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 |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | +19 | New |
| Parkworth Wealth Management, Inc. | 2 | $57 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $58 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 4 | $114 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 5 | $141 | 0.00% | −44−89.8% | Reduced |
| Assetmark, Inc | 6 | $171 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $200 | 0.00% | +7 | New |
| Huntington National Bank | 7 | $202 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $286 | 0.00% | −3−23.1% | Reduced |
| WealthTrak Capital Management LLC | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $400 | 0.00% | +9+180.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $458 | 0.00% | +3+23.1% | Added |
| Signaturefd, LLC | 22 | $629 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $743 | 0.00% | −137−84.0% | Reduced |
| Stephens Consulting, LLC | 30 | $858 | 0.00% | +30 | New |
| Covestor Ltd | 37 | $1.00K | 0.00% | −631−94.5% | Reduced |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 38 | $1.09K | 0.00% | −211−84.7% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $1.31K | 0.00% | +46 | New |
| True Wealth Design, LLC | 48 | $1.37K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 48 | $1.37K | 0.00% | +40+500.0% | Added |
| Creative Financial Designs Inc | 55 | $1.57K | 0.00% | +55 | New |
| IFP Advisors, Inc | 26 | $1.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $1.66K | 0.00% | +1+1.8% | Added |
| High Note Wealth, LLC | 64 | $1.83K | 0.00% | −14−17.9% | Reduced |
| CIBC Private Wealth Group, LLC | 76 | $1.88K | 0.00% | +76 | New |
| Cornerstone Planning Group LLC | 67 | $1.90K | 0.00% | +67 | New |
| Hemington Wealth Management | 83 | $2.00K | 0.00% | +10+13.7% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $2.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 101 | $2.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 165 | $4.72K | 0.00% | +110+200.0% | Added |
| Bessemer Group Inc | 184 | $5.00K | 0.00% | −78−29.8% | Reduced |
| National Bank of Canada | 208 | $5.94K | 0.00% | −42−16.8% | Reduced |
| Fifth Third Bancorp | 222 | $6.34K | 0.00% | +77+53.1% | Added |
| Garde Capital, Inc. | 233 | $6.66K | 0.00% | +233 | New |
| EverSource Wealth Advisors, LLC | 234 | $6.69K | 0.00% | +204+680.0% | Added |
| Massmutual Trust Co FSB | 244 | $6.97K | 0.00% | +114+87.7% | Added |
| Smartleaf Asset Management LLC | 280 | $7.95K | 0.00% | −68−19.5% | Reduced |
| Umb Bank N A | 292 | $8.35K | 0.00% | +85+41.1% | Added |
| Riverview Trust Co | 305 | $8.72K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 379 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $11.4K | 0.00% | −1,352−77.2% | Reduced |
| Sierra Ocean, LLC | 408 | $11.7K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 462 | $13.2K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 500 | $14.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 509 | $14.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 564 | $16.1K | 0.00% | +88+18.5% | Added |
| Hantz Financial Services, Inc. | 588 | $17.0K | 0.00% | +588 | New |
| Wayfinding Financial, LLC | 613 | $17.0K | 0.01% | +613 | New |
| Nomura Asset Management Co Ltd | 670 | $19.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 822 | $23.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 842 | $24.1K | 0.00% | −482−36.4% | Reduced |
| Jones Financial Companies LLLP | 947 | $26.8K | 0.00% | +888+1,505.1% | Added |
| Skopos Labs, Inc. | 979 | $28.0K | 0.01% | +979 | New |
| Quest Partners LLC | 1,002 | $28.6K | 0.00% | −29,022−96.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,272 | $36.4K | 0.00% | +354+38.6% | Added |
| Sterling Capital Management LLC | 1,395 | $39.9K | 0.00% | −710−33.7% | Reduced |
| GAMMA Investing LLC | 1,419 | $40.6K | 0.00% | −245−14.7% | Reduced |
| US Bancorp | 1,423 | $40.7K | 0.00% | −2,215−60.9% | Reduced |
| Parallel Advisors, LLC | 1,676 | $47.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,687 | $48.2K | 0.00% | −75−4.3% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $49.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,906 | $54.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,929 | $55.1K | 0.00% | +1,135+142.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,978 | $56.5K | 0.04% | +1,383+232.4% | Added |
| TD Private Client Wealth LLC | 2,002 | $57.2K | 0.00% | +521+35.2% | Added |
| Old Point Trust & Financial Services N A | 2,020 | $57.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,510 | $71.7K | 0.00% | −1,514−37.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,424 | $97.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,443 | $98.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,239 | $121.0K | 0.00% | +477+12.7% | Added |
| BNP Paribas Arbitrage, SA | 5,525 | $157.9K | 0.00% | −12,842−69.9% | Reduced |
| Coldstream Capital Management Inc | 6,315 | $180.5K | 0.00% | +6,315 | New |
| MAI Capital Management | 6,375 | $182.2K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 7,322 | $201.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,169 | $204.9K | 0.00% | −255−3.4% | Reduced |
| Syon Capital LLC | 7,631 | $218.1K | 0.02% | +7,631 | New |
| Profund Advisors LLC | 7,732 | $221.0K | 0.01% | −6,592−46.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,179 | $233.8K | 0.01% | +1,192+17.1% | Added |
| Principal Securities, Inc. | 7,633 | $246.1K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,659 | $247.5K | 0.00% | −2,100−19.5% | Reduced |
| Lakeside Advisors, INC. | 8,770 | $250.6K | 0.17% | +10+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $251.6K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,824 | $252.2K | 0.00% | +8,824 | New |
| Sanctuary Advisors, LLC | 9,171 | $262.1K | 0.00% | −544−5.6% | Reduced |
| XTX Topco Ltd | 9,213 | $263.3K | 0.01% | +9,213 | New |
| HSBC Holdings PLC | 9,377 | $267.9K | 0.00% | +1,608+20.7% | Added |
| EMC Capital Management | 9,388 | $268.0K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 9,550 | $272.9K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,555 | $273.1K | 0.00% | +1,119+13.3% | Added |
| IMS Capital Management | 9,614 | $274.8K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 9,755 | $278.8K | 0.01% | +46+0.5% | Added |
| Aigen Investment Management, LP | 9,828 | $280.9K | 0.04% | +9,828 | New |
| Pinnacle West Asset Management, Inc. | 10,000 | $286.0K | 0.21% | 00.0% | Unchanged |
| Washington Trust Bank | 10,460 | $298.9K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,547 | $301.4K | 0.01% | +3,098+41.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,018 | $314.9K | 0.01% | −119−1.1% | Reduced |