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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 4 | $121 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $151 | 0.00% | −15−75.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $272 | 0.00% | −15−62.5% | Reduced |
| Carolinas Wealth Consulting LLC | 13 | $392 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $452 | 0.00% | −4−21.1% | Reduced |
| Ellevest, Inc. | 16 | $482 | 0.00% | +16 | New |
| Signaturefd, LLC | 22 | $663 | 0.00% | −77−77.8% | Reduced |
| Fifth Third Bancorp | 23 | $693 | 0.00% | −77−77.0% | Reduced |
| Lindbrook Capital, LLC | 30 | $904 | 0.00% | −141−82.5% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $904 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Schubert & Co | 34 | $1.02K | 0.00% | −9−20.9% | Reduced |
| Massmutual Trust Co FSB | 41 | $1.24K | 0.00% | +14+51.9% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 65 | $1.96K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 66 | $1.99K | 0.00% | +66 | New |
| ClariVest Asset Management LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $2.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $2.29K | 0.00% | −7−8.4% | Reduced |
| Russell Investments Group, Ltd. | 80 | $2.41K | 0.00% | −27,573−99.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 101 | $3.00K | 0.00% | +101 | New |
| Parallel Advisors, LLC | 109 | $3.28K | 0.00% | −46−29.7% | Reduced |
| McIlrath & Eck, LLC | 132 | $3.98K | 0.00% | +1+0.8% | Added |
| Bessemer Group Inc | 119 | $4.00K | 0.00% | +119 | New |
| Quent Capital, LLC | 181 | $5.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 193 | $5.81K | 0.00% | −22−10.2% | Reduced |
| WealthPLAN Partners, LLC | 201 | $6.05K | 0.00% | +201 | New |
| Accel Wealth Management | 206 | $6.21K | 0.00% | +2+1.0% | Added |
| Parkside Financial Bank & Trust | 228 | $6.87K | 0.00% | −51−18.3% | Reduced |
| TCI Wealth Advisors, Inc. | 295 | $8.89K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 341 | $10.3K | 0.02% | +341 | New |
| Private Trust Co NA | 346 | $10.4K | 0.00% | −78−18.4% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 732 | $22.0K | 0.01% | +168+29.8% | Added |
| Northwestern Mutual Wealth Management Co | 822 | $24.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 906 | $27.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 992 | $32.3K | 0.00% | +358+56.5% | Added |
| PEAK6 Investments LLC | 1,151 | $34.7K | 0.00% | +1,151 | New |
| Quadrant Capital Group LLC | 1,181 | $35.6K | 0.00% | −1,106−48.4% | Reduced |
| Toth Financial Advisory Corp | 1,200 | $36.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,352 | $40.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,650 | $49.7K | 0.02% | −3,434−67.5% | Reduced |
| Virtus Fund Advisers, LLC | 1,714 | $51.6K | 0.36% | −496−22.4% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $52.3K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,762 | $53.1K | 0.09% | +1,762 | New |
| TD Private Client Wealth LLC | 1,780 | $53.6K | 0.00% | −369−17.2% | Reduced |
| US Bancorp | 2,041 | $61.5K | 0.00% | −221−9.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,154 | $72.0K | 0.00% | +543+33.7% | Added |
| Amundi | 2,794 | $83.2K | 0.00% | +2,794 | New |
| Nisa Investment Advisors, LLC | 2,775 | $84.0K | 0.00% | +25+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,151 | $94.9K | 0.00% | +786+33.2% | Added |
| Tower Research Capital LLC (TRC) | 3,373 | $102.0K | 0.00% | +1,277+60.9% | Added |
| Metropolitan Life Insurance Co | 3,498 | $105.4K | 0.01% | −455−11.5% | Reduced |
| Bartlett & Co. LLC | 3,993 | $120.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $120.3K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,176 | $125.8K | 0.03% | −17,660−80.9% | Reduced |
| EMC Capital Management | 4,184 | $126.0K | 0.11% | 00.0% | Unchanged |
| Covestor Ltd | 5,001 | $151.0K | 0.13% | +4,008+403.6% | Added |
| Ameritas Investment Partners, Inc. | 5,186 | $156.2K | 0.01% | −16,800−76.4% | Reduced |
| KBC Group NV | 5,374 | $162.0K | 0.00% | +2,829+111.2% | Added |
| Zacks Investment Management | 6,743 | $203.1K | 0.00% | +6,743 | New |
| Caxton Associates LP | 6,769 | $203.9K | 0.03% | +6,769 | New |
| Profund Advisors LLC | 6,872 | $207.0K | 0.01% | +6,872 | New |
| Advisor Group Holdings, Inc. | 7,680 | $231.3K | 0.00% | +762+11.0% | Added |
| HighTower Advisors, LLC | 7,792 | $234.0K | 0.00% | +7,792 | New |
| Investors Asset Management of Georgia Inc | 7,885 | $237.5K | 0.13% | +10+0.1% | Added |
| Lakeside Advisors, INC. | 8,163 | $245.9K | 0.19% | +7+0.1% | Added |
| D. E. Shaw & Co., Inc. | 8,201 | $247.0K | 0.00% | −92,116−91.8% | Reduced |
| Two Sigma Investments, LP | 8,300 | $250.0K | 0.00% | −84,063−91.0% | Reduced |
| M&T Bank Corp | 8,455 | $254.5K | 0.00% | −552−6.1% | Reduced |
| Bayesian Capital Management, LP | 8,505 | $256.2K | 0.03% | +8,505 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $265.1K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management SA | 8,808 | $265.3K | 0.00% | +1,376+18.5% | Added |
| Cubist Systematic Strategies, LLC | 8,979 | $270.4K | 0.00% | −55,860−86.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,982 | $270.5K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,080 | $273.5K | 0.01% | −1,725−16.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,163 | $276.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,319 | $280.7K | 0.00% | +1,402+17.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,386 | $282.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,412 | $283.5K | 0.00% | −2,954−23.9% | Reduced |
| GW Henssler & Associates Ltd | 9,485 | $285.7K | 0.02% | −41−0.4% | Reduced |
| Bank of Montreal | 9,259 | $285.9K | 0.00% | +396+4.5% | Added |
| IMS Capital Management | 9,843 | $296.5K | 0.18% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,866 | $297.0K | 0.00% | −2,041−17.1% | Reduced |
| Alps Advisors Inc | 9,951 | $299.7K | 0.00% | −187−1.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,000 | $301.0K | 0.31% | +10,000 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $301.2K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,097 | $304.1K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,194 | $307.0K | 0.02% | +25+0.2% | Added |
| JustInvest LLC | 11,040 | $332.5K | 0.01% | +11,040 | New |
| State of Wisconsin Investment Board | 12,226 | $368.2K | 0.00% | +4,084+50.2% | Added |
| Quantedge Capital Pte Ltd | 12,400 | $373.5K | 0.15% | −28,200−69.5% | Reduced |
| Centiva Capital, LP | 12,733 | $383.5K | 0.02% | +4,808+60.7% | Added |
| The PNC Financial Services Group, Inc. | 12,877 | $387.9K | 0.00% | +160+1.3% | Added |
| Jane Street Group, LLC | 13,001 | $391.6K | 0.00% | +6,939+114.5% | Added |
| Mutual of America Capital Management LLC | 13,471 | $405.7K | 0.00% | −40,199−74.9% | Reduced |
| Envestnet Asset Management Inc | 13,615 | $410.1K | 0.00% | −2,954−17.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,288 | $430.4K | 0.01% | −12,690−47.0% | Reduced |
| First Hawaiian Bank | 14,430 | $434.6K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,462 | $436.0K | 0.00% | +14,462 | New |