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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

Q4 2023 vs. Q3 2023

How the institutions holding Wafd Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WAFD: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2143213+2
Shares54.4M63.2K54.3M−77.5K (−0.1%)
Value$1.39B$1.62M$1.79B+$396.5M (+28.5%)

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Wafd Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to WAFD in Q4 2023
InstitutionSharesValue% of portfolio
HSBC Holdings PLC279,892$9.27M0.01%
Foundry Partners, LLC122,412$4.03M0.24%
Hennessy Advisors Inc100,000$3.30M0.17%
State of Wisconsin Investment Board35,039$1.15M0.00%
Susquehanna Portfolio Strategies, LLC23,318$768.6K0.01%
Edgestream Partners, L.P.22,635$746.0K0.05%
Two Sigma Securities, LLC13,489$444.6K0.02%
Lazard Asset Management LLC13,146$432.0K0.00%
Pictet Asset Management Holding SA9,054$298.4K0.00%
Inceptionr LLC8,200$270.3K0.19%
M&T Bank Corp7,899$260.2K0.00%
Sequoia Financial Advisors, LLC7,666$252.7K0.00%
Everence Capital Management Inc7,540$249.0K0.02%
Pathstone Holdings, LLC6,911$227.8K0.00%
Diversified Trust Co6,704$221.0K0.01%
CIBC Asset Management Inc6,557$216.1K0.00%
Bank of Montreal6,357$213.0K0.00%
Fox Run Management, L.L.C.6,250$206.0K0.05%
Profund Advisors LLC6,173$203.5K0.01%
DekaBank Deutsche Girozentrale6,017$201.0K0.00%
Old Point Trust & Financial Services N A2,020$66.6K0.03%
GWM Advisors LLC491$16.2K0.00%
GAMMA Investing LLC186$5.40K0.00%
Bessemer Group Inc96$3.00K0.00%
Principal Securities, Inc.25$8240.00%
DiNuzzo Private Wealth, Inc.11$3630.00%
Farther Finance Advisors, LLC5$1650.00%
Smartleaf Asset Management LLC6$00.00%

Sold out (26)

Institutions that held Wafd Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (3)

Institutions that held Wafd Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAFD in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al49,000$1.26M
First Republic Investment Management, Inc.14,114$361.6K
Steward Financial Group LLC60$1.00K