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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 6 | $0 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 5 | $165 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $165 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 8 | $264 | 0.00% | +4+100.0% | Added |
| SJS Investment Consulting Inc. | 11 | $363 | 0.00% | −4−26.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $363 | 0.00% | +11 | New |
| Fifth Third Bancorp | 14 | $461 | 0.00% | −145−91.2% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $660 | 0.00% | −49−71.0% | Reduced |
| Signaturefd, LLC | 22 | $725 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 25 | $824 | 0.00% | +25 | New |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $1.38K | 0.00% | −500−92.3% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $1.48K | 0.00% | −5−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $1.52K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 47 | $1.55K | 0.00% | +15+46.9% | Added |
| Versant Capital Management, Inc | 51 | $1.68K | 0.00% | −14−21.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 90 | $2.97K | 0.00% | −3,367−97.4% | Reduced |
| Bessemer Group Inc | 96 | $3.00K | 0.00% | +96 | New |
| Global Retirement Partners, LLC | 107 | $3.24K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $3.33K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 136 | $4.48K | 0.00% | +1+0.7% | Added |
| GAMMA Investing LLC | 186 | $5.40K | 0.00% | +186 | New |
| Quent Capital, LLC | 181 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 274 | $7.00K | 0.00% | +179+188.4% | Added |
| Private Trust Co NA | 302 | $9.95K | 0.00% | +7+2.4% | Added |
| Advisor Group Holdings, Inc. | 307 | $10.1K | 0.00% | −1,928−86.3% | Reduced |
| TD Private Client Wealth LLC | 374 | $12.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 491 | $16.2K | 0.00% | +491 | New |
| Larson Financial Group LLC | 500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 605 | $17.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $22.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $27.1K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,128 | $37.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,352 | $44.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,353 | $44.6K | 0.00% | +65+5.0% | Added |
| Bellevue Asset Management, LLC | 1,735 | $57.2K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,739 | $57.3K | 0.00% | −16,297−90.4% | Reduced |
| Old Point Trust & Financial Services N A | 2,020 | $66.6K | 0.03% | +2,020 | New |
| KBC Group NV | 2,071 | $68.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,123 | $70.0K | 0.00% | +217+11.4% | Added |
| Nisa Investment Advisors, LLC | 3,108 | $102.4K | 0.00% | +98+3.3% | Added |
| Metropolitan Life Insurance Co | 3,662 | $120.7K | 0.01% | −244−6.2% | Reduced |
| Bartlett & Co. LLC | 3,718 | $124.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,718 | $124.5K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 4,184 | $138.0K | 0.09% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,017 | $201.0K | 0.00% | +6,017 | New |
| Profund Advisors LLC | 6,173 | $203.5K | 0.01% | +6,173 | New |
| Fox Run Management, L.L.C. | 6,250 | $206.0K | 0.05% | +6,250 | New |
| Bank of Montreal | 6,357 | $213.0K | 0.00% | +6,357 | New |
| Ameritas Investment Partners, Inc. | 6,514 | $214.7K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,557 | $216.1K | 0.00% | +6,557 | New |
| Diversified Trust Co | 6,704 | $221.0K | 0.01% | +6,704 | New |
| Pathstone Holdings, LLC | 6,911 | $227.8K | 0.00% | +6,911 | New |
| Covestor Ltd | 7,035 | $232.0K | 0.16% | −454−6.1% | Reduced |
| Citadel Advisors LLC | 7,123 | $234.8K | 0.00% | −84,675−92.2% | Reduced |
| Everence Capital Management Inc | 7,540 | $249.0K | 0.02% | +7,540 | New |
| Sequoia Financial Advisors, LLC | 7,666 | $252.7K | 0.00% | +7,666 | New |
| M&T Bank Corp | 7,899 | $260.2K | 0.00% | +7,899 | New |
| Inceptionr LLC | 8,200 | $270.3K | 0.19% | +8,200 | New |
| Lakeside Advisors, INC. | 8,726 | $287.6K | 0.20% | +8+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $290.1K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,817 | $290.6K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,054 | $298.4K | 0.00% | +9,054 | New |
| Raymond James Financial Services Advisors, Inc. | 9,056 | $298.5K | 0.00% | −95−1.0% | Reduced |
| Neuberger Berman Group LLC | 9,144 | $301.4K | 0.00% | +205+2.3% | Added |
| Brighton Jones LLC | 9,595 | $316.3K | 0.01% | +16+0.2% | Added |
| IMS Capital Management | 9,843 | $324.4K | 0.16% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $329.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $330.0K | 0.28% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,384 | $342.0K | 0.00% | −11,141−51.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 11,022 | $363.3K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,331 | $373.5K | 0.00% | −14−0.1% | Reduced |
| New York Life Investment Management LLC | 11,554 | $380.8K | 0.00% | −267−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,054 | $397.3K | 0.00% | +661+5.8% | Added |
| ProShare Advisors LLC | 12,112 | $399.2K | 0.00% | +2,154+21.6% | Added |
| Alps Advisors Inc | 12,180 | $401.5K | 0.00% | −694−5.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,266 | $404.3K | 0.02% | +3,305+36.9% | Added |
| Miller Howard Investments Inc | 12,494 | $411.8K | 0.01% | +150+1.2% | Added |
| Lazard Asset Management LLC | 13,146 | $432.0K | 0.00% | +13,146 | New |
| Tower Research Capital LLC (TRC) | 13,138 | $433.0K | 0.01% | +8,775+201.1% | Added |
| Two Sigma Securities, LLC | 13,489 | $444.6K | 0.02% | +13,489 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,970 | $460.5K | 0.00% | −29,305−67.7% | Reduced |
| Natixis Advisors, L.P. | 14,732 | $485.0K | 0.00% | +2,177+17.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,730 | $485.5K | 0.00% | +3,114+26.8% | Added |
| Handelsbanken Fonder AB | 15,474 | $510.0K | 0.00% | −3,400−18.0% | Reduced |
| Winton Group Ltd | 15,648 | $515.8K | 0.04% | +1,073+7.4% | Added |
| Cutler Investment Counsel LLC | 15,832 | $521.8K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,512 | $577.2K | 0.00% | −11,781−40.2% | Reduced |
| FMR LLC | 17,524 | $577.6K | 0.00% | −102,790−85.4% | Reduced |
| Arizona State Retirement System | 18,095 | $596.4K | 0.00% | −638−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $616.7K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,900 | $622.9K | 0.01% | −400−2.1% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $626.2K | 0.25% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 20,100 | $662.5K | 0.09% | 00.0% | Unchanged |
| SEI Investments Co | 20,495 | $675.5K | 0.00% | −7,392−26.5% | Reduced |
| Washington Trust Bank | 20,889 | $688.5K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 21,029 | $693.1K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 21,330 | $703.0K | 0.05% | −412−1.9% | Reduced |
| Edgestream Partners, L.P. | 22,635 | $746.0K | 0.05% | +22,635 | New |