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, Q4 2022
Institutional positions in Wafd Inc as of Dec 31, 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
- 252
- +20 vs. Q3 2022
- Shares held
- 53.8M
- +744.6K (+1.4%) vs. Q3 2022
- Total value
- $1.81B
- +$214.3M (+13.5%) vs. Q3 2022
- New holders
- 39
- 93 more added
- Sold out
- 19
- 81 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,121,193 | $272.5M | 0.01% | +338,087+4.3% | Added |
| Vanguard Group Inc | 7,189,293 | $241.2M | 0.01% | +114,385+1.6% | Added |
| Dimensional Fund Advisors LP | 5,351,127 | $179.5M | 0.06% | +106,400+2.0% | Added |
| State Street Corp | 2,894,385 | $97.1M | 0.01% | −35,676−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,773,081 | $59.5M | 0.38% | −120,137−6.3% | Reduced |
| Goldman Sachs Group Inc | 1,583,975 | $53.1M | 0.02% | −288,508−15.4% | Reduced |
| Systematic Financial Management LP | 1,313,416 | $44.1M | 1.44% | +37,549+2.9% | Added |
| Geode Capital Management, LLC | 1,263,011 | $42.4M | 0.01% | +51,037+4.2% | Added |
| Artisan Partners Limited Partnership | 1,257,690 | $42.2M | 0.07% | +1,257,690 | New |
| Northern Trust Corp | 1,013,817 | $34.0M | 0.01% | −5,582−0.5% | Reduced |
| William Blair Investment Management, LLC | 1,008,046 | $33.8M | 0.13% | −38,060−3.6% | Reduced |
| Frontier Capital Management Co LLC | 996,220 | $33.4M | 0.36% | −27,261−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 930,356 | $31.2M | 0.01% | +5,493+0.6% | Added |
| Bank of New York Mellon Corp | 896,346 | $30.1M | 0.01% | +29,873+3.4% | Added |
| Ameriprise Financial Inc | 836,979 | $28.1M | 0.01% | −106,462−11.3% | Reduced |
| AQR Capital Management LLC | 798,632 | $26.8M | 0.06% | +27,408+3.6% | Added |
| Invesco Ltd. | 746,799 | $25.1M | 0.01% | −98,974−11.7% | Reduced |
| LSV Asset Management | 650,351 | $21.8M | 0.05% | +66,743+11.4% | Added |
| Norges Bank | 647,109 | $21.7M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 617,134 | $20.7M | 0.00% | −9,006−1.4% | Reduced |
| Clearbridge Investments, LLC | 600,555 | $20.1M | 0.02% | −53,801−8.2% | Reduced |
| Nuveen Asset Management, LLC | 576,944 | $19.4M | 0.01% | −39,771−6.4% | Reduced |
| Baird Financial Group, Inc. | 570,630 | $19.1M | 0.05% | −1,202−0.2% | Reduced |
| American Century Companies Inc | 471,636 | $15.8M | 0.01% | +106,216+29.1% | Added |
| Arrowstreet Capital, Limited Partnership | 466,889 | $15.7M | 0.02% | +24,598+5.6% | Added |
| Morgan Stanley | 443,151 | $14.9M | 0.00% | −22,314−4.8% | Reduced |
| Man Group plc | 435,955 | $14.6M | 0.05% | −115,125−20.9% | Reduced |
| Principal Financial Group Inc | 396,309 | $13.3M | 0.01% | +17,278+4.6% | Added |
| Robeco Institutional Asset Management B.V. | 390,001 | $13.1M | 0.04% | +90,759+30.3% | Added |
| Renaissance Technologies LLC | 384,576 | $12.9M | 0.02% | +97,300+33.9% | Added |
| Verition Fund Management LLC | 324,622 | $10.9M | 0.21% | −316,761−49.4% | Reduced |
| Moran Wealth Management, LLC | 315,508 | $10.6M | 0.40% | +315,508 | New |
| Hotchkis & Wiley Capital Management LLC | 290,140 | $9.73M | 0.04% | +5,640+2.0% | Added |
| Bank of America Corp | 271,732 | $9.12M | 0.00% | −69,556−20.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 235,095 | $7.89M | 0.05% | −9,882−4.0% | Reduced |
| Bridgeway Capital Management, LLC | 235,000 | $7.88M | 0.20% | 00.0% | Unchanged |
| Rhumbline Advisers | 229,660 | $7.71M | 0.01% | +252+0.1% | Added |
| Voya Investment Management LLC | 214,736 | $7.20M | 0.01% | +15,684+7.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 210,187 | $7.05M | 0.86% | −726−0.3% | Reduced |
| Congress Asset Management Co | 209,003 | $7.01M | 0.07% | +1,848+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 206,900 | $6.94M | 0.04% | +206,900 | New |
| Swiss National Bank | 157,800 | $5.29M | 0.00% | +2,900+1.9% | Added |
| Kennedy Capital Management, Inc. | 152,007 | $5.10M | 0.14% | −1,043−0.7% | Reduced |
| Dean Investment Associates, LLC | 151,911 | $5.10M | 0.87% | +12,965+9.3% | Added |
| FMR LLC | 151,527 | $5.08M | 0.00% | +32,320+27.1% | Added |
| Voloridge Investment Management, LLC | 144,994 | $4.86M | 0.03% | +18,535+14.7% | Added |
| Alliancebernstein L.P. | 143,793 | $4.82M | 0.00% | +487+0.3% | Added |
| New York State Teachers Retirement System | 139,204 | $4.67M | 0.01% | −1,700−1.2% | Reduced |
| UBS Group AG | 138,576 | $4.65M | 0.00% | +38,000+37.8% | Added |
| Algert Global LLC | 135,172 | $4.54M | 0.25% | +15,760+13.2% | Added |
| Brandywine Global Investment Management, LLC | 131,862 | $4.42M | 0.03% | −2,563−1.9% | Reduced |
| American International Group, Inc. | 131,735 | $4.42M | 0.03% | −1,436−1.1% | Reduced |
| Artemis Investment Management LLP | 128,602 | $4.34M | 0.05% | −9,262−6.7% | Reduced |
| First Trust Advisors LP | 124,049 | $4.16M | 0.00% | +5,187+4.4% | Added |
| Great Lakes Advisors, LLC | 121,470 | $4.08M | 0.23% | −4,566−3.6% | Reduced |
| Millennium Management LLC | 110,526 | $3.71M | 0.00% | −45,611−29.2% | Reduced |
| Allianz Asset Management GmbH | 104,855 | $3.52M | 0.01% | +8,224+8.5% | Added |
| D. E. Shaw & Co., Inc. | 100,317 | $3.37M | 0.01% | +3,810+3.9% | Added |
| Susquehanna International Group, LLP | 100,307 | $3.37M | 0.01% | −14,399−12.6% | Reduced |
| Legal & General Group Plc | 96,828 | $3.25M | 0.00% | +97+0.1% | Added |
| Victory Capital Management Inc | 95,768 | $3.21M | 0.00% | −271,932−74.0% | Reduced |
| Two Sigma Investments, LP | 92,363 | $3.10M | 0.01% | +73,497+389.6% | Added |
| Retirement Systems of Alabama | 86,107 | $2.89M | 0.01% | +586+0.7% | Added |
| California State Teachers Retirement System | 82,716 | $2.78M | 0.00% | +927+1.1% | Added |
| LPL Financial LLC | 80,037 | $2.69M | 0.00% | +425+0.5% | Added |
| Manufacturers Life Insurance Company, The | 75,944 | $2.55M | 0.00% | +581+0.8% | Added |
| Prudential Financial Inc | 74,995 | $2.52M | 0.00% | +14,793+24.6% | Added |
| MetLife Investment Management | 74,177 | $2.49M | 0.02% | −825−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 71,100 | $2.39M | 0.02% | +18,400+34.9% | Added |
| Coldstream Capital Management Inc | 68,972 | $2.31M | 0.08% | +68,972 | New |
| Bridgewater Associates, LP | 64,949 | $2.18M | 0.01% | +49,030+308.0% | Added |
| Cubist Systematic Strategies, LLC | 64,839 | $2.18M | 0.02% | −83,714−56.4% | Reduced |
| UBS Asset Management Americas Inc | 60,569 | $2.03M | 0.00% | +872+1.5% | Added |
| Dean Capital Management | 60,297 | $2.02M | 2.69% | +2,394+4.1% | Added |
| Legato Capital Management LLC | 60,297 | $2.02M | 0.39% | +60,297 | New |
| Talbot Financial, LLC | 56,802 | $1.91M | 0.39% | +56,802 | New |
| Credit Suisse AG | 54,152 | $1.82M | 0.00% | −861−1.6% | Reduced |
| Barclays PLC | 53,691 | $1.80M | 0.00% | +21,008+64.3% | Added |
| CI Private Wealth, LLC | 53,681 | $1.80M | 0.01% | +53,681 | New |
| Mutual of America Capital Management LLC | 53,670 | $1.80M | 0.02% | +1,184+2.3% | Added |
| Stifel Financial Corp | 51,219 | $1.72M | 0.00% | +6,426+14.3% | Added |
| Winton Group Ltd | 48,896 | $1.64M | 0.11% | −6,783−12.2% | Reduced |
| Citadel Advisors LLC | 48,016 | $1.61M | 0.00% | +28,106+141.2% | Added |
| New York State Common Retirement Fund | 47,757 | $1.60M | 0.00% | −26−0.1% | Reduced |
| Great West Life Assurance Co | 47,197 | $1.58M | 0.00% | +3,857+8.9% | Added |
| Raymond James & Associates | 46,967 | $1.58M | 0.00% | +673+1.5% | Added |
| Auxier Asset Management | 44,102 | $1.48M | 0.26% | −861−1.9% | Reduced |
| Texas Permanent School Fund | 43,921 | $1.47M | 0.02% | −3,062−6.5% | Reduced |
| Amalgamated Bank | 43,901 | $1.47M | 0.01% | +735+1.7% | Added |
| Virtus Investment Advisers, Inc. | 43,737 | $1.47M | 0.98% | −9,837−18.4% | Reduced |
| Teacher Retirement System of Texas | 43,459 | $1.46M | 0.01% | −6,820−13.6% | Reduced |
| Oberweis Asset Management Inc | 43,200 | $1.45M | 0.31% | +43,200 | New |
| Brinker Capital Investments, LLC | 42,510 | $1.43M | 0.03% | +3,080+7.8% | Added |
| First Republic Investment Management, Inc. | 41,957 | $1.41M | 0.00% | −1,141−2.6% | Reduced |
| BFSG, LLC | 41,572 | $1.40M | 0.28% | −136−0.3% | Reduced |
| D.A. Davidson & Co. | 41,247 | $1.38M | 0.02% | +10.0% | Added |
| Wells Fargo & Company | 40,840 | $1.37M | 0.00% | −5,132−11.2% | Reduced |
| Quantedge Capital Pte Ltd | 40,600 | $1.36M | 0.46% | +40,600 | New |
| Public Employees Retirement System of Ohio | 40,274 | $1.35M | 0.01% | −12,319−23.4% | Reduced |
| CWM, LLC | 38,869 | $1.30M | 0.01% | +163+0.4% | Added |