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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 10,460 | $364.5K | 0.03% | −10,429−49.9% | Reduced |
| Sanctuary Advisors, LLC | 9,958 | $369.9K | 0.00% | +913+10.1% | Added |
| Cooper Financial Group | 10,789 | $376.0K | 0.05% | +206+1.9% | Added |
| Brighton Jones LLC | 11,422 | $398.1K | 0.01% | +1,766+18.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,458 | $399.3K | 0.01% | +556+5.1% | Added |
| Neuberger Berman Group LLC | 11,609 | $404.6K | 0.00% | −76−0.7% | Reduced |
| Becker Capital Management Inc | 11,752 | $409.6K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,215 | $425.7K | 0.00% | +1,108+10.0% | Added |
| WMS Partners, LLC | 12,935 | $450.8K | 0.03% | +12,935 | New |
| The PNC Financial Services Group, Inc. | 13,264 | $462.3K | 0.00% | +874+7.1% | Added |
| Renaissance Technologies LLC | 13,929 | $485.4K | 0.00% | −125,601−90.0% | Reduced |
| Royal Bank of Canada | 15,298 | $533.0K | 0.00% | +2,065+15.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,445 | $538.3K | 0.00% | +2,018+15.0% | Added |
| Handelsbanken Fonder AB | 15,474 | $539.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 15,603 | $543.7K | 0.00% | +1,940+14.2% | Added |
| MML Investors Services, LLC | 15,835 | $552.0K | 0.00% | +1,077+7.3% | Added |
| FMR LLC | 16,493 | $574.8K | 0.00% | +2,204+15.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,360 | $605.0K | 0.00% | +2,799+19.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,399 | $606.4K | 0.03% | −1,162−6.3% | Reduced |
| Intech Investment Management LLC | 17,544 | $611.4K | 0.01% | +17,544 | New |
| Citadel Advisors LLC | 17,659 | $615.4K | 0.00% | −465,642−96.3% | Reduced |
| Cornercap Investment Counsel Inc | 17,666 | $615.7K | 0.18% | −16,295−48.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,028 | $628.3K | 0.03% | −6,429−26.3% | Reduced |
| Natixis Advisors, L.P. | 18,187 | $634.0K | 0.00% | +1,548+9.3% | Added |
| State Board of Administration of Florida Retirement System | 18,712 | $652.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 19,000 | $662.1K | 0.18% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,169 | $668.0K | 0.01% | +2,800+17.1% | Added |
| Keeley-Teton Advisors, LLC | 20,100 | $700.5K | 0.08% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,652 | $719.7K | 0.00% | −7,801−27.4% | Reduced |
| IFG Advisory, LLC | 20,741 | $722.8K | 0.05% | −283−1.3% | Reduced |
| Voya Investment Management LLC | 21,508 | $749.6K | 0.00% | −618−2.8% | Reduced |
| Two Sigma Securities, LLC | 21,781 | $759.1K | 0.06% | +21,781 | New |
| HSBC Holdings PLC | 21,659 | $760.2K | 0.00% | −14,420−40.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $792.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,369 | $814.4K | 0.01% | +3,893+20.0% | Added |
| Amalgamated Bank | 23,493 | $819.0K | 0.01% | +2,834+13.7% | Added |
| Commonwealth Equity Services, LLC | 24,830 | $865.0K | 0.00% | +106+0.4% | Added |
| Advisor Group Holdings, Inc. | 27,376 | $954.0K | 0.00% | +2,135+8.5% | Added |
| Franklin Resources Inc | 26,463 | $954.3K | 0.00% | +1,669+6.7% | Added |
| Maryland State Retirement & Pension System | 27,427 | $955.8K | 0.02% | +3,866+16.4% | Added |
| Legato Capital Management LLC | 27,442 | $956.4K | 0.12% | +8,866+47.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 28,005 | $976.0K | 0.01% | +28,005 | New |
| Stifel Financial Corp | 28,203 | $982.8K | 0.00% | −1,213−4.1% | Reduced |
| CWM, LLC | 28,358 | $988.0K | 0.00% | −1,271−4.3% | Reduced |
| ProShare Advisors LLC | 28,436 | $991.0K | 0.00% | +17,985+172.1% | Added |
| BNP Paribas Arbitrage, SA | 28,997 | $1.01M | 0.00% | +11,868+69.3% | Added |
| Ensign Peak Advisors, Inc | 29,120 | $1.01M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 30,966 | $1.08M | 0.01% | +3,918+14.5% | Added |
| Quest Partners LLC | 31,310 | $1.09M | 0.10% | +31,310 | New |
| Royce & Associates LP | 32,663 | $1.14M | 0.01% | −18,040−35.6% | Reduced |
| Harbor Capital Advisors, Inc. | 32,799 | $1.14M | 0.05% | +8,166+33.2% | Added |
| AlphaCore Capital LLC | 33,530 | $1.17M | 0.26% | +33,530 | New |
| Man Group plc | 33,798 | $1.18M | 0.00% | −70,308−67.5% | Reduced |
| Janus Henderson Group PLC | 34,255 | $1.19M | 0.00% | +4,300+14.4% | Added |
| Squarepoint Ops LLC | 35,519 | $1.24M | 0.00% | −9,564−21.2% | Reduced |
| Deutsche Bank AG | 35,552 | $1.24M | 0.00% | +8,868+33.2% | Added |
| Auxier Asset Management | 36,094 | $1.26M | 0.19% | −2,956−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,548 | $1.27M | 0.00% | +2,381+7.0% | Added |
| Illinois Municipal Retirement Fund | 36,585 | $1.27M | 0.02% | −1,881−4.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 38,518 | $1.34M | 0.09% | −52,072−57.5% | Reduced |
| MetLife Investment Management | 38,694 | $1.35M | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 38,904 | $1.36M | 0.01% | +129+0.3% | Added |
| Danske Bank A/S | 39,291 | $1.37M | 0.00% | +39,291 | New |
| Louisiana State Employees Retirement System | 39,300 | $1.37M | 0.03% | +5,300+15.6% | Added |
| 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 |
| Manufacturers Life Insurance Company, The | 39,619 | $1.38M | 0.00% | −755−1.9% | Reduced |
| LPL Financial LLC | 40,492 | $1.41M | 0.00% | +3,228+8.7% | Added |
| Meeder Asset Management Inc | 40,566 | $1.41M | 0.09% | −7,406−15.4% | Reduced |
| Price T Rowe Associates Inc | 41,343 | $1.44M | 0.00% | +710+1.7% | Added |
| D.A. Davidson & Co. | 41,400 | $1.44M | 0.01% | +437+1.1% | Added |
| Susquehanna International Group, LLP | 44,502 | $1.55M | 0.00% | +12,132+37.5% | Added |
| Dean Capital Management | 45,209 | $1.58M | 0.67% | +26,633+143.4% | Added |
| State of Alaska, Department of Revenue | 46,347 | $1.61M | 0.02% | +6,672+16.8% | Added |
| Raymond James & Associates | 46,374 | $1.62M | 0.00% | +176+0.4% | Added |
| Pathstone Holdings, LLC | 50,431 | $1.76M | 0.01% | +16,539+48.8% | Added |
| Oliver Luxxe Assets LLC | 52,311 | $1.82M | 0.33% | +52,311 | New |
| State of Tennessee, Treasury Department | 53,732 | $1.87M | 0.01% | +35,913+201.5% | Added |
| CI Private Wealth, LLC | 54,249 | $1.89M | 0.00% | +100+0.2% | Added |
| SEI Investments Co | 55,855 | $1.95M | 0.00% | +33,945+154.9% | Added |
| Comerica Bank | 58,127 | $2.03M | 0.01% | +2,892+5.2% | Added |
| Jane Street Group, LLC | 62,598 | $2.18M | 0.00% | −67,967−52.1% | Reduced |
| Thrivent Financial for Lutherans | 67,820 | $2.36M | 0.00% | −48,318−41.6% | Reduced |
| Verition Fund Management LLC | 68,513 | $2.39M | 0.02% | +4,131+6.4% | Added |
| Dean Investment Associates, LLC | 70,060 | $2.44M | 0.33% | +19,716+39.2% | Added |
| Talbot Financial, LLC | 74,298 | $2.59M | 0.32% | 00.0% | Unchanged |
| California State Teachers Retirement System | 75,725 | $2.64M | 0.00% | +8,042+11.9% | Added |
| Alliancebernstein L.P. | 85,994 | $3.00M | 0.00% | −700−0.8% | Reduced |
| Foundry Partners, LLC | 88,098 | $3.07M | 0.15% | −181,599−67.3% | Reduced |
| Rafferty Asset Management, LLC | 90,382 | $3.15M | 0.01% | −42,462−32.0% | Reduced |
| Roubaix Capital, LLC | 94,142 | $3.28M | 1.81% | +94,142 | New |
| Great West Life Assurance Co | 97,691 | $3.41M | 0.01% | +12,338+14.5% | Added |
| rhino investment partners, Inc | 102,267 | $3.56M | 0.82% | +102,267 | New |
| Hennessy Advisors Inc | 104,000 | $3.62M | 0.12% | +9,000+9.5% | Added |
| New York State Teachers Retirement System | 123,464 | $4.30M | 0.01% | −1,400−1.1% | Reduced |
| First Washington CORP | 127,905 | $4.46M | 1.77% | −122,644−49.0% | Reduced |
| Envestnet Asset Management Inc | 128,109 | $4.46M | 0.00% | +2,868+2.3% | Added |
| Maltese Capital Management LLC | 137,500 | $4.79M | 0.78% | +137,500 | New |
| Prudential Financial Inc | 145,573 | $5.07M | 0.01% | +961+0.7% | Added |
| UBS Group AG | 147,909 | $5.15M | 0.00% | −82,913−35.9% | Reduced |