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 |
|---|---|---|---|---|---|
| FMR LLC | 151,057 | $4.55M | 0.00% | −470−0.3% | Reduced |
| Brandywine Global Investment Management, LLC | 160,299 | $4.83M | 0.04% | +28,437+21.6% | Added |
| Voloridge Investment Management, LLC | 165,516 | $4.99M | 0.02% | +20,522+14.2% | Added |
| Voya Investment Management LLC | 184,137 | $5.55M | 0.01% | −30,599−14.2% | Reduced |
| Legal & General Group Plc | 191,152 | $5.76M | 0.00% | +94,324+97.4% | Added |
| First Trust Advisors LP | 200,773 | $6.05M | 0.01% | +76,724+61.8% | Added |
| Rhumbline Advisers | 209,264 | $6.30M | 0.01% | −20,396−8.9% | Reduced |
| Congress Asset Management Co | 225,598 | $6.80M | 0.06% | +16,595+7.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 229,599 | $6.92M | 0.84% | +19,412+9.2% | Added |
| Bridgeway Capital Management, LLC | 230,060 | $6.93M | 0.18% | −4,940−2.1% | Reduced |
| Invesco Ltd. | 245,552 | $7.40M | 0.00% | −501,247−67.1% | Reduced |
| Renaissance Technologies LLC | 254,876 | $7.68M | 0.01% | −129,700−33.7% | Reduced |
| Moran Wealth Management, LLC | 278,348 | $8.38M | 0.32% | −37,160−11.8% | Reduced |
| Assenagon Asset Management S.A. | 281,300 | $8.47M | 0.03% | +257,917+1,103.0% | Added |
| Bank of America Corp | 282,221 | $8.50M | 0.00% | +10,489+3.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 307,220 | $9.25M | 0.04% | +17,080+5.9% | Added |
| Prudential Financial Inc | 324,433 | $9.77M | 0.02% | +249,438+332.6% | Added |
| Clearbridge Investments, LLC | 528,375 | $15.9M | 0.02% | −72,180−12.0% | Reduced |
| Principal Financial Group Inc | 532,358 | $16.0M | 0.01% | +136,049+34.3% | Added |
| Baird Financial Group, Inc. | 557,625 | $16.8M | 0.04% | −13,005−2.3% | Reduced |
| JPMorgan Chase & Co | 563,035 | $17.0M | 0.00% | −54,099−8.8% | Reduced |
| Norges Bank | 567,324 | $17.1M | 0.00% | −79,785−12.3% | Reduced |
| American Century Companies Inc | 571,463 | $17.2M | 0.01% | +99,827+21.2% | Added |
| Nuveen Asset Management, LLC | 573,536 | $17.3M | 0.01% | −3,408−0.6% | Reduced |
| Janus Henderson Group PLC | 581,064 | $17.5M | 0.01% | +568,478+4,516.7% | Added |
| Robeco Institutional Asset Management B.V. | 598,085 | $18.0M | 0.05% | +208,084+53.4% | Added |
| AQR Capital Management LLC | 621,084 | $18.4M | 0.04% | −177,548−22.2% | Reduced |
| Morgan Stanley | 635,887 | $19.2M | 0.00% | +192,736+43.5% | Added |
| LSV Asset Management | 667,851 | $20.1M | 0.05% | +17,500+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 668,512 | $20.1M | 0.03% | +201,623+43.2% | Added |
| Bank of New York Mellon Corp | 862,858 | $26.0M | 0.01% | −33,488−3.7% | Reduced |
| Ameriprise Financial Inc | 932,641 | $28.1M | 0.01% | +95,662+11.4% | Added |
| HSBC Holdings PLC | 948,860 | $28.4M | 0.04% | +940,156+10,801.4% | Added |
| Northern Trust Corp | 945,411 | $28.5M | 0.01% | −68,406−6.7% | Reduced |
| Frontier Capital Management Co LLC | 957,216 | $28.8M | 0.30% | −39,004−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 969,988 | $29.2M | 0.01% | +39,632+4.3% | Added |
| William Blair Investment Management, LLC | 1,010,865 | $30.4M | 0.11% | +2,819+0.3% | Added |
| Geode Capital Management, LLC | 1,298,318 | $39.1M | 0.01% | +35,307+2.8% | Added |
| Systematic Financial Management LP | 1,312,449 | $39.5M | 1.29% | −967−0.1% | Reduced |
| Goldman Sachs Group Inc | 1,411,163 | $42.5M | 0.01% | −172,812−10.9% | Reduced |
| Artisan Partners Limited Partnership | 1,880,012 | $56.6M | 0.09% | +622,322+49.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,921,090 | $57.9M | 0.33% | +148,009+8.3% | Added |
| State Street Corp | 3,367,946 | $101.4M | 0.01% | +473,561+16.4% | Added |
| Dimensional Fund Advisors LP | 5,244,463 | $158.0M | 0.05% | −106,664−2.0% | Reduced |
| Vanguard Group Inc | 8,074,463 | $243.2M | 0.01% | +885,170+12.3% | Added |
| BlackRock Inc. | 9,666,170 | $291.1M | 0.01% | +1,544,977+19.0% | Added |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −128,602−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −110,526−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −86,107−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −64,949−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −48,016−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −41,572−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −34,659−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −30,568−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −18,494−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −16,457−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,354−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −14,281−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,439−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,132−100.0% | Sold out |
| New Mexico Educational Retirement Board | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,249−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −10,079−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,038−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,666−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,439−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,112−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −6,757−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,690−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Madison Wealth Management | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −6,046−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −5,953−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |