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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 156,964 | $5.47M | 0.01% | +13,752+9.6% | Added |
| UBS Asset Management Americas Inc | 157,962 | $5.50M | 0.00% | +8,769+5.9% | Added |
| Swiss National Bank | 158,426 | $5.52M | 0.00% | +21,600+15.8% | Added |
| Barclays PLC | 161,958 | $5.64M | 0.00% | +40,499+33.3% | Added |
| Public Sector Pension Investment Board | 172,284 | $6.00M | 0.03% | +23,600+15.9% | Added |
| Dana Investment Advisors, Inc. | 174,618 | $6.09M | 0.20% | −20,613−10.6% | Reduced |
| Victory Capital Management Inc | 176,788 | $6.16M | 0.01% | −95,933−35.2% | Reduced |
| JPMorgan Chase & Co | 185,751 | $6.47M | 0.00% | −10,368−5.3% | Reduced |
| Citigroup Inc | 186,174 | $6.49M | 0.01% | +19,751+11.9% | Added |
| Congress Asset Management Co | 211,101 | $7.36M | 0.05% | −2,101−1.0% | Reduced |
| Empowered Funds, LLC | 212,341 | $7.40M | 0.12% | −35,188−14.2% | Reduced |
| Legal & General Group Plc | 220,057 | $7.67M | 0.00% | +32,719+17.5% | Added |
| Kennedy Capital Management, Inc. | 225,845 | $7.87M | 0.17% | +22,130+10.9% | Added |
| Rhumbline Advisers | 232,674 | $8.11M | 0.01% | +9,145+4.1% | Added |
| Norges Bank | 250,587 | $8.73M | 0.00% | −124,893−33.3% | Reduced |
| Baird Financial Group, Inc. | 259,607 | $9.05M | 0.02% | −140,200−35.1% | Reduced |
| Davidson Investment Advisors | 290,326 | $10.1M | 0.49% | +10,535+3.8% | Added |
| Invesco Ltd. | 301,646 | $10.5M | 0.00% | +1,917+0.6% | Added |
| LSV Asset Management | 323,900 | $11.3M | 0.02% | −72,910−18.4% | Reduced |
| Brandywine Global Investment Management, LLC | 336,802 | $12.1M | 0.08% | −14,826−4.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 361,265 | $12.6M | 0.01% | +361,265 | New |
| Principal Financial Group Inc | 428,504 | $14.9M | 0.01% | +95,251+28.6% | Added |
| Bridgeway Capital Management, LLC | 437,487 | $15.2M | 0.33% | −51,394−10.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 497,893 | $17.4M | 0.06% | −90,370−15.4% | Reduced |
| Assenagon Asset Management S.A. | 533,241 | $18.6M | 0.04% | +533,241 | New |
| Nuveen Asset Management, LLC | 563,292 | $19.6M | 0.01% | +359,686+176.7% | Added |
| Clearbridge Investments, LLC | 592,922 | $20.7M | 0.02% | −658−0.1% | Reduced |
| Bank of America Corp | 635,772 | $22.2M | 0.00% | −31,728−4.8% | Reduced |
| Bank of New York Mellon Corp | 707,715 | $24.7M | 0.00% | −20,904−2.9% | Reduced |
| Morgan Stanley | 885,511 | $30.9M | 0.00% | +296,455+50.3% | Added |
| William Blair Investment Management, LLC | 907,044 | $31.6M | 0.08% | −27,848−3.0% | Reduced |
| Northern Trust Corp | 908,207 | $31.7M | 0.01% | +20,996+2.4% | Added |
| Artisan Partners Limited Partnership | 1,093,495 | $38.1M | 0.06% | −247,043−18.4% | Reduced |
| Frontier Capital Management Co LLC | 1,099,053 | $38.3M | 0.36% | +177,198+19.2% | Added |
| Charles Schwab Investment Management Inc | 1,225,248 | $42.7M | 0.01% | +84,155+7.4% | Added |
| Ameriprise Financial Inc | 1,234,017 | $43.0M | 0.01% | −104,877−7.8% | Reduced |
| Systematic Financial Management LP | 1,432,523 | $49.9M | 1.27% | +253,044+21.5% | Added |
| Macquarie Group Ltd | 1,459,685 | $50.9M | 0.05% | +3,000+0.2% | Added |
| Goldman Sachs Group Inc | 1,500,376 | $52.3M | 0.01% | +1,225,265+445.4% | Added |
| American Century Companies Inc | 1,539,104 | $53.6M | 0.03% | +264,439+20.7% | Added |
| Geode Capital Management, LLC | 1,759,135 | $61.3M | 0.00% | +159,750+10.0% | Added |
| Wells Fargo & Company | 1,980,089 | $69.0M | 0.02% | −411,404−17.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,654,384 | $127.4M | 0.50% | −66,427−1.8% | Reduced |
| State Street Corp | 3,969,790 | $138.3M | 0.01% | +195,845+5.2% | Added |
| Dimensional Fund Advisors LP | 5,560,823 | $193.8M | 0.05% | −75,785−1.3% | Reduced |
| Vanguard Group Inc | 9,253,073 | $322.5M | 0.01% | +227,751+2.5% | Added |
| BlackRock, Inc. | 10,810,409 | $376.7M | 0.01% | +10,810,409 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −94,037−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −76,155−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −56,557−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −50,261−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −40,666−100.0% | Sold out |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 0 | $0 | 0.00% | −27,072−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,717−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,395−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −16,789−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,719−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |