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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 31,514 | $835.8K | 0.00% | +14,856+89.2% | Added |
| Caxton Associates LP | 30,167 | $800.0K | 0.12% | +23,398+345.7% | Added |
| Man Group plc | 29,932 | $793.8K | 0.00% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $749.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,137 | $746.6K | 0.00% | −552,927−95.2% | Reduced |
| Deutsche Bank AG | 27,681 | $734.1K | 0.00% | −15,502−35.9% | Reduced |
| Cipher Capital LP | 27,672 | $733.9K | 0.13% | +27,672 | New |
| BNP Paribas Arbitrage, SA | 27,606 | $732.1K | 0.00% | −11,384−29.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,575 | $731.3K | 0.17% | −168−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 27,536 | $730.3K | 0.06% | +17,439+172.7% | Added |
| New York State Common Retirement Fund | 26,819 | $711.2K | 0.00% | −7,242−21.3% | Reduced |
| Tower Research Capital LLC (TRC) | 26,815 | $711.1K | 0.02% | +23,442+695.0% | Added |
| Amalgamated Bank | 26,373 | $699.0K | 0.01% | −1,061−3.9% | Reduced |
| Maryland State Retirement & Pension System | 25,633 | $679.8K | 0.01% | −710−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 25,290 | $670.7K | 0.00% | −323−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 25,139 | $666.7K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 25,114 | $666.0K | 0.00% | −35,730−58.7% | Reduced |
| Royce & Associates LP | 23,341 | $619.0K | 0.01% | +23,341 | New |
| Teachers Retirement System of the State of Kentucky | 22,735 | $603.0K | 0.01% | +3,772+19.9% | Added |
| IFG Advisory, LLC | 22,042 | $584.6K | 0.05% | −566−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 22,016 | $583.9K | 0.00% | −8,410−27.6% | Reduced |
| Balyasny Asset Management LLC | 21,699 | $575.5K | 0.00% | +21,699 | New |
| Voloridge Investment Management, LLC | 21,612 | $573.1K | 0.00% | −143,904−86.9% | Reduced |
| Mission Wealth Management, LP | 21,029 | $557.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 20,889 | $554.0K | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,500 | $543.7K | 0.01% | −600−2.8% | Reduced |
| Keeley-Teton Advisors, LLC | 20,100 | $533.1K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,041 | $531.5K | 0.10% | +20,041 | New |
| Commonwealth Equity Services, LLC | 19,519 | $518.0K | 0.00% | +2,999+18.2% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $503.9K | 0.16% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,874 | $501.0K | 0.00% | −8,300−30.5% | Reduced |
| Arizona State Retirement System | 18,480 | $490.1K | 0.00% | −443−2.3% | Reduced |
| Royal Bank of Canada | 18,438 | $489.0K | 0.00% | +3,733+25.4% | Added |
| Bayesian Capital Management, LP | 18,305 | $485.4K | 0.05% | +9,800+115.2% | Added |
| Winton Group Ltd | 18,211 | $483.0K | 0.04% | −36,864−66.9% | Reduced |
| Public Employees Retirement System of Ohio | 17,975 | $477.0K | 0.00% | −19,547−52.1% | Reduced |
| Exchange Traded Concepts, LLC | 17,718 | $469.9K | 0.01% | −588−3.2% | Reduced |
| Truist Financial Corp | 16,112 | $427.3K | 0.00% | −7,202−30.9% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $419.9K | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 15,755 | $417.8K | 0.00% | −24,126−60.5% | Reduced |
| Two Sigma Securities, LLC | 15,289 | $405.5K | 0.03% | +15,289 | New |
| Ferguson Wellman Capital Management, Inc | 14,288 | $378.9K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 13,683 | $362.9K | 0.00% | −1,908−12.2% | Reduced |
| Mutual of America Capital Management LLC | 12,851 | $340.8K | 0.00% | −620−4.6% | Reduced |
| Miller Howard Investments Inc | 12,366 | $327.9K | 0.01% | +12,366 | New |
| The PNC Financial Services Group, Inc. | 11,846 | $314.2K | 0.00% | −1,031−8.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 11,022 | $292.3K | 0.02% | −9,400−46.0% | Reduced |
| Teacher Retirement System of Texas | 10,551 | $280.0K | 0.00% | −47,397−81.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,400 | $275.8K | 0.01% | +10,400 | New |
| ProShare Advisors LLC | 10,244 | $271.7K | 0.00% | +832+8.8% | Added |
| Alps Advisors Inc | 10,021 | $265.8K | 0.00% | +70+0.7% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $265.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $265.0K | 0.26% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $261.0K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,545 | $253.1K | 0.01% | −649−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,386 | $248.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 9,182 | $243.5K | 0.00% | +200+2.2% | Added |
| State of Wisconsin Investment Board | 9,001 | $238.7K | 0.00% | −3,225−26.4% | Reduced |
| Aigen Investment Management, LP | 8,847 | $234.6K | 0.03% | +8,847 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $233.4K | 0.05% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,172 | $216.7K | 0.16% | +9+0.1% | Added |
| Neuberger Berman Group LLC | 8,168 | $216.6K | 0.00% | −1,151−12.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,108 | $215.0K | 0.01% | +8,108 | New |
| Bank of Montreal | 7,191 | $213.7K | 0.00% | −2,068−22.3% | Reduced |
| HRT Financial LP | 7,807 | $207.0K | 0.00% | +7,807 | New |
| Profund Advisors LLC | 7,586 | $201.2K | 0.01% | +714+10.4% | Added |
| HighTower Advisors, LLC | 7,482 | $201.0K | 0.00% | −310−4.0% | Reduced |
| AQR Capital Management LLC | 7,571 | $200.8K | 0.00% | −613,513−98.8% | Reduced |
| Covestor Ltd | 6,106 | $162.0K | 0.12% | +1,105+22.1% | Added |
| KBC Group NV | 5,374 | $143.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,186 | $137.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,518 | $119.8K | 0.00% | −3,162−41.2% | Reduced |
| Bartlett & Co. LLC | 3,993 | $106.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,993 | $105.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,546 | $94.0K | 0.00% | +395+12.5% | Added |
| Metropolitan Life Insurance Co | 3,498 | $92.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,794 | $75.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,810 | $74.5K | 0.00% | +35+1.3% | Added |
| Old Point Trust & Financial Services N A | 2,020 | $53.6K | 0.02% | +2,020 | New |
| Bellevue Asset Management, LLC | 1,735 | $46.0K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,669 | $44.3K | 0.07% | −93−5.3% | Reduced |
| US Bancorp | 1,426 | $37.8K | 0.00% | −615−30.1% | Reduced |
| Harbour Investments, Inc. | 1,352 | $35.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,288 | $34.2K | 0.00% | +107+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,222 | $32.4K | 0.00% | +400+48.7% | Added |
| Toth Financial Advisory Corp | 1,200 | $31.8K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $26.5K | 0.01% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 906 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $17.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 542 | $17.6K | 0.00% | −450−45.4% | Reduced |
| Clear Street Markets LLC | 1,000 | $15.0K | 0.01% | +1,000 | New |
| Aquatic Capital Management LLC | 400 | $11.0K | 0.00% | +400 | New |
| TD Private Client Wealth LLC | 374 | $9.92K | 0.00% | −1,406−79.0% | Reduced |
| Ronald Blue Trust, Inc. | 291 | $9.00K | 0.00% | −1,863−86.5% | Reduced |
| Private Trust Co NA | 331 | $8.78K | 0.00% | −15−4.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 282 | $8.00K | 0.00% | +181+179.2% | Added |
| WealthPLAN Partners, LLC | 201 | $5.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $4.80K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 159 | $4.22K | 0.00% | +136+591.3% | Added |
| Bessemer Group Inc | 171 | $4.00K | 0.00% | +52+43.7% | Added |