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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 11 | $0 | 0.00% | −21−65.6% | Reduced |
| Parkside Financial Bank & Trust | 4 | $103 | 0.00% | −10−71.4% | Reduced |
| Tfo-TDC, LLC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $385 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 22 | $564 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32 | $820 | 0.00% | −48−60.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $954 | 0.00% | +37 | New |
| Steward Financial Group LLC | 60 | $1.00K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 46 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $1.28K | 0.00% | +6+13.6% | Added |
| Versant Capital Management, Inc | 65 | $1.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $1.77K | 0.00% | +15+27.8% | Added |
| Manchester Capital Management LLC | 101 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $2.69K | 0.00% | +20+23.0% | Added |
| Ronald Blue Trust, Inc. | 95 | $3.00K | 0.00% | −196−67.4% | Reduced |
| McIlrath & Eck, LLC | 135 | $3.45K | 0.00% | +2+1.5% | Added |
| Fifth Third Bancorp | 159 | $4.07K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $4.64K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 191 | $5.00K | 0.00% | −91−32.3% | Reduced |
| Private Trust Co NA | 295 | $7.56K | 0.00% | −36−10.9% | Reduced |
| LGT Financial Advisors LLC | 326 | $8.35K | 0.01% | +326 | New |
| TD Private Client Wealth LLC | 374 | $9.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $12.8K | 0.00% | +500 | New |
| IFP Advisors, Inc | 542 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 605 | $15.5K | 0.01% | +605 | New |
| Nomura Asset Management Co Ltd | 670 | $17.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $21.1K | 0.00% | −400−32.7% | Reduced |
| Robinswood Financial LLC | 1,000 | $25.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,128 | $28.9K | 0.00% | −298−20.9% | Reduced |
| Quadrant Capital Group LLC | 1,288 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,352 | $34.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,356 | $34.7K | 0.02% | +1,356 | New |
| USA Financial Portformulas Corp | 1,669 | $42.8K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $44.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,906 | $48.8K | 0.00% | +1,000+110.4% | Added |
| KBC Group NV | 2,071 | $53.0K | 0.00% | −3,303−61.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,175 | $55.7K | 0.00% | −15,543−87.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,235 | $57.3K | 0.00% | −2,283−50.5% | Reduced |
| Amundi | 2,794 | $70.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,010 | $77.1K | 0.00% | +200+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,457 | $88.6K | 0.00% | −89−2.5% | Reduced |
| Bartlett & Co. LLC | 3,718 | $95.0K | 0.00% | −275−6.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,718 | $95.3K | 0.00% | −275−6.9% | Reduced |
| Metropolitan Life Insurance Co | 3,906 | $100.1K | 0.01% | +408+11.7% | Added |
| EMC Capital Management | 4,184 | $107.0K | 0.08% | +1,984+90.2% | Added |
| Tower Research Capital LLC (TRC) | 4,363 | $111.8K | 0.00% | −22,452−83.7% | Reduced |
| Aquatic Capital Management LLC | 5,900 | $151.0K | 0.01% | +5,500+1,375.0% | Added |
| Ameritas Investment Partners, Inc. | 6,514 | $166.9K | 0.01% | +1,328+25.6% | Added |
| Covestor Ltd | 7,489 | $192.0K | 0.15% | +1,383+22.6% | Added |
| Lakeside Advisors, INC. | 8,718 | $223.3K | 0.17% | +546+6.7% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $225.5K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,817 | $225.9K | 0.01% | +8,817 | New |
| Neuberger Berman Group LLC | 8,939 | $229.0K | 0.00% | +771+9.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,961 | $229.6K | 0.01% | +853+10.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,151 | $234.5K | 0.00% | −31−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,291 | $238.0K | 0.02% | +9,291 | New |
| Brighton Jones LLC | 9,579 | $245.4K | 0.01% | +34+0.4% | Added |
| IMS Capital Management | 9,843 | $252.2K | 0.15% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,958 | $255.1K | 0.00% | −286−2.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,000 | $256.0K | 0.25% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $256.2K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 11,022 | $282.4K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,345 | $290.7K | 0.00% | −1,506−11.7% | Reduced |
| The PNC Financial Services Group, Inc. | 11,393 | $291.9K | 0.00% | −453−3.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,616 | $297.6K | 0.00% | +2,230+23.8% | Added |
| New York Life Investment Management LLC | 11,821 | $302.9K | 0.00% | −1,862−13.6% | Reduced |
| Miller Howard Investments Inc | 12,344 | $316.3K | 0.01% | −22−0.2% | Reduced |
| Natixis Advisors, L.P. | 12,555 | $322.0K | 0.00% | +12,555 | New |
| Alps Advisors Inc | 12,874 | $329.8K | 0.00% | +2,853+28.5% | Added |
| SG Americas Securities, LLC | 12,914 | $331.0K | 0.00% | +12,914 | New |
| XTX Topco Ltd | 13,017 | $333.5K | 0.06% | −7,024−35.0% | Reduced |
| Truist Financial Corp | 13,412 | $343.6K | 0.00% | −2,700−16.8% | Reduced |
| First Republic Investment Management, Inc. | 14,114 | $361.6K | 0.00% | −1,641−10.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,288 | $366.1K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 14,575 | $373.4K | 0.03% | −3,636−20.0% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $405.6K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 18,036 | $462.0K | 0.00% | +61+0.3% | Added |
| State Board of Administration of Florida Retirement System | 18,712 | $479.4K | 0.00% | −3,304−15.0% | Reduced |
| Arizona State Retirement System | 18,733 | $479.9K | 0.00% | +253+1.4% | Added |
| Royal Bank of Canada | 18,851 | $483.0K | 0.00% | +413+2.2% | Added |
| Handelsbanken Fonder AB | 18,874 | $484.0K | 0.00% | 00.0% | Unchanged |
| Samson Rock Capital LLP | 18,938 | $485.2K | 0.16% | −18,937−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $486.8K | 0.17% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,300 | $494.5K | 0.01% | −1,200−5.9% | Reduced |
| Wedge Capital Management L L P | 19,809 | $507.5K | 0.01% | −37,988−65.7% | Reduced |
| Keeley-Teton Advisors, LLC | 20,100 | $515.0K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 20,807 | $533.1K | 0.02% | +20,807 | New |
| Washington Trust Bank | 20,889 | $535.2K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 21,029 | $538.8K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 21,525 | $551.0K | 0.00% | +10,974+104.0% | Added |
| IFG Advisory, LLC | 21,742 | $557.0K | 0.05% | −300−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $582.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 23,842 | $610.8K | 0.01% | −1,791−7.0% | Reduced |
| Coldstream Capital Management Inc | 24,534 | $628.6K | 0.02% | −44,913−64.7% | Reduced |
| Commonwealth Equity Services, LLC | 25,099 | $643.0K | 0.00% | +5,580+28.6% | Added |
| Ensign Peak Advisors, Inc | 25,139 | $644.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 25,211 | $646.0K | 0.01% | −1,162−4.4% | Reduced |
| Balyasny Asset Management LLC | 25,721 | $659.0K | 0.00% | +4,022+18.5% | Added |
| Victory Capital Management Inc | 25,853 | $662.4K | 0.00% | +739+2.9% | Added |
| New York State Common Retirement Fund | 26,833 | $687.5K | 0.00% | +14+0.1% | Added |