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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 11,179 | $319.5K | 0.00% | +11,179 | New |
| Cooper Financial Group | 11,401 | $325.8K | 0.04% | +267+2.4% | Added |
| Edgestream Partners, L.P. | 11,551 | $330.1K | 0.01% | +11,551 | New |
| Franklin Resources Inc | 11,690 | $334.1K | 0.00% | +52+0.4% | Added |
| New Age Alpha Advisors, LLC | 11,720 | $335.0K | 0.02% | +11,720 | New |
| Becker Capital Management Inc | 11,752 | $335.9K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 11,876 | $339.4K | 0.00% | −428−3.5% | Reduced |
| Teacher Retirement System of Texas | 11,894 | $339.9K | 0.00% | +11,894 | New |
| Inceptionr LLC | 12,013 | $343.3K | 0.10% | −7,901−39.7% | Reduced |
| EP Wealth Advisors, LLC | 12,118 | $346.3K | 0.00% | +690+6.0% | Added |
| Harbor Capital Advisors, Inc. | 12,157 | $347.0K | 0.02% | −19,888−62.1% | Reduced |
| Neuberger Berman Group LLC | 12,164 | $347.6K | 0.00% | +549+4.7% | Added |
| Pictet Asset Management Holding SA | 12,366 | $353.4K | 0.00% | +1,117+9.9% | Added |
| FMR LLC | 12,504 | $357.4K | 0.00% | −10,940−46.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,376 | $382.3K | 0.00% | −3,414−20.3% | Reduced |
| Millennium Management LLC | 13,556 | $387.4K | 0.00% | −15,896−54.0% | Reduced |
| Algert Global LLC | 13,888 | $396.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,892 | $397.0K | 0.00% | +468+3.5% | Added |
| Bank of Montreal | 14,006 | $400.3K | 0.00% | +4,098+41.4% | Added |
| Royce & Associates LP | 15,472 | $442.2K | 0.00% | −5,586−26.5% | Reduced |
| Natixis Advisors, L.P. | 15,648 | $447.0K | 0.00% | −1,509−8.8% | Reduced |
| MML Investors Services, LLC | 16,320 | $466.0K | 0.00% | +72+0.4% | Added |
| AlphaCore Capital LLC | 16,791 | $479.9K | 0.04% | +26+0.2% | Added |
| KLP Kapitalforvaltning AS | 17,038 | $486.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 17,396 | $497.2K | 0.06% | +3,317+23.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,447 | $498.6K | 0.01% | +3,233+22.7% | Added |
| CIBC World Markets Corp | 17,940 | $512.7K | 0.00% | +11,690+187.0% | Added |
| Dark Forest Capital Management LP | 18,043 | $515.7K | 0.02% | +18,043 | New |
| Handelsbanken Fonder AB | 18,574 | $531.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,669 | $533.6K | 0.01% | −400−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $534.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 19,000 | $543.0K | 0.15% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,019 | $543.6K | 0.00% | −901−4.5% | Reduced |
| ProShare Advisors LLC | 19,051 | $544.5K | 0.00% | −1,362−6.7% | Reduced |
| State of Tennessee, Treasury Department | 19,495 | $557.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,516 | $557.8K | 0.00% | +2,177+12.6% | Added |
| Two Sigma Investments, LP | 19,797 | $565.8K | 0.00% | +19,797 | New |
| IFG Advisory, LLC | 20,741 | $592.8K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,194 | $606.0K | 0.00% | −2,646−11.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,443 | $612.8K | 0.00% | +2,696+14.4% | Added |
| Royal Bank of Canada | 22,011 | $629.0K | 0.00% | +2,783+14.5% | Added |
| Teachers Retirement System of the State of Kentucky | 22,735 | $650.0K | 0.01% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 22,827 | $652.4K | 0.35% | +22,827 | New |
| Amalgamated Bank | 23,171 | $662.0K | 0.01% | −174−0.7% | Reduced |
| Arizona State Retirement System | 23,313 | $666.3K | 0.00% | −225−1.0% | Reduced |
| Keeley-Teton Advisors, LLC | 23,662 | $676.3K | 0.08% | +6,313+36.4% | Added |
| Maryland State Retirement & Pension System | 23,815 | $680.6K | 0.02% | −3,404−12.5% | Reduced |
| CBOE Vest Financial, LLC | 24,781 | $708.2K | 0.01% | +24,781 | New |
| CWM, LLC | 24,793 | $709.0K | 0.00% | −1,954−7.3% | Reduced |
| New York State Common Retirement Fund | 25,052 | $716.0K | 0.00% | +4,400+21.3% | Added |
| Advisor Group Holdings, Inc. | 26,315 | $752.1K | 0.00% | −4,571−14.8% | Reduced |
| Stifel Financial Corp | 27,212 | $777.7K | 0.00% | −172−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 29,120 | $832.3K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 29,547 | $836.5K | 0.11% | +29,547 | New |
| Yousif Capital Management, LLC | 30,185 | $862.7K | 0.01% | −383−1.3% | Reduced |
| AQR Capital Management LLC | 30,794 | $866.9K | 0.00% | +22,499+271.2% | Added |
| Janus Henderson Group PLC | 34,255 | $969.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 35,157 | $1.00M | 0.03% | +35,157 | New |
| LPL Financial LLC | 35,824 | $1.02M | 0.00% | −11,350−24.1% | Reduced |
| Intech Investment Management LLC | 36,689 | $1.05M | 0.01% | +7,761+26.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 36,805 | $1.05M | 0.03% | +50.0% | Added |
| SG Americas Securities, LLC | 37,379 | $1.07M | 0.00% | +27,288+270.4% | Added |
| Louisiana State Employees Retirement System | 38,400 | $1.10M | 0.02% | −900−2.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 39,664 | $1.13M | 0.08% | +1,050+2.7% | Added |
| D.A. Davidson & Co. | 40,651 | $1.16M | 0.01% | −283−0.7% | Reduced |
| Corebridge Financial, Inc. | 42,240 | $1.21M | 0.01% | +6,171+17.1% | Added |
| Manufacturers Life Insurance Company, The | 43,614 | $1.25M | 0.00% | +5,093+13.2% | Added |
| Illinois Municipal Retirement Fund | 43,638 | $1.25M | 0.02% | −392−0.9% | Reduced |
| State of Alaska, Department of Revenue | 45,187 | $1.29M | 0.01% | −886−1.9% | Reduced |
| 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 |
| Mirae Asset Global ETFs Holdings Ltd. | 48,094 | $1.37M | 0.00% | +10,092+26.6% | Added |
| Pathstone Holdings, LLC | 51,889 | $1.50M | 0.01% | +5,424+11.7% | Added |
| CI Private Wealth, LLC | 54,059 | $1.55M | 0.00% | −208−0.4% | Reduced |
| Raymond James Financial Inc | 54,838 | $1.57M | 0.00% | +55+0.1% | Added |
| Price T Rowe Associates Inc | 59,408 | $1.70M | 0.00% | +13,698+30.0% | Added |
| Thrivent Financial for Lutherans | 59,901 | $1.71M | 0.00% | −5,639−8.6% | Reduced |
| SEI Investments Co | 63,330 | $1.81M | 0.00% | +32,298+104.1% | Added |
| Deutsche Bank AG | 64,071 | $1.83M | 0.00% | +7,185+12.6% | Added |
| Comerica Bank | 69,180 | $1.98M | 0.01% | +376+0.5% | Added |
| Jane Street Group, LLC | 69,306 | $1.98M | 0.00% | +62,106+862.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 70,030 | $2.00M | 0.00% | +2,930+4.4% | Added |
| Verition Fund Management LLC | 73,937 | $2.11M | 0.01% | +53,794+267.1% | Added |
| California State Teachers Retirement System | 74,585 | $2.13M | 0.00% | −298−0.4% | Reduced |
| Talbot Financial, LLC | 77,586 | $2.22M | 0.28% | +3,288+4.4% | Added |
| Rafferty Asset Management, LLC | 78,252 | $2.24M | 0.01% | −29,072−27.1% | Reduced |
| Prudential Financial Inc | 79,830 | $2.28M | 0.00% | −2,214−2.7% | Reduced |
| Alliancebernstein L.P. | 85,714 | $2.45M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 89,405 | $2.56M | 0.00% | −8,719−8.9% | Reduced |
| Qube Research & Technologies Ltd | 101,413 | $2.90M | 0.00% | +51,071+101.4% | Added |
| Hennessy Advisors Inc | 105,000 | $3.00M | 0.10% | +10,000+10.5% | Added |
| Envestnet Asset Management Inc | 119,115 | $3.40M | 0.00% | −5,378−4.3% | Reduced |
| New York State Teachers Retirement System | 120,006 | $3.43M | 0.01% | −3,658−3.0% | Reduced |
| Brandywine Global Investment Management, LLC | 130,290 | $3.72M | 0.03% | −7,857−5.7% | Reduced |
| Auxier Asset Management | 131,223 | $3.75M | 0.56% | 00.0% | Unchanged |
| Norges Bank | 140,604 | $4.02M | 0.00% | −62,216−30.7% | Reduced |
| Barclays PLC | 144,701 | $4.14M | 0.00% | −26,557−15.5% | Reduced |
| Susquehanna International Group, LLP | 154,598 | $4.42M | 0.01% | +111,128+255.6% | Added |
| Swiss National Bank | 157,726 | $4.51M | 0.00% | −2,000−1.3% | Reduced |
| Dana Investment Advisors, Inc. | 160,956 | $4.60M | 0.16% | −4,147−2.5% | Reduced |