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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 27,048 | $773.0K | 0.01% | −3,437−11.3% | Reduced |
| Deutsche Bank AG | 26,684 | $762.6K | 0.00% | −2,392−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 25,241 | $721.3K | 0.00% | +4,985+24.6% | Added |
| Franklin Resources Inc | 24,794 | $708.6K | 0.00% | +3,715+17.6% | Added |
| Commonwealth Equity Services, LLC | 24,724 | $707.0K | 0.00% | +128+0.5% | Added |
| Tower Research Capital LLC (TRC) | 24,735 | $706.9K | 0.01% | +22,128+848.8% | Added |
| Harbor Capital Advisors, Inc. | 24,633 | $704.0K | 0.05% | +4,941+25.1% | Added |
| Dorsey & Whitney Trust CO LLC | 24,457 | $699.0K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 23,561 | $673.4K | 0.01% | −1,127−4.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $650.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 22,717 | $649.0K | 0.01% | +22,717 | New |
| Voya Investment Management LLC | 22,126 | $632.4K | 0.00% | −395−1.8% | Reduced |
| SEI Investments Co | 21,910 | $626.1K | 0.00% | −4,557−17.2% | Reduced |
| IFG Advisory, LLC | 21,024 | $600.9K | 0.04% | −102−0.5% | Reduced |
| Washington Trust Bank | 20,889 | $597.0K | 0.06% | 00.0% | Unchanged |
| Amalgamated Bank | 20,659 | $590.0K | 0.01% | −601−2.8% | Reduced |
| Keeley-Teton Advisors, LLC | 20,100 | $574.5K | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,476 | $556.6K | 0.00% | −53−0.3% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $543.0K | 0.16% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,712 | $534.8K | 0.00% | −11,714−38.5% | Reduced |
| Legato Capital Management LLC | 18,576 | $530.9K | 0.07% | −9,715−34.3% | Reduced |
| Dean Capital Management | 18,576 | $530.9K | 0.68% | −9,715−34.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 18,561 | $530.5K | 0.03% | +4,367+30.8% | Added |
| Two Sigma Advisers, LP | 18,395 | $525.7K | 0.00% | +18,395 | New |
| State of Tennessee, Treasury Department | 17,819 | $509.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,129 | $489.5K | 0.00% | −16,917−49.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,789 | $479.8K | 0.01% | +3,054+22.2% | Added |
| Natixis Advisors, L.P. | 16,639 | $476.0K | 0.00% | +3,629+27.9% | Added |
| Oregon Public Employees Retirement Fund | 16,369 | $467.8K | 0.01% | −1,800−9.9% | Reduced |
| Handelsbanken Fonder AB | 15,474 | $442.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,758 | $422.0K | 0.00% | +359+2.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,561 | $416.2K | 0.00% | −109−0.7% | Reduced |
| FMR LLC | 14,289 | $408.4K | 0.00% | +1,256+9.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,663 | $390.5K | 0.00% | +2,273+20.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,427 | $383.7K | 0.00% | −2,964−18.1% | Reduced |
| Royal Bank of Canada | 13,233 | $379.0K | 0.00% | +4,319+48.5% | Added |
| Readystate Asset Management LP | 13,241 | $378.4K | 0.02% | +13,241 | New |
| The PNC Financial Services Group, Inc. | 12,390 | $354.1K | 0.00% | −50.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,230 | $349.5K | 0.00% | +12,230 | New |
| IMS Capital Management | 9,843 | $338.1K | 0.16% | 00.0% | Unchanged |
| Becker Capital Management Inc | 11,752 | $335.9K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,685 | $334.0K | 0.00% | +1,507+14.8% | Added |
| Mutual of America Capital Management LLC | 11,107 | $317.4K | 0.00% | −596−5.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,902 | $311.6K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 10,583 | $302.5K | 0.04% | +997+10.4% | Added |
| ProShare Advisors LLC | 10,451 | $298.7K | 0.00% | −3,242−23.7% | Reduced |
| Russell Investments Group, Ltd. | 10,163 | $290.5K | 0.00% | +1,904+23.1% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $286.0K | 0.22% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,006 | $286.0K | 0.00% | +10,006 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $285.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 9,682 | $276.7K | 0.00% | +20.0% | Added |
| Brighton Jones LLC | 9,656 | $276.0K | 0.01% | +28+0.3% | Added |
| EMC Capital Management | 9,388 | $268.0K | 0.16% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 9,054 | $258.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,045 | $252.4K | 0.00% | +9,045 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $251.6K | 0.05% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,745 | $249.9K | 0.16% | +10+0.1% | Added |
| Oppenheimer & Co Inc | 8,317 | $237.7K | 0.00% | −923−10.0% | Reduced |
| M&T Bank Corp | 7,330 | $209.4K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,156 | $204.5K | 0.01% | +7,156 | New |
| Everence Capital Management Inc | 7,540 | $204.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 7,066 | $202.2K | 0.00% | −2,745−28.0% | Reduced |
| Algert Global LLC | 7,002 | $200.1K | 0.01% | +7,002 | New |
| Ameritas Investment Partners, Inc. | 6,887 | $196.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,873 | $196.4K | 0.01% | +2,678+63.8% | Added |
| Parallax Volatility Advisers, L.P. | 4,719 | $134.9K | 0.00% | +4,719 | New |
| Aquatic Capital Management LLC | 4,500 | $128.6K | 0.00% | +1,100+32.4% | Added |
| Nisa Investment Advisors, LLC | 4,498 | $128.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,443 | $98.4K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,800 | $80.0K | 0.05% | +2,800 | New |
| Lazard Asset Management LLC | 2,633 | $75.0K | 0.00% | −16,275−86.1% | Reduced |
| KBC Group NV | 2,071 | $59.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,020 | $57.7K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,977 | $56.5K | 0.00% | +199+11.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $54.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,903 | $54.4K | 0.00% | +64+3.5% | Added |
| TD Private Client Wealth LLC | 1,825 | $52.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $49.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,676 | $47.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,644 | $47.0K | 0.00% | +822+100.0% | Added |
| Harbour Investments, Inc. | 1,352 | $38.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,279 | $36.6K | 0.00% | +1,279 | New |
| Covestor Ltd | 1,189 | $34.0K | 0.02% | −847−41.6% | Reduced |
| Quadrant Capital Group LLC | 1,144 | $32.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $31.4K | 0.00% | −16,300−93.7% | Reduced |
| Global Retirement Partners, LLC | 765 | $21.9K | 0.00% | +645+537.5% | Added |
| Innealta Capital, LLC | 675 | $19.3K | 0.01% | +675 | New |
| Nomura Asset Management Co Ltd | 670 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 657 | $19.1K | 0.00% | +248+60.6% | Added |
| Cullen/Frost Bankers, Inc. | 660 | $18.9K | 0.00% | +660 | New |
| McIlrath & Eck, LLC | 622 | $17.8K | 0.00% | +1+0.2% | Added |
| Rise Advisors, LLC | 584 | $16.7K | 0.01% | +6+1.0% | Added |
| Larson Financial Group LLC | 509 | $14.5K | 0.00% | +9+1.8% | Added |
| Robinswood Financial LLC | 500 | $14.3K | 0.01% | −500−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 500 | $14.3K | 0.01% | +500 | New |
| LRI Investments, LLC | 462 | $13.2K | 0.00% | +462 | New |
| Jones Financial Companies LLLP | 447 | $12.8K | 0.00% | +447 | New |
| Quarry LP | 404 | $11.5K | 0.00% | −145−26.4% | Reduced |
| Capital Advisors, Ltd. LLC | 368 | $11.0K | 0.00% | +121+49.0% | Added |
| National Bank of Canada | 380 | $10.7K | 0.00% | 00.0% | Unchanged |