Skip to main content

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.

Institutional holdersQ3 2022: 234 institutions
Q1 2021: 219 institutionsQ2 2021: 210 institutionsQ3 2021: 227 institutionsQ4 2021: 241 institutionsQ1 2022: 251 institutionsQ2 2022: 235 institutionsQ3 2022: 234 institutionsQ4 2022: 252 institutionsQ1 2023: 246 institutionsQ2 2023: 218 institutionsQ3 2023: 214 institutionsQ4 2023: 213 institutionsQ1 2024: 229 institutionsQ2 2024: 230 institutionsQ3 2024: 247 institutionsQ4 2024: 249 institutionsQ1 2025: 244 institutionsQ2 2025: 256 institutionsQ3 2025: 255 institutionsQ4 2025: 259 institutionsQ1 2026: 259 institutionsQ2 2026: 289 institutions
Value heldQ3 2022: $1.59B
Q1 2021: $1.81BQ2 2021: $1.81BQ3 2021: $1.84BQ4 2021: $1.77BQ1 2022: $1.77BQ2 2022: $1.62BQ3 2022: $1.59BQ4 2022: $1.81BQ1 2023: $1.74BQ2 2023: $1.50BQ3 2023: $1.39BQ4 2023: $1.79BQ1 2024: $1.65BQ2 2024: $1.78BQ3 2024: $2.23BQ4 2024: $2.09BQ1 2025: $1.86BQ2 2025: $1.86BQ3 2025: $1.86BQ4 2025: $1.99BQ1 2026: $1.94BQ2 2026: $2.40B
Institutions holding WAFD and their total value by quarter
QuarterHoldersValue
Q2 2026289$2.40B
Q1 2026259$1.94B
Q4 2025259$1.99B
Q3 2025255$1.86B
Q2 2025256$1.86B
Q1 2025244$1.86B
Q4 2024249$2.09B
Q3 2024247$2.23B
Q2 2024230$1.78B
Q1 2024229$1.65B
Q4 2023213$1.79B
Q3 2023214$1.39B
Q2 2023218$1.50B
Q1 2023246$1.74B
Q4 2022252$1.81B
Q3 2022234$1.59B
Q2 2022235$1.62B
Q1 2022251$1.77B
Q4 2021241$1.77B
Q3 2021227$1.84B
Q2 2021210$1.81B
Q1 2021219$1.81B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2022.

Institutions holding WAFD in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cornercap Investment Counsel Inc34,680$1.04M0.20%+2,455+7.6%Added
Dark Forest Capital Management LP34,502$1.03M0.19%−53,057−60.6%Reduced
TD Asset Management Inc33,000$1.00M0.00%+18,400+126.0%Added
Yousif Capital Management, LLC33,334$999.0K0.01%−3,369−9.2%Reduced
Harbour Investment Management LLC32,847$985.0K0.62%−124−0.4%Reduced
Barclays PLC32,683$979.0K0.00%−25,529−43.9%Reduced
Ensign Peak Advisors, Inc32,289$968.0K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp31,622$948.0K0.00%+5,410+20.6%Added
Ontario Teachers Pension Plan Board31,041$931.0K0.01%+11,502+58.9%Added
Price T Rowe Associates Inc29,563$887.0K0.00%−15,832−34.9%Reduced
Citigroup Inc28,884$865.0K0.00%−19,508−40.3%Reduced
Putnam Investments LLC28,824$864.0K0.00%−523−1.8%Reduced
Jackson Creek Investment Advisors LLC28,028$840.0K0.39%−1,829−6.1%Reduced
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus27,847$835.0K0.25%−33,343−54.5%Reduced
Deutsche Bank AG27,673$830.0K0.00%−6,820−19.8%Reduced
Mirae Asset Global Investments Co., Ltd.27,603$828.0K0.00%+8,330+43.2%Added
Ferguson Wellman Capital Management, Inc26,978$809.0K0.03%00.0%Unchanged
Russell Investments Group, Ltd.26,365$788.0K0.00%+11,311+75.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,900$776.0K0.01%+46+0.2%Added
Hillsdale Investment Management Inc.25,300$758.0K0.07%00.0%Unchanged
Jane Street Group, LLC24,824$744.0K0.00%+24,824New
Dorsey & Whitney Trust CO LLC24,419$731.0K0.08%+3,560+17.1%Added
HRT Financial LP24,120$723.0K0.01%+24,120New
BNP Paribas Arbitrage, SA24,055$721.2K0.00%−6,514−21.3%Reduced
Thrivent Financial for Lutherans23,843$715.0K0.00%+6,709+39.2%Added
IFG Advisory, LLC22,984$689.0K0.06%00.0%Unchanged
Duality Advisers, LP21,918$657.0K0.07%+21,918New
Ameritas Investment Partners, Inc.21,661$649.0K0.03%−618−2.8%Reduced
ETF Managers Group, LLC21,089$632.0K0.02%+1,021+5.1%Added
Mission Wealth Management, LP21,029$630.0K0.03%00.0%Unchanged
Fox Run Management, L.L.C.20,998$630.0K0.25%+20,998New
Washington Trust Bank20,889$626.0K0.08%00.0%Unchanged
Citadel Advisors LLC19,910$597.0K0.00%−343,888−94.5%Reduced
Graham Capital Management, L.P.19,834$594.0K0.03%−12,722−39.1%Reduced
Bailard, Inc.19,600$588.0K0.02%+19,600New
Rafferty Asset Management, LLC19,174$575.0K0.01%−3,913−16.9%Reduced
Tradewinds Capital Management, LLC19,000$570.0K0.23%00.0%Unchanged
Two Sigma Investments, LP18,866$566.0K0.00%−7,782−29.2%Reduced
Oregon Public Employees Retirement Fund18,630$559.0K0.01%00.0%Unchanged
Arizona State Retirement System17,747$532.0K0.01%+50+0.3%Added
Louisiana State Employees Retirement System17,400$522.0K0.02%+200+1.2%Added
Commonwealth Equity Services, LLC17,021$510.0K0.00%−4,511−21.0%Reduced
State of Michigan Retirement System16,457$493.0K0.00%−200−1.2%Reduced
Federated Hermes, Inc.15,895$477.0K0.00%−759−4.6%Reduced
Bridgewater Associates, LP15,919$477.0K0.00%+15,919New
Cutler Investment Counsel LLC15,832$475.0K0.08%00.0%Unchanged
HSBC Holdings PLC15,425$472.0K0.00%−18,921−55.1%Reduced
New York Life Investment Management LLC15,335$460.0K0.01%+1,126+7.9%Added
Los Angeles Capital Management LLC15,244$457.0K0.00%−13,865−47.6%Reduced
Envestnet Asset Management Inc14,217$426.0K0.00%−6,116−30.1%Reduced
Keeley-Teton Advisors, LLC14,000$420.0K0.06%00.0%Unchanged
Squarepoint Ops LLC13,410$402.0K0.00%+13,410New
Teachers Retirement System of the State of Kentucky13,363$401.0K0.00%+13,363New
Campbell & CO Investment Adviser LLC13,014$390.0K0.09%+13,014New
Sumitomo Mitsui Trust Holdings, Inc.12,802$384.0K0.00%−3,300−20.5%Reduced
State of Wisconsin Investment Board12,172$365.0K0.00%−4,239−25.8%Reduced
Janney Montgomery Scott LLC12,015$360.0K0.00%−40.0%Reduced
The PNC Financial Services Group, Inc.11,849$354.0K0.00%−59−0.5%Reduced
Handelsbanken Fonder AB10,974$329.0K0.00%00.0%Unchanged
Brighton Jones LLC10,796$324.0K0.02%−567−5.0%Reduced
ProShare Advisors LLC10,713$322.0K0.00%−155−1.4%Reduced
SG Americas Securities, LLC10,582$317.0K0.00%+2,347+28.5%Added
Janus Henderson Group PLC10,485$314.0K0.00%+23+0.2%Added
New Mexico Educational Retirement Board10,300$309.0K0.02%00.0%Unchanged
Alps Advisors Inc10,192$306.0K0.00%+10,192New
Xponance, Inc.10,167$305.0K0.01%+34+0.3%Added
Gamco Investors, Inc. Et Al10,000$300.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.9,991$300.0K0.00%00.0%Unchanged
Royal Bank of Canada9,864$296.0K0.00%−4,489−31.3%Reduced
IMS Capital Management9,843$295.0K0.20%00.0%Unchanged
Tower Research Capital LLC (TRC)9,667$290.0K0.00%+1,341+16.1%Added
GW Henssler & Associates Ltd9,526$286.0K0.02%+53+0.6%Added
Northwestern Mutual Investment Management Company, LLC9,435$283.0K0.01%−1,497−13.7%Reduced
State of Alaska, Department of Revenue9,383$281.0K0.00%00.0%Unchanged
Acadian Asset Management LLC9,108$273.0K0.00%00.0%Unchanged
MidWestOne Financial Group, Inc.8,802$264.0K0.07%00.0%Unchanged
Lakeside Advisors, INC.8,399$252.0K0.23%+7+0.1%Added
M&T Bank Corp8,366$251.0K0.00%−1,167−12.2%Reduced
Neuberger Berman Group LLC7,917$237.0K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc7,866$236.0K0.12%+2,409+44.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,538$226.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.7,312$220.0K0.00%−707−8.8%Reduced
Point72 Hong Kong Ltd7,184$215.0K0.01%+7,184New
Franklin Resources Inc6,788$203.0K0.00%+6,788New
Truist Financial Corp6,689$201.0K0.00%−742−10.0%Reduced
Securian Asset Management, Inc5,953$178.0K0.01%00.0%Unchanged
State of Wyoming4,600$138.0K0.07%+1,644+55.6%Added
Bartlett & Co. LLC3,993$120.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3,993$119.7K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,953$118.5K0.01%00.0%Unchanged
Lazard Asset Management LLC3,787$113.0K0.00%−563,133−99.3%Reduced
KBC Group NV2,775$83.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,671$81.0K0.00%+101+3.9%Added
Allspring Global Investments Holdings, LLC2,417$72.0K0.00%+1,026+73.8%Added
TD Private Client Wealth LLC2,149$64.4K0.00%00.0%Unchanged
Quadrant Capital Group LLC2,138$64.0K0.01%+147+7.4%Added
US Bancorp2,105$63.0K0.00%+290+16.0%Added
Bellevue Asset Management, LLC1,735$53.0K0.04%00.0%Unchanged
Macquarie Group Ltd820$46.0K0.00%−718−46.7%Reduced
Meeder Asset Management Inc1,512$45.0K0.00%+287+23.4%Added