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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.

Institutional holdersQ4 2024: 249 institutions
Q1 2021: 219 institutionsQ2 2021: 210 institutionsQ3 2021: 227 institutionsQ4 2021: 241 institutionsQ1 2022: 251 institutionsQ2 2022: 235 institutionsQ3 2022: 234 institutionsQ4 2022: 252 institutionsQ1 2023: 246 institutionsQ2 2023: 218 institutionsQ3 2023: 214 institutionsQ4 2023: 213 institutionsQ1 2024: 229 institutionsQ2 2024: 230 institutionsQ3 2024: 247 institutionsQ4 2024: 249 institutionsQ1 2025: 244 institutionsQ2 2025: 256 institutionsQ3 2025: 255 institutionsQ4 2025: 259 institutionsQ1 2026: 259 institutionsQ2 2026: 289 institutions
Value heldQ4 2024: $2.09B
Q1 2021: $1.81BQ2 2021: $1.81BQ3 2021: $1.84BQ4 2021: $1.77BQ1 2022: $1.77BQ2 2022: $1.62BQ3 2022: $1.59BQ4 2022: $1.81BQ1 2023: $1.74BQ2 2023: $1.50BQ3 2023: $1.39BQ4 2023: $1.79BQ1 2024: $1.65BQ2 2024: $1.78BQ3 2024: $2.23BQ4 2024: $2.09BQ1 2025: $1.86BQ2 2025: $1.86BQ3 2025: $1.86BQ4 2025: $1.99BQ1 2026: $1.94BQ2 2026: $2.40B
Institutions holding WAFD and their total value by quarter
QuarterHoldersValue
Q2 2026289$2.40B
Q1 2026259$1.94B
Q4 2025259$1.99B
Q3 2025255$1.86B
Q2 2025256$1.86B
Q1 2025244$1.86B
Q4 2024249$2.09B
Q3 2024247$2.23B
Q2 2024230$1.78B
Q1 2024229$1.65B
Q4 2023213$1.79B
Q3 2023214$1.39B
Q2 2023218$1.50B
Q1 2023246$1.74B
Q4 2022252$1.81B
Q3 2022234$1.59B
Q2 2022235$1.62B
Q1 2022251$1.77B
Q4 2021241$1.77B
Q3 2021227$1.84B
Q2 2021210$1.81B
Q1 2021219$1.81B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2024.

Institutions holding WAFD in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nomura Asset Management Co Ltd670$21.6K0.00%00.0%Unchanged
Global Retirement Partners, LLC609$19.6K0.00%−121−16.6%Reduced
Caitong International Asset Management Co., Ltd595$19.2K0.02%+595New
Rise Advisors, LLC592$19.1K0.01%+4+0.7%Added
Larson Financial Group LLC509$16.4K0.00%00.0%Unchanged
Robinswood Financial LLC500$16.1K0.01%00.0%Unchanged
Versant Capital Management, Inc476$15.3K0.00%+274+135.6%Added
LRI Investments, LLC462$14.9K0.00%00.0%Unchanged
Sierra Ocean, LLC408$13.2K0.01%+408New
Capital Advisors, Ltd. LLC368$12.0K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC379$12.0K0.00%+379New
Smartleaf Asset Management LLC348$11.3K0.00%+64+22.5%Added
Riverview Trust Co305$9.83K0.01%00.0%Unchanged
National Bank of Canada250$8.06K0.00%−53−17.5%Reduced
Quarry LP249$8.03K0.00%+249New
Bessemer Group Inc262$8.00K0.00%+92+54.1%Added
Private Trust Co NA238$7.67K0.00%00.0%Unchanged
Umb Bank N A207$6.67K0.00%00.0%Unchanged
WPG Advisers, LLC163$5.25K0.00%+163New
Fifth Third Bancorp145$4.67K0.00%−4−2.7%Reduced
Massmutual Trust Co FSB130$4.19K0.00%+42+47.7%Added
Manchester Capital Management LLC101$3.26K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.83$2.68K0.00%00.0%Unchanged
High Note Wealth, LLC78$2.52K0.00%+78New
Hemington Wealth Management73$2.00K0.00%+37+102.8%Added
Jones Financial Companies LLLP59$1.90K0.00%−182−75.5%Reduced
IFP Advisors, Inc26$1.87K0.00%−16−38.1%Reduced
JFS Wealth Advisors, LLC57$1.84K0.00%+4+7.5%Added
Rothschild Investment LLC55$1.77K0.00%−20−26.7%Reduced
SRS Capital Advisors, Inc.54$1.74K0.00%00.0%Unchanged
Geneos Wealth Management Inc.51$1.64K0.00%−4−7.3%Reduced
Farther Finance Advisors, LLC49$1.58K0.00%+38+345.5%Added
Prestige Wealth Management Group LLC46$1.48K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc45$1.45K0.00%00.0%Unchanged
Picton Mahoney Asset Management32$1.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC30$9670.00%+30New
CVA Family Office, LLC24$7740.00%00.0%Unchanged
Signaturefd, LLC22$7090.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$6440.00%00.0%Unchanged
SJS Investment Consulting Inc.13$4200.00%−3−18.8%Reduced
DiNuzzo Private Wealth, Inc.13$4200.00%00.0%Unchanged
WealthTrak Capital Management LLC10$3230.00%+10New
Parkside Financial Bank & Trust8$2580.00%00.0%Unchanged
Tucker Asset Management LLC8$2580.00%00.0%Unchanged
Huntington National Bank7$2290.00%00.0%Unchanged
Assetmark, Inc6$1930.00%00.0%Unchanged
Van Hulzen Asset Management, LLC5$1620.00%+5New
Global Financial Private Client, LLC5$1610.00%+5New
Parkworth Wealth Management, Inc.2$640.00%+2New
Arrowstreet Capital, Limited Partnership0$00.00%−361,265−100.0%Sold out
Maltese Capital Management LLC0$00.00%−137,500−100.0%Sold out
First Washington CORP0$00.00%−127,905−100.0%Sold out
Roubaix Capital, LLC0$00.00%−94,142−100.0%Sold out
Foundry Partners, LLC0$00.00%−88,098−100.0%Sold out
Danske Bank A/S0$00.00%−39,291−100.0%Sold out
Squarepoint Ops LLC0$00.00%−35,519−100.0%Sold out
Man Group plc0$00.00%−33,798−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−28,005−100.0%Sold out
XTX Topco Ltd0$00.00%−10,192−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−9,708−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−9,368−100.0%Sold out
FORA Capital, LLC0$00.00%−9,005−100.0%Sold out
Cerity Partners LLC0$00.00%−8,847−100.0%Sold out
Everence Capital Management Inc0$00.00%−7,540−100.0%Sold out
HighTower Advisors, LLC0$00.00%−6,777−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−250−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−240−100.0%Sold out
Quent Capital, LLC0$00.00%−181−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−35−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−38−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−18−100.0%Sold out
Claris Advisors, LLC0$00.00%−5−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−4−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−1−100.0%Sold out
Avion Wealth0$00.00%−19−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed