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, Q1 2023
Institutional positions in Wafd Inc as of Mar 31, 2023. 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
- 246
- −4 vs. Q4 2022
- Shares held
- 57.7M
- +3.90M (+7.2%) vs. Q4 2022
- Total value
- $1.74B
- −$66.6M (−3.7%) vs. Q4 2022
- New holders
- 30
- 91 more added
- Sold out
- 34
- 92 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,666,170 | $291.1M | 0.01% | +1,544,977+19.0% | Added |
| Vanguard Group Inc | 8,074,463 | $243.2M | 0.01% | +885,170+12.3% | Added |
| Dimensional Fund Advisors LP | 5,244,463 | $158.0M | 0.05% | −106,664−2.0% | Reduced |
| State Street Corp | 3,367,946 | $101.4M | 0.01% | +473,561+16.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,921,090 | $57.9M | 0.33% | +148,009+8.3% | Added |
| Artisan Partners Limited Partnership | 1,880,012 | $56.6M | 0.09% | +622,322+49.5% | Added |
| Goldman Sachs Group Inc | 1,411,163 | $42.5M | 0.01% | −172,812−10.9% | Reduced |
| Systematic Financial Management LP | 1,312,449 | $39.5M | 1.29% | −967−0.1% | Reduced |
| Geode Capital Management, LLC | 1,298,318 | $39.1M | 0.01% | +35,307+2.8% | Added |
| William Blair Investment Management, LLC | 1,010,865 | $30.4M | 0.11% | +2,819+0.3% | Added |
| Charles Schwab Investment Management Inc | 969,988 | $29.2M | 0.01% | +39,632+4.3% | Added |
| Frontier Capital Management Co LLC | 957,216 | $28.8M | 0.30% | −39,004−3.9% | Reduced |
| Northern Trust Corp | 945,411 | $28.5M | 0.01% | −68,406−6.7% | Reduced |
| HSBC Holdings PLC | 948,860 | $28.4M | 0.04% | +940,156+10,801.4% | Added |
| Ameriprise Financial Inc | 932,641 | $28.1M | 0.01% | +95,662+11.4% | Added |
| Bank of New York Mellon Corp | 862,858 | $26.0M | 0.01% | −33,488−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 668,512 | $20.1M | 0.03% | +201,623+43.2% | Added |
| LSV Asset Management | 667,851 | $20.1M | 0.05% | +17,500+2.7% | Added |
| Morgan Stanley | 635,887 | $19.2M | 0.00% | +192,736+43.5% | Added |
| AQR Capital Management LLC | 621,084 | $18.4M | 0.04% | −177,548−22.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 598,085 | $18.0M | 0.05% | +208,084+53.4% | Added |
| Janus Henderson Group PLC | 581,064 | $17.5M | 0.01% | +568,478+4,516.7% | Added |
| Nuveen Asset Management, LLC | 573,536 | $17.3M | 0.01% | −3,408−0.6% | Reduced |
| American Century Companies Inc | 571,463 | $17.2M | 0.01% | +99,827+21.2% | Added |
| Norges Bank | 567,324 | $17.1M | 0.00% | −79,785−12.3% | Reduced |
| JPMorgan Chase & Co | 563,035 | $17.0M | 0.00% | −54,099−8.8% | Reduced |
| Baird Financial Group, Inc. | 557,625 | $16.8M | 0.04% | −13,005−2.3% | Reduced |
| Principal Financial Group Inc | 532,358 | $16.0M | 0.01% | +136,049+34.3% | Added |
| Clearbridge Investments, LLC | 528,375 | $15.9M | 0.02% | −72,180−12.0% | Reduced |
| Prudential Financial Inc | 324,433 | $9.77M | 0.02% | +249,438+332.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 307,220 | $9.25M | 0.04% | +17,080+5.9% | Added |
| Bank of America Corp | 282,221 | $8.50M | 0.00% | +10,489+3.9% | Added |
| Assenagon Asset Management S.A. | 281,300 | $8.47M | 0.03% | +257,917+1,103.0% | Added |
| Moran Wealth Management, LLC | 278,348 | $8.38M | 0.32% | −37,160−11.8% | Reduced |
| Renaissance Technologies LLC | 254,876 | $7.68M | 0.01% | −129,700−33.7% | Reduced |
| Invesco Ltd. | 245,552 | $7.40M | 0.00% | −501,247−67.1% | Reduced |
| Bridgeway Capital Management, LLC | 230,060 | $6.93M | 0.18% | −4,940−2.1% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 229,599 | $6.92M | 0.84% | +19,412+9.2% | Added |
| Congress Asset Management Co | 225,598 | $6.80M | 0.06% | +16,595+7.9% | Added |
| Rhumbline Advisers | 209,264 | $6.30M | 0.01% | −20,396−8.9% | Reduced |
| First Trust Advisors LP | 200,773 | $6.05M | 0.01% | +76,724+61.8% | Added |
| Legal & General Group Plc | 191,152 | $5.76M | 0.00% | +94,324+97.4% | Added |
| Voya Investment Management LLC | 184,137 | $5.55M | 0.01% | −30,599−14.2% | Reduced |
| Voloridge Investment Management, LLC | 165,516 | $4.99M | 0.02% | +20,522+14.2% | Added |
| Brandywine Global Investment Management, LLC | 160,299 | $4.83M | 0.04% | +28,437+21.6% | Added |
| FMR LLC | 151,057 | $4.55M | 0.00% | −470−0.3% | Reduced |
| UBS Group AG | 147,586 | $4.45M | 0.00% | +9,010+6.5% | Added |
| Verition Fund Management LLC | 144,134 | $4.34M | 0.07% | −180,488−55.6% | Reduced |
| New York State Teachers Retirement System | 141,794 | $4.27M | 0.01% | +2,590+1.9% | Added |
| Kennedy Capital Management, Inc. | 141,372 | $4.26M | 0.13% | −10,635−7.0% | Reduced |
| Swiss National Bank | 140,900 | $4.24M | 0.00% | −16,900−10.7% | Reduced |
| Thrivent Financial for Lutherans | 124,672 | $3.75M | 0.01% | +100,717+420.4% | Added |
| D.A. Davidson & Co. | 119,216 | $3.59M | 0.04% | +77,969+189.0% | Added |
| Great Lakes Advisors, LLC | 115,810 | $3.49M | 0.03% | −5,660−4.7% | Reduced |
| Public Sector Pension Investment Board | 115,050 | $3.47M | 0.03% | +115,050 | New |
| Susquehanna International Group, LLP | 92,512 | $2.79M | 0.00% | −7,795−7.8% | Reduced |
| Dean Investment Associates, LLC | 88,730 | $2.67M | 0.43% | −63,181−41.6% | Reduced |
| Barclays PLC | 83,190 | $2.51M | 0.00% | +29,499+54.9% | Added |
| California State Teachers Retirement System | 81,489 | $2.45M | 0.00% | −1,227−1.5% | Reduced |
| Alliancebernstein L.P. | 79,849 | $2.41M | 0.00% | −63,944−44.5% | Reduced |
| LPL Financial LLC | 78,404 | $2.36M | 0.00% | −1,633−2.0% | Reduced |
| Allianz Asset Management GmbH | 75,243 | $2.27M | 0.00% | −29,612−28.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 75,096 | $2.26M | 0.01% | −159,999−68.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 74,390 | $2.24M | 0.22% | +74,390 | New |
| Virginia Retirement Systems Et Al | 72,300 | $2.18M | 0.02% | +1,200+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 71,700 | $2.16M | 0.01% | −135,200−65.3% | Reduced |
| Algert Global LLC | 69,601 | $2.10M | 0.10% | −65,571−48.5% | Reduced |
| Coldstream Capital Management Inc | 69,417 | $2.09M | 0.07% | +445+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,263 | $2.09M | 0.02% | +39,874+135.7% | Added |
| Great West Life Assurance Co | 69,106 | $2.08M | 0.01% | +21,909+46.4% | Added |
| Talbot Financial, LLC | 66,264 | $2.00M | 0.37% | +9,462+16.7% | Added |
| UBS Asset Management Americas Inc | 64,924 | $1.96M | 0.00% | +4,355+7.2% | Added |
| Victory Capital Management Inc | 60,844 | $1.83M | 0.00% | −34,924−36.5% | Reduced |
| Oberweis Asset Management Inc | 58,200 | $1.75M | 0.27% | +15,000+34.7% | Added |
| Teacher Retirement System of Texas | 57,948 | $1.75M | 0.01% | +14,489+33.3% | Added |
| Credit Suisse AG | 56,539 | $1.70M | 0.00% | +2,387+4.4% | Added |
| Texas Permanent School Fund | 56,461 | $1.70M | 0.02% | +12,540+28.6% | Added |
| Rafferty Asset Management, LLC | 56,386 | $1.70M | 0.01% | +38,492+215.1% | Added |
| Wells Fargo & Company | 56,190 | $1.69M | 0.00% | +15,350+37.6% | Added |
| Winton Group Ltd | 55,075 | $1.66M | 0.10% | +6,179+12.6% | Added |
| CI Private Wealth, LLC | 54,794 | $1.65M | 0.00% | +1,113+2.1% | Added |
| Citigroup Inc | 47,604 | $1.43M | 0.00% | +26,711+127.8% | Added |
| Stifel Financial Corp | 46,021 | $1.39M | 0.00% | −5,198−10.1% | Reduced |
| State of Alaska, Department of Revenue | 44,781 | $1.35M | 0.02% | +35,633+389.5% | Added |
| Deutsche Bank AG | 43,183 | $1.30M | 0.00% | +11,812+37.7% | Added |
| Auxier Asset Management | 42,787 | $1.29M | 0.22% | −1,315−3.0% | Reduced |
| Brinker Capital Investments, LLC | 42,017 | $1.27M | 0.02% | −493−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 42,017 | $1.27M | 0.02% | +42,017 | New |
| State of Tennessee, Treasury Department | 41,665 | $1.25M | 0.01% | +41,665 | New |
| SEI Investments Co | 40,245 | $1.21M | 0.00% | +18,910+88.6% | Added |
| First Republic Investment Management, Inc. | 39,881 | $1.20M | 0.00% | −2,076−4.9% | Reduced |
| CWM, LLC | 39,260 | $1.18M | 0.01% | +391+1.0% | Added |
| Linden Thomas Advisory Services, LLC | 39,114 | $1.18M | 0.29% | +2,468+6.7% | Added |
| Raymond James & Associates | 39,105 | $1.18M | 0.00% | −7,862−16.7% | Reduced |
| BNP Paribas Arbitrage, SA | 38,990 | $1.17M | 0.00% | +20,432+110.1% | Added |
| Man Group plc | – | $1.13M | 0.00% | – | – |
| Public Employees Retirement System of Ohio | 37,522 | $1.13M | 0.00% | −2,752−6.8% | Reduced |
| Yousif Capital Management, LLC | 36,962 | $1.11M | 0.01% | +3,663+11.0% | Added |
| American International Group, Inc. | 35,423 | $1.07M | 0.01% | −96,312−73.1% | Reduced |
| Cornercap Investment Counsel Inc | 35,289 | $1.06M | 0.19% | +640+1.8% | Added |