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Livermore
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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

Q3 2024 vs. Q2 2024

How the institutions holding Wafd Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WAFD: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2301247+18
Shares62.1M10.9M63.9M+12.7M (+24.8%)
Value$1.78B$312.0M$2.23B+$764.6M (+52.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Wafd Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WAFD in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.10,810,409$376.7M0.01%
Assenagon Asset Management S.A.533,241$18.6M0.04%
Arrowstreet Capital, Limited Partnership361,265$12.6M0.01%
Maltese Capital Management LLC137,500$4.79M0.78%
rhino investment partners, Inc102,267$3.56M0.82%
Roubaix Capital, LLC94,142$3.28M1.81%
Oliver Luxxe Assets LLC52,311$1.82M0.33%
Danske Bank A/S39,291$1.37M0.00%
AlphaCore Capital LLC33,530$1.17M0.26%
Quest Partners LLC31,310$1.09M0.10%
Deerfield Management Company, L.P. (Series C)28,005$976.0K0.01%
Two Sigma Securities, LLC21,781$759.1K0.06%
Intech Investment Management LLC17,544$611.4K0.01%
WMS Partners, LLC12,935$450.8K0.03%
XTX Topco Ltd10,192$355.2K0.03%
EP Wealth Advisors, LLC9,984$347.9K0.00%
State of Wisconsin Investment Board9,981$347.8K0.00%
FORA Capital, LLC9,005$313.8K0.04%
DekaBank Deutsche Girozentrale7,322$250.0K0.00%
CIBC Asset Management Inc7,086$246.9K0.00%
Dynamic Technology Lab Private Ltd6,966$243.0K0.03%
Cetera Investment Advisers6,866$239.3K0.00%
AQR Capital Management LLC6,927$239.0K0.00%
HighTower Advisors, LLC6,777$237.0K0.00%
Savant Capital, LLC6,287$219.1K0.00%
SG Americas Securities, LLC5,569$194.0K0.00%
HBC Financial Services, PLLC2,000$68.0K0.04%
Riverview Trust Co305$10.6K0.01%
Sterling Capital Management LLC232$8.09K0.00%
Aster Capital Management (DIFC) Ltd103$3.59K0.00%
Geneos Wealth Management Inc.55$1.92K0.00%
Capital Performance Advisors LLP35$1.22K0.00%
Picton Mahoney Asset Management32$1.00K0.00%
Hemington Wealth Management36$1.00K0.00%
Farther Finance Advisors, LLC11$3830.00%
Assetmark, Inc6$2090.00%
Claris Advisors, LLC5$1740.00%
Mendota Financial Group, LLC4$1400.00%

Sold out (20)

Institutions that held Wafd Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WAFD in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
D. E. Shaw & Co., Inc.94,037$2.69M
Edgestream Partners, L.P.76,155$2.18M
Winton Group Ltd56,557$1.62M
Allianz Asset Management GmbH50,261$1.44M
Two Sigma Investments, LP40,666$1.16M
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus27,072$773.7K
ExodusPoint Capital Management, LP22,717$649.0K
Two Sigma Advisers, LP18,395$525.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,789$479.8K
Readystate Asset Management LP13,241$378.4K
Gamco Investors, Inc. Et Al10,000$285.8K
Algert Global LLC7,002$200.1K
Parallax Volatility Advisers, L.P.4,719$134.9K
Aquatic Capital Management LLC4,500$128.6K
nVerses Capital, LLC2,800$80.0K
Quantbot Technologies LP1,279$36.6K
STRS Ohio1,100$31.4K
Innealta Capital, LLC675$19.3K
Quarry LP404$11.5K
Barrow Hanley Mewhinney & Strauss LLC22$629

Not filed for Q3 2024 yet (1)

Institutions that held Wafd Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAFD in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.10,916,492$312.0M