadrant Capital Group LLC | 1,991 | $60.0K | 0.01% | +54+2.8% | Added |
| TD Private Client Wealth LLC | 2,149 | $64.5K | 0.00% | −115−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,570 | $77.0K | 0.00% | −1,190−31.6% | Reduced |
| KBC Group NV | 2,775 | $83.0K | 0.00% | +187+7.2% | Added |
| State of Wyoming | 2,956 | $89.0K | 0.06% | +2,956 | New |
| Marshall & Sullivan Inc | 3,148 | $94.0K | 0.06% | +3,148 | New |
| Metropolitan Life Insurance Co | 3,953 | $118.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $119.9K | 0.00% | +2,093+110.2% | Added |
| Bartlett & Co. LLC | 3,993 | $120.0K | 0.00% | +2,093+110.2% | Added |
| Captrust Financial Advisors | 4,118 | $124.0K | 0.00% | +27+0.7% | Added |
| Simplex Trading, LLC | 4,362 | $130.0K | 0.00% | +4,362 | New |
| Investors Asset Management of Georgia Inc | 5,457 | $164.0K | 0.09% | −693−11.3% | Reduced |
| Securian Asset Management, Inc | 5,953 | $179.0K | 0.00% | +101+1.7% | Added |
| Truist Financial Corp | 7,431 | $223.0K | 0.00% | −284−3.7% | Reduced |
| Sciencast Management LP | 6,632 | $225.0K | 0.05% | +6,632 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $226.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,775 | $233.0K | 0.00% | +5,670+269.4% | Added |
| Teza Capital Management LLC | 7,873 | $236.0K | 0.09% | +7,873 | New |
| Versor Investments LP | 7,898 | $237.0K | 0.01% | −2,256−22.2% | Reduced |
| Neuberger Berman Group LLC | 7,917 | $238.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,019 | $242.0K | 0.00% | +243+3.1% | Added |
| SG Americas Securities, LLC | 8,235 | $247.0K | 0.00% | −12,128−59.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,326 | $250.0K | 0.01% | +6,948+504.2% | Added |
| Lakeside Advisors, INC. | 8,392 | $252.0K | 0.21% | +107+1.3% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $264.0K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,108 | $273.0K | 0.00% | −81,520−90.0% | Reduced |
| State of Alaska, Department of Revenue | 9,383 | $281.0K | 0.00% | +75+0.8% | Added |
| GW Henssler & Associates Ltd | 9,473 | $284.0K | 0.02% | +17+0.2% | Added |
| M&T Bank Corp | 9,533 | $287.0K | 0.00% | −2,543−21.1% | Reduced |
| IMS Capital Management | 9,843 | $295.0K | 0.19% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $300.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 9,991 | $300.0K | 0.00% | +537+5.7% | Added |
| Xponance, Inc. | 10,133 | $304.0K | 0.01% | +570+6.0% | Added |
| New Mexico Educational Retirement Board | 10,300 | $309.0K | 0.01% | −5,100−33.1% | Reduced |
| Janus Henderson Group PLC | 10,462 | $314.0K | 0.00% | −19−0.2% | Reduced |
| Trexquant Investment LP | 10,527 | $316.0K | 0.01% | +39+0.4% | Added |
| Teacher Retirement System of Texas | 10,687 | $321.0K | 0.00% | −2,730−20.3% | Reduced |
| ProShare Advisors LLC | 10,868 | $326.0K | 0.00% | −6,317−36.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,932 | $328.0K | 0.01% | +99+0.9% | Added |
| Handelsbanken Fonder AB | 10,974 | $329.0K | 0.00% | −400−3.5% | Reduced |
| Brighton Jones LLC | 11,363 | $341.0K | 0.02% | +50+0.4% | Added |
| The PNC Financial Services Group, Inc. | 11,908 | $358.0K | 0.00% | +1,081+10.0% | Added |
| Janney Montgomery Scott LLC | 12,019 | $361.0K | 0.00% | −676−5.3% | Reduced |
| Bank of Montreal | 11,797 | $367.0K | 0.00% | −1,532−11.5% | Reduced |
| Jump Financial, LLC | 12,300 | $369.0K | 0.02% | −18,737−60.4% | Reduced |
| DuPont Capital Management Corp | 12,373 | $371.0K | 0.02% | +4,473+56.6% | Added |
| Millennium Management LLC | 12,387 | $372.0K | 0.00% | −602,398−98.0% | Reduced |
| Keeley-Teton Advisors, LLC | 14,000 | $420.0K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,209 | $427.0K | 0.00% | +14,209 | New |
| Royal Bank of Canada | 14,353 | $430.0K | 0.00% | −28−0.2% | Reduced |
| TD Asset Management Inc | 14,600 | $438.0K | 0.00% | +14,600 | New |
| Russell Investments Group, Ltd. | 15,054 | $450.0K | 0.00% | −1,065−6.6% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $475.0K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,990 | $480.0K | 0.02% | +7,390+85.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 16,102 | $483.0K | 0.00% | +16,102 | New |
| State of Wisconsin Investment Board | 16,411 | $493.0K | 0.00% | +16,411 | New |
| Dynamic Technology Lab Private Ltd | 16,620 | $499.0K | 0.06% | −3,880−18.9% | Reduced |
| Federated Hermes, Inc. | 16,654 | $500.0K | 0.00% | −678−3.9% | Reduced |
| State of Michigan Retirement System | 16,657 | $500.0K | 0.00% | +100+0.6% | Added |
| Thrivent Financial for Lutherans | 17,134 | $514.0K | 0.00% | −23,471−57.8% | Reduced |
| Arizona State Retirement System | 17,697 | $531.0K | 0.01% | +66+0.4% | Added |