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 |
|---|---|---|---|---|---|
| Foundry Partners, LLC | 261,656 | $7.60M | 0.41% | +139,244+113.8% | Added |
| Davidson Investment Advisors | 268,571 | $7.80M | 0.40% | +268,571 | New |
| Invesco Ltd. | 304,410 | $8.84M | 0.00% | +36,953+13.8% | Added |
| Principal Financial Group Inc | 352,658 | $10.2M | 0.01% | −23,676−6.3% | Reduced |
| Brandywine Global Investment Management, LLC | 369,256 | $10.7M | 0.08% | +6,155+1.7% | Added |
| Baird Financial Group, Inc. | 410,534 | $11.9M | 0.02% | −7,292−1.7% | Reduced |
| Norges Bank | 413,611 | $12.0M | 0.00% | −52,512−11.3% | Reduced |
| Bridgeway Capital Management, LLC | 537,031 | $15.6M | 0.32% | +159,374+42.2% | Added |
| Bank of America Corp | 537,043 | $15.6M | 0.00% | +170,170+46.4% | Added |
| LSV Asset Management | 593,172 | $17.2M | 0.04% | −48,500−7.6% | Reduced |
| Clearbridge Investments, LLC | 606,140 | $17.6M | 0.01% | +12,910+2.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 625,923 | $18.2M | 0.06% | +329,073+110.9% | Added |
| Morgan Stanley | 680,481 | $19.8M | 0.00% | +87,002+14.7% | Added |
| Bank of New York Mellon Corp | 719,357 | $20.9M | 0.00% | +6,054+0.8% | Added |
| Frontier Capital Management Co LLC | 893,421 | $25.9M | 0.24% | −33,041−3.6% | Reduced |
| Northern Trust Corp | 899,739 | $26.1M | 0.00% | +3490.0% | Added |
| William Blair Investment Management, LLC | 936,575 | $27.2M | 0.07% | +550.0% | Added |
| American Century Companies Inc | 968,723 | $28.1M | 0.02% | +150,718+18.4% | Added |
| Charles Schwab Investment Management Inc | 1,105,569 | $32.1M | 0.01% | +75,534+7.3% | Added |
| Systematic Financial Management LP | 1,222,876 | $35.5M | 0.99% | −48,846−3.8% | Reduced |
| Artisan Partners Limited Partnership | 1,244,268 | $36.1M | 0.05% | −456,774−26.9% | Reduced |
| Ameriprise Financial Inc | 1,445,163 | $42.0M | 0.01% | +24,825+1.7% | Added |
| Geode Capital Management, LLC | 1,554,781 | $45.1M | 0.00% | +117,915+8.2% | Added |
| Macquarie Group Ltd | 1,739,878 | $50.5M | 0.06% | −54,546−3.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,101,632 | $90.0M | 0.39% | +274,293+9.7% | Added |
| State Street Corp | 3,435,533 | $99.7M | 0.00% | +72,787+2.2% | Added |
| Dimensional Fund Advisors LP | 5,652,378 | $164.1M | 0.04% | +390,601+7.4% | Added |
| Vanguard Group Inc | 7,902,461 | $229.4M | 0.00% | +125,020+1.6% | Added |
| BlackRock Inc. | 10,472,432 | $304.0M | 0.01% | +1,137,055+12.2% | Added |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −144,302−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −52,680−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −35,039−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,063−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −23,318−100.0% | Sold out |
| Cutler Investment Counsel LLC | 0 | $0 | 0.00% | −15,832−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,648−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −12,494−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,384−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −7,666−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,704−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −6,557−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,173−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |