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 |
|---|---|---|---|---|---|
| Davidson Investment Advisors | 279,791 | $8.00M | 0.41% | +11,220+4.2% | Added |
| Invesco Ltd. | 299,729 | $8.57M | 0.00% | −4,681−1.5% | Reduced |
| Principal Financial Group Inc | 333,253 | $9.52M | 0.01% | −19,405−5.5% | Reduced |
| Brandywine Global Investment Management, LLC | 351,628 | $10.0M | 0.08% | −17,628−4.8% | Reduced |
| Norges Bank | 375,480 | $10.7M | 0.00% | −38,131−9.2% | Reduced |
| LSV Asset Management | 396,810 | $11.3M | 0.02% | −196,362−33.1% | Reduced |
| Baird Financial Group, Inc. | 399,807 | $11.4M | 0.02% | −10,727−2.6% | Reduced |
| Citadel Advisors LLC | 483,301 | $13.8M | 0.01% | +469,495+3,400.7% | Added |
| Bridgeway Capital Management, LLC | 488,881 | $14.0M | 0.33% | −48,150−9.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 588,263 | $16.8M | 0.06% | −37,660−6.0% | Reduced |
| Morgan Stanley | 589,056 | $16.8M | 0.00% | −91,425−13.4% | Reduced |
| Clearbridge Investments, LLC | 593,580 | $17.0M | 0.01% | −12,560−2.1% | Reduced |
| Bank of America Corp | 667,500 | $19.1M | 0.00% | +130,457+24.3% | Added |
| Bank of New York Mellon Corp | 728,619 | $20.8M | 0.00% | +9,262+1.3% | Added |
| Northern Trust Corp | 887,211 | $25.4M | 0.00% | −12,528−1.4% | Reduced |
| Frontier Capital Management Co LLC | 921,855 | $26.3M | 0.26% | +28,434+3.2% | Added |
| William Blair Investment Management, LLC | 934,892 | $26.7M | 0.07% | −1,683−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,141,093 | $32.6M | 0.01% | +35,524+3.2% | Added |
| Systematic Financial Management LP | 1,179,479 | $33.7M | 1.02% | −43,397−3.5% | Reduced |
| American Century Companies Inc | 1,274,665 | $36.4M | 0.02% | +305,942+31.6% | Added |
| Ameriprise Financial Inc | 1,338,894 | $38.3M | 0.01% | −106,269−7.4% | Reduced |
| Artisan Partners Limited Partnership | 1,340,538 | $38.3M | 0.06% | +96,270+7.7% | Added |
| Macquarie Group Ltd | 1,456,685 | $41.6M | 0.05% | −283,193−16.3% | Reduced |
| Geode Capital Management, LLC | 1,599,385 | $45.7M | 0.00% | +44,604+2.9% | Added |
| Wells Fargo & Company | 2,391,493 | $68.3M | 0.02% | +2,358,644+7,180.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,720,811 | $106.3M | 0.46% | +619,179+20.0% | Added |
| State Street Corp | 3,773,945 | $107.9M | 0.00% | +338,412+9.9% | Added |
| Dimensional Fund Advisors LP | 5,636,608 | $161.1M | 0.04% | −15,770−0.3% | Reduced |
| Vanguard Group Inc | 9,025,322 | $257.9M | 0.00% | +1,122,861+14.2% | Added |
| BlackRock Inc. | 10,916,492 | $312.0M | 0.01% | +444,060+4.2% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −76,762−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −62,782−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −59,451−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −42,119−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −36,637−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −35,619−100.0% | Sold out |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −32,567−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −28,246−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,509−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −22,505−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −21,029−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −12,995−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,072−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −9,951−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,122−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,636−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |