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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.

Institutional holdersQ2 2024: 230 institutions
Q1 2021: 219 institutionsQ2 2021: 210 institutionsQ3 2021: 227 institutionsQ4 2021: 241 institutionsQ1 2022: 251 institutionsQ2 2022: 235 institutionsQ3 2022: 234 institutionsQ4 2022: 252 institutionsQ1 2023: 246 institutionsQ2 2023: 218 institutionsQ3 2023: 214 institutionsQ4 2023: 213 institutionsQ1 2024: 229 institutionsQ2 2024: 230 institutionsQ3 2024: 247 institutionsQ4 2024: 249 institutionsQ1 2025: 244 institutionsQ2 2025: 256 institutionsQ3 2025: 255 institutionsQ4 2025: 259 institutionsQ1 2026: 259 institutionsQ2 2026: 289 institutions
Value heldQ2 2024: $1.78B
Q1 2021: $1.81BQ2 2021: $1.81BQ3 2021: $1.84BQ4 2021: $1.77BQ1 2022: $1.77BQ2 2022: $1.62BQ3 2022: $1.59BQ4 2022: $1.81BQ1 2023: $1.74BQ2 2023: $1.50BQ3 2023: $1.39BQ4 2023: $1.79BQ1 2024: $1.65BQ2 2024: $1.78BQ3 2024: $2.23BQ4 2024: $2.09BQ1 2025: $1.86BQ2 2025: $1.86BQ3 2025: $1.86BQ4 2025: $1.99BQ1 2026: $1.94BQ2 2026: $2.40B
Institutions holding WAFD and their total value by quarter
QuarterHoldersValue
Q2 2026289$2.40B
Q1 2026259$1.94B
Q4 2025259$1.99B
Q3 2025255$1.86B
Q2 2025256$1.86B
Q1 2025244$1.86B
Q4 2024249$2.09B
Q3 2024247$2.23B
Q2 2024230$1.78B
Q1 2024229$1.65B
Q4 2023213$1.79B
Q3 2023214$1.39B
Q2 2023218$1.50B
Q1 2023246$1.74B
Q4 2022252$1.81B
Q3 2022234$1.59B
Q2 2022235$1.62B
Q1 2022251$1.77B
Q4 2021241$1.77B
Q3 2021227$1.84B
Q2 2021210$1.81B
Q1 2021219$1.81B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2024.

Institutions holding WAFD in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Handelsbanken Fonder AB15,474$442.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund16,369$467.8K0.01%−1,800−9.9%Reduced
Natixis Advisors, L.P.16,639$476.0K0.00%+3,629+27.9%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,789$479.8K0.01%+3,054+22.2%Added
BNP Paribas Arbitrage, SA17,129$489.5K0.00%−16,917−49.7%Reduced
State of Tennessee, Treasury Department17,819$509.3K0.00%00.0%Unchanged
Two Sigma Advisers, LP18,395$525.7K0.00%+18,395New
Hennion & Walsh Asset Management, Inc.18,561$530.5K0.03%+4,367+30.8%Added
Legato Capital Management LLC18,576$530.9K0.07%−9,715−34.3%Reduced
Dean Capital Management18,576$530.9K0.68%−9,715−34.3%Reduced
State Board of Administration of Florida Retirement System18,712$534.8K0.00%−11,714−38.5%Reduced
Tradewinds Capital Management, LLC19,000$543.0K0.16%00.0%Unchanged
Arizona State Retirement System19,476$556.6K0.00%−53−0.3%Reduced
Keeley-Teton Advisors, LLC20,100$574.5K0.07%00.0%Unchanged
Amalgamated Bank20,659$590.0K0.01%−601−2.8%Reduced
Washington Trust Bank20,889$597.0K0.06%00.0%Unchanged
IFG Advisory, LLC21,024$600.9K0.04%−102−0.5%Reduced
SEI Investments Co21,910$626.1K0.00%−4,557−17.2%Reduced
Voya Investment Management LLC22,126$632.4K0.00%−395−1.8%Reduced
ExodusPoint Capital Management, LP22,717$649.0K0.01%+22,717New
Teachers Retirement System of the State of Kentucky22,735$650.0K0.01%00.0%Unchanged
Maryland State Retirement & Pension System23,561$673.4K0.01%−1,127−4.6%Reduced
Dorsey & Whitney Trust CO LLC24,457$699.0K0.05%00.0%Unchanged
Harbor Capital Advisors, Inc.24,633$704.0K0.05%+4,941+25.1%Added
Tower Research Capital LLC (TRC)24,735$706.9K0.01%+22,128+848.8%Added
Commonwealth Equity Services, LLC24,724$707.0K0.00%+128+0.5%Added
Franklin Resources Inc24,794$708.6K0.00%+3,715+17.6%Added
Advisor Group Holdings, Inc.25,241$721.3K0.00%+4,985+24.6%Added
Deutsche Bank AG26,684$762.6K0.00%−2,392−8.2%Reduced
Yousif Capital Management, LLC27,048$773.0K0.01%−3,437−11.3%Reduced
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus27,072$773.7K0.14%00.0%Unchanged
New York State Common Retirement Fund28,453$813.2K0.00%+10.0%Added
Ensign Peak Advisors, Inc29,120$832.3K0.00%00.0%Unchanged
Stifel Financial Corp29,416$840.7K0.00%−2,036−6.5%Reduced
CWM, LLC29,629$847.0K0.00%−2,324−7.3%Reduced
Janus Henderson Group PLC29,955$855.7K0.00%−363−1.2%Reduced
Susquehanna International Group, LLP32,370$925.1K0.00%−35,594−52.4%Reduced
Pathstone Holdings, LLC33,892$968.6K0.00%+25,570+307.3%Added
Cornercap Investment Counsel Inc33,961$970.6K0.16%−47−0.1%Reduced
Louisiana State Employees Retirement System34,000$971.7K0.02%+400+1.2%Added
Mirae Asset Global ETFs Holdings Ltd.34,167$976.5K0.00%+34,167New
HSBC Holdings PLC36,079$1.02M0.00%+26,648+282.6%Added
LPL Financial LLC37,264$1.06M0.00%−201−0.5%Reduced
Brinker Capital Investments, LLC37,440$1.07M0.01%−424−1.1%Reduced
Orion Portfolio Solutions, LLC37,440$1.07M0.01%−424−1.1%Reduced
Illinois Municipal Retirement Fund38,466$1.10M0.02%+791+2.1%Added
MetLife Investment Management38,694$1.11M0.01%+4,198+12.2%Added
Corebridge Financial, Inc.38,775$1.11M0.01%+38,775New
Auxier Asset Management39,050$1.12M0.18%−244−0.6%Reduced
State of Alaska, Department of Revenue39,675$1.13M0.01%−1,707−4.1%Reduced
Manufacturers Life Insurance Company, The40,374$1.15M0.00%+3,674+10.0%Added
Price T Rowe Associates Inc40,633$1.16M0.00%+615+1.5%Added
Two Sigma Investments, LP40,666$1.16M0.00%+40,666New
D.A. Davidson & Co.40,963$1.17M0.01%+3,949+10.7%Added
Squarepoint Ops LLC45,083$1.29M0.00%+24,103+114.9%Added
Raymond James & Associates46,198$1.32M0.00%+195+0.4%Added
Meeder Asset Management Inc47,972$1.37M0.10%+41,296+618.6%Added
Allianz Asset Management GmbH50,261$1.44M0.00%00.0%Unchanged
Dean Investment Associates, LLC50,344$1.44M0.20%−32,079−38.9%Reduced
Royce & Associates LP50,703$1.45M0.01%00.0%Unchanged
CI Private Wealth, LLC54,149$1.55M0.00%00.0%Unchanged
Comerica Bank55,235$1.58M0.01%+858+1.6%Added
Winton Group Ltd56,557$1.62M0.11%+56,557New
Balyasny Asset Management LLC59,074$1.69M0.00%+59,074New
Verition Fund Management LLC64,382$1.84M0.01%−78,352−54.9%Reduced
California State Teachers Retirement System67,683$1.93M0.00%−1,409−2.0%Reduced
Talbot Financial, LLC74,298$2.12M0.28%00.0%Unchanged
Edgestream Partners, L.P.76,155$2.18M0.10%−26,422−25.8%Reduced
Great West Life Assurance Co85,353$2.44M0.00%+13,560+18.9%Added
Alliancebernstein L.P.86,694$2.48M0.00%+3,860+4.7%Added
Knights of Columbus Asset Advisors LLC90,590$2.59M0.17%+983+1.1%Added
D. E. Shaw & Co., Inc.94,037$2.69M0.00%+50,560+116.3%Added
Hennessy Advisors Inc95,000$2.72M0.10%−6,000−5.9%Reduced
Man Group plc104,106$2.98M0.01%+104,106New
Thrivent Financial for Lutherans116,138$3.32M0.01%−9,177−7.3%Reduced
Barclays PLC121,459$3.47M0.00%+3,902+3.3%Added
New York State Teachers Retirement System124,864$3.57M0.01%−2,600−2.0%Reduced
Envestnet Asset Management Inc125,241$3.58M0.00%+9,295+8.0%Added
Jane Street Group, LLC130,565$3.73M0.00%+89,016+214.2%Added
Rafferty Asset Management, LLC132,844$3.80M0.01%+54,039+68.6%Added
Swiss National Bank136,826$3.91M0.00%−800−0.6%Reduced
Renaissance Technologies LLC139,530$3.99M0.01%+27,100+24.1%Added
First Trust Advisors LP143,212$4.09M0.00%−20,644−12.6%Reduced
Prudential Financial Inc144,612$4.13M0.01%−2,767−1.9%Reduced
Public Sector Pension Investment Board148,684$4.25M0.03%+9,446+6.8%Added
UBS Asset Management Americas Inc149,193$4.26M0.00%+80,120+116.0%Added
Citigroup Inc166,423$4.76M0.00%+30,349+22.3%Added
Legal & General Group Plc187,338$5.35M0.00%−1,606−0.8%Reduced
Dana Investment Advisors, Inc.195,231$5.58M0.19%−2,624−1.3%Reduced
JPMorgan Chase & Co196,119$5.61M0.00%−34,448−14.9%Reduced
Nuveen Asset Management, LLC203,606$5.82M0.00%+1,925+1.0%Added
Kennedy Capital Management, Inc.203,715$5.82M0.12%−4,162−2.0%Reduced
Congress Asset Management Co213,202$6.09M0.04%−10,568−4.7%Reduced
Rhumbline Advisers223,529$6.39M0.01%−11,147−4.7%Reduced
UBS Group AG230,822$6.60M0.00%+92,047+66.3%Added
Empowered Funds, LLC247,529$7.07M0.12%−6,750−2.7%Reduced
First Washington CORP250,549$7.16M2.65%+5,276+2.2%Added
Foundry Partners, LLC269,697$7.71M0.41%+8,041+3.1%Added
Victory Capital Management Inc272,721$7.79M0.01%+144,920+113.4%Added
Goldman Sachs Group Inc275,111$7.86M0.00%+43,853+19.0%Added