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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 131,735 | $4.42M | 0.03% | −1,436−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 131,862 | $4.42M | 0.03% | −2,563−1.9% | Reduced |
| Algert Global LLC | 135,172 | $4.54M | 0.25% | +15,760+13.2% | Added |
| UBS Group AG | 138,576 | $4.65M | 0.00% | +38,000+37.8% | Added |
| New York State Teachers Retirement System | 139,204 | $4.67M | 0.01% | −1,700−1.2% | Reduced |
| Alliancebernstein L.P. | 143,793 | $4.82M | 0.00% | +487+0.3% | Added |
| Voloridge Investment Management, LLC | 144,994 | $4.86M | 0.03% | +18,535+14.7% | Added |
| FMR LLC | 151,527 | $5.08M | 0.00% | +32,320+27.1% | Added |
| Dean Investment Associates, LLC | 151,911 | $5.10M | 0.87% | +12,965+9.3% | Added |
| Kennedy Capital Management, Inc. | 152,007 | $5.10M | 0.14% | −1,043−0.7% | Reduced |
| Swiss National Bank | 157,800 | $5.29M | 0.00% | +2,900+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 206,900 | $6.94M | 0.04% | +206,900 | New |
| Congress Asset Management Co | 209,003 | $7.01M | 0.07% | +1,848+0.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 210,187 | $7.05M | 0.86% | −726−0.3% | Reduced |
| Voya Investment Management LLC | 214,736 | $7.20M | 0.01% | +15,684+7.9% | Added |
| Rhumbline Advisers | 229,660 | $7.71M | 0.01% | +252+0.1% | Added |
| Bridgeway Capital Management, LLC | 235,000 | $7.88M | 0.20% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 235,095 | $7.89M | 0.05% | −9,882−4.0% | Reduced |
| Bank of America Corp | 271,732 | $9.12M | 0.00% | −69,556−20.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 290,140 | $9.73M | 0.04% | +5,640+2.0% | Added |
| Moran Wealth Management, LLC | 315,508 | $10.6M | 0.40% | +315,508 | New |
| Verition Fund Management LLC | 324,622 | $10.9M | 0.21% | −316,761−49.4% | Reduced |
| Renaissance Technologies LLC | 384,576 | $12.9M | 0.02% | +97,300+33.9% | Added |
| Robeco Institutional Asset Management B.V. | 390,001 | $13.1M | 0.04% | +90,759+30.3% | Added |
| Principal Financial Group Inc | 396,309 | $13.3M | 0.01% | +17,278+4.6% | Added |
| Man Group plc | 435,955 | $14.6M | 0.05% | −115,125−20.9% | Reduced |
| Morgan Stanley | 443,151 | $14.9M | 0.00% | −22,314−4.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 466,889 | $15.7M | 0.02% | +24,598+5.6% | Added |
| American Century Companies Inc | 471,636 | $15.8M | 0.01% | +106,216+29.1% | Added |
| Baird Financial Group, Inc. | 570,630 | $19.1M | 0.05% | −1,202−0.2% | Reduced |
| Nuveen Asset Management, LLC | 576,944 | $19.4M | 0.01% | −39,771−6.4% | Reduced |
| Clearbridge Investments, LLC | 600,555 | $20.1M | 0.02% | −53,801−8.2% | Reduced |
| JPMorgan Chase & Co | 617,134 | $20.7M | 0.00% | −9,006−1.4% | Reduced |
| Norges Bank | 647,109 | $21.7M | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 650,351 | $21.8M | 0.05% | +66,743+11.4% | Added |
| Invesco Ltd. | 746,799 | $25.1M | 0.01% | −98,974−11.7% | Reduced |
| AQR Capital Management LLC | 798,632 | $26.8M | 0.06% | +27,408+3.6% | Added |
| Ameriprise Financial Inc | 836,979 | $28.1M | 0.01% | −106,462−11.3% | Reduced |
| Bank of New York Mellon Corp | 896,346 | $30.1M | 0.01% | +29,873+3.4% | Added |
| Charles Schwab Investment Management Inc | 930,356 | $31.2M | 0.01% | +5,493+0.6% | Added |
| Frontier Capital Management Co LLC | 996,220 | $33.4M | 0.36% | −27,261−2.7% | Reduced |
| William Blair Investment Management, LLC | 1,008,046 | $33.8M | 0.13% | −38,060−3.6% | Reduced |
| Northern Trust Corp | 1,013,817 | $34.0M | 0.01% | −5,582−0.5% | Reduced |
| Artisan Partners Limited Partnership | 1,257,690 | $42.2M | 0.07% | +1,257,690 | New |
| Geode Capital Management, LLC | 1,263,011 | $42.4M | 0.01% | +51,037+4.2% | Added |
| Systematic Financial Management LP | 1,313,416 | $44.1M | 1.44% | +37,549+2.9% | Added |
| Goldman Sachs Group Inc | 1,583,975 | $53.1M | 0.02% | −288,508−15.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,773,081 | $59.5M | 0.38% | −120,137−6.3% | Reduced |
| State Street Corp | 2,894,385 | $97.1M | 0.01% | −35,676−1.2% | Reduced |
| Dimensional Fund Advisors LP | 5,351,127 | $179.5M | 0.06% | +106,400+2.0% | Added |
| Vanguard Group Inc | 7,189,293 | $241.2M | 0.01% | +114,385+1.6% | Added |
| BlackRock Inc. | 8,121,193 | $272.5M | 0.01% | +338,087+4.3% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −289,137−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −254,996−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −214,949−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −97,316−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −41,293−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −38,374−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −36,485−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −31,041−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,120−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −21,918−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,998−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,014−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,582−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,108−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,184−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| CPWM, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |