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, Q4 2023
Institutional positions in Wafd Inc as of Dec 31, 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
- 213
- +2 vs. Q3 2023
- Shares held
- 54.3M
- −77.5K (−0.1%) vs. Q3 2023
- Total value
- $1.79B
- +$396.5M (+28.5%) vs. Q3 2023
- New holders
- 28
- 63 more added
- Sold out
- 26
- 85 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,335,377 | $307.7M | 0.01% | −255,946−2.7% | Reduced |
| Vanguard Group Inc | 7,777,441 | $256.3M | 0.01% | −74,481−0.9% | Reduced |
| Dimensional Fund Advisors LP | 5,261,777 | $173.4M | 0.05% | +123,575+2.4% | Added |
| State Street Corp | 3,362,746 | $110.8M | 0.01% | +145,008+4.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,827,339 | $93.2M | 0.47% | +625,367+28.4% | Added |
| Macquarie Group Ltd | 1,794,424 | $59.1M | 0.07% | −78,700−4.2% | Reduced |
| Artisan Partners Limited Partnership | 1,701,042 | $56.1M | 0.09% | −10,000−0.6% | Reduced |
| Geode Capital Management, LLC | 1,436,866 | $47.4M | 0.00% | +43,230+3.1% | Added |
| Ameriprise Financial Inc | 1,420,338 | $46.8M | 0.01% | +557,942+64.7% | Added |
| Systematic Financial Management LP | 1,271,722 | $41.9M | 1.24% | −20,020−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,030,035 | $33.9M | 0.01% | +73,345+7.7% | Added |
| William Blair Investment Management, LLC | 936,520 | $30.9M | 0.09% | −19,023−2.0% | Reduced |
| Frontier Capital Management Co LLC | 926,462 | $30.5M | 0.31% | −14,710−1.6% | Reduced |
| Northern Trust Corp | 899,390 | $29.6M | 0.01% | +14,652+1.7% | Added |
| American Century Companies Inc | 818,005 | $27.0M | 0.02% | +118,239+16.9% | Added |
| Bank of New York Mellon Corp | 713,303 | $23.5M | 0.00% | −47,119−6.2% | Reduced |
| LSV Asset Management | 641,672 | $21.1M | 0.05% | −2,900−0.4% | Reduced |
| Morgan Stanley | 593,479 | $19.6M | 0.00% | +95,613+19.2% | Added |
| Clearbridge Investments, LLC | 593,230 | $19.6M | 0.02% | +4,113+0.7% | Added |
| Norges Bank | 466,123 | $15.4M | 0.00% | −56,904−10.9% | Reduced |
| Goldman Sachs Group Inc | 458,846 | $15.1M | 0.00% | −392,152−46.1% | Reduced |
| Baird Financial Group, Inc. | 417,826 | $13.8M | 0.03% | −85,686−17.0% | Reduced |
| Bridgeway Capital Management, LLC | 377,657 | $12.4M | 0.27% | +16,021+4.4% | Added |
| Principal Financial Group Inc | 376,334 | $12.4M | 0.01% | −1,708−0.5% | Reduced |
| Bank of America Corp | 366,873 | $12.1M | 0.00% | +111,142+43.5% | Added |
| Nuveen Asset Management, LLC | 363,205 | $12.0M | 0.00% | +1,872+0.5% | Added |
| Brandywine Global Investment Management, LLC | 363,101 | $12.0M | 0.10% | +92,738+34.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 296,850 | $9.78M | 0.03% | −3,730−1.2% | Reduced |
| First Washington CORP | 284,157 | $9.37M | 3.60% | 00.0% | Unchanged |
| HSBC Holdings PLC | 279,892 | $9.27M | 0.01% | +279,892 | New |
| Invesco Ltd. | 267,457 | $8.82M | 0.00% | +3,743+1.4% | Added |
| Kennedy Capital Management, Inc. | 225,337 | $7.43M | 0.16% | +51,775+29.8% | Added |
| Rhumbline Advisers | 222,352 | $7.33M | 0.01% | +17,033+8.3% | Added |
| Congress Asset Management Co | 221,082 | $7.29M | 0.06% | −7,358−3.2% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 216,877 | $7.15M | 0.82% | −1,267−0.6% | Reduced |
| First Trust Advisors LP | 207,493 | $6.84M | 0.01% | +50,952+32.5% | Added |
| Legal & General Group Plc | 181,605 | $5.99M | 0.00% | −2,093−1.1% | Reduced |
| JPMorgan Chase & Co | 179,552 | $5.92M | 0.00% | −331,860−64.9% | Reduced |
| Empowered Funds, LLC | 177,657 | $5.86M | 0.15% | +16,021+9.9% | Added |
| Knights of Columbus Asset Advisors LLC | 175,039 | $5.77M | 0.37% | +85,073+94.6% | Added |
| Barclays PLC | 151,284 | $4.99M | 0.00% | +24,981+19.8% | Added |
| UBS Group AG | 147,875 | $4.87M | 0.00% | +46,157+45.4% | Added |
| Panagora Asset Management Inc | 144,302 | $4.76M | 0.03% | −1,372−0.9% | Reduced |
| Public Sector Pension Investment Board | 134,338 | $4.43M | 0.03% | +54,333+67.9% | Added |
| Prudential Financial Inc | 133,488 | $4.40M | 0.01% | −109,423−45.0% | Reduced |
| New York State Teachers Retirement System | 129,164 | $4.26M | 0.01% | −4,700−3.5% | Reduced |
| Swiss National Bank | 127,500 | $4.20M | 0.00% | −17,100−11.8% | Reduced |
| Foundry Partners, LLC | 122,412 | $4.03M | 0.24% | +122,412 | New |
| Citigroup Inc | 116,227 | $3.83M | 0.01% | +38,327+49.2% | Added |
| Verition Fund Management LLC | 115,210 | $3.80M | 0.04% | −4,115−3.4% | Reduced |
| Thrivent Financial for Lutherans | 112,835 | $3.72M | 0.01% | −9,285−7.6% | Reduced |
| Millennium Management LLC | 109,843 | $3.62M | 0.00% | −28,833−20.8% | Reduced |
| Hennessy Advisors Inc | 100,000 | $3.30M | 0.17% | +100,000 | New |
| Dean Investment Associates, LLC | 96,299 | $3.17M | 0.45% | +11,539+13.6% | Added |
| Rafferty Asset Management, LLC | 87,974 | $2.90M | 0.01% | +18,098+25.9% | Added |
| Credit Suisse AG | 82,899 | $2.73M | 0.00% | +2,687+3.3% | Added |
| Alliancebernstein L.P. | 82,049 | $2.70M | 0.00% | +2,200+2.8% | Added |
| Royce & Associates LP | 80,119 | $2.64M | 0.02% | +26,445+49.3% | Added |
| UBS Asset Management Americas Inc | 71,907 | $2.37M | 0.00% | +8,782+13.9% | Added |
| Talbot Financial, LLC | 71,264 | $2.35M | 0.35% | 00.0% | Unchanged |
| California State Teachers Retirement System | 68,302 | $2.25M | 0.00% | −4,341−6.0% | Reduced |
| Great West Life Assurance Co | 62,789 | $2.07M | 0.00% | +315+0.5% | Added |
| Jane Street Group, LLC | 59,890 | $1.97M | 0.00% | −23,994−28.6% | Reduced |
| Susquehanna International Group, LLP | 59,371 | $1.96M | 0.00% | +7,019+13.4% | Added |
| Texas Permanent School Fund | 55,899 | $1.84M | 0.02% | +949+1.7% | Added |
| CI Private Wealth, LLC | 54,123 | $1.78M | 0.00% | +178+0.3% | Added |
| Comerica Bank | 52,683 | $1.74M | 0.01% | +5,035+10.6% | Added |
| Balyasny Asset Management LLC | 52,680 | $1.74M | 0.00% | +26,959+104.8% | Added |
| Allianz Asset Management GmbH | 49,122 | $1.62M | 0.00% | −16,759−25.4% | Reduced |
| Raymond James & Associates | 47,040 | $1.55M | 0.00% | +11,364+31.9% | Added |
| D.A. Davidson & Co. | 41,545 | $1.37M | 0.01% | −366−0.9% | Reduced |
| State of Tennessee, Treasury Department | 41,065 | $1.35M | 0.01% | −2,301−5.3% | Reduced |
| Auxier Asset Management | 39,944 | $1.32M | 0.21% | −2,400−5.7% | Reduced |
| State of Alaska, Department of Revenue | 39,827 | $1.31M | 0.02% | −475−1.2% | Reduced |
| Price T Rowe Associates Inc | 36,683 | $1.21M | 0.00% | +1,014+2.8% | Added |
| Brinker Capital Investments, LLC | 38,355 | $1.21M | 0.01% | −3,510−8.4% | Reduced |
| Orion Portfolio Solutions, LLC | 38,355 | $1.21M | 0.01% | −3,510−8.4% | Reduced |
| Stifel Financial Corp | 36,113 | $1.19M | 0.00% | −10,356−22.3% | Reduced |
| Caxton Associates LP | 35,452 | $1.17M | 0.06% | −24,681−41.0% | Reduced |
| American International Group, Inc. | 35,105 | $1.16M | 0.00% | −820−2.3% | Reduced |
| State of Wisconsin Investment Board | 35,039 | $1.15M | 0.00% | +35,039 | New |
| LPL Financial LLC | 34,399 | $1.13M | 0.00% | −39,758−53.6% | Reduced |
| Illinois Municipal Retirement Fund | 34,372 | $1.13M | 0.02% | −4,040−10.5% | Reduced |
| Cornercap Investment Counsel Inc | 34,008 | $1.12M | 0.18% | −866−2.5% | Reduced |
| AQR Capital Management LLC | 33,795 | $1.11M | 0.00% | +2,688+8.6% | Added |
| CWM, LLC | 33,687 | $1.11M | 0.01% | −2,698−7.4% | Reduced |
| MetLife Investment Management | 33,625 | $1.11M | 0.01% | −1,290−3.7% | Reduced |
| Legato Capital Management LLC | 32,626 | $1.08M | 0.14% | −1,299−3.8% | Reduced |
| Dean Capital Management | 32,626 | $1.08M | 0.66% | −1,299−3.8% | Reduced |
| Harbour Investment Management LLC | 32,567 | $1.07M | 0.56% | −280−0.9% | Reduced |
| Louisiana State Employees Retirement System | 32,400 | $1.07M | 0.02% | −500−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 32,164 | $1.06M | 0.00% | −39,343−55.0% | Reduced |
| Yousif Capital Management, LLC | 32,048 | $1.06M | 0.01% | −25−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 31,415 | $1.04M | 0.00% | −594−1.9% | Reduced |
| Royal Bank of Canada | 30,777 | $1.01M | 0.00% | +11,926+63.3% | Added |
| Deutsche Bank AG | 30,669 | $1.01M | 0.00% | −698−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 30,589 | $1.01M | 0.00% | +5,450+21.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,496 | $972.2K | 0.00% | +1,250+4.4% | Added |
| Franklin Resources Inc | 29,387 | $968.6K | 0.00% | +10.0% | Added |
| Janus Henderson Group PLC | 28,083 | $925.9K | 0.00% | −43−0.2% | Reduced |