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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 23,840 | $769.0K | 0.00% | −990−4.0% | Reduced |
| Arizona State Retirement System | 23,538 | $758.9K | 0.00% | +169+0.7% | Added |
| FMR LLC | 23,444 | $755.8K | 0.00% | +6,951+42.1% | Added |
| Amalgamated Bank | 23,345 | $753.0K | 0.01% | −148−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,735 | $733.0K | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 21,058 | $678.9K | 0.01% | −11,605−35.5% | Reduced |
| IFG Advisory, LLC | 20,741 | $668.7K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,652 | $665.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,413 | $658.1K | 0.00% | −8,023−28.2% | Reduced |
| Verition Fund Management LLC | 20,143 | $649.4K | 0.00% | −48,370−70.6% | Reduced |
| Voya Investment Management LLC | 19,920 | $642.2K | 0.00% | −1,588−7.4% | Reduced |
| Inceptionr LLC | 19,914 | $642.0K | 0.14% | +19,914 | New |
| State of Tennessee, Treasury Department | 19,495 | $628.5K | 0.00% | −34,237−63.7% | Reduced |
| Royal Bank of Canada | 19,228 | $620.0K | 0.00% | +3,930+25.7% | Added |
| Oregon Public Employees Retirement Fund | 19,069 | $614.8K | 0.01% | −100−0.5% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $612.6K | 0.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,747 | $604.4K | 0.00% | +3,302+21.4% | Added |
| State Board of Administration of Florida Retirement System | 18,712 | $603.3K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,574 | $599.0K | 0.00% | +3,100+20.0% | Added |
| BNP Paribas Arbitrage, SA | 18,367 | $592.2K | 0.00% | −10,630−36.7% | Reduced |
| Cornercap Investment Counsel Inc | 17,666 | $569.6K | 0.18% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 17,349 | $559.3K | 0.06% | −2,751−13.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,339 | $559.0K | 0.00% | −21−0.1% | Reduced |
| Natixis Advisors, L.P. | 17,157 | $553.0K | 0.00% | −1,030−5.7% | Reduced |
| KLP Kapitalforvaltning AS | 17,038 | $549.3K | 0.00% | +17,038 | New |
| Envestnet Portfolio Solutions, Inc. | 16,790 | $541.3K | 0.00% | +1,187+7.6% | Added |
| AlphaCore Capital LLC | 16,765 | $540.5K | 0.12% | −16,765−50.0% | Reduced |
| MML Investors Services, LLC | 16,248 | $524.0K | 0.00% | +413+2.6% | Added |
| Legato Capital Management LLC | 16,008 | $516.1K | 0.07% | −11,434−41.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,469 | $498.7K | 0.00% | +15,469 | New |
| Readystate Asset Management LP | 15,312 | $493.7K | 0.02% | +15,312 | New |
| Profund Advisors LLC | 14,324 | $461.8K | 0.02% | +6,078+73.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,214 | $458.3K | 0.00% | +14,214 | New |
| Headlands Technologies LLC | 14,079 | $453.9K | 0.05% | +14,079 | New |
| Algert Global LLC | 13,888 | $447.7K | 0.01% | +13,888 | New |
| The PNC Financial Services Group, Inc. | 13,424 | $432.8K | 0.00% | +160+1.2% | Added |
| Meeder Asset Management Inc | 12,643 | $407.6K | 0.03% | −27,923−68.8% | Reduced |
| EntryPoint Capital, LLC | 12,494 | $402.8K | 0.17% | +12,494 | New |
| WMS Partners, LLC | 12,348 | $398.1K | 0.02% | −587−4.5% | Reduced |
| Mutual of America Capital Management LLC | 12,304 | $396.7K | 0.00% | +89+0.7% | Added |
| Becker Capital Management Inc | 11,752 | $378.9K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,638 | $375.2K | 0.00% | −14,825−56.0% | Reduced |
| Neuberger Berman Group LLC | 11,615 | $374.5K | 0.00% | +6+0.1% | Added |
| EP Wealth Advisors, LLC | 11,428 | $368.4K | 0.00% | +1,444+14.5% | Added |
| Pictet Asset Management Holding SA | 11,249 | $362.7K | 0.00% | +2,195+24.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,137 | $359.1K | 0.02% | −6,262−36.0% | Reduced |
| Cooper Financial Group | 11,134 | $358.9K | 0.04% | +345+3.2% | Added |
| State of Wisconsin Investment Board | 10,759 | $346.9K | 0.00% | +778+7.8% | Added |
| Washington Trust Bank | 10,460 | $337.2K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,448 | $336.8K | 0.06% | −11,333−52.0% | Reduced |
| SG Americas Securities, LLC | 10,091 | $325.0K | 0.00% | +4,522+81.2% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $322.0K | 0.23% | 00.0% | Unchanged |
| Bank of Montreal | 9,908 | $319.4K | 0.00% | +1,192+13.7% | Added |
| Brighton Jones LLC | 9,709 | $313.0K | 0.01% | −1,713−15.0% | Reduced |
| IMS Capital Management | 9,614 | $310.0K | 0.14% | −229−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,550 | $307.9K | 0.02% | −8,478−47.0% | Reduced |
| EMC Capital Management | 9,388 | $303.0K | 0.17% | +6,888+275.5% | Added |
| Sanctuary Advisors, LLC | 9,715 | $291.1K | 0.00% | −243−2.4% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $283.8K | 0.04% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,760 | $282.4K | 0.19% | +8+0.1% | Added |
| Russell Investments Group, Ltd. | 8,436 | $272.0K | 0.00% | +41+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 8,303 | $268.0K | 0.04% | +1,337+19.2% | Added |
| Cetera Investment Advisers | 8,309 | $267.9K | 0.00% | +1,443+21.0% | Added |
| Oppenheimer & Co Inc | 8,298 | $267.5K | 0.00% | +44+0.5% | Added |
| AQR Capital Management LLC | 8,295 | $267.4K | 0.00% | +1,368+19.7% | Added |
| Crestline Management, LP | 8,000 | $257.9K | 0.01% | +8,000 | New |
| HSBC Holdings PLC | 7,769 | $251.9K | 0.00% | −13,890−64.1% | Reduced |
| Principal Securities, Inc. | 7,633 | $246.1K | 0.01% | +712+10.3% | Added |
| CAPROCK Group, Inc. | 7,449 | $240.2K | 0.01% | +7,449 | New |
| CIBC Asset Management Inc | 7,424 | $239.3K | 0.00% | +338+4.8% | Added |
| DekaBank Deutsche Girozentrale | 7,322 | $236.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,200 | $232.1K | 0.00% | −55,398−88.5% | Reduced |
| M&T Bank Corp | 7,169 | $230.8K | 0.00% | +92+1.3% | Added |
| Ameritas Investment Partners, Inc. | 6,987 | $225.3K | 0.01% | +450+6.9% | Added |
| Savant Capital, LLC | 6,544 | $211.0K | 0.00% | +257+4.1% | Added |
| MAI Capital Management | 6,375 | $205.5K | 0.00% | +6,375 | New |
| CIBC World Markets Corp | 6,250 | $201.5K | 0.00% | +6,250 | New |
| Aquatic Capital Management LLC | 4,361 | $140.6K | 0.00% | +4,361 | New |
| Tower Research Capital LLC (TRC) | 4,024 | $129.7K | 0.00% | −4,757−54.2% | Reduced |
| KBC Group NV | 3,762 | $121.0K | 0.00% | +965+34.5% | Added |
| US Bancorp | 3,638 | $117.3K | 0.00% | +2,101+136.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $111.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,424 | $110.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,529 | $81.0K | 0.00% | −1,690−40.1% | Reduced |
| Sterling Capital Management LLC | 2,105 | $67.9K | 0.00% | +1,873+807.3% | Added |
| Old Point Trust & Financial Services N A | 2,020 | $65.1K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,000 | $64.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,906 | $61.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,762 | $56.8K | 0.00% | −71−3.9% | Reduced |
| Harbour Investments, Inc. | 1,752 | $56.5K | 0.00% | +400+29.6% | Added |
| Bellevue Asset Management, LLC | 1,735 | $55.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,676 | $54.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,664 | $53.6K | 0.00% | +106+6.8% | Added |
| TD Private Client Wealth LLC | 1,481 | $47.7K | 0.00% | −344−18.8% | Reduced |
| McIlrath & Eck, LLC | 1,324 | $42.7K | 0.01% | +1+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,116 | $36.0K | 0.01% | +1,013+983.5% | Added |
| Ronald Blue Trust, Inc. | 918 | $29.6K | 0.00% | −270−22.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 822 | $26.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 794 | $25.6K | 0.00% | −350−30.6% | Reduced |
| Covestor Ltd | 668 | $22.0K | 0.01% | −1,236−64.9% | Reduced |