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, Q1 2024
Institutional positions in Wafd Inc as of Mar 31, 2024. 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
- 229
- +18 vs. Q4 2023
- Shares held
- 56.7M
- +2.65M (+4.9%) vs. Q4 2023
- Total value
- $1.65B
- −$135.6M (−7.6%) vs. Q4 2023
- New holders
- 37
- 97 more added
- Sold out
- 19
- 59 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,472,432 | $304.0M | 0.01% | +1,137,055+12.2% | Added |
| Vanguard Group Inc | 7,902,461 | $229.4M | 0.00% | +125,020+1.6% | Added |
| Dimensional Fund Advisors LP | 5,652,378 | $164.1M | 0.04% | +390,601+7.4% | Added |
| State Street Corp | 3,435,533 | $99.7M | 0.00% | +72,787+2.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,101,632 | $90.0M | 0.39% | +274,293+9.7% | Added |
| Macquarie Group Ltd | 1,739,878 | $50.5M | 0.06% | −54,546−3.0% | Reduced |
| Geode Capital Management, LLC | 1,554,781 | $45.1M | 0.00% | +117,915+8.2% | Added |
| Ameriprise Financial Inc | 1,445,163 | $42.0M | 0.01% | +24,825+1.7% | Added |
| Artisan Partners Limited Partnership | 1,244,268 | $36.1M | 0.05% | −456,774−26.9% | Reduced |
| Systematic Financial Management LP | 1,222,876 | $35.5M | 0.99% | −48,846−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,105,569 | $32.1M | 0.01% | +75,534+7.3% | Added |
| American Century Companies Inc | 968,723 | $28.1M | 0.02% | +150,718+18.4% | Added |
| William Blair Investment Management, LLC | 936,575 | $27.2M | 0.07% | +550.0% | Added |
| Northern Trust Corp | 899,739 | $26.1M | 0.00% | +3490.0% | Added |
| Frontier Capital Management Co LLC | 893,421 | $25.9M | 0.24% | −33,041−3.6% | Reduced |
| Bank of New York Mellon Corp | 719,357 | $20.9M | 0.00% | +6,054+0.8% | Added |
| Morgan Stanley | 680,481 | $19.8M | 0.00% | +87,002+14.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 625,923 | $18.2M | 0.06% | +329,073+110.9% | Added |
| Clearbridge Investments, LLC | 606,140 | $17.6M | 0.01% | +12,910+2.2% | Added |
| LSV Asset Management | 593,172 | $17.2M | 0.04% | −48,500−7.6% | Reduced |
| Bank of America Corp | 537,043 | $15.6M | 0.00% | +170,170+46.4% | Added |
| Bridgeway Capital Management, LLC | 537,031 | $15.6M | 0.32% | +159,374+42.2% | Added |
| Norges Bank | 413,611 | $12.0M | 0.00% | −52,512−11.3% | Reduced |
| Baird Financial Group, Inc. | 410,534 | $11.9M | 0.02% | −7,292−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 369,256 | $10.7M | 0.08% | +6,155+1.7% | Added |
| Principal Financial Group Inc | 352,658 | $10.2M | 0.01% | −23,676−6.3% | Reduced |
| Invesco Ltd. | 304,410 | $8.84M | 0.00% | +36,953+13.8% | Added |
| Davidson Investment Advisors | 268,571 | $7.80M | 0.40% | +268,571 | New |
| Foundry Partners, LLC | 261,656 | $7.60M | 0.41% | +139,244+113.8% | Added |
| Empowered Funds, LLC | 254,279 | $7.38M | 0.13% | +76,622+43.1% | Added |
| First Washington CORP | 245,273 | $7.12M | 2.72% | −38,884−13.7% | Reduced |
| Rhumbline Advisers | 234,676 | $6.81M | 0.01% | +12,324+5.5% | Added |
| Goldman Sachs Group Inc | 231,258 | $6.71M | 0.00% | −227,588−49.6% | Reduced |
| JPMorgan Chase & Co | 230,567 | $6.69M | 0.00% | +51,015+28.4% | Added |
| Congress Asset Management Co | 223,770 | $6.50M | 0.05% | +2,688+1.2% | Added |
| Kennedy Capital Management, Inc. | 207,877 | $6.03M | 0.12% | −17,460−7.7% | Reduced |
| Nuveen Asset Management, LLC | 201,681 | $5.85M | 0.00% | −161,524−44.5% | Reduced |
| Dana Investment Advisors, Inc. | 197,855 | $5.74M | 0.19% | +197,855 | New |
| Legal & General Group Plc | 188,944 | $5.49M | 0.00% | +7,339+4.0% | Added |
| First Trust Advisors LP | 163,856 | $4.76M | 0.00% | −43,637−21.0% | Reduced |
| Prudential Financial Inc | 147,379 | $4.28M | 0.01% | +13,891+10.4% | Added |
| Verition Fund Management LLC | 142,734 | $4.14M | 0.04% | +27,524+23.9% | Added |
| Public Sector Pension Investment Board | 139,238 | $4.04M | 0.03% | +4,900+3.6% | Added |
| UBS Group AG | 138,775 | $4.03M | 0.00% | −9,100−6.2% | Reduced |
| Swiss National Bank | 137,626 | $4.00M | 0.00% | +10,126+7.9% | Added |
| Citigroup Inc | 136,074 | $3.95M | 0.00% | +19,847+17.1% | Added |
| Victory Capital Management Inc | 127,801 | $3.71M | 0.00% | +103,139+418.2% | Added |
| New York State Teachers Retirement System | 127,464 | $3.70M | 0.01% | −1,700−1.3% | Reduced |
| Thrivent Financial for Lutherans | 125,315 | $3.64M | 0.01% | +12,480+11.1% | Added |
| Barclays PLC | 117,557 | $3.41M | 0.00% | −33,727−22.3% | Reduced |
| Envestnet Asset Management Inc | 115,946 | $3.37M | 0.00% | +115,946 | New |
| Renaissance Technologies LLC | 112,430 | $3.26M | 0.01% | +112,430 | New |
| Edgestream Partners, L.P. | 102,577 | $2.98M | 0.15% | +79,942+353.2% | Added |
| Hennessy Advisors Inc | 101,000 | $2.93M | 0.12% | +1,000+1.0% | Added |
| Credit Suisse AG | 89,701 | $2.60M | 0.00% | +6,802+8.2% | Added |
| Knights of Columbus Asset Advisors LLC | 89,607 | $2.60M | 0.19% | −85,432−48.8% | Reduced |
| Alliancebernstein L.P. | 82,834 | $2.40M | 0.00% | +785+1.0% | Added |
| Dean Investment Associates, LLC | 82,423 | $2.39M | 0.33% | −13,876−14.4% | Reduced |
| Rafferty Asset Management, LLC | 78,805 | $2.29M | 0.01% | −9,169−10.4% | Reduced |
| Millennium Management LLC | 76,762 | $2.23M | 0.00% | −33,081−30.1% | Reduced |
| Talbot Financial, LLC | 74,298 | $2.16M | 0.29% | +3,034+4.3% | Added |
| Great West Life Assurance Co | 71,793 | $2.08M | 0.00% | +9,004+14.3% | Added |
| California State Teachers Retirement System | 69,092 | $2.01M | 0.00% | +790+1.2% | Added |
| UBS Asset Management Americas Inc | 69,073 | $2.01M | 0.00% | −2,834−3.9% | Reduced |
| Susquehanna International Group, LLP | 67,964 | $1.97M | 0.00% | +8,593+14.5% | Added |
| Jump Financial, LLC | 62,782 | $1.82M | 0.05% | +62,782 | New |
| Texas Permanent School Fund | 59,451 | $1.73M | 0.01% | +3,552+6.4% | Added |
| Comerica Bank | 54,377 | $1.58M | 0.01% | +1,694+3.2% | Added |
| CI Private Wealth, LLC | 54,149 | $1.57M | 0.00% | +260.0% | Added |
| Royce & Associates LP | 50,703 | $1.47M | 0.01% | −29,416−36.7% | Reduced |
| Allianz Asset Management GmbH | 50,261 | $1.46M | 0.00% | +1,139+2.3% | Added |
| Raymond James & Associates | 46,003 | $1.34M | 0.00% | −1,037−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 43,477 | $1.26M | 0.00% | +11,313+35.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 42,119 | $1.22M | 0.09% | +42,119 | New |
| Jane Street Group, LLC | 41,549 | $1.21M | 0.00% | −18,341−30.6% | Reduced |
| State of Alaska, Department of Revenue | 41,382 | $1.20M | 0.01% | +1,555+3.9% | Added |
| Price T Rowe Associates Inc | 40,018 | $1.16M | 0.00% | +3,335+9.1% | Added |
| Auxier Asset Management | 39,294 | $1.14M | 0.17% | −650−1.6% | Reduced |
| Brinker Capital Investments, LLC | 37,864 | $1.10M | 0.01% | −491−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 37,864 | $1.10M | 0.01% | −491−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 37,675 | $1.09M | 0.02% | +3,303+9.6% | Added |
| LPL Financial LLC | 37,465 | $1.09M | 0.00% | +3,066+8.9% | Added |
| D.A. Davidson & Co. | 37,014 | $1.07M | 0.01% | −4,531−10.9% | Reduced |
| Manufacturers Life Insurance Company, The | 36,700 | $1.07M | 0.00% | +5,285+16.8% | Added |
| American International Group, Inc. | 36,637 | $1.06M | 0.00% | +1,532+4.4% | Added |
| AQR Capital Management LLC | 35,619 | $1.03M | 0.00% | +1,824+5.4% | Added |
| MetLife Investment Management | 34,496 | $1.00M | 0.01% | +871+2.6% | Added |
| BNP Paribas Arbitrage, SA | 34,046 | $988.4K | 0.00% | +16,534+94.4% | Added |
| Cornercap Investment Counsel Inc | 34,008 | $987.3K | 0.15% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 33,600 | $975.4K | 0.02% | +1,200+3.7% | Added |
| Wells Fargo & Company | 32,849 | $953.6K | 0.00% | +5,752+21.2% | Added |
| Harbour Investment Management LLC | 32,567 | $945.4K | 0.44% | 00.0% | Unchanged |
| CWM, LLC | 31,953 | $928.0K | 0.00% | −1,734−5.1% | Reduced |
| State Board of Administration of Florida Retirement System | 30,426 | $916.4K | 0.00% | +11,714+62.6% | Added |
| Stifel Financial Corp | 31,452 | $913.0K | 0.00% | −4,661−12.9% | Reduced |
| Yousif Capital Management, LLC | 30,485 | $885.0K | 0.01% | −1,563−4.9% | Reduced |
| Janus Henderson Group PLC | 30,318 | $879.5K | 0.00% | +2,235+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $857.0K | 0.00% | −1,250−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 29,120 | $845.4K | 0.00% | −1,469−4.8% | Reduced |
| Deutsche Bank AG | 29,076 | $844.1K | 0.00% | −1,593−5.2% | Reduced |