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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 15,474 | $449.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,391 | $475.8K | 0.00% | +1,661+11.3% | Added |
| STRS Ohio | 17,400 | $505.0K | 0.00% | +17,400 | New |
| State of Tennessee, Treasury Department | 17,819 | $517.3K | 0.00% | −23,246−56.6% | Reduced |
| Oregon Public Employees Retirement Fund | 18,169 | $527.4K | 0.01% | −731−3.9% | Reduced |
| Lazard Asset Management LLC | 18,908 | $548.0K | 0.00% | +5,762+43.8% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $551.6K | 0.15% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,529 | $566.9K | 0.00% | +1,434+7.9% | Added |
| Harbor Capital Advisors, Inc. | 19,692 | $572.0K | 0.07% | +19,692 | New |
| Keeley-Teton Advisors, LLC | 20,100 | $583.5K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,256 | $588.0K | 0.00% | +19,949+6,498.0% | Added |
| Washington Trust Bank | 20,889 | $606.4K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,980 | $609.0K | 0.00% | +20,980 | New |
| Mission Wealth Management, LP | 21,029 | $610.5K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 21,079 | $611.9K | 0.00% | −8,308−28.3% | Reduced |
| IFG Advisory, LLC | 21,126 | $613.3K | 0.05% | −204−1.0% | Reduced |
| Amalgamated Bank | 21,260 | $617.0K | 0.01% | −2,630−11.0% | Reduced |
| Toroso Investments, LLC | 22,505 | $653.3K | 0.01% | +22,505 | New |
| Inceptionr LLC | 22,509 | $653.4K | 0.17% | +14,309+174.5% | Added |
| Voya Investment Management LLC | 22,521 | $653.8K | 0.00% | −3,696−14.1% | Reduced |
| Maryland State Retirement & Pension System | 24,688 | $659.9K | 0.01% | +1,160+4.9% | Added |
| Teachers Retirement System of the State of Kentucky | 22,735 | $660.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 24,457 | $710.0K | 0.05% | −3,059−11.1% | Reduced |
| Commonwealth Equity Services, LLC | 24,596 | $714.0K | 0.00% | +382+1.6% | Added |
| SEI Investments Co | 26,467 | $768.3K | 0.00% | +5,972+29.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,072 | $785.9K | 0.14% | −428−1.6% | Reduced |
| Legato Capital Management LLC | 28,291 | $821.3K | 0.10% | −4,335−13.3% | Reduced |
| Dean Capital Management | 28,291 | $821.3K | 0.48% | −4,335−13.3% | Reduced |
| New York State Common Retirement Fund | 28,452 | $825.9K | 0.00% | +2,178+8.3% | Added |
| Deutsche Bank AG | 29,076 | $844.1K | 0.00% | −1,593−5.2% | Reduced |
| Ensign Peak Advisors, Inc | 29,120 | $845.4K | 0.00% | −1,469−4.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,246 | $857.0K | 0.00% | −1,250−4.2% | Reduced |
| Janus Henderson Group PLC | 30,318 | $879.5K | 0.00% | +2,235+8.0% | Added |
| Yousif Capital Management, LLC | 30,485 | $885.0K | 0.01% | −1,563−4.9% | Reduced |
| Stifel Financial Corp | 31,452 | $913.0K | 0.00% | −4,661−12.9% | Reduced |
| State Board of Administration of Florida Retirement System | 30,426 | $916.4K | 0.00% | +11,714+62.6% | Added |
| CWM, LLC | 31,953 | $928.0K | 0.00% | −1,734−5.1% | Reduced |
| Harbour Investment Management LLC | 32,567 | $945.4K | 0.44% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,849 | $953.6K | 0.00% | +5,752+21.2% | Added |
| Louisiana State Employees Retirement System | 33,600 | $975.4K | 0.02% | +1,200+3.7% | Added |
| Cornercap Investment Counsel Inc | 34,008 | $987.3K | 0.15% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 34,046 | $988.4K | 0.00% | +16,534+94.4% | Added |
| MetLife Investment Management | 34,496 | $1.00M | 0.01% | +871+2.6% | Added |
| AQR Capital Management LLC | 35,619 | $1.03M | 0.00% | +1,824+5.4% | Added |
| American International Group, Inc. | 36,637 | $1.06M | 0.00% | +1,532+4.4% | Added |
| Manufacturers Life Insurance Company, The | 36,700 | $1.07M | 0.00% | +5,285+16.8% | Added |
| D.A. Davidson & Co. | 37,014 | $1.07M | 0.01% | −4,531−10.9% | Reduced |
| LPL Financial LLC | 37,465 | $1.09M | 0.00% | +3,066+8.9% | Added |
| Illinois Municipal Retirement Fund | 37,675 | $1.09M | 0.02% | +3,303+9.6% | Added |
| 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 |
| Auxier Asset Management | 39,294 | $1.14M | 0.17% | −650−1.6% | Reduced |
| Price T Rowe Associates Inc | 40,018 | $1.16M | 0.00% | +3,335+9.1% | Added |
| State of Alaska, Department of Revenue | 41,382 | $1.20M | 0.01% | +1,555+3.9% | Added |
| Jane Street Group, LLC | 41,549 | $1.21M | 0.00% | −18,341−30.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,119 | $1.22M | 0.09% | +42,119 | New |
| D. E. Shaw & Co., Inc. | 43,477 | $1.26M | 0.00% | +11,313+35.2% | Added |
| Raymond James & Associates | 46,003 | $1.34M | 0.00% | −1,037−2.2% | Reduced |
| Allianz Asset Management GmbH | 50,261 | $1.46M | 0.00% | +1,139+2.3% | Added |
| Royce & Associates LP | 50,703 | $1.47M | 0.01% | −29,416−36.7% | Reduced |
| CI Private Wealth, LLC | 54,149 | $1.57M | 0.00% | +260.0% | Added |
| Comerica Bank | 54,377 | $1.58M | 0.01% | +1,694+3.2% | Added |
| Texas Permanent School Fund | 59,451 | $1.73M | 0.01% | +3,552+6.4% | Added |
| Jump Financial, LLC | 62,782 | $1.82M | 0.05% | +62,782 | New |
| Susquehanna International Group, LLP | 67,964 | $1.97M | 0.00% | +8,593+14.5% | Added |
| UBS Asset Management Americas Inc | 69,073 | $2.01M | 0.00% | −2,834−3.9% | Reduced |
| California State Teachers Retirement System | 69,092 | $2.01M | 0.00% | +790+1.2% | Added |
| Great West Life Assurance Co | 71,793 | $2.08M | 0.00% | +9,004+14.3% | Added |
| Talbot Financial, LLC | 74,298 | $2.16M | 0.29% | +3,034+4.3% | Added |
| Millennium Management LLC | 76,762 | $2.23M | 0.00% | −33,081−30.1% | Reduced |
| Rafferty Asset Management, LLC | 78,805 | $2.29M | 0.01% | −9,169−10.4% | Reduced |
| Dean Investment Associates, LLC | 82,423 | $2.39M | 0.33% | −13,876−14.4% | Reduced |
| Alliancebernstein L.P. | 82,834 | $2.40M | 0.00% | +785+1.0% | Added |
| Knights of Columbus Asset Advisors LLC | 89,607 | $2.60M | 0.19% | −85,432−48.8% | Reduced |
| Credit Suisse AG | 89,701 | $2.60M | 0.00% | +6,802+8.2% | Added |
| Hennessy Advisors Inc | 101,000 | $2.93M | 0.12% | +1,000+1.0% | Added |
| Edgestream Partners, L.P. | 102,577 | $2.98M | 0.15% | +79,942+353.2% | Added |
| Renaissance Technologies LLC | 112,430 | $3.26M | 0.01% | +112,430 | New |
| Envestnet Asset Management Inc | 115,946 | $3.37M | 0.00% | +115,946 | New |
| Barclays PLC | 117,557 | $3.41M | 0.00% | −33,727−22.3% | Reduced |
| Thrivent Financial for Lutherans | 125,315 | $3.64M | 0.01% | +12,480+11.1% | Added |
| New York State Teachers Retirement System | 127,464 | $3.70M | 0.01% | −1,700−1.3% | Reduced |
| Victory Capital Management Inc | 127,801 | $3.71M | 0.00% | +103,139+418.2% | Added |
| Citigroup Inc | 136,074 | $3.95M | 0.00% | +19,847+17.1% | Added |
| Swiss National Bank | 137,626 | $4.00M | 0.00% | +10,126+7.9% | Added |
| UBS Group AG | 138,775 | $4.03M | 0.00% | −9,100−6.2% | Reduced |
| Public Sector Pension Investment Board | 139,238 | $4.04M | 0.03% | +4,900+3.6% | Added |
| Verition Fund Management LLC | 142,734 | $4.14M | 0.04% | +27,524+23.9% | Added |
| Prudential Financial Inc | 147,379 | $4.28M | 0.01% | +13,891+10.4% | Added |
| First Trust Advisors LP | 163,856 | $4.76M | 0.00% | −43,637−21.0% | Reduced |
| Legal & General Group Plc | 188,944 | $5.49M | 0.00% | +7,339+4.0% | Added |
| Dana Investment Advisors, Inc. | 197,855 | $5.74M | 0.19% | +197,855 | New |
| Nuveen Asset Management, LLC | 201,681 | $5.85M | 0.00% | −161,524−44.5% | Reduced |
| Kennedy Capital Management, Inc. | 207,877 | $6.03M | 0.12% | −17,460−7.7% | Reduced |
| Congress Asset Management Co | 223,770 | $6.50M | 0.05% | +2,688+1.2% | Added |
| JPMorgan Chase & Co | 230,567 | $6.69M | 0.00% | +51,015+28.4% | Added |
| Goldman Sachs Group Inc | 231,258 | $6.71M | 0.00% | −227,588−49.6% | Reduced |
| Rhumbline Advisers | 234,676 | $6.81M | 0.01% | +12,324+5.5% | Added |
| First Washington CORP | 245,273 | $7.12M | 2.72% | −38,884−13.7% | Reduced |
| Empowered Funds, LLC | 254,279 | $7.38M | 0.13% | +76,622+43.1% | Added |