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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 27,516 | $906.9K | 0.07% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,500 | $906.4K | 0.19% | −75−0.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 27,302 | $899.9K | 0.02% | +256+0.9% | Added |
| Wells Fargo & Company | 27,097 | $893.1K | 0.00% | −1,308−4.6% | Reduced |
| New York State Common Retirement Fund | 26,274 | $866.0K | 0.00% | −559−2.1% | Reduced |
| Voya Investment Management LLC | 26,217 | $864.1K | 0.00% | −7,312−21.8% | Reduced |
| HRT Financial LP | 25,063 | $826.0K | 0.01% | −69,174−73.4% | Reduced |
| Victory Capital Management Inc | 24,662 | $812.9K | 0.00% | −1,191−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 24,214 | $798.0K | 0.00% | −885−3.5% | Reduced |
| Amalgamated Bank | 23,890 | $787.0K | 0.01% | −1,321−5.2% | Reduced |
| Maryland State Retirement & Pension System | 23,528 | $775.5K | 0.02% | −314−1.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 23,318 | $768.6K | 0.01% | +23,318 | New |
| Teachers Retirement System of the State of Kentucky | 22,735 | $749.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 22,635 | $746.0K | 0.05% | +22,635 | New |
| IFG Advisory, LLC | 21,330 | $703.0K | 0.05% | −412−1.9% | Reduced |
| Mission Wealth Management, LP | 21,029 | $693.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 20,889 | $688.5K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 20,495 | $675.5K | 0.00% | −7,392−26.5% | Reduced |
| Keeley-Teton Advisors, LLC | 20,100 | $662.5K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 19,000 | $626.2K | 0.25% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,900 | $622.9K | 0.01% | −400−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $616.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 18,095 | $596.4K | 0.00% | −638−3.4% | Reduced |
| FMR LLC | 17,524 | $577.6K | 0.00% | −102,790−85.4% | Reduced |
| BNP Paribas Arbitrage, SA | 17,512 | $577.2K | 0.00% | −11,781−40.2% | Reduced |
| Cutler Investment Counsel LLC | 15,832 | $521.8K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 15,648 | $515.8K | 0.04% | +1,073+7.4% | Added |
| Handelsbanken Fonder AB | 15,474 | $510.0K | 0.00% | −3,400−18.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,730 | $485.5K | 0.00% | +3,114+26.8% | Added |
| Natixis Advisors, L.P. | 14,732 | $485.0K | 0.00% | +2,177+17.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,970 | $460.5K | 0.00% | −29,305−67.7% | Reduced |
| Two Sigma Securities, LLC | 13,489 | $444.6K | 0.02% | +13,489 | New |
| Tower Research Capital LLC (TRC) | 13,138 | $433.0K | 0.01% | +8,775+201.1% | Added |
| Lazard Asset Management LLC | 13,146 | $432.0K | 0.00% | +13,146 | New |
| Miller Howard Investments Inc | 12,494 | $411.8K | 0.01% | +150+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,266 | $404.3K | 0.02% | +3,305+36.9% | Added |
| Alps Advisors Inc | 12,180 | $401.5K | 0.00% | −694−5.4% | Reduced |
| ProShare Advisors LLC | 12,112 | $399.2K | 0.00% | +2,154+21.6% | Added |
| The PNC Financial Services Group, Inc. | 12,054 | $397.3K | 0.00% | +661+5.8% | Added |
| New York Life Investment Management LLC | 11,554 | $380.8K | 0.00% | −267−2.3% | Reduced |
| Mutual of America Capital Management LLC | 11,331 | $373.5K | 0.00% | −14−0.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 11,022 | $363.3K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,384 | $342.0K | 0.00% | −11,141−51.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,000 | $330.0K | 0.28% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $329.6K | 0.00% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $324.4K | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,595 | $316.3K | 0.01% | +16+0.2% | Added |
| Neuberger Berman Group LLC | 9,144 | $301.4K | 0.00% | +205+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,056 | $298.5K | 0.00% | −95−1.0% | Reduced |
| Pictet Asset Management Holding SA | 9,054 | $298.4K | 0.00% | +9,054 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,817 | $290.6K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,802 | $290.1K | 0.06% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,726 | $287.6K | 0.20% | +8+0.1% | Added |
| Inceptionr LLC | 8,200 | $270.3K | 0.19% | +8,200 | New |
| M&T Bank Corp | 7,899 | $260.2K | 0.00% | +7,899 | New |
| Sequoia Financial Advisors, LLC | 7,666 | $252.7K | 0.00% | +7,666 | New |
| Everence Capital Management Inc | 7,540 | $249.0K | 0.02% | +7,540 | New |
| Citadel Advisors LLC | 7,123 | $234.8K | 0.00% | −84,675−92.2% | Reduced |
| Covestor Ltd | 7,035 | $232.0K | 0.16% | −454−6.1% | Reduced |
| Pathstone Holdings, LLC | 6,911 | $227.8K | 0.00% | +6,911 | New |
| Diversified Trust Co | 6,704 | $221.0K | 0.01% | +6,704 | New |
| CIBC Asset Management Inc | 6,557 | $216.1K | 0.00% | +6,557 | New |
| Ameritas Investment Partners, Inc. | 6,514 | $214.7K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 6,357 | $213.0K | 0.00% | +6,357 | New |
| Fox Run Management, L.L.C. | 6,250 | $206.0K | 0.05% | +6,250 | New |
| Profund Advisors LLC | 6,173 | $203.5K | 0.01% | +6,173 | New |
| DekaBank Deutsche Girozentrale | 6,017 | $201.0K | 0.00% | +6,017 | New |
| EMC Capital Management | 4,184 | $138.0K | 0.09% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,718 | $124.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,718 | $124.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,662 | $120.7K | 0.01% | −244−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,108 | $102.4K | 0.00% | +98+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,123 | $70.0K | 0.00% | +217+11.4% | Added |
| KBC Group NV | 2,071 | $68.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,020 | $66.6K | 0.03% | +2,020 | New |
| Public Employees Retirement System of Ohio | 1,739 | $57.3K | 0.00% | −16,297−90.4% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $57.2K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,353 | $44.6K | 0.00% | +65+5.0% | Added |
| Harbour Investments, Inc. | 1,352 | $44.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,128 | $37.2K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $27.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $22.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 605 | $17.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $16.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 491 | $16.2K | 0.00% | +491 | New |
| TD Private Client Wealth LLC | 374 | $12.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 307 | $10.1K | 0.00% | −1,928−86.3% | Reduced |
| Private Trust Co NA | 302 | $9.95K | 0.00% | +7+2.4% | Added |
| Ronald Blue Trust, Inc. | 274 | $7.00K | 0.00% | +179+188.4% | Added |
| Quent Capital, LLC | 181 | $5.97K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 186 | $5.40K | 0.00% | +186 | New |
| McIlrath & Eck, LLC | 136 | $4.48K | 0.00% | +1+0.7% | Added |
| Manchester Capital Management LLC | 101 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 96 | $3.00K | 0.00% | +96 | New |
| Allspring Global Investments Holdings, LLC | 90 | $2.97K | 0.00% | −3,367−97.4% | Reduced |
| Versant Capital Management, Inc | 51 | $1.68K | 0.00% | −14−21.5% | Reduced |
| Russell Investments Group, Ltd. | 47 | $1.55K | 0.00% | +15+46.9% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.52K | 0.00% | 00.0% | Unchanged |