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, Q3 2022
Institutional positions in Wafd Inc as of Sep 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
- 234
- +1 vs. Q2 2022
- Shares held
- 53.2M
- −278.4K (−0.5%) vs. Q2 2022
- Total value
- $1.59B
- −$27.9M (−1.7%) vs. Q2 2022
- New holders
- 25
- 70 more added
- Sold out
- 24
- 91 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 16 | $0 | 0.00% | −4−20.0% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | −7−43.8% | Reduced |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 13 | $0 | 0.00% | +13 | New |
| Lindbrook Capital, LLC | 22 | $1.00K | 0.00% | −411−94.9% | Reduced |
| Fifth Third Bancorp | 47 | $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 |
| Signaturefd, LLC | 50 | $1.00K | 0.00% | +28+127.3% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 39 | $1.00K | 0.00% | +13+50.0% | Added |
| Farmers & Merchants Investments Inc | 30 | $1.00K | 0.00% | +30 | New |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $1.00K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 71 | $2.00K | 0.00% | −25−26.0% | Reduced |
| Versant Capital Management, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 176 | $5.00K | 0.00% | +145+467.7% | Added |
| Wipfli Financial Advisors LLC, | 170 | $5.00K | 0.00% | +170 | New |
| Manchester Capital Management LLC | 193 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 128 | $8.00K | 0.00% | +17+15.3% | Added |
| TCI Wealth Advisors, Inc. | 295 | $9.00K | 0.00% | −39−11.7% | Reduced |
| Private Trust Co NA | 424 | $13.0K | 0.00% | −6−1.4% | Reduced |
| Quantbot Technologies LP | 453 | $13.0K | 0.00% | +453 | New |
| McIlrath & Eck, LLC | 614 | $18.0K | 0.00% | +1+0.2% | Added |
| Accel Wealth Management | 603 | $19.0K | 0.01% | +2+0.3% | Added |
| Nomura Asset Management Co Ltd | 670 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 720 | $22.0K | 0.00% | +216+42.9% | Added |
| Northwestern Mutual Wealth Management Co | 822 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 906 | $27.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,352 | $41.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,512 | $45.0K | 0.00% | +287+23.4% | Added |
| Macquarie Group Ltd | 820 | $46.0K | 0.00% | −718−46.7% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $53.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 2,105 | $63.0K | 0.00% | +290+16.0% | Added |
| Quadrant Capital Group LLC | 2,138 | $64.0K | 0.01% | +147+7.4% | Added |
| TD Private Client Wealth LLC | 2,149 | $64.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,417 | $72.0K | 0.00% | +1,026+73.8% | Added |
| Nisa Investment Advisors, LLC | 2,671 | $81.0K | 0.00% | +101+3.9% | Added |
| KBC Group NV | 2,775 | $83.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,787 | $113.0K | 0.00% | −563,133−99.3% | Reduced |
| Metropolitan Life Insurance Co | 3,953 | $118.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $119.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,993 | $120.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,600 | $138.0K | 0.07% | +1,644+55.6% | Added |
| Securian Asset Management, Inc | 5,953 | $178.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 6,689 | $201.0K | 0.00% | −742−10.0% | Reduced |
| Franklin Resources Inc | 6,788 | $203.0K | 0.00% | +6,788 | New |
| Point72 Hong Kong Ltd | 7,184 | $215.0K | 0.01% | +7,184 | New |
| Advisor Group Holdings, Inc. | 7,312 | $220.0K | 0.00% | −707−8.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,538 | $226.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,866 | $236.0K | 0.12% | +2,409+44.1% | Added |
| Neuberger Berman Group LLC | 7,917 | $237.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 8,366 | $251.0K | 0.00% | −1,167−12.2% | Reduced |
| Lakeside Advisors, INC. | 8,399 | $252.0K | 0.23% | +7+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $264.0K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,108 | $273.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 9,383 | $281.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,435 | $283.0K | 0.01% | −1,497−13.7% | Reduced |
| GW Henssler & Associates Ltd | 9,526 | $286.0K | 0.02% | +53+0.6% | Added |
| Tower Research Capital LLC (TRC) | 9,667 | $290.0K | 0.00% | +1,341+16.1% | Added |
| IMS Capital Management | 9,843 | $295.0K | 0.20% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,864 | $296.0K | 0.00% | −4,489−31.3% | Reduced |
| 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% | 00.0% | Unchanged |
| Xponance, Inc. | 10,167 | $305.0K | 0.01% | +34+0.3% | Added |
| Alps Advisors Inc | 10,192 | $306.0K | 0.00% | +10,192 | New |
| New Mexico Educational Retirement Board | 10,300 | $309.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,485 | $314.0K | 0.00% | +23+0.2% | Added |
| SG Americas Securities, LLC | 10,582 | $317.0K | 0.00% | +2,347+28.5% | Added |
| ProShare Advisors LLC | 10,713 | $322.0K | 0.00% | −155−1.4% | Reduced |
| Brighton Jones LLC | 10,796 | $324.0K | 0.02% | −567−5.0% | Reduced |
| Handelsbanken Fonder AB | 10,974 | $329.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,849 | $354.0K | 0.00% | −59−0.5% | Reduced |
| Janney Montgomery Scott LLC | 12,015 | $360.0K | 0.00% | −40.0% | Reduced |
| State of Wisconsin Investment Board | 12,172 | $365.0K | 0.00% | −4,239−25.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 12,802 | $384.0K | 0.00% | −3,300−20.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,014 | $390.0K | 0.09% | +13,014 | New |
| Teachers Retirement System of the State of Kentucky | 13,363 | $401.0K | 0.00% | +13,363 | New |
| Squarepoint Ops LLC | 13,410 | $402.0K | 0.00% | +13,410 | New |
| Keeley-Teton Advisors, LLC | 14,000 | $420.0K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,217 | $426.0K | 0.00% | −6,116−30.1% | Reduced |
| Los Angeles Capital Management LLC | 15,244 | $457.0K | 0.00% | −13,865−47.6% | Reduced |
| New York Life Investment Management LLC | 15,335 | $460.0K | 0.01% | +1,126+7.9% | Added |
| HSBC Holdings PLC | 15,425 | $472.0K | 0.00% | −18,921−55.1% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $475.0K | 0.08% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 15,895 | $477.0K | 0.00% | −759−4.6% | Reduced |
| Bridgewater Associates, LP | 15,919 | $477.0K | 0.00% | +15,919 | New |
| State of Michigan Retirement System | 16,457 | $493.0K | 0.00% | −200−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 17,021 | $510.0K | 0.00% | −4,511−21.0% | Reduced |
| Louisiana State Employees Retirement System | 17,400 | $522.0K | 0.02% | +200+1.2% | Added |
| Arizona State Retirement System | 17,747 | $532.0K | 0.01% | +50+0.3% | Added |
| Oregon Public Employees Retirement Fund | 18,630 | $559.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,866 | $566.0K | 0.00% | −7,782−29.2% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $570.0K | 0.23% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,174 | $575.0K | 0.01% | −3,913−16.9% | Reduced |
| Bailard, Inc. | 19,600 | $588.0K | 0.02% | +19,600 | New |