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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 29,120 | $1.01M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 28,997 | $1.01M | 0.00% | +11,868+69.3% | Added |
| ProShare Advisors LLC | 28,436 | $991.0K | 0.00% | +17,985+172.1% | Added |
| CWM, LLC | 28,358 | $988.0K | 0.00% | −1,271−4.3% | Reduced |
| Stifel Financial Corp | 28,203 | $982.8K | 0.00% | −1,213−4.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 28,005 | $976.0K | 0.01% | +28,005 | New |
| Legato Capital Management LLC | 27,442 | $956.4K | 0.12% | +8,866+47.7% | Added |
| Maryland State Retirement & Pension System | 27,427 | $955.8K | 0.02% | +3,866+16.4% | Added |
| Franklin Resources Inc | 26,463 | $954.3K | 0.00% | +1,669+6.7% | Added |
| Advisor Group Holdings, Inc. | 27,376 | $954.0K | 0.00% | +2,135+8.5% | Added |
| Commonwealth Equity Services, LLC | 24,830 | $865.0K | 0.00% | +106+0.4% | Added |
| Amalgamated Bank | 23,493 | $819.0K | 0.01% | +2,834+13.7% | Added |
| Arizona State Retirement System | 23,369 | $814.4K | 0.01% | +3,893+20.0% | Added |
| Teachers Retirement System of the State of Kentucky | 22,735 | $792.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,659 | $760.2K | 0.00% | −14,420−40.0% | Reduced |
| Two Sigma Securities, LLC | 21,781 | $759.1K | 0.06% | +21,781 | New |
| Voya Investment Management LLC | 21,508 | $749.6K | 0.00% | −618−2.8% | Reduced |
| IFG Advisory, LLC | 20,741 | $722.8K | 0.05% | −283−1.3% | Reduced |
| New York State Common Retirement Fund | 20,652 | $719.7K | 0.00% | −7,801−27.4% | Reduced |
| Keeley-Teton Advisors, LLC | 20,100 | $700.5K | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,169 | $668.0K | 0.01% | +2,800+17.1% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $662.1K | 0.18% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,712 | $652.1K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 18,187 | $634.0K | 0.00% | +1,548+9.3% | Added |
| Dorsey & Whitney Trust CO LLC | 18,028 | $628.3K | 0.03% | −6,429−26.3% | Reduced |
| Cornercap Investment Counsel Inc | 17,666 | $615.7K | 0.18% | −16,295−48.0% | Reduced |
| Citadel Advisors LLC | 17,659 | $615.4K | 0.00% | −465,642−96.3% | Reduced |
| Intech Investment Management LLC | 17,544 | $611.4K | 0.01% | +17,544 | New |
| Hennion & Walsh Asset Management, Inc. | 17,399 | $606.4K | 0.03% | −1,162−6.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,360 | $605.0K | 0.00% | +2,799+19.2% | Added |
| FMR LLC | 16,493 | $574.8K | 0.00% | +2,204+15.4% | Added |
| MML Investors Services, LLC | 15,835 | $552.0K | 0.00% | +1,077+7.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,603 | $543.7K | 0.00% | +1,940+14.2% | Added |
| Handelsbanken Fonder AB | 15,474 | $539.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,445 | $538.3K | 0.00% | +2,018+15.0% | Added |
| Royal Bank of Canada | 15,298 | $533.0K | 0.00% | +2,065+15.6% | Added |
| Renaissance Technologies LLC | 13,929 | $485.4K | 0.00% | −125,601−90.0% | Reduced |
| The PNC Financial Services Group, Inc. | 13,264 | $462.3K | 0.00% | +874+7.1% | Added |
| WMS Partners, LLC | 12,935 | $450.8K | 0.03% | +12,935 | New |
| Mutual of America Capital Management LLC | 12,215 | $425.7K | 0.00% | +1,108+10.0% | Added |
| Becker Capital Management Inc | 11,752 | $409.6K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,609 | $404.6K | 0.00% | −76−0.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,458 | $399.3K | 0.01% | +556+5.1% | Added |
| Brighton Jones LLC | 11,422 | $398.1K | 0.01% | +1,766+18.3% | Added |
| Cooper Financial Group | 10,789 | $376.0K | 0.05% | +206+1.9% | Added |
| Sanctuary Advisors, LLC | 9,958 | $369.9K | 0.00% | +913+10.1% | Added |
| Washington Trust Bank | 10,460 | $364.5K | 0.03% | −10,429−49.9% | Reduced |
| XTX Topco Ltd | 10,192 | $355.2K | 0.03% | +10,192 | New |
| Pinnacle West Asset Management, Inc. | 10,000 | $348.0K | 0.25% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,984 | $347.9K | 0.00% | +9,984 | New |
| State of Wisconsin Investment Board | 9,981 | $347.8K | 0.00% | +9,981 | New |
| IMS Capital Management | 9,843 | $343.0K | 0.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,708 | $338.3K | 0.00% | −2,522−20.6% | Reduced |
| Balyasny Asset Management LLC | 9,368 | $326.5K | 0.00% | −49,706−84.1% | Reduced |
| Pictet Asset Management Holding SA | 9,054 | $315.5K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,005 | $313.8K | 0.04% | +9,005 | New |
| Cerity Partners LLC | 8,847 | $308.3K | 0.00% | −1,159−11.6% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $306.8K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,781 | $306.0K | 0.01% | −15,954−64.5% | Reduced |
| Lakeside Advisors, INC. | 8,752 | $305.0K | 0.19% | +7+0.1% | Added |
| Bank of Montreal | 8,716 | $300.3K | 0.00% | +1,650+23.4% | Added |
| Russell Investments Group, Ltd. | 8,395 | $292.6K | 0.00% | −1,768−17.4% | Reduced |
| Oppenheimer & Co Inc | 8,254 | $287.7K | 0.00% | −63−0.8% | Reduced |
| Profund Advisors LLC | 8,246 | $287.4K | 0.01% | +1,090+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,987 | $278.4K | 0.00% | −1,695−17.5% | Reduced |
| Everence Capital Management Inc | 7,540 | $263.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 7,322 | $250.0K | 0.00% | +7,322 | New |
| CIBC Asset Management Inc | 7,086 | $246.9K | 0.00% | +7,086 | New |
| M&T Bank Corp | 7,077 | $246.7K | 0.00% | −253−3.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,966 | $243.0K | 0.03% | +6,966 | New |
| Principal Securities, Inc. | 6,921 | $241.2K | 0.01% | +48+0.7% | Added |
| Cetera Investment Advisers | 6,866 | $239.3K | 0.00% | +6,866 | New |
| AQR Capital Management LLC | 6,927 | $239.0K | 0.00% | +6,927 | New |
| HighTower Advisors, LLC | 6,777 | $237.0K | 0.00% | +6,777 | New |
| Ameritas Investment Partners, Inc. | 6,537 | $227.8K | 0.01% | −350−5.1% | Reduced |
| Savant Capital, LLC | 6,287 | $219.1K | 0.00% | +6,287 | New |
| SG Americas Securities, LLC | 5,569 | $194.0K | 0.00% | +5,569 | New |
| Lazard Asset Management LLC | 4,219 | $147.0K | 0.00% | +1,586+60.2% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $120.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,424 | $119.3K | 0.00% | −1,074−23.9% | Reduced |
| KBC Group NV | 2,797 | $97.0K | 0.00% | +726+35.1% | Added |
| EMC Capital Management | 2,500 | $72.0K | 0.06% | −6,888−73.4% | Reduced |
| Old Point Trust & Financial Services N A | 2,020 | $70.4K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $68.0K | 0.04% | +2,000 | New |
| Steward Partners Investment Advisory, LLC | 1,906 | $66.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,904 | $66.0K | 0.04% | +715+60.1% | Added |
| Public Employees Retirement System of Ohio | 1,833 | $63.9K | 0.00% | −70−3.7% | Reduced |
| TD Private Client Wealth LLC | 1,825 | $63.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $60.5K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,676 | $58.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,558 | $54.3K | 0.01% | +1,305+515.8% | Added |
| US Bancorp | 1,537 | $53.6K | 0.00% | −440−22.3% | Reduced |
| Harbour Investments, Inc. | 1,352 | $47.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,323 | $46.1K | 0.01% | +701+112.7% | Added |
| Quadrant Capital Group LLC | 1,144 | $39.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,188 | $34.0K | 0.00% | +531+80.8% | Added |
| Northwestern Mutual Wealth Management Co | 822 | $28.6K | 0.00% | −822−50.0% | Reduced |
| Global Retirement Partners, LLC | 730 | $25.4K | 0.00% | −35−4.6% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $23.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 588 | $20.5K | 0.01% | +4+0.7% | Added |