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, Q4 2024
Institutional positions in Wafd Inc as of Dec 31, 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
- 249
- +4 vs. Q3 2024
- Shares held
- 64.7M
- +887.6K (+1.4%) vs. Q3 2024
- Total value
- $2.09B
- −$138.4M (−6.2%) vs. Q3 2024
- New holders
- 30
- 89 more added
- Sold out
- 26
- 84 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,892,730 | $383.4M | 0.01% | +1,082,321+10.0% | Added |
| Vanguard Group Inc | 9,420,004 | $303.7M | 0.01% | +166,931+1.8% | Added |
| Dimensional Fund Advisors LP | 5,383,086 | $173.6M | 0.04% | −177,737−3.2% | Reduced |
| State Street Corp | 4,816,426 | $155.3M | 0.01% | +846,636+21.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,696,480 | $119.2M | 0.45% | +42,096+1.2% | Added |
| Wells Fargo & Company | 1,809,128 | $58.3M | 0.01% | −170,961−8.6% | Reduced |
| American Century Companies Inc | 1,774,081 | $57.2M | 0.03% | +234,977+15.3% | Added |
| Geode Capital Management, LLC | 1,763,504 | $56.9M | 0.00% | +4,369+0.2% | Added |
| Macquarie Group Ltd | 1,514,000 | $48.8M | 0.06% | +54,315+3.7% | Added |
| Systematic Financial Management LP | 1,506,368 | $48.6M | 1.24% | +73,845+5.2% | Added |
| Charles Schwab Investment Management Inc | 1,218,446 | $39.3M | 0.01% | −6,802−0.6% | Reduced |
| Ameriprise Financial Inc | 1,170,354 | $37.7M | 0.01% | −63,663−5.2% | Reduced |
| Frontier Capital Management Co LLC | 1,090,589 | $35.2M | 0.33% | −8,464−0.8% | Reduced |
| Artisan Partners Limited Partnership | 1,090,076 | $35.1M | 0.05% | −3,419−0.3% | Reduced |
| William Blair Investment Management, LLC | 929,760 | $30.0M | 0.07% | +22,716+2.5% | Added |
| Northern Trust Corp | 832,426 | $26.8M | 0.00% | −75,781−8.3% | Reduced |
| Morgan Stanley | 766,008 | $24.7M | 0.00% | −119,503−13.5% | Reduced |
| Bank of New York Mellon Corp | 736,564 | $23.7M | 0.00% | +28,849+4.1% | Added |
| Goldman Sachs Group Inc | 708,500 | $22.8M | 0.00% | −791,876−52.8% | Reduced |
| Clearbridge Investments, LLC | 591,427 | $19.1M | 0.02% | −1,495−0.3% | Reduced |
| Bank of America Corp | 557,548 | $18.0M | 0.00% | −78,224−12.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 531,893 | $17.1M | 0.06% | +34,000+6.8% | Added |
| Invesco Ltd. | 493,501 | $15.9M | 0.00% | +191,855+63.6% | Added |
| JPMorgan Chase & Co | 469,704 | $15.1M | 0.00% | +283,953+152.9% | Added |
| rhino investment partners, Inc | 454,343 | $14.6M | 3.24% | +352,076+344.3% | Added |
| Bridgeway Capital Management, LLC | 448,216 | $14.5M | 0.32% | +10,729+2.5% | Added |
| Principal Financial Group Inc | 447,621 | $14.4M | 0.01% | +19,117+4.5% | Added |
| LSV Asset Management | 322,300 | $10.4M | 0.02% | −1,600−0.5% | Reduced |
| Davidson Investment Advisors | 295,524 | $9.53M | 0.46% | +5,198+1.8% | Added |
| Basswood Capital Management, L.L.C. | 285,672 | $9.21M | 0.54% | +285,672 | New |
| Baird Financial Group, Inc. | 254,893 | $8.22M | 0.02% | −4,714−1.8% | Reduced |
| Nuveen Asset Management, LLC | 252,494 | $8.14M | 0.00% | −310,798−55.2% | Reduced |
| Rhumbline Advisers | 230,841 | $7.44M | 0.01% | −1,833−0.8% | Reduced |
| Congress Asset Management Co | 227,039 | $7.32M | 0.05% | +15,938+7.5% | Added |
| UBS Asset Management Americas Inc | 225,602 | $7.27M | 0.00% | +67,640+42.8% | Added |
| Legal & General Group Plc | 225,373 | $7.27M | 0.00% | +5,316+2.4% | Added |
| Kennedy Capital Management, Inc. | 224,220 | $7.23M | 0.16% | −1,625−0.7% | Reduced |
| Empowered Funds, LLC | 223,191 | $7.20M | 0.11% | +10,850+5.1% | Added |
| Citigroup Inc | 223,118 | $7.19M | 0.01% | +36,944+19.8% | Added |
| UBS Group AG | 212,684 | $6.86M | 0.00% | +64,775+43.8% | Added |
| Norges Bank | 202,820 | $6.54M | 0.00% | −47,767−19.1% | Reduced |
| Public Sector Pension Investment Board | 202,356 | $6.52M | 0.03% | +30,072+17.5% | Added |
| Victory Capital Management Inc | 185,859 | $5.99M | 0.01% | +9,071+5.1% | Added |
| Barclays PLC | 171,258 | $5.52M | 0.00% | +9,300+5.7% | Added |
| Dana Investment Advisors, Inc. | 165,103 | $5.32M | 0.18% | −9,515−5.4% | Reduced |
| Swiss National Bank | 159,726 | $5.15M | 0.00% | +1,300+0.8% | Added |
| Assenagon Asset Management S.A. | 158,635 | $5.11M | 0.01% | −374,606−70.3% | Reduced |
| Citadel Advisors LLC | 142,174 | $4.58M | 0.00% | +124,515+705.1% | Added |
| Brandywine Global Investment Management, LLC | 138,147 | $4.45M | 0.03% | −198,655−59.0% | Reduced |
| Auxier Asset Management | 131,223 | $4.23M | 0.66% | +95,129+263.6% | Added |
| First Trust Advisors LP | 127,610 | $4.11M | 0.00% | −29,354−18.7% | Reduced |
| Envestnet Asset Management Inc | 124,493 | $4.01M | 0.00% | −3,616−2.8% | Reduced |
| New York State Teachers Retirement System | 123,664 | $3.99M | 0.01% | +200+0.2% | Added |
| Rafferty Asset Management, LLC | 107,324 | $3.46M | 0.01% | +16,942+18.7% | Added |
| Great West Life Assurance Co | 98,124 | $3.16M | 0.01% | +433+0.4% | Added |
| Hennessy Advisors Inc | 95,000 | $3.06M | 0.09% | −9,000−8.7% | Reduced |
| Alliancebernstein L.P. | 85,714 | $2.76M | 0.00% | −280−0.3% | Reduced |
| Prudential Financial Inc | 82,044 | $2.65M | 0.00% | −63,529−43.6% | Reduced |
| California State Teachers Retirement System | 74,883 | $2.41M | 0.00% | −842−1.1% | Reduced |
| Talbot Financial, LLC | 74,298 | $2.40M | 0.28% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 73,429 | $2.37M | 0.00% | +59,500+427.2% | Added |
| Comerica Bank | 68,804 | $2.22M | 0.01% | +10,677+18.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 67,100 | $2.16M | 0.00% | +67,100 | New |
| Thrivent Financial for Lutherans | 65,540 | $2.11M | 0.00% | −2,280−3.4% | Reduced |
| Deutsche Bank AG | 56,886 | $1.83M | 0.00% | +21,334+60.0% | Added |
| Oliver Luxxe Assets LLC | 52,311 | $1.82M | 0.33% | 00.0% | Unchanged |
| Raymond James Financial Inc | 54,783 | $1.77M | 0.00% | +54,783 | New |
| CI Private Wealth, LLC | 54,267 | $1.75M | 0.00% | +180.0% | Added |
| Qube Research & Technologies Ltd | 50,342 | $1.62M | 0.00% | +50,342 | New |
| Weiss Asset Management LP | 48,743 | $1.57M | 0.04% | +48,743 | New |
| LPL Financial LLC | 47,174 | $1.52M | 0.00% | +6,682+16.5% | Added |
| Pathstone Holdings, LLC | 46,465 | $1.50M | 0.01% | −3,966−7.9% | Reduced |
| State of Alaska, Department of Revenue | 46,073 | $1.49M | 0.02% | −274−0.6% | Reduced |
| Price T Rowe Associates Inc | 45,710 | $1.47M | 0.00% | +4,367+10.6% | Added |
| Illinois Municipal Retirement Fund | 44,030 | $1.42M | 0.02% | +7,445+20.3% | Added |
| Susquehanna International Group, LLP | 43,470 | $1.40M | 0.00% | −1,032−2.3% | Reduced |
| D.A. Davidson & Co. | 40,934 | $1.32M | 0.01% | −466−1.1% | Reduced |
| MetLife Investment Management | 40,733 | $1.31M | 0.01% | +2,039+5.3% | Added |
| Louisiana State Employees Retirement System | 39,300 | $1.27M | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 38,614 | $1.24M | 0.08% | +96+0.2% | Added |
| Manufacturers Life Insurance Company, The | 38,521 | $1.24M | 0.00% | −1,098−2.8% | Reduced |
| Brinker Capital Investments, LLC | 38,275 | $1.23M | 0.01% | −1,190−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 38,275 | $1.23M | 0.01% | −1,190−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,002 | $1.23M | 0.00% | +1,454+4.0% | Added |
| Dean Investment Associates, LLC | 37,767 | $1.22M | 0.17% | −32,293−46.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 36,800 | $1.19M | 0.03% | +25,342+221.2% | Added |
| Corebridge Financial, Inc. | 36,069 | $1.16M | 0.01% | −2,835−7.3% | Reduced |
| Janus Henderson Group PLC | 34,255 | $1.10M | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 32,045 | $1.03M | 0.05% | −754−2.3% | Reduced |
| SEI Investments Co | 31,032 | $1.00M | 0.00% | −24,823−44.4% | Reduced |
| Advisor Group Holdings, Inc. | 30,886 | $995.8K | 0.00% | +3,510+12.8% | Added |
| Yousif Capital Management, LLC | 30,568 | $985.5K | 0.01% | −398−1.3% | Reduced |
| Quest Partners LLC | 30,024 | $968.0K | 0.13% | −1,286−4.1% | Reduced |
| Millennium Management LLC | 29,452 | $949.5K | 0.00% | +29,452 | New |
| Ensign Peak Advisors, Inc | 29,120 | $938.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 28,928 | $932.6K | 0.01% | +11,384+64.9% | Added |
| Stifel Financial Corp | 27,384 | $882.8K | 0.00% | −819−2.9% | Reduced |
| Maryland State Retirement & Pension System | 27,219 | $877.5K | 0.02% | −208−0.8% | Reduced |
| CWM, LLC | 26,747 | $862.0K | 0.00% | −1,611−5.7% | Reduced |
| Dean Capital Management | 25,456 | $820.7K | 0.35% | −19,753−43.7% | Reduced |