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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 34,395 | $1.04M | 0.01% | −39,782−53.6% | Reduced |
| New York State Common Retirement Fund | 34,061 | $1.03M | 0.00% | −13,696−28.7% | Reduced |
| 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 |
| Alpha DNA Investment Management LLC | 33,074 | $996.2K | 0.51% | +33,074 | New |
| Harbour Investment Management LLC | 32,847 | $989.4K | 0.55% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 31,657 | $954.0K | 0.00% | +1,175+3.9% | Added |
| Los Angeles Capital Management LLC | 31,661 | $953.6K | 0.00% | +16,575+109.9% | Added |
| Louisiana State Employees Retirement System | 30,500 | $918.7K | 0.02% | +13,000+74.3% | Added |
| State Board of Administration of Florida Retirement System | 30,426 | $916.4K | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 30,000 | $903.6K | 0.07% | +30,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 28,599 | $861.4K | 0.00% | −3,379−10.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $850.8K | 0.00% | +643+2.3% | Added |
| Lazard Asset Management LLC | 27,892 | $840.0K | 0.00% | +23,274+504.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,743 | $835.6K | 0.21% | −104−0.4% | Reduced |
| Putnam Investments LLC | 27,638 | $832.5K | 0.00% | −1,170−4.1% | Reduced |
| Amalgamated Bank | 27,434 | $826.0K | 0.01% | −16,467−37.5% | Reduced |
| Handelsbanken Fonder AB | 27,174 | $818.0K | 0.00% | +16,200+147.6% | Added |
| Jackson Creek Investment Advisors LLC | 26,963 | $812.0K | 0.34% | −130.0% | Reduced |
| Maryland State Retirement & Pension System | 26,343 | $793.5K | 0.02% | +26,343 | New |
| Affinity Investment Advisors, LLC | 25,638 | $772.2K | 0.41% | +163+0.6% | Added |
| Manufacturers Life Insurance Company, The | 25,613 | $771.5K | 0.00% | −50,331−66.3% | Reduced |
| Virtus Investment Advisers, Inc. | 25,183 | $758.5K | 0.53% | −18,554−42.4% | Reduced |
| Ensign Peak Advisors, Inc | 25,139 | $757.2K | 0.00% | +2,050+8.9% | Added |
| Truist Financial Corp | 23,314 | $702.2K | 0.00% | −4,001−14.6% | Reduced |
| IFG Advisory, LLC | 22,608 | $681.0K | 0.06% | −167−0.7% | Reduced |
| ETF Managers Group, LLC | 22,324 | $672.4K | 0.02% | +333+1.5% | Added |
| CM Wealth Advisors LLC | 23,222 | $643.0K | 0.12% | +23,222 | New |
| Oregon Public Employees Retirement Fund | 21,100 | $635.5K | 0.01% | +2,021+10.6% | Added |
| Mission Wealth Management, LP | 21,029 | $633.4K | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 20,889 | $629.2K | 0.07% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 20,422 | $615.1K | 0.04% | +13,747+205.9% | Added |
| Keeley-Teton Advisors, LLC | 20,100 | $605.4K | 0.07% | +1,800+9.8% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $572.3K | 0.18% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,963 | $571.0K | 0.01% | +8,500+81.2% | Added |
| Arizona State Retirement System | 18,923 | $570.0K | 0.01% | +490+2.7% | Added |
| Exchange Traded Concepts, LLC | 18,306 | $551.4K | 0.02% | +18,306 | New |
| Hillsdale Investment Management Inc. | 18,300 | $551.2K | 0.05% | −5,000−21.5% | Reduced |
| SG Americas Securities, LLC | 18,141 | $546.0K | 0.01% | +18,141 | New |
| AE Wealth Management LLC | 17,038 | $513.2K | 0.00% | +17,038 | New |
| Franklin Resources Inc | 16,658 | $501.7K | 0.00% | −156−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 16,520 | $497.0K | 0.00% | −1,906−10.3% | Reduced |
| Qube Research & Technologies Ltd | 15,938 | $480.1K | 0.00% | +15,938 | New |
| Cutler Investment Counsel LLC | 15,832 | $476.9K | 0.07% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 15,591 | $469.6K | 0.01% | −1,694−9.8% | Reduced |
| Royal Bank of Canada | 14,705 | $443.0K | 0.00% | −3,569−19.5% | Reduced |
| Natixis Advisors, L.P. | 14,462 | $436.0K | 0.00% | +14,462 | New |
| First Hawaiian Bank | 14,430 | $434.6K | 0.01% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 14,288 | $430.4K | 0.01% | −12,690−47.0% | Reduced |
| Envestnet Asset Management Inc | 13,615 | $410.1K | 0.00% | −2,954−17.8% | Reduced |
| Mutual of America Capital Management LLC | 13,471 | $405.7K | 0.00% | −40,199−74.9% | Reduced |
| Jane Street Group, LLC | 13,001 | $391.6K | 0.00% | +6,939+114.5% | Added |
| The PNC Financial Services Group, Inc. | 12,877 | $387.9K | 0.00% | +160+1.3% | Added |
| Centiva Capital, LP | 12,733 | $383.5K | 0.02% | +4,808+60.7% | Added |
| Quantedge Capital Pte Ltd | 12,400 | $373.5K | 0.15% | −28,200−69.5% | Reduced |
| State of Wisconsin Investment Board | 12,226 | $368.2K | 0.00% | +4,084+50.2% | Added |
| JustInvest LLC | 11,040 | $332.5K | 0.01% | +11,040 | New |
| Brighton Jones LLC | 10,194 | $307.0K | 0.02% | +25+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 10,097 | $304.1K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $301.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $301.0K | 0.31% | +10,000 | New |
| Alps Advisors Inc | 9,951 | $299.7K | 0.00% | −187−1.8% | Reduced |
| Janney Montgomery Scott LLC | 9,866 | $297.0K | 0.00% | −2,041−17.1% | Reduced |
| IMS Capital Management | 9,843 | $296.5K | 0.18% | 00.0% | Unchanged |
| Bank of Montreal | 9,259 | $285.9K | 0.00% | +396+4.5% | Added |
| GW Henssler & Associates Ltd | 9,485 | $285.7K | 0.02% | −41−0.4% | Reduced |
| ProShare Advisors LLC | 9,412 | $283.5K | 0.00% | −2,954−23.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,386 | $282.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,319 | $280.7K | 0.00% | +1,402+17.7% | Added |
| Susquehanna Fundamental Investments, LLC | 9,163 | $276.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,080 | $273.5K | 0.01% | −1,725−16.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,982 | $270.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,979 | $270.4K | 0.00% | −55,860−86.2% | Reduced |
| Pictet Asset Management SA | 8,808 | $265.3K | 0.00% | +1,376+18.5% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $265.1K | 0.06% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 8,505 | $256.2K | 0.03% | +8,505 | New |
| M&T Bank Corp | 8,455 | $254.5K | 0.00% | −552−6.1% | Reduced |
| Two Sigma Investments, LP | 8,300 | $250.0K | 0.00% | −84,063−91.0% | Reduced |
| D. E. Shaw & Co., Inc. | 8,201 | $247.0K | 0.00% | −92,116−91.8% | Reduced |
| Lakeside Advisors, INC. | 8,163 | $245.9K | 0.19% | +7+0.1% | Added |
| Investors Asset Management of Georgia Inc | 7,885 | $237.5K | 0.13% | +10+0.1% | Added |
| HighTower Advisors, LLC | 7,792 | $234.0K | 0.00% | +7,792 | New |
| Advisor Group Holdings, Inc. | 7,680 | $231.3K | 0.00% | +762+11.0% | Added |
| Profund Advisors LLC | 6,872 | $207.0K | 0.01% | +6,872 | New |
| Caxton Associates LP | 6,769 | $203.9K | 0.03% | +6,769 | New |
| Zacks Investment Management | 6,743 | $203.1K | 0.00% | +6,743 | New |
| KBC Group NV | 5,374 | $162.0K | 0.00% | +2,829+111.2% | Added |
| Ameritas Investment Partners, Inc. | 5,186 | $156.2K | 0.01% | −16,800−76.4% | Reduced |
| Covestor Ltd | 5,001 | $151.0K | 0.13% | +4,008+403.6% | Added |
| EMC Capital Management | 4,184 | $126.0K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,176 | $125.8K | 0.03% | −17,660−80.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,993 | $120.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,993 | $120.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,498 | $105.4K | 0.01% | −455−11.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,373 | $102.0K | 0.00% | +1,277+60.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,151 | $94.9K | 0.00% | +786+33.2% | Added |
| Nisa Investment Advisors, LLC | 2,775 | $84.0K | 0.00% | +25+0.9% | Added |
| Amundi | 2,794 | $83.2K | 0.00% | +2,794 | New |
| Ronald Blue Trust, Inc. | 2,154 | $72.0K | 0.00% | +543+33.7% | Added |
| US Bancorp | 2,041 | $61.5K | 0.00% | −221−9.8% | Reduced |