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 |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $202 | 0.00% | −7−50.0% | Reduced |
| Parkside Financial Bank & Trust | 8 | $229 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $229 | 0.00% | +6+300.0% | Added |
| SJS Investment Consulting Inc. | 13 | $372 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $372 | 0.00% | +2+18.2% | Added |
| TD Waterhouse Canada Inc. | 18 | $508 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $571 | 0.00% | −15−42.9% | Reduced |
| Signaturefd, LLC | 22 | $629 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 22 | $629 | 0.00% | +1+4.8% | Added |
| CVA Family Office, LLC | 24 | $686 | 0.00% | +24 | New |
| Rothschild Investment LLC | 30 | $857 | 0.00% | +25+500.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 38 | $1.00K | 0.00% | +1+2.7% | Added |
| JFS Wealth Advisors, LLC | 41 | $1.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.31K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 54 | $1.54K | 0.00% | +54 | New |
| Caldwell Sutter Capital, Inc. | 83 | $2.37K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 93 | $2.66K | 0.00% | +57+158.3% | Added |
| Manchester Capital Management LLC | 101 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 106 | $3.03K | 0.00% | +92+657.1% | Added |
| Massmutual Trust Co FSB | 140 | $4.00K | 0.00% | +140 | New |
| Versant Capital Management, Inc | 143 | $4.09K | 0.00% | +92+180.4% | Added |
| Smartleaf Asset Management LLC | 180 | $4.96K | 0.00% | +149+480.6% | Added |
| Quent Capital, LLC | 181 | $5.17K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 240 | $6.86K | 0.00% | +240 | New |
| GAMMA Investing LLC | 253 | $7.23K | 0.00% | +1+0.4% | Added |
| Private Trust Co NA | 269 | $7.69K | 0.00% | −33−10.9% | Reduced |
| National Bank of Canada | 380 | $10.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $11.0K | 0.00% | +121+49.0% | Added |
| Quarry LP | 404 | $11.5K | 0.00% | −145−26.4% | Reduced |
| Jones Financial Companies LLLP | 447 | $12.8K | 0.00% | +447 | New |
| LRI Investments, LLC | 462 | $13.2K | 0.00% | +462 | New |
| Robinswood Financial LLC | 500 | $14.3K | 0.01% | −500−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 500 | $14.3K | 0.01% | +500 | New |
| Larson Financial Group LLC | 509 | $14.5K | 0.00% | +9+1.8% | Added |
| Rise Advisors, LLC | 584 | $16.7K | 0.01% | +6+1.0% | Added |
| McIlrath & Eck, LLC | 622 | $17.8K | 0.00% | +1+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 660 | $18.9K | 0.00% | +660 | New |
| Ronald Blue Trust, Inc. | 657 | $19.1K | 0.00% | +248+60.6% | Added |
| Nomura Asset Management Co Ltd | 670 | $19.1K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 675 | $19.3K | 0.01% | +675 | New |
| Global Retirement Partners, LLC | 765 | $21.9K | 0.00% | +645+537.5% | Added |
| STRS Ohio | 1,100 | $31.4K | 0.00% | −16,300−93.7% | Reduced |
| Quadrant Capital Group LLC | 1,144 | $32.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,189 | $34.0K | 0.02% | −847−41.6% | Reduced |
| Quantbot Technologies LP | 1,279 | $36.6K | 0.00% | +1,279 | New |
| Harbour Investments, Inc. | 1,352 | $38.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,644 | $47.0K | 0.00% | +822+100.0% | Added |
| Parallel Advisors, LLC | 1,676 | $47.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $49.6K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,825 | $52.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,903 | $54.4K | 0.00% | +64+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $54.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,977 | $56.5K | 0.00% | +199+11.2% | Added |
| Old Point Trust & Financial Services N A | 2,020 | $57.7K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 2,071 | $59.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,633 | $75.0K | 0.00% | −16,275−86.1% | Reduced |
| nVerses Capital, LLC | 2,800 | $80.0K | 0.05% | +2,800 | New |
| Bartlett & Co. Wealth Management LLC | 3,443 | $98.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,498 | $128.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,500 | $128.6K | 0.00% | +1,100+32.4% | Added |
| Parallax Volatility Advisers, L.P. | 4,719 | $134.9K | 0.00% | +4,719 | New |
| Principal Securities, Inc. | 6,873 | $196.4K | 0.01% | +2,678+63.8% | Added |
| Ameritas Investment Partners, Inc. | 6,887 | $196.8K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 7,002 | $200.1K | 0.01% | +7,002 | New |
| Bank of Montreal | 7,066 | $202.2K | 0.00% | −2,745−28.0% | Reduced |
| Everence Capital Management Inc | 7,540 | $204.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,156 | $204.5K | 0.01% | +7,156 | New |
| M&T Bank Corp | 7,330 | $209.4K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,317 | $237.7K | 0.00% | −923−10.0% | Reduced |
| Lakeside Advisors, INC. | 8,745 | $249.9K | 0.16% | +10+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $251.6K | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,045 | $252.4K | 0.00% | +9,045 | New |
| Pictet Asset Management Holding SA | 9,054 | $258.8K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 9,388 | $268.0K | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,656 | $276.0K | 0.01% | +28+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,682 | $276.7K | 0.00% | +20.0% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $285.8K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,006 | $286.0K | 0.00% | +10,006 | New |
| Pinnacle West Asset Management, Inc. | 10,000 | $286.0K | 0.22% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,163 | $290.5K | 0.00% | +1,904+23.1% | Added |
| ProShare Advisors LLC | 10,451 | $298.7K | 0.00% | −3,242−23.7% | Reduced |
| Cooper Financial Group | 10,583 | $302.5K | 0.04% | +997+10.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,902 | $311.6K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,107 | $317.4K | 0.00% | −596−5.1% | Reduced |
| Neuberger Berman Group LLC | 11,685 | $334.0K | 0.00% | +1,507+14.8% | Added |
| Becker Capital Management Inc | 11,752 | $335.9K | 0.01% | 00.0% | Unchanged |
| IMS Capital Management | 9,843 | $338.1K | 0.16% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,230 | $349.5K | 0.00% | +12,230 | New |
| The PNC Financial Services Group, Inc. | 12,390 | $354.1K | 0.00% | −50.0% | Reduced |
| Readystate Asset Management LP | 13,241 | $378.4K | 0.02% | +13,241 | New |
| Royal Bank of Canada | 13,233 | $379.0K | 0.00% | +4,319+48.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,427 | $383.7K | 0.00% | −2,964−18.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,663 | $390.5K | 0.00% | +2,273+20.0% | Added |
| FMR LLC | 14,289 | $408.4K | 0.00% | +1,256+9.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,561 | $416.2K | 0.00% | −109−0.7% | Reduced |
| MML Investors Services, LLC | 14,758 | $422.0K | 0.00% | +359+2.5% | Added |