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Livermore
Livermore
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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

Q4 2022 vs. Q3 2022

How the institutions holding Wafd Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WAFD: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2342252+20
Shares53.2M53.9K53.8M+744.6K (+1.4%)
Value$1.59B$1.61M$1.81B+$214.3M (+13.5%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Wafd Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WAFD in Q4 2022
InstitutionSharesValue% of portfolio
Artisan Partners Limited Partnership1,257,690$42.2M0.07%
Moran Wealth Management, LLC315,508$10.6M0.40%
Healthcare of Ontario Pension Plan Trust Fund206,900$6.94M0.04%
Coldstream Capital Management Inc68,972$2.31M0.08%
Legato Capital Management LLC60,297$2.02M0.39%
Talbot Financial, LLC56,802$1.91M0.39%
CI Private Wealth, LLC53,681$1.80M0.01%
Oberweis Asset Management Inc43,200$1.45M0.31%
Quantedge Capital Pte Ltd40,600$1.36M0.46%
Linden Thomas Advisory Services, LLC36,646$1.23M0.35%
Two Sigma Advisers, LP35,000$1.17M0.00%
Jump Financial, LLC30,568$1.03M0.05%
Affinity Investment Advisors, LLC25,475$854.7K0.39%
Assenagon Asset Management S.A.23,383$784.0K0.00%
Pacer Advisors, Inc.18,494$620.5K0.00%
Aquatic Capital Management LLC17,200$577.0K0.04%
Schonfeld Strategic Advisors LLC15,354$515.1K0.00%
First Hawaiian Bank14,430$484.0K0.02%
Dynamic Technology Lab Private Ltd11,132$373.0K0.04%
DuPont Capital Management Corp10,805$362.5K0.02%
Cetera Advisors LLC10,249$343.9K0.01%
Pearl River Capital, LLC10,038$336.8K0.06%
Bank of Montreal8,863$301.9K0.00%
Aigen Investment Management, LP8,666$290.7K0.04%
Centiva Capital, LP7,925$265.9K0.02%
Pictet Asset Management SA7,432$249.0K0.00%
Inceptionr LLC7,112$238.6K0.13%
Bank of Nova Scotia6,690$224.4K0.00%
Emerald Mutual Fund Advisers Trust6,675$223.9K0.01%
Miller Howard Investments Inc6,399$214.7K0.01%
Madison Wealth Management6,375$213.9K0.05%
Canandaigua National Corp6,052$203.0K0.03%
EMC Capital Management4,184$140.0K0.13%
Marshall & Sullivan Inc3,873$129.9K0.08%
Virtus Fund Advisers, LLC2,210$74.1K0.53%
Quarry LP564$18.9K0.02%
GWM Advisors LLC78$2.62K0.00%
Tfo-TDC, LLC20$2.00K0.00%
Carolinas Wealth Consulting LLC13$4360.00%

Sold out (19)

Institutions that held Wafd Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WAFD in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
ExodusPoint Capital Management, LP289,137$8.67M
Mesirow Institutional Investment Management, Inc.254,996$7.64M
First Washington CORP214,949$6.44M
Seizert Capital Partners, LLC97,316$2.92M
EJF Capital LLC41,293$1.24M
AlphaCrest Capital Management LLC38,374$1.15M
HighTower Advisors, LLC36,485$1.09M
Ontario Teachers Pension Plan Board31,041$931.0K
HRT Financial LP24,120$723.0K
Duality Advisers, LP21,918$657.0K
Fox Run Management, L.L.C.20,998$630.0K
Bailard, Inc.19,600$588.0K
Campbell & CO Investment Adviser LLC13,014$390.0K
SG Americas Securities, LLC10,582$317.0K
Acadian Asset Management LLC9,108$273.0K
Point72 Hong Kong Ltd7,184$215.0K
Macquarie Group Ltd820$46.0K
Meeder Asset Management Inc1,512$45.0K
Householder Group Estate & Retirement Specialist, LLC36$1.00K

Not filed for Q4 2022 yet (2)

Institutions that held Wafd Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAFD in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
CPWM, LLC53,681$1.61M
Wipfli Financial Advisors LLC,170$5.00K