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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

Q1 2025 vs. Q4 2024

How the institutions holding Wafd Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WAFD: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2493244−2
Shares64.7M255.1K65.1M+563.3K (+0.9%)
Value$2.09B$8.22M$1.86B−$220.1M (−10.6%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Wafd Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WAFD in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC178,214$5.09M0.00%
Quantbot Technologies LP35,157$1.00M0.03%
Occudo Quantitative Strategies LP29,547$836.5K0.11%
CBOE Vest Financial, LLC24,781$708.2K0.01%
Semanteon Capital Management, LP22,827$652.4K0.35%
Two Sigma Investments, LP19,797$565.8K0.00%
Dark Forest Capital Management LP18,043$515.7K0.02%
Teacher Retirement System of Texas11,894$339.9K0.00%
New Age Alpha Advisors, LLC11,720$335.0K0.02%
Edgestream Partners, L.P.11,551$330.1K0.01%
HB Wealth Management, LLC11,179$319.5K0.00%
Aigen Investment Management, LP9,828$280.9K0.04%
XTX Topco Ltd9,213$263.3K0.01%
Squarepoint Ops LLC8,824$252.2K0.00%
Syon Capital LLC7,631$218.1K0.02%
Coldstream Capital Management Inc6,315$180.5K0.00%
Skopos Labs, Inc.979$28.0K0.01%
Hantz Financial Services, Inc.588$17.0K0.00%
Wayfinding Financial, LLC613$17.0K0.01%
Garde Capital, Inc.233$6.66K0.00%
Cornerstone Planning Group LLC67$1.90K0.00%
CIBC Private Wealth Group, LLC76$1.88K0.00%
Creative Financial Designs Inc55$1.57K0.00%
True Wealth Design, LLC48$1.37K0.00%
Bare Financial Services, Inc46$1.31K0.00%
Stephens Consulting, LLC30$8580.00%
Private Wealth Asset Management, LLC7$2000.00%
Bay Harbor Wealth Management, LLC4$1140.00%
HFM Investment Advisors, LLC2$580.00%
Avion Wealth19$00.00%

Sold out (32)

Institutions that held Wafd Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Not filed for Q1 2025 yet (3)

Institutions that held Wafd Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WAFD in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC252,494$8.14M
HBC Financial Services, PLLC2,000$64.0K
Global Retirement Partners, LLC609$19.6K