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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $436 | 0.00% | +13 | New |
| Disciplined Investments, LLC | 19 | $637 | 0.00% | +3+18.8% | Added |
| SJS Investment Consulting Inc. | 24 | $805 | 0.00% | +11+84.6% | Added |
| Massmutual Trust Co FSB | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $1.44K | 0.00% | +4+10.3% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.54K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $2.00K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 44 | $2.00K | 0.00% | +23+109.5% | Added |
| Versant Capital Management, Inc | 65 | $2.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 78 | $2.62K | 0.00% | +78 | New |
| JFS Wealth Advisors, LLC | 83 | $2.79K | 0.00% | +12+16.9% | Added |
| Global Retirement Partners, LLC | 87 | $2.92K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 99 | $3.32K | 0.00% | +49+98.0% | Added |
| Fifth Third Bancorp | 100 | $3.35K | 0.00% | +53+112.8% | Added |
| Aua Capital Management, LLC | 103 | $3.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 131 | $4.40K | 0.00% | −483−78.7% | Reduced |
| Parallel Advisors, LLC | 155 | $5.20K | 0.00% | −21−11.9% | Reduced |
| Lindbrook Capital, LLC | 171 | $5.74K | 0.00% | +149+677.3% | Added |
| Quent Capital, LLC | 181 | $6.07K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 200 | $6.71K | 0.00% | −69,974−99.7% | Reduced |
| Accel Wealth Management | 204 | $6.86K | 0.00% | −399−66.2% | Reduced |
| Manchester Capital Management LLC | 215 | $7.21K | 0.00% | +22+11.4% | Added |
| Parkside Financial Bank & Trust | 279 | $9.36K | 0.00% | +246+745.5% | Added |
| TCI Wealth Advisors, Inc. | 295 | $9.90K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 424 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 564 | $18.9K | 0.02% | +564 | New |
| Nomura Asset Management Co Ltd | 670 | $22.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 634 | $24.0K | 0.00% | +506+395.3% | Added |
| Northwestern Mutual Wealth Management Co | 822 | $27.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 906 | $30.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 993 | $33.0K | 0.03% | +984+10,933.3% | Added |
| Toth Financial Advisory Corp | 1,200 | $40.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,352 | $45.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,611 | $48.0K | 0.00% | +891+123.8% | Added |
| Bellevue Asset Management, LLC | 1,735 | $58.4K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,096 | $70.0K | 0.00% | −7,571−78.3% | Reduced |
| TD Private Client Wealth LLC | 2,149 | $72.1K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 2,210 | $74.1K | 0.53% | +2,210 | New |
| US Bancorp | 2,262 | $75.9K | 0.00% | +157+7.5% | Added |
| Quadrant Capital Group LLC | 2,287 | $76.7K | 0.01% | +149+7.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,365 | $79.3K | 0.00% | −52−2.2% | Reduced |
| KBC Group NV | 2,545 | $85.0K | 0.00% | −230−8.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,750 | $92.0K | 0.00% | +79+3.0% | Added |
| Marshall & Sullivan Inc | 3,873 | $129.9K | 0.08% | +3,873 | New |
| Metropolitan Life Insurance Co | 3,953 | $132.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $134.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,993 | $134.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 4,184 | $140.0K | 0.13% | +4,184 | New |
| Lazard Asset Management LLC | 4,618 | $154.0K | 0.00% | +831+21.9% | Added |
| State of Wyoming | 5,084 | $170.6K | 0.06% | +484+10.5% | Added |
| Securian Asset Management, Inc | 5,953 | $199.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,046 | $202.8K | 0.01% | −3,389−35.9% | Reduced |
| Canandaigua National Corp | 6,052 | $203.0K | 0.03% | +6,052 | New |
| Jane Street Group, LLC | 6,062 | $203.4K | 0.00% | −18,762−75.6% | Reduced |
| Madison Wealth Management | 6,375 | $213.9K | 0.05% | +6,375 | New |
| Miller Howard Investments Inc | 6,399 | $214.7K | 0.01% | +6,399 | New |
| Emerald Mutual Fund Advisers Trust | 6,675 | $223.9K | 0.01% | +6,675 | New |
| Bank of Nova Scotia | 6,690 | $224.4K | 0.00% | +6,690 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,757 | $226.7K | 0.00% | −6,045−47.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,918 | $232.0K | 0.00% | −394−5.4% | Reduced |
| Inceptionr LLC | 7,112 | $238.6K | 0.13% | +7,112 | New |
| Pictet Asset Management SA | 7,432 | $249.0K | 0.00% | +7,432 | New |
| Graham Capital Management, L.P. | 7,439 | $249.6K | 0.01% | −12,395−62.5% | Reduced |
| Investors Asset Management of Georgia Inc | 7,875 | $264.2K | 0.14% | +9+0.1% | Added |
| Neuberger Berman Group LLC | 7,917 | $265.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,925 | $265.9K | 0.02% | +7,925 | New |
| State of Wisconsin Investment Board | 8,142 | $273.2K | 0.00% | −4,030−33.1% | Reduced |
| Lakeside Advisors, INC. | 8,156 | $273.6K | 0.22% | −243−2.9% | Reduced |
| Aigen Investment Management, LP | 8,666 | $290.7K | 0.04% | +8,666 | New |
| HSBC Holdings PLC | 8,704 | $293.5K | 0.00% | −6,721−43.6% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $295.3K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,982 | $301.3K | 0.00% | −1,009−10.1% | Reduced |
| Bank of Montreal | 8,863 | $301.9K | 0.00% | +8,863 | New |
| M&T Bank Corp | 9,007 | $302.0K | 0.00% | +641+7.7% | Added |
| State of Alaska, Department of Revenue | 9,148 | $306.0K | 0.00% | −235−2.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,163 | $307.4K | 0.01% | −33,387−78.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,386 | $314.9K | 0.00% | +1,848+24.5% | Added |
| GW Henssler & Associates Ltd | 9,526 | $319.6K | 0.02% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $330.2K | 0.21% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $335.5K | 0.00% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 10,038 | $336.8K | 0.06% | +10,038 | New |
| Xponance, Inc. | 10,079 | $338.1K | 0.01% | −88−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,097 | $338.8K | 0.03% | −14,322−58.7% | Reduced |
| Alps Advisors Inc | 10,138 | $340.1K | 0.00% | −54−0.5% | Reduced |
| Brighton Jones LLC | 10,169 | $341.2K | 0.02% | −627−5.8% | Reduced |
| Cetera Advisors LLC | 10,249 | $343.9K | 0.01% | +10,249 | New |
| New Mexico Educational Retirement Board | 10,300 | $346.0K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,463 | $351.0K | 0.00% | −2,900−21.7% | Reduced |
| DuPont Capital Management Corp | 10,805 | $362.5K | 0.02% | +10,805 | New |
| Handelsbanken Fonder AB | 10,974 | $368.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,132 | $373.0K | 0.04% | +11,132 | New |
| Quantbot Technologies LP | 11,439 | $383.8K | 0.03% | +10,986+2,425.2% | Added |
| Janney Montgomery Scott LLC | 11,907 | $399.0K | 0.00% | −108−0.9% | Reduced |
| ProShare Advisors LLC | 12,366 | $414.9K | 0.00% | +1,653+15.4% | Added |
| Janus Henderson Group PLC | 12,586 | $422.2K | 0.00% | +2,101+20.0% | Added |
| The PNC Financial Services Group, Inc. | 12,717 | $426.7K | 0.00% | +868+7.3% | Added |
| Federated Hermes, Inc. | 14,281 | $479.1K | 0.00% | −1,614−10.2% | Reduced |
| First Hawaiian Bank | 14,430 | $484.0K | 0.02% | +14,430 | New |