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 |
|---|---|---|---|---|---|
| Frontier Capital Management Co LLC | 926,462 | $30.5M | 0.31% | −14,710−1.6% | Reduced |
| William Blair Investment Management, LLC | 936,520 | $30.9M | 0.09% | −19,023−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,030,035 | $33.9M | 0.01% | +73,345+7.7% | Added |
| Systematic Financial Management LP | 1,271,722 | $41.9M | 1.24% | −20,020−1.5% | Reduced |
| Ameriprise Financial Inc | 1,420,338 | $46.8M | 0.01% | +557,942+64.7% | Added |
| Geode Capital Management, LLC | 1,436,866 | $47.4M | 0.00% | +43,230+3.1% | Added |
| Artisan Partners Limited Partnership | 1,701,042 | $56.1M | 0.09% | −10,000−0.6% | Reduced |
| Macquarie Group Ltd | 1,794,424 | $59.1M | 0.07% | −78,700−4.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,827,339 | $93.2M | 0.47% | +625,367+28.4% | Added |
| State Street Corp | 3,362,746 | $110.8M | 0.01% | +145,008+4.5% | Added |
| Dimensional Fund Advisors LP | 5,261,777 | $173.4M | 0.05% | +123,575+2.4% | Added |
| Vanguard Group Inc | 7,777,441 | $256.3M | 0.01% | −74,481−0.9% | Reduced |
| BlackRock Inc. | 9,335,377 | $307.7M | 0.01% | −255,946−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −338,058−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −283,373−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −118,581−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −88,776−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −79,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −65,229−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −38,066−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,890−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −27,198−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −24,534−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,807−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −19,809−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −18,938−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −14,288−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,412−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,017−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,914−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,291−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |