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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 27,046 | $692.9K | 0.02% | +16,646+160.1% | Added |
| Voloridge Investment Management, LLC | 27,198 | $696.8K | 0.00% | +5,586+25.8% | Added |
| Dorsey & Whitney Trust CO LLC | 27,516 | $705.0K | 0.06% | −20−0.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,575 | $706.5K | 0.17% | 00.0% | Unchanged |
| SEI Investments Co | 27,887 | $714.5K | 0.00% | −4,510−13.9% | Reduced |
| Qube Research & Technologies Ltd | 27,890 | $714.5K | 0.00% | +27,890 | New |
| Janus Henderson Group PLC | 28,126 | $720.9K | 0.00% | −110.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $723.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 28,405 | $727.7K | 0.00% | −17,552−38.2% | Reduced |
| BNP Paribas Arbitrage, SA | 29,293 | $750.5K | 0.00% | +1,687+6.1% | Added |
| Franklin Resources Inc | 29,386 | $752.9K | 0.00% | −2,128−6.8% | Reduced |
| AQR Capital Management LLC | 31,107 | $797.0K | 0.00% | +23,536+310.9% | Added |
| Deutsche Bank AG | 31,367 | $803.6K | 0.00% | +3,686+13.3% | Added |
| Manufacturers Life Insurance Company, The | 32,009 | $820.1K | 0.00% | +6,719+26.6% | Added |
| Yousif Capital Management, LLC | 32,073 | $821.7K | 0.01% | −2,947−8.4% | Reduced |
| Harbour Investment Management LLC | 32,847 | $841.5K | 0.48% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 32,900 | $842.9K | 0.02% | −1,600−4.6% | Reduced |
| Voya Investment Management LLC | 33,529 | $859.0K | 0.00% | +1,067+3.3% | Added |
| 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 |
| Cornercap Investment Counsel Inc | 34,874 | $893.5K | 0.16% | −415−1.2% | Reduced |
| MetLife Investment Management | 34,915 | $894.5K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,669 | $914.0K | 0.00% | +3,327+10.3% | Added |
| Raymond James & Associates | 35,676 | $914.0K | 0.00% | −113−0.3% | Reduced |
| American International Group, Inc. | 35,925 | $920.4K | 0.01% | +711+2.0% | Added |
| CWM, LLC | 36,385 | $932.0K | 0.01% | −1,339−3.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 38,066 | $975.3K | 0.01% | −104−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 38,412 | $984.0K | 0.02% | +38,412 | New |
| State of Alaska, Department of Revenue | 40,302 | $1.03M | 0.01% | −2,988−6.9% | 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 |
| D.A. Davidson & Co. | 41,911 | $1.07M | 0.01% | −60−0.1% | Reduced |
| Auxier Asset Management | 42,344 | $1.08M | 0.19% | −422−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,275 | $1.11M | 0.01% | −31,094−41.8% | Reduced |
| State of Tennessee, Treasury Department | 43,366 | $1.11M | 0.00% | +1,591+3.8% | Added |
| Stifel Financial Corp | 46,469 | $1.19M | 0.00% | +3,819+9.0% | Added |
| Comerica Bank | 47,648 | $1.22M | 0.01% | −213,316−81.7% | Reduced |
| Virginia Retirement Systems Et Al | 49,000 | $1.26M | 0.01% | +1,600+3.4% | Added |
| Susquehanna International Group, LLP | 52,352 | $1.34M | 0.00% | −25,812−33.0% | Reduced |
| Royce & Associates LP | 53,674 | $1.38M | 0.01% | +30,333+130.0% | Added |
| CI Private Wealth, LLC | 53,945 | $1.38M | 0.00% | −93−0.2% | Reduced |
| Texas Permanent School Fund | 54,950 | $1.41M | 0.01% | −751−1.3% | Reduced |
| Caxton Associates LP | 60,133 | $1.54M | 0.22% | +29,966+99.3% | Added |
| Great West Life Assurance Co | 62,474 | $1.60M | 0.00% | −2,789−4.3% | Reduced |
| UBS Asset Management Americas Inc | 63,125 | $1.62M | 0.00% | −1,799−2.8% | Reduced |
| Squarepoint Ops LLC | 65,229 | $1.67M | 0.01% | −15,487−19.2% | Reduced |
| Allianz Asset Management GmbH | 65,881 | $1.69M | 0.00% | −1,571−2.3% | Reduced |
| Rafferty Asset Management, LLC | 69,876 | $1.79M | 0.01% | −64,059−47.8% | Reduced |
| Talbot Financial, LLC | 71,264 | $1.83M | 0.32% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 71,507 | $1.83M | 0.00% | +71,507 | New |
| California State Teachers Retirement System | 72,643 | $1.86M | 0.00% | −4,760−6.1% | Reduced |
| LPL Financial LLC | 74,157 | $1.90M | 0.00% | −2,883−3.7% | Reduced |
| Citigroup Inc | 77,900 | $2.00M | 0.00% | −63,705−45.0% | Reduced |
| Oberweis Asset Management Inc | 79,700 | $2.04M | 0.22% | +21,500+36.9% | Added |
| Alliancebernstein L.P. | 79,849 | $2.05M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 80,005 | $2.05M | 0.02% | −36,777−31.5% | Reduced |
| Credit Suisse AG | 80,212 | $2.06M | 0.00% | −2,528−3.1% | Reduced |
| Jane Street Group, LLC | 83,884 | $2.15M | 0.00% | +48,925+139.9% | Added |
| Dean Investment Associates, LLC | 84,760 | $2.17M | 0.36% | +1,941+2.3% | Added |
| Renaissance Technologies LLC | 88,776 | $2.27M | 0.00% | −119,500−57.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 89,966 | $2.30M | 0.21% | +15,400+20.7% | Added |
| Citadel Advisors LLC | 91,798 | $2.35M | 0.00% | +36,681+66.6% | Added |
| HRT Financial LP | 94,237 | $2.41M | 0.02% | +86,430+1,107.1% | Added |
| UBS Group AG | 101,718 | $2.61M | 0.00% | −20,554−16.8% | Reduced |
| Twinbeech Capital LP | 118,581 | $3.04M | 0.06% | +118,581 | New |
| Verition Fund Management LLC | 119,325 | $3.06M | 0.04% | −41,283−25.7% | Reduced |
| FMR LLC | 120,314 | $3.08M | 0.00% | +2,304+2.0% | Added |
| Thrivent Financial for Lutherans | 122,120 | $3.13M | 0.01% | +2,137+1.8% | Added |
| Barclays PLC | 126,303 | $3.24M | 0.00% | −35,832−22.1% | Reduced |
| New York State Teachers Retirement System | 133,864 | $3.43M | 0.01% | −6,030−4.3% | Reduced |
| Millennium Management LLC | 138,676 | $3.55M | 0.00% | +81,486+142.5% | Added |
| Swiss National Bank | 144,600 | $3.70M | 0.00% | +1,400+1.0% | Added |
| Panagora Asset Management Inc | 145,674 | $3.73M | 0.02% | +145,674 | New |
| First Trust Advisors LP | 156,541 | $4.01M | 0.00% | +26,058+20.0% | Added |
| Empowered Funds, LLC | 161,636 | $4.14M | 0.12% | +13,272+8.9% | Added |
| Kennedy Capital Management, Inc. | 173,562 | $4.45M | 0.11% | −1,442−0.8% | Reduced |
| Legal & General Group Plc | 183,698 | $4.71M | 0.00% | −7,957−4.2% | Reduced |
| Rhumbline Advisers | 205,319 | $5.26M | 0.01% | −2,005−1.0% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 218,144 | $5.59M | 0.69% | −1,987−0.9% | Reduced |
| Congress Asset Management Co | 228,440 | $5.85M | 0.05% | +313+0.1% | Added |
| Prudential Financial Inc | 242,911 | $6.22M | 0.01% | −7,740−3.1% | Reduced |
| Bank of America Corp | 255,731 | $6.55M | 0.00% | +12,731+5.2% | Added |
| Invesco Ltd. | 263,714 | $6.76M | 0.00% | −127,404−32.6% | Reduced |
| Brandywine Global Investment Management, LLC | 270,363 | $6.93M | 0.06% | −6,302−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 283,373 | $7.26M | 0.02% | −240,758−45.9% | Reduced |
| First Washington CORP | 284,157 | $7.28M | 2.94% | +11,188+4.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 300,580 | $7.70M | 0.03% | −84,200−21.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 338,058 | $8.66M | 0.01% | −56,963−14.4% | Reduced |
| Nuveen Asset Management, LLC | 361,333 | $9.26M | 0.00% | −758−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 361,636 | $9.27M | 0.22% | +73,272+25.4% | Added |
| Principal Financial Group Inc | 378,042 | $9.69M | 0.01% | −14,177−3.6% | Reduced |
| Morgan Stanley | 497,866 | $12.8M | 0.00% | −31,510−6.0% | Reduced |
| Baird Financial Group, Inc. | 503,512 | $12.9M | 0.04% | −7,620−1.5% | Reduced |
| JPMorgan Chase & Co | 511,412 | $13.1M | 0.00% | −50,341−9.0% | Reduced |
| Norges Bank | 523,027 | $13.4M | 0.00% | −18,906−3.5% | Reduced |
| Clearbridge Investments, LLC | 589,117 | $15.1M | 0.01% | +56,453+10.6% | Added |
| LSV Asset Management | 644,572 | $16.5M | 0.04% | −8,400−1.3% | Reduced |
| American Century Companies Inc | 699,766 | $17.9M | 0.01% | +78,457+12.6% | Added |
| Bank of New York Mellon Corp | 760,422 | $19.5M | 0.00% | −25,846−3.3% | Reduced |
| Goldman Sachs Group Inc | 850,998 | $21.8M | 0.01% | −238,630−21.9% | Reduced |