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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 28,452 | $825.9K | 0.00% | +2,178+8.3% | Added |
| 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 |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,072 | $785.9K | 0.14% | −428−1.6% | Reduced |
| SEI Investments Co | 26,467 | $768.3K | 0.00% | +5,972+29.1% | Added |
| Commonwealth Equity Services, LLC | 24,596 | $714.0K | 0.00% | +382+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 24,457 | $710.0K | 0.05% | −3,059−11.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $660.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,688 | $659.9K | 0.01% | +1,160+4.9% | Added |
| Voya Investment Management LLC | 22,521 | $653.8K | 0.00% | −3,696−14.1% | Reduced |
| Inceptionr LLC | 22,509 | $653.4K | 0.17% | +14,309+174.5% | Added |
| Toroso Investments, LLC | 22,505 | $653.3K | 0.01% | +22,505 | New |
| Amalgamated Bank | 21,260 | $617.0K | 0.01% | −2,630−11.0% | Reduced |
| IFG Advisory, LLC | 21,126 | $613.3K | 0.05% | −204−1.0% | Reduced |
| Franklin Resources Inc | 21,079 | $611.9K | 0.00% | −8,308−28.3% | Reduced |
| Mission Wealth Management, LP | 21,029 | $610.5K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,980 | $609.0K | 0.00% | +20,980 | New |
| Washington Trust Bank | 20,889 | $606.4K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,256 | $588.0K | 0.00% | +19,949+6,498.0% | Added |
| Keeley-Teton Advisors, LLC | 20,100 | $583.5K | 0.07% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 19,692 | $572.0K | 0.07% | +19,692 | New |
| Arizona State Retirement System | 19,529 | $566.9K | 0.00% | +1,434+7.9% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $551.6K | 0.15% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18,908 | $548.0K | 0.00% | +5,762+43.8% | Added |
| Oregon Public Employees Retirement Fund | 18,169 | $527.4K | 0.01% | −731−3.9% | Reduced |
| State of Tennessee, Treasury Department | 17,819 | $517.3K | 0.00% | −23,246−56.6% | Reduced |
| STRS Ohio | 17,400 | $505.0K | 0.00% | +17,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,391 | $475.8K | 0.00% | +1,661+11.3% | Added |
| Handelsbanken Fonder AB | 15,474 | $449.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,670 | $425.9K | 0.00% | +700+5.0% | Added |
| MML Investors Services, LLC | 14,399 | $418.0K | 0.00% | +14,399 | New |
| Hennion & Walsh Asset Management, Inc. | 14,194 | $412.1K | 0.02% | +1,928+15.7% | Added |
| Citadel Advisors LLC | 13,806 | $400.8K | 0.00% | +6,683+93.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,735 | $398.7K | 0.01% | +4,918+55.8% | Added |
| ProShare Advisors LLC | 13,693 | $397.5K | 0.00% | +1,581+13.1% | Added |
| FMR LLC | 13,033 | $378.3K | 0.00% | −4,491−25.6% | Reduced |
| Natixis Advisors, L.P. | 13,010 | $378.0K | 0.00% | −1,722−11.7% | Reduced |
| New York Life Investment Management LLC | 12,995 | $377.2K | 0.00% | +1,441+12.5% | Added |
| The PNC Financial Services Group, Inc. | 12,395 | $359.8K | 0.00% | +341+2.8% | Added |
| Becker Capital Management Inc | 11,752 | $341.2K | 0.01% | +11,752 | New |
| Mutual of America Capital Management LLC | 11,703 | $339.7K | 0.00% | +372+3.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,390 | $330.7K | 0.00% | +11,390 | New |
| Two Sigma Securities, LLC | 11,072 | $321.4K | 0.02% | −2,417−17.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,902 | $316.5K | 0.01% | −16,400−60.1% | Reduced |
| Neuberger Berman Group LLC | 10,178 | $295.5K | 0.00% | +1,034+11.3% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $290.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $290.0K | 0.23% | 00.0% | Unchanged |
| Caxton Associates LP | 9,951 | $288.9K | 0.02% | −25,501−71.9% | Reduced |
| IMS Capital Management | 9,843 | $285.7K | 0.13% | 00.0% | Unchanged |
| Bank of Montreal | 9,811 | $285.7K | 0.00% | +3,454+54.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,680 | $281.0K | 0.00% | +624+6.9% | Added |
| Brighton Jones LLC | 9,628 | $279.5K | 0.01% | +33+0.3% | Added |
| Cooper Financial Group | 9,586 | $278.3K | 0.05% | +9,586 | New |
| HSBC Holdings PLC | 9,431 | $273.7K | 0.00% | −270,461−96.6% | Reduced |
| EMC Capital Management | 9,388 | $273.0K | 0.16% | +5,204+124.4% | Added |
| Oppenheimer & Co Inc | 9,240 | $268.2K | 0.00% | +9,240 | New |
| Pictet Asset Management Holding SA | 9,054 | $262.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,914 | $259.0K | 0.00% | −21,863−71.0% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $255.5K | 0.05% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,735 | $253.6K | 0.16% | +9+0.1% | Added |
| MQS Management LLC | 8,332 | $241.9K | 0.14% | +8,332 | New |
| Pathstone Holdings, LLC | 8,322 | $241.6K | 0.00% | +1,411+20.4% | Added |
| Russell Investments Group, Ltd. | 8,259 | $239.8K | 0.00% | +8,212+17,472.3% | Added |
| SG Americas Securities, LLC | 8,152 | $237.0K | 0.00% | +8,152 | New |
| Everence Capital Management Inc | 7,540 | $219.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 7,330 | $212.6K | 0.00% | −569−7.2% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $210.0K | 0.00% | +1,305+21.7% | Added |
| Guggenheim Capital LLC | 7,122 | $206.8K | 0.00% | +7,122 | New |
| Ameritas Investment Partners, Inc. | 6,887 | $199.9K | 0.01% | +373+5.7% | Added |
| Meeder Asset Management Inc | 6,676 | $193.8K | 0.01% | +6,676 | New |
| Nisa Investment Advisors, LLC | 4,498 | $130.6K | 0.00% | +1,390+44.7% | Added |
| Principal Securities, Inc. | 4,195 | $121.8K | 0.00% | +4,170+16,680.0% | Added |
| Metropolitan Life Insurance Co | 3,636 | $105.6K | 0.00% | −26−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,443 | $100.0K | 0.00% | −275−7.4% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $98.7K | 0.00% | +3,400 | New |
| Tower Research Capital LLC (TRC) | 2,607 | $75.7K | 0.00% | −10,531−80.2% | Reduced |
| KBC Group NV | 2,071 | $60.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,036 | $59.0K | 0.04% | −4,999−71.1% | Reduced |
| Old Point Trust & Financial Services N A | 2,020 | $58.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,906 | $55.3K | 0.00% | −217−10.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,839 | $53.4K | 0.00% | +100+5.8% | Added |
| TD Private Client Wealth LLC | 1,825 | $53.0K | 0.00% | +1,451+388.0% | Added |
| US Bancorp | 1,778 | $51.6K | 0.00% | +650+57.6% | Added |
| Bellevue Asset Management, LLC | 1,735 | $50.4K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,676 | $48.7K | 0.00% | +1,676 | New |
| Harbour Investments, Inc. | 1,352 | $39.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,144 | $33.2K | 0.00% | −209−15.4% | Reduced |
| Robinswood Financial LLC | 1,000 | $28.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $23.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $19.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 621 | $18.0K | 0.00% | +485+356.6% | Added |
| Rise Advisors, LLC | 578 | $16.8K | 0.01% | +578 | New |
| Quarry LP | 549 | $15.9K | 0.01% | +549 | New |
| Larson Financial Group LLC | 500 | $14.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 409 | $11.9K | 0.00% | +135+49.3% | Added |
| National Bank of Canada | 380 | $10.9K | 0.00% | +380 | New |
| Private Trust Co NA | 302 | $8.77K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 252 | $7.32K | 0.00% | +66+35.5% | Added |
| GWM Advisors LLC | 245 | $7.10K | 0.00% | −246−50.1% | Reduced |
| Capital Advisors, Ltd. LLC | 247 | $7.00K | 0.00% | +247 | New |