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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 2 | $58 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $145 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 8 | $233 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $320 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $378 | 0.00% | +2+18.2% | Added |
| Fifth Third Bancorp | 14 | $406 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 14 | $409 | 0.00% | +14 | New |
| TD Waterhouse Canada Inc. | 18 | $500 | 0.00% | +18 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 21 | $610 | 0.00% | +21 | New |
| Signaturefd, LLC | 22 | $639 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 31 | $894 | 0.00% | +25+416.7% | Added |
| Avion Wealth | 19 | $1.00K | 0.00% | +19 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.02K | 0.00% | +35 | New |
| Umb Bank N A | 36 | $1.04K | 0.00% | +36 | New |
| Householder Group Estate & Retirement Specialist, LLC | 37 | $1.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $1.19K | 0.00% | +21+105.0% | Added |
| IFP Advisors, Inc | 42 | $1.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.34K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 48 | $1.39K | 0.00% | +48 | New |
| Versant Capital Management, Inc | 51 | $1.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 83 | $2.41K | 0.00% | +83 | New |
| Manchester Capital Management LLC | 101 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 120 | $3.48K | 0.00% | +13+12.1% | Added |
| Quent Capital, LLC | 181 | $5.25K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 215 | $6.00K | 0.00% | +215 | New |
| Headlands Technologies LLC | 219 | $6.36K | 0.00% | +219 | New |
| Capital Advisors, Ltd. LLC | 247 | $7.00K | 0.00% | +247 | New |
| GWM Advisors LLC | 245 | $7.10K | 0.00% | −246−50.1% | Reduced |
| GAMMA Investing LLC | 252 | $7.32K | 0.00% | +66+35.5% | Added |
| Private Trust Co NA | 302 | $8.77K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 380 | $10.9K | 0.00% | +380 | New |
| Ronald Blue Trust, Inc. | 409 | $11.9K | 0.00% | +135+49.3% | Added |
| Larson Financial Group LLC | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 549 | $15.9K | 0.01% | +549 | New |
| Rise Advisors, LLC | 578 | $16.8K | 0.01% | +578 | New |
| McIlrath & Eck, LLC | 621 | $18.0K | 0.00% | +485+356.6% | Added |
| Nomura Asset Management Co Ltd | 670 | $19.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $23.9K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,000 | $28.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,144 | $33.2K | 0.00% | −209−15.4% | Reduced |
| Harbour Investments, Inc. | 1,352 | $39.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,676 | $48.7K | 0.00% | +1,676 | New |
| Bellevue Asset Management, LLC | 1,735 | $50.4K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,778 | $51.6K | 0.00% | +650+57.6% | Added |
| TD Private Client Wealth LLC | 1,825 | $53.0K | 0.00% | +1,451+388.0% | Added |
| Public Employees Retirement System of Ohio | 1,839 | $53.4K | 0.00% | +100+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $55.3K | 0.00% | −217−10.2% | Reduced |
| Old Point Trust & Financial Services N A | 2,020 | $58.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,036 | $59.0K | 0.04% | −4,999−71.1% | Reduced |
| KBC Group NV | 2,071 | $60.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,607 | $75.7K | 0.00% | −10,531−80.2% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $98.7K | 0.00% | +3,400 | New |
| Bartlett & Co. Wealth Management LLC | 3,443 | $100.0K | 0.00% | −275−7.4% | Reduced |
| Metropolitan Life Insurance Co | 3,636 | $105.6K | 0.00% | −26−0.7% | Reduced |
| Principal Securities, Inc. | 4,195 | $121.8K | 0.00% | +4,170+16,680.0% | Added |
| Nisa Investment Advisors, LLC | 4,498 | $130.6K | 0.00% | +1,390+44.7% | Added |
| Meeder Asset Management Inc | 6,676 | $193.8K | 0.01% | +6,676 | New |
| Ameritas Investment Partners, Inc. | 6,887 | $199.9K | 0.01% | +373+5.7% | Added |
| Guggenheim Capital LLC | 7,122 | $206.8K | 0.00% | +7,122 | New |
| DekaBank Deutsche Girozentrale | 7,322 | $210.0K | 0.00% | +1,305+21.7% | Added |
| M&T Bank Corp | 7,330 | $212.6K | 0.00% | −569−7.2% | Reduced |
| Everence Capital Management Inc | 7,540 | $219.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,152 | $237.0K | 0.00% | +8,152 | New |
| Russell Investments Group, Ltd. | 8,259 | $239.8K | 0.00% | +8,212+17,472.3% | Added |
| Pathstone Holdings, LLC | 8,322 | $241.6K | 0.00% | +1,411+20.4% | Added |
| MQS Management LLC | 8,332 | $241.9K | 0.14% | +8,332 | New |
| Lakeside Advisors, INC. | 8,735 | $253.6K | 0.16% | +9+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $255.5K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,914 | $259.0K | 0.00% | −21,863−71.0% | Reduced |
| Pictet Asset Management Holding SA | 9,054 | $262.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,240 | $268.2K | 0.00% | +9,240 | New |
| EMC Capital Management | 9,388 | $273.0K | 0.16% | +5,204+124.4% | Added |
| HSBC Holdings PLC | 9,431 | $273.7K | 0.00% | −270,461−96.6% | Reduced |
| Cooper Financial Group | 9,586 | $278.3K | 0.05% | +9,586 | New |
| Brighton Jones LLC | 9,628 | $279.5K | 0.01% | +33+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,680 | $281.0K | 0.00% | +624+6.9% | Added |
| Bank of Montreal | 9,811 | $285.7K | 0.00% | +3,454+54.3% | Added |
| IMS Capital Management | 9,843 | $285.7K | 0.13% | 00.0% | Unchanged |
| Caxton Associates LP | 9,951 | $288.9K | 0.02% | −25,501−71.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,000 | $290.0K | 0.23% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $290.3K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,178 | $295.5K | 0.00% | +1,034+11.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,902 | $316.5K | 0.01% | −16,400−60.1% | Reduced |
| Two Sigma Securities, LLC | 11,072 | $321.4K | 0.02% | −2,417−17.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,390 | $330.7K | 0.00% | +11,390 | New |
| Mutual of America Capital Management LLC | 11,703 | $339.7K | 0.00% | +372+3.3% | Added |
| Becker Capital Management Inc | 11,752 | $341.2K | 0.01% | +11,752 | New |
| The PNC Financial Services Group, Inc. | 12,395 | $359.8K | 0.00% | +341+2.8% | Added |
| New York Life Investment Management LLC | 12,995 | $377.2K | 0.00% | +1,441+12.5% | Added |
| Natixis Advisors, L.P. | 13,010 | $378.0K | 0.00% | −1,722−11.7% | Reduced |
| FMR LLC | 13,033 | $378.3K | 0.00% | −4,491−25.6% | Reduced |
| ProShare Advisors LLC | 13,693 | $397.5K | 0.00% | +1,581+13.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,735 | $398.7K | 0.01% | +4,918+55.8% | Added |
| Citadel Advisors LLC | 13,806 | $400.8K | 0.00% | +6,683+93.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,194 | $412.1K | 0.02% | +1,928+15.7% | Added |
| MML Investors Services, LLC | 14,399 | $418.0K | 0.00% | +14,399 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,670 | $425.9K | 0.00% | +700+5.0% | Added |