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, Q3 2024
Institutional positions in Wafd Inc as of Sep 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
- 247
- +18 vs. Q2 2024
- Shares held
- 63.9M
- +12.7M (+24.8%) vs. Q2 2024
- Total value
- $2.23B
- +$764.6M (+52.3%) vs. Q2 2024
- New holders
- 38
- 94 more added
- Sold out
- 20
- 70 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,810,409 | $376.7M | 0.01% | +10,810,409 | New |
| Vanguard Group Inc | 9,253,073 | $322.5M | 0.01% | +227,751+2.5% | Added |
| Dimensional Fund Advisors LP | 5,560,823 | $193.8M | 0.05% | −75,785−1.3% | Reduced |
| State Street Corp | 3,969,790 | $138.3M | 0.01% | +195,845+5.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,654,384 | $127.4M | 0.50% | −66,427−1.8% | Reduced |
| Wells Fargo & Company | 1,980,089 | $69.0M | 0.02% | −411,404−17.2% | Reduced |
| Geode Capital Management, LLC | 1,759,135 | $61.3M | 0.00% | +159,750+10.0% | Added |
| American Century Companies Inc | 1,539,104 | $53.6M | 0.03% | +264,439+20.7% | Added |
| Goldman Sachs Group Inc | 1,500,376 | $52.3M | 0.01% | +1,225,265+445.4% | Added |
| Macquarie Group Ltd | 1,459,685 | $50.9M | 0.05% | +3,000+0.2% | Added |
| Systematic Financial Management LP | 1,432,523 | $49.9M | 1.27% | +253,044+21.5% | Added |
| Ameriprise Financial Inc | 1,234,017 | $43.0M | 0.01% | −104,877−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,225,248 | $42.7M | 0.01% | +84,155+7.4% | Added |
| Frontier Capital Management Co LLC | 1,099,053 | $38.3M | 0.36% | +177,198+19.2% | Added |
| Artisan Partners Limited Partnership | 1,093,495 | $38.1M | 0.06% | −247,043−18.4% | Reduced |
| Northern Trust Corp | 908,207 | $31.7M | 0.01% | +20,996+2.4% | Added |
| William Blair Investment Management, LLC | 907,044 | $31.6M | 0.08% | −27,848−3.0% | Reduced |
| Morgan Stanley | 885,511 | $30.9M | 0.00% | +296,455+50.3% | Added |
| Bank of New York Mellon Corp | 707,715 | $24.7M | 0.00% | −20,904−2.9% | Reduced |
| Bank of America Corp | 635,772 | $22.2M | 0.00% | −31,728−4.8% | Reduced |
| Clearbridge Investments, LLC | 592,922 | $20.7M | 0.02% | −658−0.1% | Reduced |
| Nuveen Asset Management, LLC | 563,292 | $19.6M | 0.01% | +359,686+176.7% | Added |
| Assenagon Asset Management S.A. | 533,241 | $18.6M | 0.04% | +533,241 | New |
| Hotchkis & Wiley Capital Management LLC | 497,893 | $17.4M | 0.06% | −90,370−15.4% | Reduced |
| Bridgeway Capital Management, LLC | 437,487 | $15.2M | 0.33% | −51,394−10.5% | Reduced |
| Principal Financial Group Inc | 428,504 | $14.9M | 0.01% | +95,251+28.6% | Added |
| Arrowstreet Capital, Limited Partnership | 361,265 | $12.6M | 0.01% | +361,265 | New |
| Brandywine Global Investment Management, LLC | 336,802 | $12.1M | 0.08% | −14,826−4.2% | Reduced |
| LSV Asset Management | 323,900 | $11.3M | 0.02% | −72,910−18.4% | Reduced |
| Invesco Ltd. | 301,646 | $10.5M | 0.00% | +1,917+0.6% | Added |
| Davidson Investment Advisors | 290,326 | $10.1M | 0.49% | +10,535+3.8% | Added |
| Baird Financial Group, Inc. | 259,607 | $9.05M | 0.02% | −140,200−35.1% | Reduced |
| Norges Bank | 250,587 | $8.73M | 0.00% | −124,893−33.3% | Reduced |
| Rhumbline Advisers | 232,674 | $8.11M | 0.01% | +9,145+4.1% | Added |
| Kennedy Capital Management, Inc. | 225,845 | $7.87M | 0.17% | +22,130+10.9% | Added |
| Legal & General Group Plc | 220,057 | $7.67M | 0.00% | +32,719+17.5% | Added |
| Empowered Funds, LLC | 212,341 | $7.40M | 0.12% | −35,188−14.2% | Reduced |
| Congress Asset Management Co | 211,101 | $7.36M | 0.05% | −2,101−1.0% | Reduced |
| Citigroup Inc | 186,174 | $6.49M | 0.01% | +19,751+11.9% | Added |
| JPMorgan Chase & Co | 185,751 | $6.47M | 0.00% | −10,368−5.3% | Reduced |
| Victory Capital Management Inc | 176,788 | $6.16M | 0.01% | −95,933−35.2% | Reduced |
| Dana Investment Advisors, Inc. | 174,618 | $6.09M | 0.20% | −20,613−10.6% | Reduced |
| Public Sector Pension Investment Board | 172,284 | $6.00M | 0.03% | +23,600+15.9% | Added |
| Barclays PLC | 161,958 | $5.64M | 0.00% | +40,499+33.3% | Added |
| Swiss National Bank | 158,426 | $5.52M | 0.00% | +21,600+15.8% | Added |
| UBS Asset Management Americas Inc | 157,962 | $5.50M | 0.00% | +8,769+5.9% | Added |
| First Trust Advisors LP | 156,964 | $5.47M | 0.01% | +13,752+9.6% | Added |
| UBS Group AG | 147,909 | $5.15M | 0.00% | −82,913−35.9% | Reduced |
| Prudential Financial Inc | 145,573 | $5.07M | 0.01% | +961+0.7% | Added |
| Maltese Capital Management LLC | 137,500 | $4.79M | 0.78% | +137,500 | New |
| Envestnet Asset Management Inc | 128,109 | $4.46M | 0.00% | +2,868+2.3% | Added |
| First Washington CORP | 127,905 | $4.46M | 1.77% | −122,644−49.0% | Reduced |
| New York State Teachers Retirement System | 123,464 | $4.30M | 0.01% | −1,400−1.1% | Reduced |
| Hennessy Advisors Inc | 104,000 | $3.62M | 0.12% | +9,000+9.5% | Added |
| rhino investment partners, Inc | 102,267 | $3.56M | 0.82% | +102,267 | New |
| Great West Life Assurance Co | 97,691 | $3.41M | 0.01% | +12,338+14.5% | Added |
| Roubaix Capital, LLC | 94,142 | $3.28M | 1.81% | +94,142 | New |
| Rafferty Asset Management, LLC | 90,382 | $3.15M | 0.01% | −42,462−32.0% | Reduced |
| Foundry Partners, LLC | 88,098 | $3.07M | 0.15% | −181,599−67.3% | Reduced |
| Alliancebernstein L.P. | 85,994 | $3.00M | 0.00% | −700−0.8% | Reduced |
| California State Teachers Retirement System | 75,725 | $2.64M | 0.00% | +8,042+11.9% | Added |
| Talbot Financial, LLC | 74,298 | $2.59M | 0.32% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 70,060 | $2.44M | 0.33% | +19,716+39.2% | Added |
| Verition Fund Management LLC | 68,513 | $2.39M | 0.02% | +4,131+6.4% | Added |
| Thrivent Financial for Lutherans | 67,820 | $2.36M | 0.00% | −48,318−41.6% | Reduced |
| Jane Street Group, LLC | 62,598 | $2.18M | 0.00% | −67,967−52.1% | Reduced |
| Comerica Bank | 58,127 | $2.03M | 0.01% | +2,892+5.2% | Added |
| SEI Investments Co | 55,855 | $1.95M | 0.00% | +33,945+154.9% | Added |
| CI Private Wealth, LLC | 54,249 | $1.89M | 0.00% | +100+0.2% | Added |
| State of Tennessee, Treasury Department | 53,732 | $1.87M | 0.01% | +35,913+201.5% | Added |
| Oliver Luxxe Assets LLC | 52,311 | $1.82M | 0.33% | +52,311 | New |
| Pathstone Holdings, LLC | 50,431 | $1.76M | 0.01% | +16,539+48.8% | Added |
| Raymond James & Associates | 46,374 | $1.62M | 0.00% | +176+0.4% | Added |
| State of Alaska, Department of Revenue | 46,347 | $1.61M | 0.02% | +6,672+16.8% | Added |
| Dean Capital Management | 45,209 | $1.58M | 0.67% | +26,633+143.4% | Added |
| Susquehanna International Group, LLP | 44,502 | $1.55M | 0.00% | +12,132+37.5% | Added |
| D.A. Davidson & Co. | 41,400 | $1.44M | 0.01% | +437+1.1% | Added |
| Price T Rowe Associates Inc | 41,343 | $1.44M | 0.00% | +710+1.7% | Added |
| Meeder Asset Management Inc | 40,566 | $1.41M | 0.09% | −7,406−15.4% | Reduced |
| LPL Financial LLC | 40,492 | $1.41M | 0.00% | +3,228+8.7% | Added |
| Manufacturers Life Insurance Company, The | 39,619 | $1.38M | 0.00% | −755−1.9% | Reduced |
| Brinker Capital Investments, LLC | 39,465 | $1.38M | 0.01% | +2,025+5.4% | Added |
| Orion Portfolio Solutions, LLC | 39,465 | $1.38M | 0.01% | +2,025+5.4% | Added |
| Louisiana State Employees Retirement System | 39,300 | $1.37M | 0.03% | +5,300+15.6% | Added |
| Danske Bank A/S | 39,291 | $1.37M | 0.00% | +39,291 | New |
| Corebridge Financial, Inc. | 38,904 | $1.36M | 0.01% | +129+0.3% | Added |
| MetLife Investment Management | 38,694 | $1.35M | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 38,518 | $1.34M | 0.09% | −52,072−57.5% | Reduced |
| Illinois Municipal Retirement Fund | 36,585 | $1.27M | 0.02% | −1,881−4.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,548 | $1.27M | 0.00% | +2,381+7.0% | Added |
| Auxier Asset Management | 36,094 | $1.26M | 0.19% | −2,956−7.6% | Reduced |
| Deutsche Bank AG | 35,552 | $1.24M | 0.00% | +8,868+33.2% | Added |
| Squarepoint Ops LLC | 35,519 | $1.24M | 0.00% | −9,564−21.2% | Reduced |
| Janus Henderson Group PLC | 34,255 | $1.19M | 0.00% | +4,300+14.4% | Added |
| Man Group plc | 33,798 | $1.18M | 0.00% | −70,308−67.5% | Reduced |
| AlphaCore Capital LLC | 33,530 | $1.17M | 0.26% | +33,530 | New |
| Harbor Capital Advisors, Inc. | 32,799 | $1.14M | 0.05% | +8,166+33.2% | Added |
| Royce & Associates LP | 32,663 | $1.14M | 0.01% | −18,040−35.6% | Reduced |
| Quest Partners LLC | 31,310 | $1.09M | 0.10% | +31,310 | New |
| Yousif Capital Management, LLC | 30,966 | $1.08M | 0.01% | +3,918+14.5% | Added |