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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 14,705 | $443.0K | 0.00% | −3,569−19.5% | Reduced |
| New York Life Investment Management LLC | 15,591 | $469.6K | 0.01% | −1,694−9.8% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $476.9K | 0.07% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,938 | $480.1K | 0.00% | +15,938 | New |
| Commonwealth Equity Services, LLC | 16,520 | $497.0K | 0.00% | −1,906−10.3% | Reduced |
| Franklin Resources Inc | 16,658 | $501.7K | 0.00% | −156−0.9% | Reduced |
| AE Wealth Management LLC | 17,038 | $513.2K | 0.00% | +17,038 | New |
| SG Americas Securities, LLC | 18,141 | $546.0K | 0.01% | +18,141 | New |
| Hillsdale Investment Management Inc. | 18,300 | $551.2K | 0.05% | −5,000−21.5% | Reduced |
| Exchange Traded Concepts, LLC | 18,306 | $551.4K | 0.02% | +18,306 | New |
| Arizona State Retirement System | 18,923 | $570.0K | 0.01% | +490+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 18,963 | $571.0K | 0.01% | +8,500+81.2% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $572.3K | 0.18% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 20,100 | $605.4K | 0.07% | +1,800+9.8% | Added |
| Emerald Mutual Fund Advisers Trust | 20,422 | $615.1K | 0.04% | +13,747+205.9% | Added |
| Washington Trust Bank | 20,889 | $629.2K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 21,029 | $633.4K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 21,100 | $635.5K | 0.01% | +2,021+10.6% | Added |
| CM Wealth Advisors LLC | 23,222 | $643.0K | 0.12% | +23,222 | New |
| ETF Managers Group, LLC | 22,324 | $672.4K | 0.02% | +333+1.5% | Added |
| IFG Advisory, LLC | 22,608 | $681.0K | 0.06% | −167−0.7% | Reduced |
| Truist Financial Corp | 23,314 | $702.2K | 0.00% | −4,001−14.6% | Reduced |
| Ensign Peak Advisors, Inc | 25,139 | $757.2K | 0.00% | +2,050+8.9% | Added |
| Virtus Investment Advisers, Inc. | 25,183 | $758.5K | 0.53% | −18,554−42.4% | Reduced |
| Manufacturers Life Insurance Company, The | 25,613 | $771.5K | 0.00% | −50,331−66.3% | Reduced |
| Affinity Investment Advisors, LLC | 25,638 | $772.2K | 0.41% | +163+0.6% | Added |
| Maryland State Retirement & Pension System | 26,343 | $793.5K | 0.02% | +26,343 | New |
| Jackson Creek Investment Advisors LLC | 26,963 | $812.0K | 0.34% | −130.0% | Reduced |
| Handelsbanken Fonder AB | 27,174 | $818.0K | 0.00% | +16,200+147.6% | Added |
| Amalgamated Bank | 27,434 | $826.0K | 0.01% | −16,467−37.5% | Reduced |
| Putnam Investments LLC | 27,638 | $832.5K | 0.00% | −1,170−4.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,743 | $835.6K | 0.21% | −104−0.4% | Reduced |
| Lazard Asset Management LLC | 27,892 | $840.0K | 0.00% | +23,274+504.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $850.8K | 0.00% | +643+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 28,599 | $861.4K | 0.00% | −3,379−10.6% | Reduced |
| Hennessy Advisors Inc | 30,000 | $903.6K | 0.07% | +30,000 | New |
| State Board of Administration of Florida Retirement System | 30,426 | $916.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 30,500 | $918.7K | 0.02% | +13,000+74.3% | Added |
| Los Angeles Capital Management LLC | 31,661 | $953.6K | 0.00% | +16,575+109.9% | Added |
| Price T Rowe Associates Inc | 31,657 | $954.0K | 0.00% | +1,175+3.9% | Added |
| Harbour Investment Management LLC | 32,847 | $989.4K | 0.55% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 33,074 | $996.2K | 0.51% | +33,074 | New |
| Legato Capital Management LLC | 33,502 | $1.01M | 0.18% | −26,795−44.4% | Reduced |
| Dean Capital Management | 33,502 | $1.01M | 1.32% | −26,795−44.4% | Reduced |
| New York State Common Retirement Fund | 34,061 | $1.03M | 0.00% | −13,696−28.7% | Reduced |
| MetLife Investment Management | 34,395 | $1.04M | 0.01% | −39,782−53.6% | Reduced |
| Cornercap Investment Counsel Inc | 35,289 | $1.06M | 0.19% | +640+1.8% | Added |
| American International Group, Inc. | 35,423 | $1.07M | 0.01% | −96,312−73.1% | Reduced |
| Yousif Capital Management, LLC | 36,962 | $1.11M | 0.01% | +3,663+11.0% | Added |
| Public Employees Retirement System of Ohio | 37,522 | $1.13M | 0.00% | −2,752−6.8% | Reduced |
| Man Group plc | – | $1.13M | 0.00% | – | – |
| BNP Paribas Arbitrage, SA | 38,990 | $1.17M | 0.00% | +20,432+110.1% | Added |
| Raymond James & Associates | 39,105 | $1.18M | 0.00% | −7,862−16.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 39,114 | $1.18M | 0.29% | +2,468+6.7% | Added |
| CWM, LLC | 39,260 | $1.18M | 0.01% | +391+1.0% | Added |
| First Republic Investment Management, Inc. | 39,881 | $1.20M | 0.00% | −2,076−4.9% | Reduced |
| SEI Investments Co | 40,245 | $1.21M | 0.00% | +18,910+88.6% | Added |
| State of Tennessee, Treasury Department | 41,665 | $1.25M | 0.01% | +41,665 | New |
| 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 |
| Auxier Asset Management | 42,787 | $1.29M | 0.22% | −1,315−3.0% | Reduced |
| Deutsche Bank AG | 43,183 | $1.30M | 0.00% | +11,812+37.7% | Added |
| State of Alaska, Department of Revenue | 44,781 | $1.35M | 0.02% | +35,633+389.5% | Added |
| Stifel Financial Corp | 46,021 | $1.39M | 0.00% | −5,198−10.1% | Reduced |
| Citigroup Inc | 47,604 | $1.43M | 0.00% | +26,711+127.8% | Added |
| CI Private Wealth, LLC | 54,794 | $1.65M | 0.00% | +1,113+2.1% | Added |
| Winton Group Ltd | 55,075 | $1.66M | 0.10% | +6,179+12.6% | Added |
| Wells Fargo & Company | 56,190 | $1.69M | 0.00% | +15,350+37.6% | Added |
| Rafferty Asset Management, LLC | 56,386 | $1.70M | 0.01% | +38,492+215.1% | Added |
| Texas Permanent School Fund | 56,461 | $1.70M | 0.02% | +12,540+28.6% | Added |
| Credit Suisse AG | 56,539 | $1.70M | 0.00% | +2,387+4.4% | Added |
| Teacher Retirement System of Texas | 57,948 | $1.75M | 0.01% | +14,489+33.3% | Added |
| Oberweis Asset Management Inc | 58,200 | $1.75M | 0.27% | +15,000+34.7% | Added |
| Victory Capital Management Inc | 60,844 | $1.83M | 0.00% | −34,924−36.5% | Reduced |
| UBS Asset Management Americas Inc | 64,924 | $1.96M | 0.00% | +4,355+7.2% | Added |
| Talbot Financial, LLC | 66,264 | $2.00M | 0.37% | +9,462+16.7% | Added |
| Great West Life Assurance Co | 69,106 | $2.08M | 0.01% | +21,909+46.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,263 | $2.09M | 0.02% | +39,874+135.7% | Added |
| Coldstream Capital Management Inc | 69,417 | $2.09M | 0.07% | +445+0.6% | Added |
| Algert Global LLC | 69,601 | $2.10M | 0.10% | −65,571−48.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 71,700 | $2.16M | 0.01% | −135,200−65.3% | Reduced |
| Virginia Retirement Systems Et Al | 72,300 | $2.18M | 0.02% | +1,200+1.7% | Added |
| Knights of Columbus Asset Advisors LLC | 74,390 | $2.24M | 0.22% | +74,390 | New |
| Jacobs Levy Equity Management, Inc | 75,096 | $2.26M | 0.01% | −159,999−68.1% | Reduced |
| Allianz Asset Management GmbH | 75,243 | $2.27M | 0.00% | −29,612−28.2% | Reduced |
| LPL Financial LLC | 78,404 | $2.36M | 0.00% | −1,633−2.0% | Reduced |
| Alliancebernstein L.P. | 79,849 | $2.41M | 0.00% | −63,944−44.5% | Reduced |
| California State Teachers Retirement System | 81,489 | $2.45M | 0.00% | −1,227−1.5% | Reduced |
| Barclays PLC | 83,190 | $2.51M | 0.00% | +29,499+54.9% | Added |
| Dean Investment Associates, LLC | 88,730 | $2.67M | 0.43% | −63,181−41.6% | Reduced |
| Susquehanna International Group, LLP | 92,512 | $2.79M | 0.00% | −7,795−7.8% | Reduced |
| Public Sector Pension Investment Board | 115,050 | $3.47M | 0.03% | +115,050 | New |
| Great Lakes Advisors, LLC | 115,810 | $3.49M | 0.03% | −5,660−4.7% | Reduced |
| D.A. Davidson & Co. | 119,216 | $3.59M | 0.04% | +77,969+189.0% | Added |
| Thrivent Financial for Lutherans | 124,672 | $3.75M | 0.01% | +100,717+420.4% | Added |
| Swiss National Bank | 140,900 | $4.24M | 0.00% | −16,900−10.7% | Reduced |
| Kennedy Capital Management, Inc. | 141,372 | $4.26M | 0.13% | −10,635−7.0% | Reduced |
| New York State Teachers Retirement System | 141,794 | $4.27M | 0.01% | +2,590+1.9% | Added |
| Verition Fund Management LLC | 144,134 | $4.34M | 0.07% | −180,488−55.6% | Reduced |
| UBS Group AG | 147,586 | $4.45M | 0.00% | +9,010+6.5% | Added |