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
Q3 2023 vs. Q2 2023
How the institutions holding Wafd Inc changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 218 | 1 | 214 | −3 |
| Shares | 56.7M | 148.4K | 54.4M | −2.07M (−3.7%) |
| Value | $1.50B | $3.93M | $1.39B | −$97.3M (−6.5%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Wafd Inc at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Panagora Asset Management Inc | 145,674 | $3.73M | 0.02% |
| Twinbeech Capital LP | 118,581 | $3.04M | 0.06% |
| D. E. Shaw & Co., Inc. | 71,507 | $1.83M | 0.00% |
| Illinois Municipal Retirement Fund | 38,412 | $984.0K | 0.02% |
| Qube Research & Technologies Ltd | 27,890 | $714.5K | 0.00% |
| Engineers Gate Manager LP | 20,807 | $533.1K | 0.02% |
| SG Americas Securities, LLC | 12,914 | $331.0K | 0.00% |
| Natixis Advisors, L.P. | 12,555 | $322.0K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 9,291 | $238.0K | 0.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,817 | $225.9K | 0.01% |
| Headlands Technologies LLC | 1,356 | $34.7K | 0.02% |
| Pacifica Partners Inc. | 605 | $15.5K | 0.01% |
| Larson Financial Group LLC | 500 | $12.8K | 0.00% |
| LGT Financial Advisors LLC | 326 | $8.35K | 0.01% |
| Steward Financial Group LLC | 60 | $1.00K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $954 | 0.00% |
Sold out (19)
Institutions that held Wafd Inc at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| HSBC Holdings PLC | 348,492 | $9.29M |
| Moran Wealth Management, LLC | 277,225 | $7.35M |
| Man Group plc | 29,932 | $793.8K |
| Cipher Capital LP | 27,672 | $733.9K |
| Bayesian Capital Management, LP | 18,305 | $485.4K |
| Two Sigma Securities, LLC | 15,289 | $405.5K |
| State of Wisconsin Investment Board | 9,001 | $238.7K |
| Aigen Investment Management, LP | 8,847 | $234.6K |
| Bank of Montreal | 7,191 | $213.7K |
| Profund Advisors LLC | 7,586 | $201.2K |
| HighTower Advisors, LLC | 7,482 | $201.0K |
| Old Point Trust & Financial Services N A | 2,020 | $53.6K |
| Toth Financial Advisory Corp | 1,200 | $31.8K |
| Clear Street Markets LLC | 1,000 | $15.0K |
| WealthPLAN Partners, LLC | 201 | $5.33K |
| Bessemer Group Inc | 171 | $4.00K |
| Key Financial Inc | 147 | $3.90K |
| First Horizon Advisors, Inc. | 66 | $1.75K |
| Disciplined Investments, LLC | 15 | $398 |
Not filed for Q3 2023 yet (1)
Institutions that held Wafd Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 148,364 | $3.93M |