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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 22,735 | $749.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 23,318 | $768.6K | 0.01% | +23,318 | New |
| Maryland State Retirement & Pension System | 23,528 | $775.5K | 0.02% | −314−1.3% | Reduced |
| Amalgamated Bank | 23,890 | $787.0K | 0.01% | −1,321−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 24,214 | $798.0K | 0.00% | −885−3.5% | Reduced |
| Victory Capital Management Inc | 24,662 | $812.9K | 0.00% | −1,191−4.6% | Reduced |
| HRT Financial LP | 25,063 | $826.0K | 0.01% | −69,174−73.4% | Reduced |
| Voya Investment Management LLC | 26,217 | $864.1K | 0.00% | −7,312−21.8% | Reduced |
| New York State Common Retirement Fund | 26,274 | $866.0K | 0.00% | −559−2.1% | Reduced |
| Wells Fargo & Company | 27,097 | $893.1K | 0.00% | −1,308−4.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 27,302 | $899.9K | 0.02% | +256+0.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,500 | $906.4K | 0.19% | −75−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 27,516 | $906.9K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,083 | $925.9K | 0.00% | −43−0.2% | Reduced |
| Franklin Resources Inc | 29,387 | $968.6K | 0.00% | +10.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,496 | $972.2K | 0.00% | +1,250+4.4% | Added |
| Ensign Peak Advisors, Inc | 30,589 | $1.01M | 0.00% | +5,450+21.7% | Added |
| Deutsche Bank AG | 30,669 | $1.01M | 0.00% | −698−2.2% | Reduced |
| Royal Bank of Canada | 30,777 | $1.01M | 0.00% | +11,926+63.3% | Added |
| Manufacturers Life Insurance Company, The | 31,415 | $1.04M | 0.00% | −594−1.9% | Reduced |
| Yousif Capital Management, LLC | 32,048 | $1.06M | 0.01% | −25−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 32,164 | $1.06M | 0.00% | −39,343−55.0% | Reduced |
| Louisiana State Employees Retirement System | 32,400 | $1.07M | 0.02% | −500−1.5% | Reduced |
| Harbour Investment Management LLC | 32,567 | $1.07M | 0.56% | −280−0.9% | 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 |
| MetLife Investment Management | 33,625 | $1.11M | 0.01% | −1,290−3.7% | Reduced |
| CWM, LLC | 33,687 | $1.11M | 0.01% | −2,698−7.4% | Reduced |
| AQR Capital Management LLC | 33,795 | $1.11M | 0.00% | +2,688+8.6% | Added |
| Cornercap Investment Counsel Inc | 34,008 | $1.12M | 0.18% | −866−2.5% | Reduced |
| Illinois Municipal Retirement Fund | 34,372 | $1.13M | 0.02% | −4,040−10.5% | Reduced |
| LPL Financial LLC | 34,399 | $1.13M | 0.00% | −39,758−53.6% | Reduced |
| State of Wisconsin Investment Board | 35,039 | $1.15M | 0.00% | +35,039 | New |
| American International Group, Inc. | 35,105 | $1.16M | 0.00% | −820−2.3% | Reduced |
| Caxton Associates LP | 35,452 | $1.17M | 0.06% | −24,681−41.0% | Reduced |
| Stifel Financial Corp | 36,113 | $1.19M | 0.00% | −10,356−22.3% | Reduced |
| 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 |
| Price T Rowe Associates Inc | 36,683 | $1.21M | 0.00% | +1,014+2.8% | Added |
| State of Alaska, Department of Revenue | 39,827 | $1.31M | 0.02% | −475−1.2% | Reduced |
| Auxier Asset Management | 39,944 | $1.32M | 0.21% | −2,400−5.7% | Reduced |
| State of Tennessee, Treasury Department | 41,065 | $1.35M | 0.01% | −2,301−5.3% | Reduced |
| D.A. Davidson & Co. | 41,545 | $1.37M | 0.01% | −366−0.9% | Reduced |
| Raymond James & Associates | 47,040 | $1.55M | 0.00% | +11,364+31.9% | Added |
| Allianz Asset Management GmbH | 49,122 | $1.62M | 0.00% | −16,759−25.4% | Reduced |
| Balyasny Asset Management LLC | 52,680 | $1.74M | 0.00% | +26,959+104.8% | Added |
| Comerica Bank | 52,683 | $1.74M | 0.01% | +5,035+10.6% | Added |
| CI Private Wealth, LLC | 54,123 | $1.78M | 0.00% | +178+0.3% | Added |
| Texas Permanent School Fund | 55,899 | $1.84M | 0.02% | +949+1.7% | Added |
| Susquehanna International Group, LLP | 59,371 | $1.96M | 0.00% | +7,019+13.4% | Added |
| Jane Street Group, LLC | 59,890 | $1.97M | 0.00% | −23,994−28.6% | Reduced |
| Great West Life Assurance Co | 62,789 | $2.07M | 0.00% | +315+0.5% | Added |
| California State Teachers Retirement System | 68,302 | $2.25M | 0.00% | −4,341−6.0% | Reduced |
| Talbot Financial, LLC | 71,264 | $2.35M | 0.35% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 71,907 | $2.37M | 0.00% | +8,782+13.9% | Added |
| Royce & Associates LP | 80,119 | $2.64M | 0.02% | +26,445+49.3% | Added |
| Alliancebernstein L.P. | 82,049 | $2.70M | 0.00% | +2,200+2.8% | Added |
| Credit Suisse AG | 82,899 | $2.73M | 0.00% | +2,687+3.3% | Added |
| Rafferty Asset Management, LLC | 87,974 | $2.90M | 0.01% | +18,098+25.9% | Added |
| Dean Investment Associates, LLC | 96,299 | $3.17M | 0.45% | +11,539+13.6% | Added |
| Hennessy Advisors Inc | 100,000 | $3.30M | 0.17% | +100,000 | New |
| Millennium Management LLC | 109,843 | $3.62M | 0.00% | −28,833−20.8% | Reduced |
| Thrivent Financial for Lutherans | 112,835 | $3.72M | 0.01% | −9,285−7.6% | Reduced |
| Verition Fund Management LLC | 115,210 | $3.80M | 0.04% | −4,115−3.4% | Reduced |
| Citigroup Inc | 116,227 | $3.83M | 0.01% | +38,327+49.2% | Added |
| Foundry Partners, LLC | 122,412 | $4.03M | 0.24% | +122,412 | New |
| Swiss National Bank | 127,500 | $4.20M | 0.00% | −17,100−11.8% | Reduced |
| New York State Teachers Retirement System | 129,164 | $4.26M | 0.01% | −4,700−3.5% | Reduced |
| Prudential Financial Inc | 133,488 | $4.40M | 0.01% | −109,423−45.0% | Reduced |
| Public Sector Pension Investment Board | 134,338 | $4.43M | 0.03% | +54,333+67.9% | Added |
| Panagora Asset Management Inc | 144,302 | $4.76M | 0.03% | −1,372−0.9% | Reduced |
| UBS Group AG | 147,875 | $4.87M | 0.00% | +46,157+45.4% | Added |
| Barclays PLC | 151,284 | $4.99M | 0.00% | +24,981+19.8% | Added |
| Knights of Columbus Asset Advisors LLC | 175,039 | $5.77M | 0.37% | +85,073+94.6% | Added |
| Empowered Funds, LLC | 177,657 | $5.86M | 0.15% | +16,021+9.9% | Added |
| JPMorgan Chase & Co | 179,552 | $5.92M | 0.00% | −331,860−64.9% | Reduced |
| Legal & General Group Plc | 181,605 | $5.99M | 0.00% | −2,093−1.1% | Reduced |
| First Trust Advisors LP | 207,493 | $6.84M | 0.01% | +50,952+32.5% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 216,877 | $7.15M | 0.82% | −1,267−0.6% | Reduced |
| Congress Asset Management Co | 221,082 | $7.29M | 0.06% | −7,358−3.2% | Reduced |
| Rhumbline Advisers | 222,352 | $7.33M | 0.01% | +17,033+8.3% | Added |
| Kennedy Capital Management, Inc. | 225,337 | $7.43M | 0.16% | +51,775+29.8% | Added |
| Invesco Ltd. | 267,457 | $8.82M | 0.00% | +3,743+1.4% | Added |
| HSBC Holdings PLC | 279,892 | $9.27M | 0.01% | +279,892 | New |
| First Washington CORP | 284,157 | $9.37M | 3.60% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 296,850 | $9.78M | 0.03% | −3,730−1.2% | Reduced |
| Brandywine Global Investment Management, LLC | 363,101 | $12.0M | 0.10% | +92,738+34.3% | Added |
| Nuveen Asset Management, LLC | 363,205 | $12.0M | 0.00% | +1,872+0.5% | Added |
| Bank of America Corp | 366,873 | $12.1M | 0.00% | +111,142+43.5% | Added |
| Principal Financial Group Inc | 376,334 | $12.4M | 0.01% | −1,708−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 377,657 | $12.4M | 0.27% | +16,021+4.4% | Added |
| Baird Financial Group, Inc. | 417,826 | $13.8M | 0.03% | −85,686−17.0% | Reduced |
| Goldman Sachs Group Inc | 458,846 | $15.1M | 0.00% | −392,152−46.1% | Reduced |
| Norges Bank | 466,123 | $15.4M | 0.00% | −56,904−10.9% | Reduced |
| Clearbridge Investments, LLC | 593,230 | $19.6M | 0.02% | +4,113+0.7% | Added |
| Morgan Stanley | 593,479 | $19.6M | 0.00% | +95,613+19.2% | Added |
| LSV Asset Management | 641,672 | $21.1M | 0.05% | −2,900−0.4% | Reduced |
| Bank of New York Mellon Corp | 713,303 | $23.5M | 0.00% | −47,119−6.2% | Reduced |
| American Century Companies Inc | 818,005 | $27.0M | 0.02% | +118,239+16.9% | Added |
| Northern Trust Corp | 899,390 | $29.6M | 0.01% | +14,652+1.7% | Added |