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, Q3 2023
Institutional positions in Wafd Inc as of Sep 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
- 214
- −3 vs. Q2 2023
- Shares held
- 54.4M
- −2.07M (−3.7%) vs. Q2 2023
- Total value
- $1.39B
- −$97.3M (−6.5%) vs. Q2 2023
- New holders
- 16
- 64 more added
- Sold out
- 19
- 97 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,591,323 | $245.7M | 0.01% | +75,920+0.8% | Added |
| Vanguard Group Inc | 7,851,922 | $201.2M | 0.00% | −139,465−1.7% | Reduced |
| Dimensional Fund Advisors LP | 5,138,202 | $131.6M | 0.04% | +66,507+1.3% | Added |
| State Street Corp | 3,217,738 | $82.4M | 0.00% | −716,764−18.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,201,972 | $56.4M | 0.32% | +192,061+9.6% | Added |
| Macquarie Group Ltd | 1,873,124 | $48.0M | 0.06% | −55,800−2.9% | Reduced |
| Artisan Partners Limited Partnership | 1,711,042 | $43.8M | 0.07% | −70,762−4.0% | Reduced |
| Geode Capital Management, LLC | 1,393,636 | $35.7M | 0.00% | +50,326+3.7% | Added |
| Systematic Financial Management LP | 1,291,742 | $33.1M | 1.07% | −13,261−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 956,690 | $24.5M | 0.01% | +42,432+4.6% | Added |
| William Blair Investment Management, LLC | 955,543 | $24.5M | 0.08% | −74,326−7.2% | Reduced |
| Frontier Capital Management Co LLC | 941,172 | $24.1M | 0.27% | −1,364−0.1% | Reduced |
| Northern Trust Corp | 884,738 | $22.7M | 0.00% | −1,491−0.2% | Reduced |
| Ameriprise Financial Inc | 862,396 | $22.1M | 0.01% | −46,031−5.1% | Reduced |
| Goldman Sachs Group Inc | 850,998 | $21.8M | 0.01% | −238,630−21.9% | Reduced |
| Bank of New York Mellon Corp | 760,422 | $19.5M | 0.00% | −25,846−3.3% | Reduced |
| American Century Companies Inc | 699,766 | $17.9M | 0.01% | +78,457+12.6% | Added |
| LSV Asset Management | 644,572 | $16.5M | 0.04% | −8,400−1.3% | Reduced |
| Clearbridge Investments, LLC | 589,117 | $15.1M | 0.01% | +56,453+10.6% | Added |
| Norges Bank | 523,027 | $13.4M | 0.00% | −18,906−3.5% | Reduced |
| JPMorgan Chase & Co | 511,412 | $13.1M | 0.00% | −50,341−9.0% | Reduced |
| Baird Financial Group, Inc. | 503,512 | $12.9M | 0.04% | −7,620−1.5% | Reduced |
| Morgan Stanley | 497,866 | $12.8M | 0.00% | −31,510−6.0% | Reduced |
| Principal Financial Group Inc | 378,042 | $9.69M | 0.01% | −14,177−3.6% | Reduced |
| Bridgeway Capital Management, LLC | 361,636 | $9.27M | 0.22% | +73,272+25.4% | Added |
| Nuveen Asset Management, LLC | 361,333 | $9.26M | 0.00% | −758−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 338,058 | $8.66M | 0.01% | −56,963−14.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 300,580 | $7.70M | 0.03% | −84,200−21.9% | Reduced |
| First Washington CORP | 284,157 | $7.28M | 2.94% | +11,188+4.1% | Added |
| Robeco Institutional Asset Management B.V. | 283,373 | $7.26M | 0.02% | −240,758−45.9% | Reduced |
| Brandywine Global Investment Management, LLC | 270,363 | $6.93M | 0.06% | −6,302−2.3% | Reduced |
| Invesco Ltd. | 263,714 | $6.76M | 0.00% | −127,404−32.6% | Reduced |
| Bank of America Corp | 255,731 | $6.55M | 0.00% | +12,731+5.2% | Added |
| Prudential Financial Inc | 242,911 | $6.22M | 0.01% | −7,740−3.1% | Reduced |
| Congress Asset Management Co | 228,440 | $5.85M | 0.05% | +313+0.1% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 218,144 | $5.59M | 0.69% | −1,987−0.9% | Reduced |
| Rhumbline Advisers | 205,319 | $5.26M | 0.01% | −2,005−1.0% | Reduced |
| Legal & General Group Plc | 183,698 | $4.71M | 0.00% | −7,957−4.2% | Reduced |
| Kennedy Capital Management, Inc. | 173,562 | $4.45M | 0.11% | −1,442−0.8% | Reduced |
| Empowered Funds, LLC | 161,636 | $4.14M | 0.12% | +13,272+8.9% | Added |
| First Trust Advisors LP | 156,541 | $4.01M | 0.00% | +26,058+20.0% | Added |
| Panagora Asset Management Inc | 145,674 | $3.73M | 0.02% | +145,674 | New |
| Swiss National Bank | 144,600 | $3.70M | 0.00% | +1,400+1.0% | Added |
| Millennium Management LLC | 138,676 | $3.55M | 0.00% | +81,486+142.5% | Added |
| New York State Teachers Retirement System | 133,864 | $3.43M | 0.01% | −6,030−4.3% | Reduced |
| Barclays PLC | 126,303 | $3.24M | 0.00% | −35,832−22.1% | Reduced |
| Thrivent Financial for Lutherans | 122,120 | $3.13M | 0.01% | +2,137+1.8% | Added |
| FMR LLC | 120,314 | $3.08M | 0.00% | +2,304+2.0% | Added |
| Verition Fund Management LLC | 119,325 | $3.06M | 0.04% | −41,283−25.7% | Reduced |
| Twinbeech Capital LP | 118,581 | $3.04M | 0.06% | +118,581 | New |
| UBS Group AG | 101,718 | $2.61M | 0.00% | −20,554−16.8% | Reduced |
| HRT Financial LP | 94,237 | $2.41M | 0.02% | +86,430+1,107.1% | Added |
| Citadel Advisors LLC | 91,798 | $2.35M | 0.00% | +36,681+66.6% | Added |
| Knights of Columbus Asset Advisors LLC | 89,966 | $2.30M | 0.21% | +15,400+20.7% | Added |
| Renaissance Technologies LLC | 88,776 | $2.27M | 0.00% | −119,500−57.4% | Reduced |
| Dean Investment Associates, LLC | 84,760 | $2.17M | 0.36% | +1,941+2.3% | Added |
| Jane Street Group, LLC | 83,884 | $2.15M | 0.00% | +48,925+139.9% | Added |
| Credit Suisse AG | 80,212 | $2.06M | 0.00% | −2,528−3.1% | Reduced |
| Public Sector Pension Investment Board | 80,005 | $2.05M | 0.02% | −36,777−31.5% | Reduced |
| Alliancebernstein L.P. | 79,849 | $2.05M | 0.00% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 79,700 | $2.04M | 0.22% | +21,500+36.9% | Added |
| Citigroup Inc | 77,900 | $2.00M | 0.00% | −63,705−45.0% | Reduced |
| LPL Financial LLC | 74,157 | $1.90M | 0.00% | −2,883−3.7% | Reduced |
| California State Teachers Retirement System | 72,643 | $1.86M | 0.00% | −4,760−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 71,507 | $1.83M | 0.00% | +71,507 | New |
| Talbot Financial, LLC | 71,264 | $1.83M | 0.32% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 69,876 | $1.79M | 0.01% | −64,059−47.8% | Reduced |
| Allianz Asset Management GmbH | 65,881 | $1.69M | 0.00% | −1,571−2.3% | Reduced |
| Squarepoint Ops LLC | 65,229 | $1.67M | 0.01% | −15,487−19.2% | Reduced |
| UBS Asset Management Americas Inc | 63,125 | $1.62M | 0.00% | −1,799−2.8% | Reduced |
| Great West Life Assurance Co | 62,474 | $1.60M | 0.00% | −2,789−4.3% | Reduced |
| Caxton Associates LP | 60,133 | $1.54M | 0.22% | +29,966+99.3% | Added |
| Texas Permanent School Fund | 54,950 | $1.41M | 0.01% | −751−1.3% | Reduced |
| CI Private Wealth, LLC | 53,945 | $1.38M | 0.00% | −93−0.2% | Reduced |
| Royce & Associates LP | 53,674 | $1.38M | 0.01% | +30,333+130.0% | Added |
| Susquehanna International Group, LLP | 52,352 | $1.34M | 0.00% | −25,812−33.0% | Reduced |
| Virginia Retirement Systems Et Al | 49,000 | $1.26M | 0.01% | +1,600+3.4% | Added |
| Comerica Bank | 47,648 | $1.22M | 0.01% | −213,316−81.7% | Reduced |
| Stifel Financial Corp | 46,469 | $1.19M | 0.00% | +3,819+9.0% | Added |
| State of Tennessee, Treasury Department | 43,366 | $1.11M | 0.00% | +1,591+3.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,275 | $1.11M | 0.01% | −31,094−41.8% | Reduced |
| Auxier Asset Management | 42,344 | $1.08M | 0.19% | −422−1.0% | Reduced |
| D.A. Davidson & Co. | 41,911 | $1.07M | 0.01% | −60−0.1% | Reduced |
| Brinker Capital Investments, LLC | 41,865 | $1.07M | 0.01% | −146−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 41,865 | $1.07M | 0.01% | −146−0.3% | Reduced |
| State of Alaska, Department of Revenue | 40,302 | $1.03M | 0.01% | −2,988−6.9% | Reduced |
| Illinois Municipal Retirement Fund | 38,412 | $984.0K | 0.02% | +38,412 | New |
| Jacobs Levy Equity Management, Inc | 38,066 | $975.3K | 0.01% | −104−0.3% | Reduced |
| CWM, LLC | 36,385 | $932.0K | 0.01% | −1,339−3.5% | Reduced |
| American International Group, Inc. | 35,925 | $920.4K | 0.01% | +711+2.0% | Added |
| Raymond James & Associates | 35,676 | $914.0K | 0.00% | −113−0.3% | Reduced |
| Price T Rowe Associates Inc | 35,669 | $914.0K | 0.00% | +3,327+10.3% | Added |
| MetLife Investment Management | 34,915 | $894.5K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 34,874 | $893.5K | 0.16% | −415−1.2% | Reduced |
| Legato Capital Management LLC | 33,925 | $869.2K | 0.13% | +948+2.9% | Added |
| Dean Capital Management | 33,925 | $869.2K | 0.65% | +948+2.9% | Added |
| Voya Investment Management LLC | 33,529 | $859.0K | 0.00% | +1,067+3.3% | Added |
| Louisiana State Employees Retirement System | 32,900 | $842.9K | 0.02% | −1,600−4.6% | Reduced |
| Harbour Investment Management LLC | 32,847 | $841.5K | 0.48% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 32,073 | $821.7K | 0.01% | −2,947−8.4% | Reduced |