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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 10,460 | $337.2K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,759 | $346.9K | 0.00% | +778+7.8% | Added |
| Cooper Financial Group | 11,134 | $358.9K | 0.04% | +345+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,137 | $359.1K | 0.02% | −6,262−36.0% | Reduced |
| Pictet Asset Management Holding SA | 11,249 | $362.7K | 0.00% | +2,195+24.2% | Added |
| EP Wealth Advisors, LLC | 11,428 | $368.4K | 0.00% | +1,444+14.5% | Added |
| Neuberger Berman Group LLC | 11,615 | $374.5K | 0.00% | +6+0.1% | Added |
| Franklin Resources Inc | 11,638 | $375.2K | 0.00% | −14,825−56.0% | Reduced |
| Becker Capital Management Inc | 11,752 | $378.9K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,304 | $396.7K | 0.00% | +89+0.7% | Added |
| WMS Partners, LLC | 12,348 | $398.1K | 0.02% | −587−4.5% | Reduced |
| EntryPoint Capital, LLC | 12,494 | $402.8K | 0.17% | +12,494 | New |
| Meeder Asset Management Inc | 12,643 | $407.6K | 0.03% | −27,923−68.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,424 | $432.8K | 0.00% | +160+1.2% | Added |
| Algert Global LLC | 13,888 | $447.7K | 0.01% | +13,888 | New |
| Headlands Technologies LLC | 14,079 | $453.9K | 0.05% | +14,079 | New |
| Police & Firemen's Retirement System of New Jersey | 14,214 | $458.3K | 0.00% | +14,214 | New |
| Profund Advisors LLC | 14,324 | $461.8K | 0.02% | +6,078+73.7% | Added |
| Readystate Asset Management LP | 15,312 | $493.7K | 0.02% | +15,312 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,469 | $498.7K | 0.00% | +15,469 | New |
| Legato Capital Management LLC | 16,008 | $516.1K | 0.07% | −11,434−41.7% | Reduced |
| MML Investors Services, LLC | 16,248 | $524.0K | 0.00% | +413+2.6% | Added |
| AlphaCore Capital LLC | 16,765 | $540.5K | 0.12% | −16,765−50.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,790 | $541.3K | 0.00% | +1,187+7.6% | Added |
| KLP Kapitalforvaltning AS | 17,038 | $549.3K | 0.00% | +17,038 | New |
| Natixis Advisors, L.P. | 17,157 | $553.0K | 0.00% | −1,030−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,339 | $559.0K | 0.00% | −21−0.1% | Reduced |
| Keeley-Teton Advisors, LLC | 17,349 | $559.3K | 0.06% | −2,751−13.7% | Reduced |
| Cornercap Investment Counsel Inc | 17,666 | $569.6K | 0.18% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 18,367 | $592.2K | 0.00% | −10,630−36.7% | Reduced |
| Handelsbanken Fonder AB | 18,574 | $599.0K | 0.00% | +3,100+20.0% | Added |
| State Board of Administration of Florida Retirement System | 18,712 | $603.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,747 | $604.4K | 0.00% | +3,302+21.4% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $612.6K | 0.16% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,069 | $614.8K | 0.01% | −100−0.5% | Reduced |
| Royal Bank of Canada | 19,228 | $620.0K | 0.00% | +3,930+25.7% | Added |
| State of Tennessee, Treasury Department | 19,495 | $628.5K | 0.00% | −34,237−63.7% | Reduced |
| Inceptionr LLC | 19,914 | $642.0K | 0.14% | +19,914 | New |
| Voya Investment Management LLC | 19,920 | $642.2K | 0.00% | −1,588−7.4% | Reduced |
| Verition Fund Management LLC | 20,143 | $649.4K | 0.00% | −48,370−70.6% | Reduced |
| ProShare Advisors LLC | 20,413 | $658.1K | 0.00% | −8,023−28.2% | Reduced |
| New York State Common Retirement Fund | 20,652 | $665.8K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 20,741 | $668.7K | 0.04% | 00.0% | Unchanged |
| Royce & Associates LP | 21,058 | $678.9K | 0.01% | −11,605−35.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $733.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 23,345 | $753.0K | 0.01% | −148−0.6% | Reduced |
| FMR LLC | 23,444 | $755.8K | 0.00% | +6,951+42.1% | Added |
| Arizona State Retirement System | 23,538 | $758.9K | 0.00% | +169+0.7% | Added |
| Commonwealth Equity Services, LLC | 23,840 | $769.0K | 0.00% | −990−4.0% | Reduced |
| Dean Capital Management | 25,456 | $820.7K | 0.35% | −19,753−43.7% | Reduced |
| CWM, LLC | 26,747 | $862.0K | 0.00% | −1,611−5.7% | Reduced |
| Maryland State Retirement & Pension System | 27,219 | $877.5K | 0.02% | −208−0.8% | Reduced |
| Stifel Financial Corp | 27,384 | $882.8K | 0.00% | −819−2.9% | Reduced |
| Intech Investment Management LLC | 28,928 | $932.6K | 0.01% | +11,384+64.9% | Added |
| Ensign Peak Advisors, Inc | 29,120 | $938.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 29,452 | $949.5K | 0.00% | +29,452 | New |
| Quest Partners LLC | 30,024 | $968.0K | 0.13% | −1,286−4.1% | Reduced |
| Yousif Capital Management, LLC | 30,568 | $985.5K | 0.01% | −398−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 30,886 | $995.8K | 0.00% | +3,510+12.8% | Added |
| SEI Investments Co | 31,032 | $1.00M | 0.00% | −24,823−44.4% | Reduced |
| Harbor Capital Advisors, Inc. | 32,045 | $1.03M | 0.05% | −754−2.3% | Reduced |
| Janus Henderson Group PLC | 34,255 | $1.10M | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 36,069 | $1.16M | 0.01% | −2,835−7.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 36,800 | $1.19M | 0.03% | +25,342+221.2% | Added |
| Dean Investment Associates, LLC | 37,767 | $1.22M | 0.17% | −32,293−46.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,002 | $1.23M | 0.00% | +1,454+4.0% | Added |
| 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 |
| Manufacturers Life Insurance Company, The | 38,521 | $1.24M | 0.00% | −1,098−2.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 38,614 | $1.24M | 0.08% | +96+0.2% | Added |
| Louisiana State Employees Retirement System | 39,300 | $1.27M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 40,733 | $1.31M | 0.01% | +2,039+5.3% | Added |
| D.A. Davidson & Co. | 40,934 | $1.32M | 0.01% | −466−1.1% | Reduced |
| Susquehanna International Group, LLP | 43,470 | $1.40M | 0.00% | −1,032−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 44,030 | $1.42M | 0.02% | +7,445+20.3% | Added |
| Price T Rowe Associates Inc | 45,710 | $1.47M | 0.00% | +4,367+10.6% | Added |
| State of Alaska, Department of Revenue | 46,073 | $1.49M | 0.02% | −274−0.6% | Reduced |
| Pathstone Holdings, LLC | 46,465 | $1.50M | 0.01% | −3,966−7.9% | Reduced |
| LPL Financial LLC | 47,174 | $1.52M | 0.00% | +6,682+16.5% | Added |
| Weiss Asset Management LP | 48,743 | $1.57M | 0.04% | +48,743 | New |
| Qube Research & Technologies Ltd | 50,342 | $1.62M | 0.00% | +50,342 | New |
| CI Private Wealth, LLC | 54,267 | $1.75M | 0.00% | +180.0% | Added |
| Raymond James Financial Inc | 54,783 | $1.77M | 0.00% | +54,783 | New |
| Oliver Luxxe Assets LLC | 52,311 | $1.82M | 0.33% | 00.0% | Unchanged |
| Deutsche Bank AG | 56,886 | $1.83M | 0.00% | +21,334+60.0% | Added |
| Thrivent Financial for Lutherans | 65,540 | $2.11M | 0.00% | −2,280−3.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 67,100 | $2.16M | 0.00% | +67,100 | New |
| Comerica Bank | 68,804 | $2.22M | 0.01% | +10,677+18.4% | Added |
| Renaissance Technologies LLC | 73,429 | $2.37M | 0.00% | +59,500+427.2% | Added |
| Talbot Financial, LLC | 74,298 | $2.40M | 0.28% | 00.0% | Unchanged |
| California State Teachers Retirement System | 74,883 | $2.41M | 0.00% | −842−1.1% | Reduced |
| Prudential Financial Inc | 82,044 | $2.65M | 0.00% | −63,529−43.6% | Reduced |
| Alliancebernstein L.P. | 85,714 | $2.76M | 0.00% | −280−0.3% | Reduced |
| Hennessy Advisors Inc | 95,000 | $3.06M | 0.09% | −9,000−8.7% | Reduced |
| Great West Life Assurance Co | 98,124 | $3.16M | 0.01% | +433+0.4% | Added |
| Rafferty Asset Management, LLC | 107,324 | $3.46M | 0.01% | +16,942+18.7% | Added |
| New York State Teachers Retirement System | 123,664 | $3.99M | 0.01% | +200+0.2% | Added |
| Envestnet Asset Management Inc | 124,493 | $4.01M | 0.00% | −3,616−2.8% | Reduced |
| First Trust Advisors LP | 127,610 | $4.11M | 0.00% | −29,354−18.7% | Reduced |
| Auxier Asset Management | 131,223 | $4.23M | 0.66% | +95,129+263.6% | Added |