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, Q2 2023
Institutional positions in Wafd Inc as of Jun 30, 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
- 218
- −26 vs. Q1 2023
- Shares held
- 56.7M
- −1.02M (−1.8%) vs. Q1 2023
- Total value
- $1.50B
- −$242.0M (−13.9%) vs. Q1 2023
- New holders
- 25
- 53 more added
- Sold out
- 51
- 100 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,515,403 | $252.3M | 0.01% | −150,767−1.6% | Reduced |
| Vanguard Group Inc | 7,991,387 | $211.9M | 0.01% | −83,076−1.0% | Reduced |
| Dimensional Fund Advisors LP | 5,071,695 | $134.5M | 0.04% | −172,768−3.3% | Reduced |
| State Street Corp | 3,934,502 | $104.3M | 0.01% | +566,556+16.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,009,911 | $53.3M | 0.30% | +88,821+4.6% | Added |
| Macquarie Group Ltd | 1,928,924 | $51.2M | 0.06% | +1,928,924 | New |
| Artisan Partners Limited Partnership | 1,781,804 | $47.3M | 0.08% | −98,208−5.2% | Reduced |
| Geode Capital Management, LLC | 1,343,310 | $35.6M | 0.00% | +44,992+3.5% | Added |
| Systematic Financial Management LP | 1,305,003 | $34.6M | 1.09% | −7,446−0.6% | Reduced |
| Goldman Sachs Group Inc | 1,089,628 | $28.9M | 0.01% | −321,535−22.8% | Reduced |
| William Blair Investment Management, LLC | 1,029,869 | $27.3M | 0.09% | +19,004+1.9% | Added |
| Frontier Capital Management Co LLC | 942,536 | $25.0M | 0.24% | −14,680−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 914,258 | $24.2M | 0.01% | −55,730−5.7% | Reduced |
| Ameriprise Financial Inc | 908,427 | $24.1M | 0.01% | −24,214−2.6% | Reduced |
| Northern Trust Corp | 886,229 | $23.5M | 0.00% | −59,182−6.3% | Reduced |
| Bank of New York Mellon Corp | 786,268 | $20.9M | 0.00% | −76,590−8.9% | Reduced |
| LSV Asset Management | 652,972 | $17.3M | 0.04% | −14,879−2.2% | Reduced |
| American Century Companies Inc | 621,309 | $16.5M | 0.01% | +49,846+8.7% | Added |
| JPMorgan Chase & Co | 561,753 | $14.9M | 0.00% | −1,282−0.2% | Reduced |
| Norges Bank | 541,933 | $14.4M | 0.00% | −25,391−4.5% | Reduced |
| Clearbridge Investments, LLC | 532,664 | $14.1M | 0.01% | +4,289+0.8% | Added |
| Morgan Stanley | 529,376 | $14.0M | 0.00% | −106,511−16.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 524,131 | $13.9M | 0.04% | −73,954−12.4% | Reduced |
| Baird Financial Group, Inc. | 511,132 | $13.6M | 0.04% | −46,493−8.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 395,021 | $10.5M | 0.01% | −273,491−40.9% | Reduced |
| Principal Financial Group Inc | 392,219 | $10.4M | 0.01% | −140,139−26.3% | Reduced |
| Invesco Ltd. | 391,118 | $10.4M | 0.00% | +145,566+59.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 384,780 | $10.2M | 0.04% | +77,560+25.2% | Added |
| Nuveen Asset Management, LLC | 362,091 | $9.60M | 0.00% | −211,445−36.9% | Reduced |
| HSBC Holdings PLC | 348,492 | $9.29M | 0.01% | −600,368−63.3% | Reduced |
| Bridgeway Capital Management, LLC | 288,364 | $7.65M | 0.18% | +58,304+25.3% | Added |
| Moran Wealth Management, LLC | 277,225 | $7.35M | 0.28% | −1,123−0.4% | Reduced |
| Brandywine Global Investment Management, LLC | 276,665 | $7.34M | 0.06% | +116,366+72.6% | Added |
| First Washington CORP | 272,969 | $7.24M | 3.17% | +272,969 | New |
| Prudential Financial Inc | 250,651 | $6.65M | 0.01% | −73,782−22.7% | Reduced |
| Bank of America Corp | 243,000 | $6.44M | 0.00% | −39,221−13.9% | Reduced |
| Congress Asset Management Co | 228,127 | $6.05M | 0.05% | +2,529+1.1% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 220,131 | $5.84M | 0.71% | −9,468−4.1% | Reduced |
| Renaissance Technologies LLC | 208,276 | $5.52M | 0.01% | −46,600−18.3% | Reduced |
| Rhumbline Advisers | 207,324 | $5.50M | 0.01% | −1,940−0.9% | Reduced |
| Legal & General Group Plc | 191,655 | $5.08M | 0.00% | +503+0.3% | Added |
| Kennedy Capital Management, Inc. | 175,004 | $4.64M | 0.11% | +33,632+23.8% | Added |
| Barclays PLC | 162,135 | $4.30M | 0.00% | +78,945+94.9% | Added |
| Verition Fund Management LLC | 160,608 | $4.26M | 0.07% | +16,474+11.4% | Added |
| Empowered Funds, LLC | 148,364 | $3.93M | 0.14% | +148,364 | New |
| EA Series Trust | 148,364 | $3.93M | 0.14% | +148,364 | New |
| Swiss National Bank | 143,200 | $3.80M | 0.00% | +2,300+1.6% | Added |
| Citigroup Inc | 141,605 | $3.76M | 0.00% | +94,001+197.5% | Added |
| New York State Teachers Retirement System | 139,894 | $3.71M | 0.01% | −1,900−1.3% | Reduced |
| Rafferty Asset Management, LLC | 133,935 | $3.55M | 0.02% | +77,549+137.5% | Added |
| First Trust Advisors LP | 130,483 | $3.46M | 0.00% | −70,290−35.0% | Reduced |
| UBS Group AG | 122,272 | $3.24M | 0.00% | −25,314−17.2% | Reduced |
| Thrivent Financial for Lutherans | 119,983 | $3.18M | 0.01% | −4,689−3.8% | Reduced |
| FMR LLC | 118,010 | $3.13M | 0.00% | −33,047−21.9% | Reduced |
| Public Sector Pension Investment Board | 116,782 | $3.10M | 0.02% | +1,732+1.5% | Added |
| Dean Investment Associates, LLC | 82,819 | $2.20M | 0.36% | −5,911−6.7% | Reduced |
| Credit Suisse AG | 82,740 | $2.19M | 0.00% | +26,201+46.3% | Added |
| Squarepoint Ops LLC | 80,716 | $2.14M | 0.01% | +80,716 | New |
| Alliancebernstein L.P. | 79,849 | $2.12M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 78,164 | $2.07M | 0.00% | −14,348−15.5% | Reduced |
| California State Teachers Retirement System | 77,403 | $2.05M | 0.00% | −4,086−5.0% | Reduced |
| LPL Financial LLC | 77,040 | $2.04M | 0.00% | −1,364−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 74,566 | $1.98M | 0.18% | +176+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,369 | $1.97M | 0.02% | +5,106+7.4% | Added |
| UBS Asset Management Americas Inc | 64,924 | $1.96M | 0.00% | 00.0% | Unchanged |
| Talbot Financial, LLC | 71,264 | $1.89M | 0.32% | +5,000+7.5% | Added |
| Coldstream Capital Management Inc | 69,447 | $1.84M | 0.06% | +300.0% | Added |
| Allianz Asset Management GmbH | 67,452 | $1.79M | 0.00% | −7,791−10.4% | Reduced |
| Great West Life Assurance Co | 65,263 | $1.73M | 0.00% | −3,843−5.6% | Reduced |
| Oberweis Asset Management Inc | 58,200 | $1.54M | 0.19% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 57,797 | $1.53M | 0.02% | +57,797 | New |
| Millennium Management LLC | 57,190 | $1.52M | 0.00% | +57,190 | New |
| Texas Permanent School Fund | 55,701 | $1.48M | 0.01% | −760−1.3% | Reduced |
| Citadel Advisors LLC | 55,117 | $1.46M | 0.00% | +55,117 | New |
| CI Private Wealth, LLC | 54,038 | $1.43M | 0.00% | −756−1.4% | Reduced |
| Virginia Retirement Systems Et Al | 47,400 | $1.26M | 0.01% | −24,900−34.4% | Reduced |
| Wells Fargo & Company | 45,957 | $1.22M | 0.00% | −10,233−18.2% | Reduced |
| State of Alaska, Department of Revenue | 43,290 | $1.15M | 0.01% | −1,491−3.3% | Reduced |
| Auxier Asset Management | 42,766 | $1.13M | 0.19% | −210.0% | Reduced |
| Stifel Financial Corp | 42,650 | $1.13M | 0.00% | −3,371−7.3% | Reduced |
| Brinker Capital Investments, LLC | 42,011 | $1.11M | 0.01% | −60.0% | Reduced |
| Orion Portfolio Solutions, LLC | 42,011 | $1.11M | 0.01% | −60.0% | Reduced |
| D.A. Davidson & Co. | 41,971 | $1.11M | 0.01% | −77,245−64.8% | Reduced |
| State of Tennessee, Treasury Department | 41,775 | $1.11M | 0.00% | +110+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 38,170 | $1.01M | 0.01% | −36,926−49.2% | Reduced |
| Samson Rock Capital LLP | 37,875 | $1.00M | 1.52% | +37,875 | New |
| CWM, LLC | 37,724 | $1.00M | 0.01% | −1,536−3.9% | Reduced |
| Raymond James & Associates | 35,789 | $949.1K | 0.00% | −3,316−8.5% | Reduced |
| Cornercap Investment Counsel Inc | 35,289 | $935.9K | 0.16% | 00.0% | Unchanged |
| American International Group, Inc. | 35,214 | $933.9K | 0.01% | −209−0.6% | Reduced |
| Yousif Capital Management, LLC | 35,020 | $928.7K | 0.01% | −1,942−5.3% | Reduced |
| Jane Street Group, LLC | 34,959 | $927.1K | 0.00% | +21,958+168.9% | Added |
| MetLife Investment Management | 34,915 | $925.9K | 0.01% | +520+1.5% | Added |
| Louisiana State Employees Retirement System | 34,500 | $914.9K | 0.02% | +4,000+13.1% | Added |
| Legato Capital Management LLC | 32,977 | $874.5K | 0.12% | −525−1.6% | Reduced |
| Dean Capital Management | 32,977 | $874.5K | 1.17% | −525−1.6% | Reduced |
| Harbour Investment Management LLC | 32,847 | $871.1K | 0.46% | 00.0% | Unchanged |
| Voya Investment Management LLC | 32,462 | $860.9K | 0.00% | −151,675−82.4% | Reduced |
| SEI Investments Co | 32,397 | $859.2K | 0.00% | −7,848−19.5% | Reduced |
| Price T Rowe Associates Inc | 32,342 | $858.0K | 0.00% | +685+2.2% | Added |