Wafd Inc

WAFD

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000936528

SEC filings (opens in a new tab)

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

Q1 2024 vs. Q4 2023

How the institutions holding Wafd Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of WAFD: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	213	2	229	+18
Shares	54.3M	220.6K	56.7M	+2.65M (+4.9%)
Value	$1.79B	$7.27M	$1.65B	−$135.6M (−7.6%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Wafd Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WAFD in Q1 2024
Institution	Shares	Value	% of portfolio
Davidson Investment Advisors	268,571	$7.80M	0.40%
Dana Investment Advisors, Inc.	197,855	$5.74M	0.19%
Envestnet Asset Management Inc	115,946	$3.37M	0.00%
Renaissance Technologies LLC	112,430	$3.26M	0.01%
Jump Financial, LLC	62,782	$1.82M	0.05%
Y-Intercept (Hong Kong) Ltd	42,119	$1.22M	0.09%
Toroso Investments, LLC	22,505	$653.3K	0.01%
Squarepoint Ops LLC	20,980	$609.0K	0.00%
Harbor Capital Advisors, Inc.	19,692	$572.0K	0.07%
STRS Ohio	17,400	$505.0K	0.00%
MML Investors Services, LLC	14,399	$418.0K	0.00%
Becker Capital Management Inc	11,752	$341.2K	0.01%
Envestnet Portfolio Solutions, Inc.	11,390	$330.7K	0.00%
Cooper Financial Group	9,586	$278.3K	0.05%
Oppenheimer & Co Inc	9,240	$268.2K	0.00%
MQS Management LLC	8,332	$241.9K	0.14%
SG Americas Securities, LLC	8,152	$237.0K	0.00%
Guggenheim Capital LLC	7,122	$206.8K	0.00%
Meeder Asset Management Inc	6,676	$193.8K	0.01%
Aquatic Capital Management LLC	3,400	$98.7K	0.00%
Parallel Advisors, LLC	1,676	$48.7K	0.00%
Rise Advisors, LLC	578	$16.8K	0.01%
Quarry LP	549	$15.9K	0.01%
National Bank of Canada	380	$10.9K	0.00%
Capital Advisors, Ltd. LLC	247	$7.00K	0.00%
Headlands Technologies LLC	219	$6.36K	0.00%
Clear Street Markets LLC	215	$6.00K	0.00%
Caldwell Sutter Capital, Inc.	83	$2.41K	0.00%
Quest Partners LLC	48	$1.39K	0.00%
Umb Bank N A	36	$1.04K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	35	$1.02K	0.00%
Avion Wealth	19	$1.00K	0.00%
Barrow Hanley Mewhinney & Strauss LLC	21	$610	0.00%
TD Waterhouse Canada Inc.	18	$500	0.00%
Huntington National Bank	14	$409	0.00%
Rothschild Investment LLC	5	$145	0.00%
Tucker Asset Management LLC	2	$58	0.00%

Sold out (19)

Institutions that held Wafd Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WAFD in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Panagora Asset Management Inc	144,302	$4.76M
Balyasny Asset Management LLC	52,680	$1.74M
State of Wisconsin Investment Board	35,039	$1.15M
HRT Financial LP	25,063	$826.0K
Susquehanna Portfolio Strategies, LLC	23,318	$768.6K
Cutler Investment Counsel LLC	15,832	$521.8K
Winton Group Ltd	15,648	$515.8K
Miller Howard Investments Inc	12,494	$411.8K
Alps Advisors Inc	12,180	$401.5K
Emerald Mutual Fund Advisers Trust	11,022	$363.3K
Teacher Retirement System of Texas	10,384	$342.0K
Sequoia Financial Advisors, LLC	7,666	$252.7K
Diversified Trust Co	6,704	$221.0K
CIBC Asset Management Inc	6,557	$216.1K
Fox Run Management, L.L.C.	6,250	$206.0K
Profund Advisors LLC	6,173	$203.5K
Pacifica Partners Inc.	605	$17.6K
Allspring Global Investments Holdings, LLC	90	$2.97K
Farther Finance Advisors, LLC	5	$165

Not filed for Q1 2024 yet (2)

Institutions that held Wafd Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAFD in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Smith, Graham & Co., Investment Advisors, LP	216,877	$7.15M
Bartlett & Co. LLC	3,718	$124.0K