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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 305,477 | $9.17M | 0.00% | −225,284−42.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 312,700 | $9.39M | 0.04% | +13,505+4.5% | Added |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 314,826 | $9.45M | 1.21% | −101,399−24.4% | Reduced |
| American Century Companies Inc | 329,181 | $9.88M | 0.01% | +75,262+29.6% | Added |
| Verition Fund Management LLC | 353,279 | $10.6M | 0.23% | +187,907+113.6% | Added |
| Citadel Advisors LLC | 363,798 | $10.9M | 0.01% | +176,320+94.0% | Added |
| Bank of America Corp | 374,903 | $11.3M | 0.00% | +286+0.1% | Added |
| ExodusPoint Capital Management, LP | 390,688 | $11.7M | 0.17% | +274,248+235.5% | Added |
| Victory Capital Management Inc | 417,546 | $12.5M | 0.01% | +36,510+9.6% | Added |
| Arrowstreet Capital, Limited Partnership | 428,373 | $12.9M | 0.02% | +175,622+69.5% | Added |
| Morgan Stanley | 449,387 | $13.5M | 0.00% | +147,010+48.6% | Added |
| AQR Capital Management LLC | 526,616 | $15.6M | 0.04% | +217,061+70.1% | Added |
| Principal Financial Group Inc | 534,004 | $16.0M | 0.01% | +29,353+5.8% | Added |
| Baird Financial Group, Inc. | 564,983 | $17.0M | 0.05% | +5,989+1.1% | Added |
| Lazard Asset Management LLC | 566,920 | $17.0M | 0.02% | +56,178+11.0% | Added |
| Man Group plc | – | $17.7M | 0.08% | – | – |
| Nuveen Asset Management, LLC | 606,337 | $18.2M | 0.01% | +238,906+65.0% | Added |
| JPMorgan Chase & Co | 641,583 | $19.3M | 0.00% | −14,513−2.2% | Reduced |
| Norges Bank | 647,109 | $19.4M | 0.01% | −338,711−34.4% | Reduced |
| Clearbridge Investments, LLC | 677,821 | $20.3M | 0.02% | −88,118−11.5% | Reduced |
| Invesco Ltd. | 842,760 | $25.3M | 0.01% | +395,050+88.2% | Added |
| Bank of New York Mellon Corp | 870,658 | $26.1M | 0.01% | −35,674−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 907,962 | $27.3M | 0.01% | +20,197+2.3% | Added |
| Ameriprise Financial Inc | 943,513 | $28.3M | 0.01% | −27,140−2.8% | Reduced |
| Northern Trust Corp | 1,032,092 | $31.0M | 0.01% | −23,364−2.2% | Reduced |
| William Blair Investment Management, LLC | 1,064,595 | $32.0M | 0.12% | −26,863−2.5% | Reduced |
| Geode Capital Management, LLC | 1,198,390 | $36.0M | 0.01% | −32,683−2.7% | Reduced |
| Frontier Capital Management Co LLC | 1,251,786 | $37.6M | 0.43% | +11,433+0.9% | Added |
| Systematic Financial Management LP | 1,258,888 | $37.8M | 1.31% | +90,944+7.8% | Added |
| Goldman Sachs Group Inc | 1,827,024 | $54.8M | 0.02% | −454,733−19.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,894,677 | $56.9M | 0.39% | −179,058−8.6% | Reduced |
| State Street Corp | 3,124,445 | $93.8M | 0.01% | +381,753+13.9% | Added |
| Dimensional Fund Advisors LP | 5,226,249 | $156.9M | 0.06% | −23,746−0.5% | Reduced |
| Vanguard Group Inc | 6,944,393 | $208.5M | 0.01% | +77,228+1.1% | Added |
| BlackRock Inc. | 7,911,264 | $237.5M | 0.01% | +41,664+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −160,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −35,467−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,787−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,721−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −17,353−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −17,266−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −14,085−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,503−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −10,622−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,960−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,347−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,839−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,926−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Madison Wealth Management | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |