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, Q2 2024
Institutional positions in Wafd Inc as of Jun 30, 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
- 230
- +2 vs. Q1 2024
- Shares held
- 62.1M
- +5.47M (+9.7%) vs. Q1 2024
- Total value
- $1.78B
- +$131.0M (+8.0%) vs. Q1 2024
- New holders
- 26
- 84 more added
- Sold out
- 24
- 71 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,916,492 | $312.0M | 0.01% | +444,060+4.2% | Added |
| Vanguard Group Inc | 9,025,322 | $257.9M | 0.00% | +1,122,861+14.2% | Added |
| Dimensional Fund Advisors LP | 5,636,608 | $161.1M | 0.04% | −15,770−0.3% | Reduced |
| State Street Corp | 3,773,945 | $107.9M | 0.00% | +338,412+9.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,720,811 | $106.3M | 0.46% | +619,179+20.0% | Added |
| Wells Fargo & Company | 2,391,493 | $68.3M | 0.02% | +2,358,644+7,180.3% | Added |
| Geode Capital Management, LLC | 1,599,385 | $45.7M | 0.00% | +44,604+2.9% | Added |
| Macquarie Group Ltd | 1,456,685 | $41.6M | 0.05% | −283,193−16.3% | Reduced |
| Artisan Partners Limited Partnership | 1,340,538 | $38.3M | 0.06% | +96,270+7.7% | Added |
| Ameriprise Financial Inc | 1,338,894 | $38.3M | 0.01% | −106,269−7.4% | Reduced |
| American Century Companies Inc | 1,274,665 | $36.4M | 0.02% | +305,942+31.6% | Added |
| Systematic Financial Management LP | 1,179,479 | $33.7M | 1.02% | −43,397−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,141,093 | $32.6M | 0.01% | +35,524+3.2% | Added |
| William Blair Investment Management, LLC | 934,892 | $26.7M | 0.07% | −1,683−0.2% | Reduced |
| Frontier Capital Management Co LLC | 921,855 | $26.3M | 0.26% | +28,434+3.2% | Added |
| Northern Trust Corp | 887,211 | $25.4M | 0.00% | −12,528−1.4% | Reduced |
| Bank of New York Mellon Corp | 728,619 | $20.8M | 0.00% | +9,262+1.3% | Added |
| Bank of America Corp | 667,500 | $19.1M | 0.00% | +130,457+24.3% | Added |
| Clearbridge Investments, LLC | 593,580 | $17.0M | 0.01% | −12,560−2.1% | Reduced |
| Morgan Stanley | 589,056 | $16.8M | 0.00% | −91,425−13.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 588,263 | $16.8M | 0.06% | −37,660−6.0% | Reduced |
| Bridgeway Capital Management, LLC | 488,881 | $14.0M | 0.33% | −48,150−9.0% | Reduced |
| Citadel Advisors LLC | 483,301 | $13.8M | 0.01% | +469,495+3,400.7% | Added |
| Baird Financial Group, Inc. | 399,807 | $11.4M | 0.02% | −10,727−2.6% | Reduced |
| LSV Asset Management | 396,810 | $11.3M | 0.02% | −196,362−33.1% | Reduced |
| Norges Bank | 375,480 | $10.7M | 0.00% | −38,131−9.2% | Reduced |
| Brandywine Global Investment Management, LLC | 351,628 | $10.0M | 0.08% | −17,628−4.8% | Reduced |
| Principal Financial Group Inc | 333,253 | $9.52M | 0.01% | −19,405−5.5% | Reduced |
| Invesco Ltd. | 299,729 | $8.57M | 0.00% | −4,681−1.5% | Reduced |
| Davidson Investment Advisors | 279,791 | $8.00M | 0.41% | +11,220+4.2% | Added |
| Goldman Sachs Group Inc | 275,111 | $7.86M | 0.00% | +43,853+19.0% | Added |
| Victory Capital Management Inc | 272,721 | $7.79M | 0.01% | +144,920+113.4% | Added |
| Foundry Partners, LLC | 269,697 | $7.71M | 0.41% | +8,041+3.1% | Added |
| First Washington CORP | 250,549 | $7.16M | 2.65% | +5,276+2.2% | Added |
| Empowered Funds, LLC | 247,529 | $7.07M | 0.12% | −6,750−2.7% | Reduced |
| UBS Group AG | 230,822 | $6.60M | 0.00% | +92,047+66.3% | Added |
| Rhumbline Advisers | 223,529 | $6.39M | 0.01% | −11,147−4.7% | Reduced |
| Congress Asset Management Co | 213,202 | $6.09M | 0.04% | −10,568−4.7% | Reduced |
| Kennedy Capital Management, Inc. | 203,715 | $5.82M | 0.12% | −4,162−2.0% | Reduced |
| Nuveen Asset Management, LLC | 203,606 | $5.82M | 0.00% | +1,925+1.0% | Added |
| JPMorgan Chase & Co | 196,119 | $5.61M | 0.00% | −34,448−14.9% | Reduced |
| Dana Investment Advisors, Inc. | 195,231 | $5.58M | 0.19% | −2,624−1.3% | Reduced |
| Legal & General Group Plc | 187,338 | $5.35M | 0.00% | −1,606−0.8% | Reduced |
| Citigroup Inc | 166,423 | $4.76M | 0.00% | +30,349+22.3% | Added |
| UBS Asset Management Americas Inc | 149,193 | $4.26M | 0.00% | +80,120+116.0% | Added |
| Public Sector Pension Investment Board | 148,684 | $4.25M | 0.03% | +9,446+6.8% | Added |
| Prudential Financial Inc | 144,612 | $4.13M | 0.01% | −2,767−1.9% | Reduced |
| First Trust Advisors LP | 143,212 | $4.09M | 0.00% | −20,644−12.6% | Reduced |
| Renaissance Technologies LLC | 139,530 | $3.99M | 0.01% | +27,100+24.1% | Added |
| Swiss National Bank | 136,826 | $3.91M | 0.00% | −800−0.6% | Reduced |
| Rafferty Asset Management, LLC | 132,844 | $3.80M | 0.01% | +54,039+68.6% | Added |
| Jane Street Group, LLC | 130,565 | $3.73M | 0.00% | +89,016+214.2% | Added |
| Envestnet Asset Management Inc | 125,241 | $3.58M | 0.00% | +9,295+8.0% | Added |
| New York State Teachers Retirement System | 124,864 | $3.57M | 0.01% | −2,600−2.0% | Reduced |
| Barclays PLC | 121,459 | $3.47M | 0.00% | +3,902+3.3% | Added |
| Thrivent Financial for Lutherans | 116,138 | $3.32M | 0.01% | −9,177−7.3% | Reduced |
| Man Group plc | 104,106 | $2.98M | 0.01% | +104,106 | New |
| Hennessy Advisors Inc | 95,000 | $2.72M | 0.10% | −6,000−5.9% | Reduced |
| D. E. Shaw & Co., Inc. | 94,037 | $2.69M | 0.00% | +50,560+116.3% | Added |
| Knights of Columbus Asset Advisors LLC | 90,590 | $2.59M | 0.17% | +983+1.1% | Added |
| Alliancebernstein L.P. | 86,694 | $2.48M | 0.00% | +3,860+4.7% | Added |
| Great West Life Assurance Co | 85,353 | $2.44M | 0.00% | +13,560+18.9% | Added |
| Edgestream Partners, L.P. | 76,155 | $2.18M | 0.10% | −26,422−25.8% | Reduced |
| Talbot Financial, LLC | 74,298 | $2.12M | 0.28% | 00.0% | Unchanged |
| California State Teachers Retirement System | 67,683 | $1.93M | 0.00% | −1,409−2.0% | Reduced |
| Verition Fund Management LLC | 64,382 | $1.84M | 0.01% | −78,352−54.9% | Reduced |
| Balyasny Asset Management LLC | 59,074 | $1.69M | 0.00% | +59,074 | New |
| Winton Group Ltd | 56,557 | $1.62M | 0.11% | +56,557 | New |
| Comerica Bank | 55,235 | $1.58M | 0.01% | +858+1.6% | Added |
| CI Private Wealth, LLC | 54,149 | $1.55M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 50,703 | $1.45M | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 50,344 | $1.44M | 0.20% | −32,079−38.9% | Reduced |
| Allianz Asset Management GmbH | 50,261 | $1.44M | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 47,972 | $1.37M | 0.10% | +41,296+618.6% | Added |
| Raymond James & Associates | 46,198 | $1.32M | 0.00% | +195+0.4% | Added |
| Squarepoint Ops LLC | 45,083 | $1.29M | 0.00% | +24,103+114.9% | Added |
| D.A. Davidson & Co. | 40,963 | $1.17M | 0.01% | +3,949+10.7% | Added |
| Two Sigma Investments, LP | 40,666 | $1.16M | 0.00% | +40,666 | New |
| Price T Rowe Associates Inc | 40,633 | $1.16M | 0.00% | +615+1.5% | Added |
| Manufacturers Life Insurance Company, The | 40,374 | $1.15M | 0.00% | +3,674+10.0% | Added |
| State of Alaska, Department of Revenue | 39,675 | $1.13M | 0.01% | −1,707−4.1% | Reduced |
| Auxier Asset Management | 39,050 | $1.12M | 0.18% | −244−0.6% | Reduced |
| Corebridge Financial, Inc. | 38,775 | $1.11M | 0.01% | +38,775 | New |
| MetLife Investment Management | 38,694 | $1.11M | 0.01% | +4,198+12.2% | Added |
| Illinois Municipal Retirement Fund | 38,466 | $1.10M | 0.02% | +791+2.1% | Added |
| Brinker Capital Investments, LLC | 37,440 | $1.07M | 0.01% | −424−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 37,440 | $1.07M | 0.01% | −424−1.1% | Reduced |
| LPL Financial LLC | 37,264 | $1.06M | 0.00% | −201−0.5% | Reduced |
| HSBC Holdings PLC | 36,079 | $1.02M | 0.00% | +26,648+282.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,167 | $976.5K | 0.00% | +34,167 | New |
| Louisiana State Employees Retirement System | 34,000 | $971.7K | 0.02% | +400+1.2% | Added |
| Cornercap Investment Counsel Inc | 33,961 | $970.6K | 0.16% | −47−0.1% | Reduced |
| Pathstone Holdings, LLC | 33,892 | $968.6K | 0.00% | +25,570+307.3% | Added |
| Susquehanna International Group, LLP | 32,370 | $925.1K | 0.00% | −35,594−52.4% | Reduced |
| Janus Henderson Group PLC | 29,955 | $855.7K | 0.00% | −363−1.2% | Reduced |
| CWM, LLC | 29,629 | $847.0K | 0.00% | −2,324−7.3% | Reduced |
| Stifel Financial Corp | 29,416 | $840.7K | 0.00% | −2,036−6.5% | Reduced |
| Ensign Peak Advisors, Inc | 29,120 | $832.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 28,453 | $813.2K | 0.00% | +10.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 27,072 | $773.7K | 0.14% | 00.0% | Unchanged |