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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 32,009 | $820.1K | 0.00% | +6,719+26.6% | Added |
| Deutsche Bank AG | 31,367 | $803.6K | 0.00% | +3,686+13.3% | Added |
| AQR Capital Management LLC | 31,107 | $797.0K | 0.00% | +23,536+310.9% | Added |
| Franklin Resources Inc | 29,386 | $752.9K | 0.00% | −2,128−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 29,293 | $750.5K | 0.00% | +1,687+6.1% | Added |
| Wells Fargo & Company | 28,405 | $727.7K | 0.00% | −17,552−38.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $723.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,126 | $720.9K | 0.00% | −110.0% | Reduced |
| Qube Research & Technologies Ltd | 27,890 | $714.5K | 0.00% | +27,890 | New |
| SEI Investments Co | 27,887 | $714.5K | 0.00% | −4,510−13.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,575 | $706.5K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 27,516 | $705.0K | 0.06% | −20−0.1% | Reduced |
| Voloridge Investment Management, LLC | 27,198 | $696.8K | 0.00% | +5,586+25.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 27,046 | $692.9K | 0.02% | +16,646+160.1% | Added |
| New York State Common Retirement Fund | 26,833 | $687.5K | 0.00% | +14+0.1% | Added |
| Victory Capital Management Inc | 25,853 | $662.4K | 0.00% | +739+2.9% | Added |
| Balyasny Asset Management LLC | 25,721 | $659.0K | 0.00% | +4,022+18.5% | Added |
| Amalgamated Bank | 25,211 | $646.0K | 0.01% | −1,162−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 25,139 | $644.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,099 | $643.0K | 0.00% | +5,580+28.6% | Added |
| Coldstream Capital Management Inc | 24,534 | $628.6K | 0.02% | −44,913−64.7% | Reduced |
| Maryland State Retirement & Pension System | 23,842 | $610.8K | 0.01% | −1,791−7.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $582.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 21,742 | $557.0K | 0.05% | −300−1.4% | Reduced |
| Teacher Retirement System of Texas | 21,525 | $551.0K | 0.00% | +10,974+104.0% | Added |
| Mission Wealth Management, LP | 21,029 | $538.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 20,889 | $535.2K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 20,807 | $533.1K | 0.02% | +20,807 | New |
| Keeley-Teton Advisors, LLC | 20,100 | $515.0K | 0.07% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 19,809 | $507.5K | 0.01% | −37,988−65.7% | Reduced |
| Oregon Public Employees Retirement Fund | 19,300 | $494.5K | 0.01% | −1,200−5.9% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $486.8K | 0.17% | 00.0% | Unchanged |
| Samson Rock Capital LLP | 18,938 | $485.2K | 0.16% | −18,937−50.0% | Reduced |
| Handelsbanken Fonder AB | 18,874 | $484.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,851 | $483.0K | 0.00% | +413+2.2% | Added |
| Arizona State Retirement System | 18,733 | $479.9K | 0.00% | +253+1.4% | Added |
| State Board of Administration of Florida Retirement System | 18,712 | $479.4K | 0.00% | −3,304−15.0% | Reduced |
| Public Employees Retirement System of Ohio | 18,036 | $462.0K | 0.00% | +61+0.3% | Added |
| Cutler Investment Counsel LLC | 15,832 | $405.6K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 14,575 | $373.4K | 0.03% | −3,636−20.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,288 | $366.1K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 14,114 | $361.6K | 0.00% | −1,641−10.4% | Reduced |
| Truist Financial Corp | 13,412 | $343.6K | 0.00% | −2,700−16.8% | Reduced |
| XTX Topco Ltd | 13,017 | $333.5K | 0.06% | −7,024−35.0% | Reduced |
| SG Americas Securities, LLC | 12,914 | $331.0K | 0.00% | +12,914 | New |
| Alps Advisors Inc | 12,874 | $329.8K | 0.00% | +2,853+28.5% | Added |
| Natixis Advisors, L.P. | 12,555 | $322.0K | 0.00% | +12,555 | New |
| Miller Howard Investments Inc | 12,344 | $316.3K | 0.01% | −22−0.2% | Reduced |
| New York Life Investment Management LLC | 11,821 | $302.9K | 0.00% | −1,862−13.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,616 | $297.6K | 0.00% | +2,230+23.8% | Added |
| The PNC Financial Services Group, Inc. | 11,393 | $291.9K | 0.00% | −453−3.8% | Reduced |
| Mutual of America Capital Management LLC | 11,345 | $290.7K | 0.00% | −1,506−11.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 11,022 | $282.4K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $256.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $256.0K | 0.25% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,958 | $255.1K | 0.00% | −286−2.8% | Reduced |
| IMS Capital Management | 9,843 | $252.2K | 0.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,579 | $245.4K | 0.01% | +34+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,291 | $238.0K | 0.02% | +9,291 | New |
| Raymond James Financial Services Advisors, Inc. | 9,151 | $234.5K | 0.00% | −31−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,961 | $229.6K | 0.01% | +853+10.5% | Added |
| Neuberger Berman Group LLC | 8,939 | $229.0K | 0.00% | +771+9.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,817 | $225.9K | 0.01% | +8,817 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $225.5K | 0.05% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,718 | $223.3K | 0.17% | +546+6.7% | Added |
| Covestor Ltd | 7,489 | $192.0K | 0.15% | +1,383+22.6% | Added |
| Ameritas Investment Partners, Inc. | 6,514 | $166.9K | 0.01% | +1,328+25.6% | Added |
| Aquatic Capital Management LLC | 5,900 | $151.0K | 0.01% | +5,500+1,375.0% | Added |
| Tower Research Capital LLC (TRC) | 4,363 | $111.8K | 0.00% | −22,452−83.7% | Reduced |
| EMC Capital Management | 4,184 | $107.0K | 0.08% | +1,984+90.2% | Added |
| Metropolitan Life Insurance Co | 3,906 | $100.1K | 0.01% | +408+11.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,718 | $95.3K | 0.00% | −275−6.9% | Reduced |
| Bartlett & Co. LLC | 3,718 | $95.0K | 0.00% | −275−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,457 | $88.6K | 0.00% | −89−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,010 | $77.1K | 0.00% | +200+7.1% | Added |
| Amundi | 2,794 | $70.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,235 | $57.3K | 0.00% | −2,283−50.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,175 | $55.7K | 0.00% | −15,543−87.7% | Reduced |
| KBC Group NV | 2,071 | $53.0K | 0.00% | −3,303−61.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,906 | $48.8K | 0.00% | +1,000+110.4% | Added |
| Bellevue Asset Management, LLC | 1,735 | $44.5K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,669 | $42.8K | 0.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,356 | $34.7K | 0.02% | +1,356 | New |
| Harbour Investments, Inc. | 1,352 | $34.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,288 | $33.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,128 | $28.9K | 0.00% | −298−20.9% | Reduced |
| Robinswood Financial LLC | 1,000 | $25.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $21.1K | 0.00% | −400−32.7% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $17.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 605 | $15.5K | 0.01% | +605 | New |
| IFP Advisors, Inc | 542 | $13.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $12.8K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 374 | $9.58K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 326 | $8.35K | 0.01% | +326 | New |
| Private Trust Co NA | 295 | $7.56K | 0.00% | −36−10.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 191 | $5.00K | 0.00% | −91−32.3% | Reduced |
| Quent Capital, LLC | 181 | $4.64K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 159 | $4.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 135 | $3.45K | 0.00% | +2+1.5% | Added |
| Ronald Blue Trust, Inc. | 95 | $3.00K | 0.00% | −196−67.4% | Reduced |