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 |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 2 | $64 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 5 | $161 | 0.00% | +5 | New |
| Van Hulzen Asset Management, LLC | 5 | $162 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $193 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $229 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $258 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $258 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $323 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $420 | 0.00% | −3−18.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $420 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $644 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 22 | $709 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $774 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $967 | 0.00% | +30 | New |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 49 | $1.58K | 0.00% | +38+345.5% | Added |
| Geneos Wealth Management Inc. | 51 | $1.64K | 0.00% | −4−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 54 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $1.77K | 0.00% | −20−26.7% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $1.84K | 0.00% | +4+7.5% | Added |
| IFP Advisors, Inc | 26 | $1.87K | 0.00% | −16−38.1% | Reduced |
| Jones Financial Companies LLLP | 59 | $1.90K | 0.00% | −182−75.5% | Reduced |
| Hemington Wealth Management | 73 | $2.00K | 0.00% | +37+102.8% | Added |
| High Note Wealth, LLC | 78 | $2.52K | 0.00% | +78 | New |
| Caldwell Sutter Capital, Inc. | 83 | $2.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $3.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $4.19K | 0.00% | +42+47.7% | Added |
| Fifth Third Bancorp | 145 | $4.67K | 0.00% | −4−2.7% | Reduced |
| WPG Advisers, LLC | 163 | $5.25K | 0.00% | +163 | New |
| Umb Bank N A | 207 | $6.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 238 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 262 | $8.00K | 0.00% | +92+54.1% | Added |
| Quarry LP | 249 | $8.03K | 0.00% | +249 | New |
| National Bank of Canada | 250 | $8.06K | 0.00% | −53−17.5% | Reduced |
| Riverview Trust Co | 305 | $9.83K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 348 | $11.3K | 0.00% | +64+22.5% | Added |
| Capital Advisors, Ltd. LLC | 368 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 379 | $12.0K | 0.00% | +379 | New |
| Sierra Ocean, LLC | 408 | $13.2K | 0.01% | +408 | New |
| LRI Investments, LLC | 462 | $14.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 476 | $15.3K | 0.00% | +274+135.6% | Added |
| Robinswood Financial LLC | 500 | $16.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 509 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 592 | $19.1K | 0.01% | +4+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 595 | $19.2K | 0.02% | +595 | New |
| Global Retirement Partners, LLC | 609 | $19.6K | 0.00% | −121−16.6% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $21.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 668 | $22.0K | 0.01% | −1,236−64.9% | Reduced |
| Quadrant Capital Group LLC | 794 | $25.6K | 0.00% | −350−30.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 822 | $26.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 918 | $29.6K | 0.00% | −270−22.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,116 | $36.0K | 0.01% | +1,013+983.5% | Added |
| McIlrath & Eck, LLC | 1,324 | $42.7K | 0.01% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 1,481 | $47.7K | 0.00% | −344−18.8% | Reduced |
| GAMMA Investing LLC | 1,664 | $53.6K | 0.00% | +106+6.8% | Added |
| Parallel Advisors, LLC | 1,676 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $55.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,752 | $56.5K | 0.00% | +400+29.6% | Added |
| Public Employees Retirement System of Ohio | 1,762 | $56.8K | 0.00% | −71−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,906 | $61.4K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $64.0K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,020 | $65.1K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,105 | $67.9K | 0.00% | +1,873+807.3% | Added |
| Lazard Asset Management LLC | 2,529 | $81.0K | 0.00% | −1,690−40.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,424 | $110.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,443 | $111.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,638 | $117.3K | 0.00% | +2,101+136.7% | Added |
| KBC Group NV | 3,762 | $121.0K | 0.00% | +965+34.5% | Added |
| Tower Research Capital LLC (TRC) | 4,024 | $129.7K | 0.00% | −4,757−54.2% | Reduced |
| Aquatic Capital Management LLC | 4,361 | $140.6K | 0.00% | +4,361 | New |
| CIBC World Markets Corp | 6,250 | $201.5K | 0.00% | +6,250 | New |
| MAI Capital Management | 6,375 | $205.5K | 0.00% | +6,375 | New |
| Savant Capital, LLC | 6,544 | $211.0K | 0.00% | +257+4.1% | Added |
| Ameritas Investment Partners, Inc. | 6,987 | $225.3K | 0.01% | +450+6.9% | Added |
| M&T Bank Corp | 7,169 | $230.8K | 0.00% | +92+1.3% | Added |
| Jane Street Group, LLC | 7,200 | $232.1K | 0.00% | −55,398−88.5% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $236.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,424 | $239.3K | 0.00% | +338+4.8% | Added |
| CAPROCK Group, Inc. | 7,449 | $240.2K | 0.01% | +7,449 | New |
| Principal Securities, Inc. | 7,633 | $246.1K | 0.01% | +712+10.3% | Added |
| HSBC Holdings PLC | 7,769 | $251.9K | 0.00% | −13,890−64.1% | Reduced |
| Crestline Management, LP | 8,000 | $257.9K | 0.01% | +8,000 | New |
| AQR Capital Management LLC | 8,295 | $267.4K | 0.00% | +1,368+19.7% | Added |
| Oppenheimer & Co Inc | 8,298 | $267.5K | 0.00% | +44+0.5% | Added |
| Cetera Investment Advisers | 8,309 | $267.9K | 0.00% | +1,443+21.0% | Added |
| Dynamic Technology Lab Private Ltd | 8,303 | $268.0K | 0.04% | +1,337+19.2% | Added |
| Russell Investments Group, Ltd. | 8,436 | $272.0K | 0.00% | +41+0.5% | Added |
| Lakeside Advisors, INC. | 8,760 | $282.4K | 0.19% | +8+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $283.8K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,715 | $291.1K | 0.00% | −243−2.4% | Reduced |
| EMC Capital Management | 9,388 | $303.0K | 0.17% | +6,888+275.5% | Added |
| Dorsey & Whitney Trust CO LLC | 9,550 | $307.9K | 0.02% | −8,478−47.0% | Reduced |
| IMS Capital Management | 9,614 | $310.0K | 0.14% | −229−2.3% | Reduced |
| Brighton Jones LLC | 9,709 | $313.0K | 0.01% | −1,713−15.0% | Reduced |
| Bank of Montreal | 9,908 | $319.4K | 0.00% | +1,192+13.7% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $322.0K | 0.23% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,091 | $325.0K | 0.00% | +4,522+81.2% | Added |
| Two Sigma Securities, LLC | 10,448 | $336.8K | 0.06% | −11,333−52.0% | Reduced |