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 |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 284,500 | $8.53M | 0.04% | −28,200−9.0% | Reduced |
| Renaissance Technologies LLC | 287,276 | $8.61M | 0.01% | +98,900+52.5% | Added |
| ExodusPoint Capital Management, LP | 289,137 | $8.67M | 0.12% | −101,551−26.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 299,242 | $8.97M | 0.03% | +8,478+2.9% | Added |
| Bank of America Corp | 341,288 | $10.2M | 0.00% | −33,615−9.0% | Reduced |
| American Century Companies Inc | 365,420 | $11.0M | 0.01% | +36,239+11.0% | Added |
| Victory Capital Management Inc | 367,700 | $11.0M | 0.01% | −49,846−11.9% | Reduced |
| Principal Financial Group Inc | 379,031 | $11.4M | 0.01% | −154,973−29.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 442,291 | $13.3M | 0.02% | +13,918+3.2% | Added |
| Morgan Stanley | 465,465 | $14.0M | 0.00% | +16,078+3.6% | Added |
| Man Group plc | 551,080 | $16.5M | 0.08% | – | – |
| Baird Financial Group, Inc. | 571,832 | $17.1M | 0.05% | +6,849+1.2% | Added |
| LSV Asset Management | 583,608 | $17.5M | 0.04% | +583,608 | New |
| Nuveen Asset Management, LLC | 616,715 | $18.5M | 0.01% | +10,378+1.7% | Added |
| JPMorgan Chase & Co | 626,140 | $18.8M | 0.00% | −15,443−2.4% | Reduced |
| Verition Fund Management LLC | 641,383 | $19.2M | 0.26% | +288,104+81.6% | Added |
| Norges Bank | 647,109 | $19.4M | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 654,356 | $19.6M | 0.02% | −23,465−3.5% | Reduced |
| AQR Capital Management LLC | 771,224 | $23.1M | 0.06% | +244,608+46.4% | Added |
| Invesco Ltd. | 845,773 | $25.4M | 0.01% | +3,013+0.4% | Added |
| Bank of New York Mellon Corp | 866,473 | $26.0M | 0.01% | −4,185−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 924,863 | $27.7M | 0.01% | +16,901+1.9% | Added |
| Ameriprise Financial Inc | 943,441 | $28.3M | 0.01% | −720.0% | Reduced |
| Northern Trust Corp | 1,019,399 | $30.6M | 0.01% | −12,693−1.2% | Reduced |
| Frontier Capital Management Co LLC | 1,023,481 | $30.7M | 0.36% | −228,305−18.2% | Reduced |
| William Blair Investment Management, LLC | 1,046,106 | $31.4M | 0.12% | −18,489−1.7% | Reduced |
| Geode Capital Management, LLC | 1,211,974 | $36.3M | 0.01% | +13,584+1.1% | Added |
| Systematic Financial Management LP | 1,275,867 | $38.3M | 1.40% | +16,979+1.3% | Added |
| Goldman Sachs Group Inc | 1,872,483 | $56.1M | 0.02% | +45,459+2.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,893,218 | $56.8M | 0.41% | −1,459−0.1% | Reduced |
| State Street Corp | 2,930,061 | $87.8M | 0.01% | −194,384−6.2% | Reduced |
| Dimensional Fund Advisors LP | 5,244,727 | $157.2M | 0.06% | +18,478+0.4% | Added |
| Vanguard Group Inc | 7,074,908 | $212.1M | 0.01% | +130,515+1.9% | Added |
| BlackRock Inc. | 7,783,106 | $233.3M | 0.01% | −128,158−1.6% | Reduced |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −314,826−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −141,339−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −116,035−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −114,559−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −39,039−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,620−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,990−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −12,373−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −11,797−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,873−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,775−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −3,148−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Sciencast Management LP | – | – | – | – | Not filed |