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 |
|---|---|---|---|---|---|
| Comerica Bank | 260,964 | $7 | 0.00% | +260,964 | New |
| Tfo-TDC, LLC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $372 | 0.00% | −214−93.9% | Reduced |
| Disciplined Investments, LLC | 15 | $398 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $398 | 0.00% | +6+66.7% | Added |
| Signaturefd, LLC | 22 | $583 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 32 | $1.00K | 0.00% | −12−27.3% | Reduced |
| Farmers & Merchants Investments Inc | 44 | $1.17K | 0.00% | +14+46.7% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $1.43K | 0.00% | −22−28.9% | Reduced |
| Versant Capital Management, Inc | 65 | $1.72K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 66 | $1.75K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 80 | $2.12K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $2.31K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $2.68K | 0.00% | −92−47.7% | Reduced |
| McIlrath & Eck, LLC | 133 | $3.54K | 0.00% | +1+0.8% | Added |
| Key Financial Inc | 147 | $3.90K | 0.00% | +147 | New |
| Bessemer Group Inc | 171 | $4.00K | 0.00% | +52+43.7% | Added |
| Fifth Third Bancorp | 159 | $4.22K | 0.00% | +136+591.3% | Added |
| Quent Capital, LLC | 181 | $4.80K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 201 | $5.33K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 282 | $8.00K | 0.00% | +181+179.2% | Added |
| Private Trust Co NA | 331 | $8.78K | 0.00% | −15−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 291 | $9.00K | 0.00% | −1,863−86.5% | Reduced |
| TD Private Client Wealth LLC | 374 | $9.92K | 0.00% | −1,406−79.0% | Reduced |
| Aquatic Capital Management LLC | 400 | $11.0K | 0.00% | +400 | New |
| Clear Street Markets LLC | 1,000 | $15.0K | 0.01% | +1,000 | New |
| IFP Advisors, Inc | 542 | $17.6K | 0.00% | −450−45.4% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $17.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 906 | $24.0K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $26.5K | 0.01% | +1,000 | New |
| Toth Financial Advisory Corp | 1,200 | $31.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,222 | $32.4K | 0.00% | +400+48.7% | Added |
| Quadrant Capital Group LLC | 1,288 | $34.2K | 0.00% | +107+9.1% | Added |
| Harbour Investments, Inc. | 1,352 | $35.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,426 | $37.8K | 0.00% | −615−30.1% | Reduced |
| USA Financial Portformulas Corp | 1,669 | $44.3K | 0.07% | −93−5.3% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $46.0K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,020 | $53.6K | 0.02% | +2,020 | New |
| Nisa Investment Advisors, LLC | 2,810 | $74.5K | 0.00% | +35+1.3% | Added |
| Amundi | 2,794 | $75.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,498 | $92.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,546 | $94.0K | 0.00% | +395+12.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,993 | $105.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,993 | $106.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,518 | $119.8K | 0.00% | −3,162−41.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,186 | $137.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,374 | $143.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6,106 | $162.0K | 0.12% | +1,105+22.1% | Added |
| AQR Capital Management LLC | 7,571 | $200.8K | 0.00% | −613,513−98.8% | Reduced |
| HighTower Advisors, LLC | 7,482 | $201.0K | 0.00% | −310−4.0% | Reduced |
| Profund Advisors LLC | 7,586 | $201.2K | 0.01% | +714+10.4% | Added |
| HRT Financial LP | 7,807 | $207.0K | 0.00% | +7,807 | New |
| Bank of Montreal | 7,191 | $213.7K | 0.00% | −2,068−22.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,108 | $215.0K | 0.01% | +8,108 | New |
| Neuberger Berman Group LLC | 8,168 | $216.6K | 0.00% | −1,151−12.4% | Reduced |
| Lakeside Advisors, INC. | 8,172 | $216.7K | 0.16% | +9+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $233.4K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,847 | $234.6K | 0.03% | +8,847 | New |
| State of Wisconsin Investment Board | 9,001 | $238.7K | 0.00% | −3,225−26.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,182 | $243.5K | 0.00% | +200+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,386 | $248.9K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,545 | $253.1K | 0.01% | −649−6.4% | Reduced |
| IMS Capital Management | 9,843 | $261.0K | 0.14% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $265.0K | 0.26% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $265.2K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 10,021 | $265.8K | 0.00% | +70+0.7% | Added |
| ProShare Advisors LLC | 10,244 | $271.7K | 0.00% | +832+8.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,400 | $275.8K | 0.01% | +10,400 | New |
| Teacher Retirement System of Texas | 10,551 | $280.0K | 0.00% | −47,397−81.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 11,022 | $292.3K | 0.02% | −9,400−46.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,846 | $314.2K | 0.00% | −1,031−8.0% | Reduced |
| Miller Howard Investments Inc | 12,366 | $327.9K | 0.01% | +12,366 | New |
| Mutual of America Capital Management LLC | 12,851 | $340.8K | 0.00% | −620−4.6% | Reduced |
| New York Life Investment Management LLC | 13,683 | $362.9K | 0.00% | −1,908−12.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,288 | $378.9K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,289 | $405.5K | 0.03% | +15,289 | New |
| First Republic Investment Management, Inc. | 15,755 | $417.8K | 0.00% | −24,126−60.5% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $419.9K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 16,112 | $427.3K | 0.00% | −7,202−30.9% | Reduced |
| Exchange Traded Concepts, LLC | 17,718 | $469.9K | 0.01% | −588−3.2% | Reduced |
| Public Employees Retirement System of Ohio | 17,975 | $477.0K | 0.00% | −19,547−52.1% | Reduced |
| Winton Group Ltd | 18,211 | $483.0K | 0.04% | −36,864−66.9% | Reduced |
| Bayesian Capital Management, LP | 18,305 | $485.4K | 0.05% | +9,800+115.2% | Added |
| Royal Bank of Canada | 18,438 | $489.0K | 0.00% | +3,733+25.4% | Added |
| Arizona State Retirement System | 18,480 | $490.1K | 0.00% | −443−2.3% | Reduced |
| Handelsbanken Fonder AB | 18,874 | $501.0K | 0.00% | −8,300−30.5% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $503.9K | 0.16% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,519 | $518.0K | 0.00% | +2,999+18.2% | Added |
| XTX Topco Ltd | 20,041 | $531.5K | 0.10% | +20,041 | New |
| Keeley-Teton Advisors, LLC | 20,100 | $533.1K | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,500 | $543.7K | 0.01% | −600−2.8% | Reduced |
| Washington Trust Bank | 20,889 | $554.0K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 21,029 | $557.7K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 21,612 | $573.1K | 0.00% | −143,904−86.9% | Reduced |
| Balyasny Asset Management LLC | 21,699 | $575.5K | 0.00% | +21,699 | New |
| State Board of Administration of Florida Retirement System | 22,016 | $583.9K | 0.00% | −8,410−27.6% | Reduced |
| IFG Advisory, LLC | 22,042 | $584.6K | 0.05% | −566−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $603.0K | 0.01% | +3,772+19.9% | Added |
| Royce & Associates LP | 23,341 | $619.0K | 0.01% | +23,341 | New |