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, Q1 2025
Institutional positions in Wafd Inc as of Mar 31, 2025. 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
- 244
- −2 vs. Q4 2024
- Shares held
- 65.1M
- +563.3K (+0.9%) vs. Q4 2024
- Total value
- $1.86B
- −$220.1M (−10.6%) vs. Q4 2024
- New holders
- 30
- 87 more added
- Sold out
- 32
- 78 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,053,451 | $344.5M | 0.01% | +160,721+1.4% | Added |
| Vanguard Group Inc | 9,412,268 | $269.0M | 0.00% | −7,736−0.1% | Reduced |
| Dimensional Fund Advisors LP | 5,230,695 | $149.5M | 0.04% | −152,391−2.8% | Reduced |
| State Street Corp | 4,457,755 | $127.4M | 0.01% | −358,671−7.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,672,980 | $105.0M | 0.41% | −23,500−0.6% | Reduced |
| Geode Capital Management, LLC | 1,992,627 | $57.0M | 0.00% | +229,123+13.0% | Added |
| American Century Companies Inc | 1,948,534 | $55.7M | 0.03% | +174,453+9.8% | Added |
| Wells Fargo & Company | 1,635,140 | $46.7M | 0.01% | −173,988−9.6% | Reduced |
| Systematic Financial Management LP | 1,531,327 | $43.8M | 1.25% | +24,959+1.7% | Added |
| Macquarie Group Ltd | 1,428,235 | $40.8M | 0.05% | −85,765−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,181,298 | $33.8M | 0.01% | −37,148−3.0% | Reduced |
| Ameriprise Financial Inc | 1,180,415 | $33.7M | 0.01% | +10,061+0.9% | Added |
| Frontier Capital Management Co LLC | 1,136,936 | $32.5M | 0.36% | +46,347+4.2% | Added |
| Invesco Ltd. | 1,107,097 | $31.6M | 0.01% | +613,596+124.3% | Added |
| Artisan Partners Limited Partnership | 1,097,340 | $31.4M | 0.05% | +7,264+0.7% | Added |
| William Blair Investment Management, LLC | 888,770 | $25.4M | 0.07% | −40,990−4.4% | Reduced |
| Northern Trust Corp | 875,079 | $25.0M | 0.00% | +42,653+5.1% | Added |
| Bank of New York Mellon Corp | 730,125 | $20.9M | 0.00% | −6,439−0.9% | Reduced |
| Morgan Stanley | 722,291 | $20.6M | 0.00% | −43,717−5.7% | Reduced |
| MetLife Investment Management | 683,003 | $19.5M | 0.11% | +642,270+1,576.8% | Added |
| First Trust Advisors LP | 638,304 | $18.2M | 0.02% | +510,694+400.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 551,758 | $15.8M | 0.05% | +19,865+3.7% | Added |
| Bank of America Corp | 525,253 | $15.0M | 0.00% | −32,295−5.8% | Reduced |
| Bridgeway Capital Management, LLC | 474,161 | $13.6M | 0.34% | +25,945+5.8% | Added |
| Principal Financial Group Inc | 461,593 | $13.2M | 0.01% | +13,972+3.1% | Added |
| Kennedy Capital Management, Inc. | 340,481 | $9.73M | 0.23% | +116,261+51.9% | Added |
| LSV Asset Management | 322,300 | $9.21M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 317,210 | $9.07M | 0.00% | −391,290−55.2% | Reduced |
| Davidson Investment Advisors | 304,256 | $8.70M | 0.43% | +8,732+3.0% | Added |
| Empowered Funds, LLC | 284,555 | $8.13M | 0.12% | +61,364+27.5% | Added |
| UBS Group AG | 284,551 | $8.13M | 0.00% | +71,867+33.8% | Added |
| Renaissance Technologies LLC | 274,529 | $7.85M | 0.01% | +201,100+273.9% | Added |
| Victory Capital Management Inc | 273,094 | $7.81M | 0.01% | +87,235+46.9% | Added |
| JPMorgan Chase & Co | 265,187 | $7.58M | 0.00% | −204,517−43.5% | Reduced |
| Public Sector Pension Investment Board | 258,604 | $7.39M | 0.03% | +56,248+27.8% | Added |
| Baird Financial Group, Inc. | 250,064 | $7.15M | 0.01% | −4,829−1.9% | Reduced |
| UBS Asset Management Americas Inc | 246,467 | $7.04M | 0.00% | +20,865+9.2% | Added |
| Rhumbline Advisers | 236,909 | $6.77M | 0.01% | +6,068+2.6% | Added |
| Congress Asset Management Co | 225,656 | $6.45M | 0.05% | −1,383−0.6% | Reduced |
| Legal & General Group Plc | 222,722 | $6.37M | 0.00% | −2,651−1.2% | Reduced |
| Citadel Advisors LLC | 201,716 | $5.77M | 0.01% | +59,542+41.9% | Added |
| rhino investment partners, Inc | 187,538 | $5.36M | 1.32% | −266,805−58.7% | Reduced |
| Nuveen, LLC | 178,214 | $5.09M | 0.00% | +178,214 | New |
| Citigroup Inc | 163,615 | $4.68M | 0.00% | −59,503−26.7% | Reduced |
| Dana Investment Advisors, Inc. | 160,956 | $4.60M | 0.16% | −4,147−2.5% | Reduced |
| Swiss National Bank | 157,726 | $4.51M | 0.00% | −2,000−1.3% | Reduced |
| Susquehanna International Group, LLP | 154,598 | $4.42M | 0.01% | +111,128+255.6% | Added |
| Barclays PLC | 144,701 | $4.14M | 0.00% | −26,557−15.5% | Reduced |
| Norges Bank | 140,604 | $4.02M | 0.00% | −62,216−30.7% | Reduced |
| Auxier Asset Management | 131,223 | $3.75M | 0.56% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 130,290 | $3.72M | 0.03% | −7,857−5.7% | Reduced |
| New York State Teachers Retirement System | 120,006 | $3.43M | 0.01% | −3,658−3.0% | Reduced |
| Envestnet Asset Management Inc | 119,115 | $3.40M | 0.00% | −5,378−4.3% | Reduced |
| Hennessy Advisors Inc | 105,000 | $3.00M | 0.10% | +10,000+10.5% | Added |
| Qube Research & Technologies Ltd | 101,413 | $2.90M | 0.00% | +51,071+101.4% | Added |
| Great West Life Assurance Co | 89,405 | $2.56M | 0.00% | −8,719−8.9% | Reduced |
| Alliancebernstein L.P. | 85,714 | $2.45M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 79,830 | $2.28M | 0.00% | −2,214−2.7% | Reduced |
| Rafferty Asset Management, LLC | 78,252 | $2.24M | 0.01% | −29,072−27.1% | Reduced |
| Talbot Financial, LLC | 77,586 | $2.22M | 0.28% | +3,288+4.4% | Added |
| California State Teachers Retirement System | 74,585 | $2.13M | 0.00% | −298−0.4% | Reduced |
| Verition Fund Management LLC | 73,937 | $2.11M | 0.01% | +53,794+267.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,030 | $2.00M | 0.00% | +2,930+4.4% | Added |
| Jane Street Group, LLC | 69,306 | $1.98M | 0.00% | +62,106+862.6% | Added |
| Comerica Bank | 69,180 | $1.98M | 0.01% | +376+0.5% | Added |
| Deutsche Bank AG | 64,071 | $1.83M | 0.00% | +7,185+12.6% | Added |
| SEI Investments Co | 63,330 | $1.81M | 0.00% | +32,298+104.1% | Added |
| Thrivent Financial for Lutherans | 59,901 | $1.71M | 0.00% | −5,639−8.6% | Reduced |
| Price T Rowe Associates Inc | 59,408 | $1.70M | 0.00% | +13,698+30.0% | Added |
| Raymond James Financial Inc | 54,838 | $1.57M | 0.00% | +55+0.1% | Added |
| CI Private Wealth, LLC | 54,059 | $1.55M | 0.00% | −208−0.4% | Reduced |
| Pathstone Holdings, LLC | 51,889 | $1.50M | 0.01% | +5,424+11.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 48,094 | $1.37M | 0.00% | +10,092+26.6% | Added |
| Brinker Capital Investments, LLC | 46,976 | $1.34M | 0.01% | +8,701+22.7% | Added |
| Orion Portfolio Solutions, LLC | 46,976 | $1.34M | 0.01% | +8,701+22.7% | Added |
| State of Alaska, Department of Revenue | 45,187 | $1.29M | 0.01% | −886−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 43,638 | $1.25M | 0.02% | −392−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 43,614 | $1.25M | 0.00% | +5,093+13.2% | Added |
| Corebridge Financial, Inc. | 42,240 | $1.21M | 0.01% | +6,171+17.1% | Added |
| D.A. Davidson & Co. | 40,651 | $1.16M | 0.01% | −283−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 39,664 | $1.13M | 0.08% | +1,050+2.7% | Added |
| Louisiana State Employees Retirement System | 38,400 | $1.10M | 0.02% | −900−2.3% | Reduced |
| SG Americas Securities, LLC | 37,379 | $1.07M | 0.00% | +27,288+270.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 36,805 | $1.05M | 0.03% | +50.0% | Added |
| Intech Investment Management LLC | 36,689 | $1.05M | 0.01% | +7,761+26.8% | Added |
| LPL Financial LLC | 35,824 | $1.02M | 0.00% | −11,350−24.1% | Reduced |
| Quantbot Technologies LP | 35,157 | $1.00M | 0.03% | +35,157 | New |
| Janus Henderson Group PLC | 34,255 | $969.4K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 30,794 | $866.9K | 0.00% | +22,499+271.2% | Added |
| Yousif Capital Management, LLC | 30,185 | $862.7K | 0.01% | −383−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 29,547 | $836.5K | 0.11% | +29,547 | New |
| Ensign Peak Advisors, Inc | 29,120 | $832.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,212 | $777.7K | 0.00% | −172−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 26,315 | $752.1K | 0.00% | −4,571−14.8% | Reduced |
| New York State Common Retirement Fund | 25,052 | $716.0K | 0.00% | +4,400+21.3% | Added |
| CWM, LLC | 24,793 | $709.0K | 0.00% | −1,954−7.3% | Reduced |
| CBOE Vest Financial, LLC | 24,781 | $708.2K | 0.01% | +24,781 | New |
| Maryland State Retirement & Pension System | 23,815 | $680.6K | 0.02% | −3,404−12.5% | Reduced |
| Keeley-Teton Advisors, LLC | 23,662 | $676.3K | 0.08% | +6,313+36.4% | Added |
| Arizona State Retirement System | 23,313 | $666.3K | 0.00% | −225−1.0% | Reduced |