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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 1,780 | $53.6K | 0.00% | −369−17.2% | Reduced |
| USA Financial Portformulas Corp | 1,762 | $53.1K | 0.09% | +1,762 | New |
| Bellevue Asset Management, LLC | 1,735 | $52.3K | 0.04% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,714 | $51.6K | 0.36% | −496−22.4% | Reduced |
| State of Wyoming | 1,650 | $49.7K | 0.02% | −3,434−67.5% | Reduced |
| Harbour Investments, Inc. | 1,352 | $40.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,200 | $36.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,181 | $35.6K | 0.00% | −1,106−48.4% | Reduced |
| PEAK6 Investments LLC | 1,151 | $34.7K | 0.00% | +1,151 | New |
| IFP Advisors, Inc | 992 | $32.3K | 0.00% | +358+56.5% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $27.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $24.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 732 | $22.0K | 0.01% | +168+29.8% | Added |
| Nomura Asset Management Co Ltd | 670 | $20.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 346 | $10.4K | 0.00% | −78−18.4% | Reduced |
| Macroview Investment Management LLC | 341 | $10.3K | 0.02% | +341 | New |
| TCI Wealth Advisors, Inc. | 295 | $8.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 228 | $6.87K | 0.00% | −51−18.3% | Reduced |
| Accel Wealth Management | 206 | $6.21K | 0.00% | +2+1.0% | Added |
| WealthPLAN Partners, LLC | 201 | $6.05K | 0.00% | +201 | New |
| Manchester Capital Management LLC | 193 | $5.81K | 0.00% | −22−10.2% | Reduced |
| Quent Capital, LLC | 181 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 119 | $4.00K | 0.00% | +119 | New |
| McIlrath & Eck, LLC | 132 | $3.98K | 0.00% | +1+0.8% | Added |
| Parallel Advisors, LLC | 109 | $3.28K | 0.00% | −46−29.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 101 | $3.00K | 0.00% | +101 | New |
| Russell Investments Group, Ltd. | 80 | $2.41K | 0.00% | −27,573−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 76 | $2.29K | 0.00% | −7−8.4% | Reduced |
| Global Retirement Partners, LLC | 87 | $2.23K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 66 | $1.99K | 0.00% | +66 | New |
| Versant Capital Management, Inc | 65 | $1.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.24K | 0.00% | +14+51.9% | Added |
| Schubert & Co | 34 | $1.02K | 0.00% | −9−20.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Lindbrook Capital, LLC | 30 | $904 | 0.00% | −141−82.5% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $904 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23 | $693 | 0.00% | −77−77.0% | Reduced |
| Signaturefd, LLC | 22 | $663 | 0.00% | −77−77.8% | Reduced |
| Ellevest, Inc. | 16 | $482 | 0.00% | +16 | New |
| Disciplined Investments, LLC | 15 | $452 | 0.00% | −4−21.1% | Reduced |
| Carolinas Wealth Consulting LLC | 13 | $392 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $272 | 0.00% | −15−62.5% | Reduced |
| Tfo-TDC, LLC | 5 | $151 | 0.00% | −15−75.0% | Reduced |
| Allworth Financial LP | 4 | $121 | 0.00% | 00.0% | Unchanged |
| 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 |