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 |
|---|---|---|---|---|---|
| Citigroup Inc | 163,615 | $4.68M | 0.00% | −59,503−26.7% | Reduced |
| Nuveen, LLC | 178,214 | $5.09M | 0.00% | +178,214 | New |
| rhino investment partners, Inc | 187,538 | $5.36M | 1.32% | −266,805−58.7% | Reduced |
| Citadel Advisors LLC | 201,716 | $5.77M | 0.01% | +59,542+41.9% | Added |
| Legal & General Group Plc | 222,722 | $6.37M | 0.00% | −2,651−1.2% | Reduced |
| Congress Asset Management Co | 225,656 | $6.45M | 0.05% | −1,383−0.6% | Reduced |
| Rhumbline Advisers | 236,909 | $6.77M | 0.01% | +6,068+2.6% | Added |
| UBS Asset Management Americas Inc | 246,467 | $7.04M | 0.00% | +20,865+9.2% | Added |
| Baird Financial Group, Inc. | 250,064 | $7.15M | 0.01% | −4,829−1.9% | Reduced |
| Public Sector Pension Investment Board | 258,604 | $7.39M | 0.03% | +56,248+27.8% | Added |
| JPMorgan Chase & Co | 265,187 | $7.58M | 0.00% | −204,517−43.5% | Reduced |
| Victory Capital Management Inc | 273,094 | $7.81M | 0.01% | +87,235+46.9% | Added |
| Renaissance Technologies LLC | 274,529 | $7.85M | 0.01% | +201,100+273.9% | Added |
| UBS Group AG | 284,551 | $8.13M | 0.00% | +71,867+33.8% | Added |
| Empowered Funds, LLC | 284,555 | $8.13M | 0.12% | +61,364+27.5% | Added |
| Davidson Investment Advisors | 304,256 | $8.70M | 0.43% | +8,732+3.0% | Added |
| Goldman Sachs Group Inc | 317,210 | $9.07M | 0.00% | −391,290−55.2% | Reduced |
| LSV Asset Management | 322,300 | $9.21M | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 340,481 | $9.73M | 0.23% | +116,261+51.9% | Added |
| Principal Financial Group Inc | 461,593 | $13.2M | 0.01% | +13,972+3.1% | Added |
| Bridgeway Capital Management, LLC | 474,161 | $13.6M | 0.34% | +25,945+5.8% | Added |
| Bank of America Corp | 525,253 | $15.0M | 0.00% | −32,295−5.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 551,758 | $15.8M | 0.05% | +19,865+3.7% | Added |
| First Trust Advisors LP | 638,304 | $18.2M | 0.02% | +510,694+400.2% | Added |
| MetLife Investment Management | 683,003 | $19.5M | 0.11% | +642,270+1,576.8% | Added |
| Morgan Stanley | 722,291 | $20.6M | 0.00% | −43,717−5.7% | Reduced |
| Bank of New York Mellon Corp | 730,125 | $20.9M | 0.00% | −6,439−0.9% | Reduced |
| Northern Trust Corp | 875,079 | $25.0M | 0.00% | +42,653+5.1% | Added |
| William Blair Investment Management, LLC | 888,770 | $25.4M | 0.07% | −40,990−4.4% | Reduced |
| Artisan Partners Limited Partnership | 1,097,340 | $31.4M | 0.05% | +7,264+0.7% | Added |
| Invesco Ltd. | 1,107,097 | $31.6M | 0.01% | +613,596+124.3% | Added |
| Frontier Capital Management Co LLC | 1,136,936 | $32.5M | 0.36% | +46,347+4.2% | Added |
| Ameriprise Financial Inc | 1,180,415 | $33.7M | 0.01% | +10,061+0.9% | Added |
| Charles Schwab Investment Management Inc | 1,181,298 | $33.8M | 0.01% | −37,148−3.0% | Reduced |
| Macquarie Group Ltd | 1,428,235 | $40.8M | 0.05% | −85,765−5.7% | Reduced |
| Systematic Financial Management LP | 1,531,327 | $43.8M | 1.25% | +24,959+1.7% | Added |
| Wells Fargo & Company | 1,635,140 | $46.7M | 0.01% | −173,988−9.6% | Reduced |
| American Century Companies Inc | 1,948,534 | $55.7M | 0.03% | +174,453+9.8% | Added |
| Geode Capital Management, LLC | 1,992,627 | $57.0M | 0.00% | +229,123+13.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,672,980 | $105.0M | 0.41% | −23,500−0.6% | Reduced |
| State Street Corp | 4,457,755 | $127.4M | 0.01% | −358,671−7.4% | Reduced |
| Dimensional Fund Advisors LP | 5,230,695 | $149.5M | 0.04% | −152,391−2.8% | Reduced |
| Vanguard Group Inc | 9,412,268 | $269.0M | 0.00% | −7,736−0.1% | Reduced |
| BlackRock, Inc. | 12,053,451 | $344.5M | 0.01% | +160,721+1.4% | Added |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −591,427−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −285,672−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −158,635−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −52,311−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,743−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −37,767−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −25,456−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −17,666−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −16,008−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,469−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −15,312−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −12,494−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −12,348−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,303−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −8,309−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −8,298−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −6,544−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| HBC Financial Services, PLLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |