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 |
|---|---|---|---|---|---|
| LSV Asset Management | 652,972 | $17.3M | 0.04% | −14,879−2.2% | Reduced |
| Bank of New York Mellon Corp | 786,268 | $20.9M | 0.00% | −76,590−8.9% | Reduced |
| Northern Trust Corp | 886,229 | $23.5M | 0.00% | −59,182−6.3% | Reduced |
| Ameriprise Financial Inc | 908,427 | $24.1M | 0.01% | −24,214−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 914,258 | $24.2M | 0.01% | −55,730−5.7% | Reduced |
| Frontier Capital Management Co LLC | 942,536 | $25.0M | 0.24% | −14,680−1.5% | Reduced |
| William Blair Investment Management, LLC | 1,029,869 | $27.3M | 0.09% | +19,004+1.9% | Added |
| Goldman Sachs Group Inc | 1,089,628 | $28.9M | 0.01% | −321,535−22.8% | Reduced |
| Systematic Financial Management LP | 1,305,003 | $34.6M | 1.09% | −7,446−0.6% | Reduced |
| Geode Capital Management, LLC | 1,343,310 | $35.6M | 0.00% | +44,992+3.5% | Added |
| Artisan Partners Limited Partnership | 1,781,804 | $47.3M | 0.08% | −98,208−5.2% | Reduced |
| Macquarie Group Ltd | 1,928,924 | $51.2M | 0.06% | +1,928,924 | New |
| Fuller & Thaler Asset Management, Inc. | 2,009,911 | $53.3M | 0.30% | +88,821+4.6% | Added |
| State Street Corp | 3,934,502 | $104.3M | 0.01% | +566,556+16.8% | Added |
| Dimensional Fund Advisors LP | 5,071,695 | $134.5M | 0.04% | −172,768−3.3% | Reduced |
| Vanguard Group Inc | 7,991,387 | $211.9M | 0.01% | −83,076−1.0% | Reduced |
| BlackRock Inc. | 9,515,403 | $252.3M | 0.01% | −150,767−1.6% | Reduced |
| EMC Capital Management | 2,200 | – | – | −1,984−47.4% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −281,300−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −115,810−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −71,700−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −69,601−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −39,114−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −33,074−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −31,661−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −28,599−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −27,892−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −27,638−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −26,963−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −25,638−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −25,183−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −23,222−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,141−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −17,038−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,938−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,462−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −14,430−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,615−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,733−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −11,040−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,866−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −9,485−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,163−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,080−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,979−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −8,808−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −8,455−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,201−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,176−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |