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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 862,396 | $22.1M | 0.01% | −46,031−5.1% | Reduced |
| Northern Trust Corp | 884,738 | $22.7M | 0.00% | −1,491−0.2% | Reduced |
| Frontier Capital Management Co LLC | 941,172 | $24.1M | 0.27% | −1,364−0.1% | Reduced |
| William Blair Investment Management, LLC | 955,543 | $24.5M | 0.08% | −74,326−7.2% | Reduced |
| Charles Schwab Investment Management Inc | 956,690 | $24.5M | 0.01% | +42,432+4.6% | Added |
| Systematic Financial Management LP | 1,291,742 | $33.1M | 1.07% | −13,261−1.0% | Reduced |
| Geode Capital Management, LLC | 1,393,636 | $35.7M | 0.00% | +50,326+3.7% | Added |
| Artisan Partners Limited Partnership | 1,711,042 | $43.8M | 0.07% | −70,762−4.0% | Reduced |
| Macquarie Group Ltd | 1,873,124 | $48.0M | 0.06% | −55,800−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,201,972 | $56.4M | 0.32% | +192,061+9.6% | Added |
| State Street Corp | 3,217,738 | $82.4M | 0.00% | −716,764−18.2% | Reduced |
| Dimensional Fund Advisors LP | 5,138,202 | $131.6M | 0.04% | +66,507+1.3% | Added |
| Vanguard Group Inc | 7,851,922 | $201.2M | 0.00% | −139,465−1.7% | Reduced |
| BlackRock Inc. | 9,591,323 | $245.7M | 0.01% | +75,920+0.8% | Added |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −348,492−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −277,225−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −29,932−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −27,672−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,305−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,289−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −9,001−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,847−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −7,586−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,482−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |