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 |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $25 | 0.00% | −659−99.8% | Reduced |
| Mendota Financial Group, LLC | 4 | $140 | 0.00% | +4 | New |
| Claris Advisors, LLC | 5 | $174 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $209 | 0.00% | +6 | New |
| Huntington National Bank | 7 | $247 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $383 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $454 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $558 | 0.00% | +3+23.1% | Added |
| TD Waterhouse Canada Inc. | 18 | $604 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $697 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 22 | $767 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $836 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | +32 | New |
| Hemington Wealth Management | 36 | $1.00K | 0.00% | +36 | New |
| Capital Performance Advisors LLP | 35 | $1.22K | 0.00% | +35 | New |
| IFP Advisors, Inc | 42 | $1.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $1.85K | 0.00% | +12+29.3% | Added |
| SRS Capital Advisors, Inc. | 54 | $1.88K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 55 | $1.92K | 0.00% | +55 | New |
| Rothschild Investment LLC | 75 | $2.61K | 0.00% | +45+150.0% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $2.89K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $3.07K | 0.00% | −52−37.1% | Reduced |
| Manchester Capital Management LLC | 101 | $3.52K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 103 | $3.59K | 0.00% | +103 | New |
| Fifth Third Bancorp | 149 | $5.19K | 0.00% | +43+40.6% | Added |
| Bessemer Group Inc | 170 | $6.00K | 0.00% | +74+77.1% | Added |
| Quent Capital, LLC | 181 | $6.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 202 | $7.04K | 0.00% | +59+41.3% | Added |
| Umb Bank N A | 207 | $7.21K | 0.00% | +114+122.6% | Added |
| Sterling Capital Management LLC | 232 | $8.09K | 0.00% | +232 | New |
| Private Trust Co NA | 238 | $8.29K | 0.00% | −31−11.5% | Reduced |
| Jones Financial Companies LLLP | 241 | $8.30K | 0.00% | −206−46.1% | Reduced |
| McMahon Financial Advisors, LLC | 240 | $8.36K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 250 | $8.71K | 0.01% | −250−50.0% | Reduced |
| Smartleaf Asset Management LLC | 284 | $9.80K | 0.00% | +104+57.8% | Added |
| National Bank of Canada | 303 | $10.6K | 0.00% | −77−20.3% | Reduced |
| Riverview Trust Co | 305 | $10.6K | 0.01% | +305 | New |
| Capital Advisors, Ltd. LLC | 368 | $13.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 462 | $17.1K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 500 | $17.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 509 | $17.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 588 | $20.5K | 0.01% | +4+0.7% | Added |
| Nomura Asset Management Co Ltd | 670 | $23.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 730 | $25.4K | 0.00% | −35−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 822 | $28.6K | 0.00% | −822−50.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,188 | $34.0K | 0.00% | +531+80.8% | Added |
| Quadrant Capital Group LLC | 1,144 | $39.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,323 | $46.1K | 0.01% | +701+112.7% | Added |
| Harbour Investments, Inc. | 1,352 | $47.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,537 | $53.6K | 0.00% | −440−22.3% | Reduced |
| GAMMA Investing LLC | 1,558 | $54.3K | 0.01% | +1,305+515.8% | Added |
| Parallel Advisors, LLC | 1,676 | $58.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $60.5K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,825 | $63.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,833 | $63.9K | 0.00% | −70−3.7% | Reduced |
| Covestor Ltd | 1,904 | $66.0K | 0.04% | +715+60.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $66.4K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $68.0K | 0.04% | +2,000 | New |
| Old Point Trust & Financial Services N A | 2,020 | $70.4K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 2,500 | $72.0K | 0.06% | −6,888−73.4% | Reduced |
| KBC Group NV | 2,797 | $97.0K | 0.00% | +726+35.1% | Added |
| Nisa Investment Advisors, LLC | 3,424 | $119.3K | 0.00% | −1,074−23.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,443 | $120.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,219 | $147.0K | 0.00% | +1,586+60.2% | Added |
| SG Americas Securities, LLC | 5,569 | $194.0K | 0.00% | +5,569 | New |
| Savant Capital, LLC | 6,287 | $219.1K | 0.00% | +6,287 | New |
| Ameritas Investment Partners, Inc. | 6,537 | $227.8K | 0.01% | −350−5.1% | Reduced |
| HighTower Advisors, LLC | 6,777 | $237.0K | 0.00% | +6,777 | New |
| AQR Capital Management LLC | 6,927 | $239.0K | 0.00% | +6,927 | New |
| Cetera Investment Advisers | 6,866 | $239.3K | 0.00% | +6,866 | New |
| Principal Securities, Inc. | 6,921 | $241.2K | 0.01% | +48+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 6,966 | $243.0K | 0.03% | +6,966 | New |
| M&T Bank Corp | 7,077 | $246.7K | 0.00% | −253−3.5% | Reduced |
| CIBC Asset Management Inc | 7,086 | $246.9K | 0.00% | +7,086 | New |
| DekaBank Deutsche Girozentrale | 7,322 | $250.0K | 0.00% | +7,322 | New |
| Everence Capital Management Inc | 7,540 | $263.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,987 | $278.4K | 0.00% | −1,695−17.5% | Reduced |
| Profund Advisors LLC | 8,246 | $287.4K | 0.01% | +1,090+15.2% | Added |
| Oppenheimer & Co Inc | 8,254 | $287.7K | 0.00% | −63−0.8% | Reduced |
| Russell Investments Group, Ltd. | 8,395 | $292.6K | 0.00% | −1,768−17.4% | Reduced |
| Bank of Montreal | 8,716 | $300.3K | 0.00% | +1,650+23.4% | Added |
| Lakeside Advisors, INC. | 8,752 | $305.0K | 0.19% | +7+0.1% | Added |
| Tower Research Capital LLC (TRC) | 8,781 | $306.0K | 0.01% | −15,954−64.5% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $306.8K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,847 | $308.3K | 0.00% | −1,159−11.6% | Reduced |
| FORA Capital, LLC | 9,005 | $313.8K | 0.04% | +9,005 | New |
| Pictet Asset Management Holding SA | 9,054 | $315.5K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,368 | $326.5K | 0.00% | −49,706−84.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,708 | $338.3K | 0.00% | −2,522−20.6% | Reduced |
| IMS Capital Management | 9,843 | $343.0K | 0.15% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,981 | $347.8K | 0.00% | +9,981 | New |
| EP Wealth Advisors, LLC | 9,984 | $347.9K | 0.00% | +9,984 | New |
| Pinnacle West Asset Management, Inc. | 10,000 | $348.0K | 0.25% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,192 | $355.2K | 0.03% | +10,192 | New |