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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 15,086 | $506.1K | 0.00% | −158−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,354 | $515.1K | 0.00% | +15,354 | New |
| Cutler Investment Counsel LLC | 15,832 | $531.2K | 0.08% | 00.0% | Unchanged |
| State of Michigan Retirement System | 16,457 | $552.1K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,569 | $555.9K | 0.00% | +2,352+16.5% | Added |
| Franklin Resources Inc | 16,814 | $564.1K | 0.00% | +10,026+147.7% | Added |
| Aquatic Capital Management LLC | 17,200 | $577.0K | 0.04% | +17,200 | New |
| New York Life Investment Management LLC | 17,285 | $579.9K | 0.01% | +1,950+12.7% | Added |
| Louisiana State Employees Retirement System | 17,500 | $587.0K | 0.02% | +100+0.6% | Added |
| Rafferty Asset Management, LLC | 17,894 | $600.3K | 0.01% | −1,280−6.7% | Reduced |
| Royal Bank of Canada | 18,274 | $613.0K | 0.00% | +8,410+85.3% | Added |
| Keeley-Teton Advisors, LLC | 18,300 | $614.0K | 0.08% | +4,300+30.7% | Added |
| Commonwealth Equity Services, LLC | 18,426 | $618.0K | 0.00% | +1,405+8.3% | Added |
| Arizona State Retirement System | 18,433 | $618.4K | 0.01% | +686+3.9% | Added |
| Pacer Advisors, Inc. | 18,494 | $620.5K | 0.00% | +18,494 | New |
| BNP Paribas Arbitrage, SA | 18,558 | $622.6K | 0.00% | −5,497−22.9% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $637.5K | 0.30% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,079 | $640.1K | 0.01% | +449+2.4% | Added |
| TD Asset Management Inc | 20,100 | $674.4K | 0.00% | −12,900−39.1% | Reduced |
| Citigroup Inc | 20,893 | $701.0K | 0.00% | −7,991−27.7% | Reduced |
| Washington Trust Bank | 20,889 | $701.0K | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 21,029 | $705.5K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 21,335 | $715.9K | 0.00% | −83,113−79.6% | Reduced |
| Dark Forest Capital Management LP | 21,836 | $732.6K | 0.18% | −12,666−36.7% | Reduced |
| ETF Managers Group, LLC | 21,991 | $737.8K | 0.03% | +902+4.3% | Added |
| Ameritas Investment Partners, Inc. | 21,986 | $742.5K | 0.03% | +325+1.5% | Added |
| IFG Advisory, LLC | 22,775 | $764.0K | 0.08% | −209−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 23,089 | $774.6K | 0.00% | −9,200−28.5% | Reduced |
| Hillsdale Investment Management Inc. | 23,300 | $781.7K | 0.07% | −2,000−7.9% | Reduced |
| Assenagon Asset Management S.A. | 23,383 | $784.0K | 0.00% | +23,383 | New |
| Thrivent Financial for Lutherans | 23,955 | $804.0K | 0.00% | +112+0.5% | Added |
| Affinity Investment Advisors, LLC | 25,475 | $854.7K | 0.39% | +25,475 | New |
| Jackson Creek Investment Advisors LLC | 26,976 | $905.0K | 0.40% | −1,052−3.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,978 | $905.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 27,315 | $916.4K | 0.00% | +20,626+308.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,603 | $926.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 27,653 | $927.8K | 0.00% | +1,288+4.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,847 | $934.3K | 0.25% | 00.0% | Unchanged |
| Putnam Investments LLC | 28,808 | $966.5K | 0.00% | −16−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,389 | $986.0K | 0.01% | +3,489+13.5% | Added |
| State Board of Administration of Florida Retirement System | 30,426 | $1.02M | 0.00% | −10,770−26.1% | Reduced |
| Price T Rowe Associates Inc | 30,482 | $1.02M | 0.00% | +919+3.1% | Added |
| Jump Financial, LLC | 30,568 | $1.03M | 0.05% | +30,568 | New |
| Comerica Bank | 28,803 | $1.04M | 0.01% | −660−2.2% | Reduced |
| Deutsche Bank AG | 31,371 | $1.05M | 0.00% | +3,698+13.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 31,978 | $1.07M | 0.00% | +356+1.1% | Added |
| Harbour Investment Management LLC | 32,847 | $1.10M | 0.64% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 33,299 | $1.12M | 0.01% | −35−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 34,649 | $1.16M | 0.20% | −31−0.1% | Reduced |
| Squarepoint Ops LLC | 34,659 | $1.16M | 0.01% | +21,249+158.5% | Added |
| Two Sigma Advisers, LP | 35,000 | $1.17M | 0.00% | +35,000 | New |
| Linden Thomas Advisory Services, LLC | 36,646 | $1.23M | 0.35% | +36,646 | New |
| CWM, LLC | 38,869 | $1.30M | 0.01% | +163+0.4% | Added |
| Public Employees Retirement System of Ohio | 40,274 | $1.35M | 0.01% | −12,319−23.4% | Reduced |
| Quantedge Capital Pte Ltd | 40,600 | $1.36M | 0.46% | +40,600 | New |
| Wells Fargo & Company | 40,840 | $1.37M | 0.00% | −5,132−11.2% | Reduced |
| D.A. Davidson & Co. | 41,247 | $1.38M | 0.02% | +10.0% | Added |
| BFSG, LLC | 41,572 | $1.40M | 0.28% | −136−0.3% | Reduced |
| First Republic Investment Management, Inc. | 41,957 | $1.41M | 0.00% | −1,141−2.6% | Reduced |
| Brinker Capital Investments, LLC | 42,510 | $1.43M | 0.03% | +3,080+7.8% | Added |
| Oberweis Asset Management Inc | 43,200 | $1.45M | 0.31% | +43,200 | New |
| Teacher Retirement System of Texas | 43,459 | $1.46M | 0.01% | −6,820−13.6% | Reduced |
| Virtus Investment Advisers, Inc. | 43,737 | $1.47M | 0.98% | −9,837−18.4% | Reduced |
| Amalgamated Bank | 43,901 | $1.47M | 0.01% | +735+1.7% | Added |
| Texas Permanent School Fund | 43,921 | $1.47M | 0.02% | −3,062−6.5% | Reduced |
| Auxier Asset Management | 44,102 | $1.48M | 0.26% | −861−1.9% | Reduced |
| Raymond James & Associates | 46,967 | $1.58M | 0.00% | +673+1.5% | Added |
| Great West Life Assurance Co | 47,197 | $1.58M | 0.00% | +3,857+8.9% | Added |
| New York State Common Retirement Fund | 47,757 | $1.60M | 0.00% | −26−0.1% | Reduced |
| Citadel Advisors LLC | 48,016 | $1.61M | 0.00% | +28,106+141.2% | Added |
| Winton Group Ltd | 48,896 | $1.64M | 0.11% | −6,783−12.2% | Reduced |
| Stifel Financial Corp | 51,219 | $1.72M | 0.00% | +6,426+14.3% | Added |
| Mutual of America Capital Management LLC | 53,670 | $1.80M | 0.02% | +1,184+2.3% | Added |
| CI Private Wealth, LLC | 53,681 | $1.80M | 0.01% | +53,681 | New |
| Barclays PLC | 53,691 | $1.80M | 0.00% | +21,008+64.3% | Added |
| Credit Suisse AG | 54,152 | $1.82M | 0.00% | −861−1.6% | Reduced |
| Talbot Financial, LLC | 56,802 | $1.91M | 0.39% | +56,802 | New |
| 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 |
| UBS Asset Management Americas Inc | 60,569 | $2.03M | 0.00% | +872+1.5% | Added |
| Cubist Systematic Strategies, LLC | 64,839 | $2.18M | 0.02% | −83,714−56.4% | Reduced |
| Bridgewater Associates, LP | 64,949 | $2.18M | 0.01% | +49,030+308.0% | Added |
| Coldstream Capital Management Inc | 68,972 | $2.31M | 0.08% | +68,972 | New |
| Virginia Retirement Systems Et Al | 71,100 | $2.39M | 0.02% | +18,400+34.9% | Added |
| MetLife Investment Management | 74,177 | $2.49M | 0.02% | −825−1.1% | Reduced |
| Prudential Financial Inc | 74,995 | $2.52M | 0.00% | +14,793+24.6% | Added |
| Manufacturers Life Insurance Company, The | 75,944 | $2.55M | 0.00% | +581+0.8% | Added |
| LPL Financial LLC | 80,037 | $2.69M | 0.00% | +425+0.5% | Added |
| California State Teachers Retirement System | 82,716 | $2.78M | 0.00% | +927+1.1% | Added |
| Retirement Systems of Alabama | 86,107 | $2.89M | 0.01% | +586+0.7% | Added |
| Two Sigma Investments, LP | 92,363 | $3.10M | 0.01% | +73,497+389.6% | Added |
| Victory Capital Management Inc | 95,768 | $3.21M | 0.00% | −271,932−74.0% | Reduced |
| Legal & General Group Plc | 96,828 | $3.25M | 0.00% | +97+0.1% | Added |
| Susquehanna International Group, LLP | 100,307 | $3.37M | 0.01% | −14,399−12.6% | Reduced |
| D. E. Shaw & Co., Inc. | 100,317 | $3.37M | 0.01% | +3,810+3.9% | Added |
| Allianz Asset Management GmbH | 104,855 | $3.52M | 0.01% | +8,224+8.5% | Added |
| Millennium Management LLC | 110,526 | $3.71M | 0.00% | −45,611−29.2% | Reduced |
| Great Lakes Advisors, LLC | 121,470 | $4.08M | 0.23% | −4,566−3.6% | Reduced |
| First Trust Advisors LP | 124,049 | $4.16M | 0.00% | +5,187+4.4% | Added |
| Artemis Investment Management LLP | 128,602 | $4.34M | 0.05% | −9,262−6.7% | Reduced |