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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1,352 | $41.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 906 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 720 | $22.0K | 0.00% | +216+42.9% | Added |
| Nomura Asset Management Co Ltd | 670 | $20.1K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 603 | $19.0K | 0.01% | +2+0.3% | Added |
| McIlrath & Eck, LLC | 614 | $18.0K | 0.00% | +1+0.2% | Added |
| Private Trust Co NA | 424 | $13.0K | 0.00% | −6−1.4% | Reduced |
| Quantbot Technologies LP | 453 | $13.0K | 0.00% | +453 | New |
| TCI Wealth Advisors, Inc. | 295 | $9.00K | 0.00% | −39−11.7% | Reduced |
| IFP Advisors, Inc | 128 | $8.00K | 0.00% | +17+15.3% | Added |
| Manchester Capital Management LLC | 193 | $6.00K | 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 |
| Aua Capital Management, LLC | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |