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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 138,147 | $4.45M | 0.03% | −198,655−59.0% | Reduced |
| Citadel Advisors LLC | 142,174 | $4.58M | 0.00% | +124,515+705.1% | Added |
| Assenagon Asset Management S.A. | 158,635 | $5.11M | 0.01% | −374,606−70.3% | Reduced |
| Swiss National Bank | 159,726 | $5.15M | 0.00% | +1,300+0.8% | Added |
| Dana Investment Advisors, Inc. | 165,103 | $5.32M | 0.18% | −9,515−5.4% | Reduced |
| Barclays PLC | 171,258 | $5.52M | 0.00% | +9,300+5.7% | Added |
| Victory Capital Management Inc | 185,859 | $5.99M | 0.01% | +9,071+5.1% | Added |
| Public Sector Pension Investment Board | 202,356 | $6.52M | 0.03% | +30,072+17.5% | Added |
| Norges Bank | 202,820 | $6.54M | 0.00% | −47,767−19.1% | Reduced |
| UBS Group AG | 212,684 | $6.86M | 0.00% | +64,775+43.8% | Added |
| Citigroup Inc | 223,118 | $7.19M | 0.01% | +36,944+19.8% | Added |
| Empowered Funds, LLC | 223,191 | $7.20M | 0.11% | +10,850+5.1% | Added |
| Kennedy Capital Management, Inc. | 224,220 | $7.23M | 0.16% | −1,625−0.7% | Reduced |
| Legal & General Group Plc | 225,373 | $7.27M | 0.00% | +5,316+2.4% | Added |
| UBS Asset Management Americas Inc | 225,602 | $7.27M | 0.00% | +67,640+42.8% | Added |
| Congress Asset Management Co | 227,039 | $7.32M | 0.05% | +15,938+7.5% | Added |
| Rhumbline Advisers | 230,841 | $7.44M | 0.01% | −1,833−0.8% | Reduced |
| Nuveen Asset Management, LLC | 252,494 | $8.14M | 0.00% | −310,798−55.2% | Reduced |
| Baird Financial Group, Inc. | 254,893 | $8.22M | 0.02% | −4,714−1.8% | Reduced |
| Basswood Capital Management, L.L.C. | 285,672 | $9.21M | 0.54% | +285,672 | New |
| Davidson Investment Advisors | 295,524 | $9.53M | 0.46% | +5,198+1.8% | Added |
| LSV Asset Management | 322,300 | $10.4M | 0.02% | −1,600−0.5% | Reduced |
| Principal Financial Group Inc | 447,621 | $14.4M | 0.01% | +19,117+4.5% | Added |
| Bridgeway Capital Management, LLC | 448,216 | $14.5M | 0.32% | +10,729+2.5% | Added |
| rhino investment partners, Inc | 454,343 | $14.6M | 3.24% | +352,076+344.3% | Added |
| JPMorgan Chase & Co | 469,704 | $15.1M | 0.00% | +283,953+152.9% | Added |
| Invesco Ltd. | 493,501 | $15.9M | 0.00% | +191,855+63.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 531,893 | $17.1M | 0.06% | +34,000+6.8% | Added |
| Bank of America Corp | 557,548 | $18.0M | 0.00% | −78,224−12.3% | Reduced |
| Clearbridge Investments, LLC | 591,427 | $19.1M | 0.02% | −1,495−0.3% | Reduced |
| Goldman Sachs Group Inc | 708,500 | $22.8M | 0.00% | −791,876−52.8% | Reduced |
| Bank of New York Mellon Corp | 736,564 | $23.7M | 0.00% | +28,849+4.1% | Added |
| Morgan Stanley | 766,008 | $24.7M | 0.00% | −119,503−13.5% | Reduced |
| Northern Trust Corp | 832,426 | $26.8M | 0.00% | −75,781−8.3% | Reduced |
| William Blair Investment Management, LLC | 929,760 | $30.0M | 0.07% | +22,716+2.5% | Added |
| Artisan Partners Limited Partnership | 1,090,076 | $35.1M | 0.05% | −3,419−0.3% | Reduced |
| Frontier Capital Management Co LLC | 1,090,589 | $35.2M | 0.33% | −8,464−0.8% | Reduced |
| Ameriprise Financial Inc | 1,170,354 | $37.7M | 0.01% | −63,663−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,218,446 | $39.3M | 0.01% | −6,802−0.6% | Reduced |
| Systematic Financial Management LP | 1,506,368 | $48.6M | 1.24% | +73,845+5.2% | Added |
| Macquarie Group Ltd | 1,514,000 | $48.8M | 0.06% | +54,315+3.7% | Added |
| Geode Capital Management, LLC | 1,763,504 | $56.9M | 0.00% | +4,369+0.2% | Added |
| American Century Companies Inc | 1,774,081 | $57.2M | 0.03% | +234,977+15.3% | Added |
| Wells Fargo & Company | 1,809,128 | $58.3M | 0.01% | −170,961−8.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,696,480 | $119.2M | 0.45% | +42,096+1.2% | Added |
| State Street Corp | 4,816,426 | $155.3M | 0.01% | +846,636+21.3% | Added |
| Dimensional Fund Advisors LP | 5,383,086 | $173.6M | 0.04% | −177,737−3.2% | Reduced |
| Vanguard Group Inc | 9,420,004 | $303.7M | 0.01% | +166,931+1.8% | Added |
| BlackRock, Inc. | 11,892,730 | $383.4M | 0.01% | +1,082,321+10.0% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −361,265−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −137,500−100.0% | Sold out |
| First Washington CORP | 0 | $0 | 0.00% | −127,905−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −94,142−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −88,098−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −39,291−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −35,519−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −33,798−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −28,005−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,708−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,368−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,005−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,847−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |