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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 23,171 | $662.0K | 0.01% | −174−0.7% | Reduced |
| Semanteon Capital Management, LP | 22,827 | $652.4K | 0.35% | +22,827 | New |
| Teachers Retirement System of the State of Kentucky | 22,735 | $650.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,011 | $629.0K | 0.00% | +2,783+14.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,443 | $612.8K | 0.00% | +2,696+14.4% | Added |
| Commonwealth Equity Services, LLC | 21,194 | $606.0K | 0.00% | −2,646−11.1% | Reduced |
| IFG Advisory, LLC | 20,741 | $592.8K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,797 | $565.8K | 0.00% | +19,797 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,516 | $557.8K | 0.00% | +2,177+12.6% | Added |
| State of Tennessee, Treasury Department | 19,495 | $557.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 19,051 | $544.5K | 0.00% | −1,362−6.7% | Reduced |
| Voya Investment Management LLC | 19,019 | $543.6K | 0.00% | −901−4.5% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $543.0K | 0.15% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,712 | $534.8K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 18,669 | $533.6K | 0.01% | −400−2.1% | Reduced |
| Handelsbanken Fonder AB | 18,574 | $531.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18,043 | $515.7K | 0.02% | +18,043 | New |
| CIBC World Markets Corp | 17,940 | $512.7K | 0.00% | +11,690+187.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,447 | $498.6K | 0.01% | +3,233+22.7% | Added |
| Headlands Technologies LLC | 17,396 | $497.2K | 0.06% | +3,317+23.6% | Added |
| KLP Kapitalforvaltning AS | 17,038 | $486.9K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,791 | $479.9K | 0.04% | +26+0.2% | Added |
| MML Investors Services, LLC | 16,320 | $466.0K | 0.00% | +72+0.4% | Added |
| Natixis Advisors, L.P. | 15,648 | $447.0K | 0.00% | −1,509−8.8% | Reduced |
| Royce & Associates LP | 15,472 | $442.2K | 0.00% | −5,586−26.5% | Reduced |
| Bank of Montreal | 14,006 | $400.3K | 0.00% | +4,098+41.4% | Added |
| The PNC Financial Services Group, Inc. | 13,892 | $397.0K | 0.00% | +468+3.5% | Added |
| Algert Global LLC | 13,888 | $396.9K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 13,556 | $387.4K | 0.00% | −15,896−54.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,376 | $382.3K | 0.00% | −3,414−20.3% | Reduced |
| FMR LLC | 12,504 | $357.4K | 0.00% | −10,940−46.7% | Reduced |
| Pictet Asset Management Holding SA | 12,366 | $353.4K | 0.00% | +1,117+9.9% | Added |
| Neuberger Berman Group LLC | 12,164 | $347.6K | 0.00% | +549+4.7% | Added |
| Harbor Capital Advisors, Inc. | 12,157 | $347.0K | 0.02% | −19,888−62.1% | Reduced |
| EP Wealth Advisors, LLC | 12,118 | $346.3K | 0.00% | +690+6.0% | Added |
| Inceptionr LLC | 12,013 | $343.3K | 0.10% | −7,901−39.7% | Reduced |
| Teacher Retirement System of Texas | 11,894 | $339.9K | 0.00% | +11,894 | New |
| Mutual of America Capital Management LLC | 11,876 | $339.4K | 0.00% | −428−3.5% | Reduced |
| Becker Capital Management Inc | 11,752 | $335.9K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 11,720 | $335.0K | 0.02% | +11,720 | New |
| Franklin Resources Inc | 11,690 | $334.1K | 0.00% | +52+0.4% | Added |
| Edgestream Partners, L.P. | 11,551 | $330.1K | 0.01% | +11,551 | New |
| Cooper Financial Group | 11,401 | $325.8K | 0.04% | +267+2.4% | Added |
| HB Wealth Management, LLC | 11,179 | $319.5K | 0.00% | +11,179 | New |
| Hennion & Walsh Asset Management, Inc. | 11,018 | $314.9K | 0.01% | −119−1.1% | Reduced |
| CAPROCK Group, Inc. | 10,547 | $301.4K | 0.01% | +3,098+41.6% | Added |
| Washington Trust Bank | 10,460 | $298.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,000 | $286.0K | 0.21% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 9,828 | $280.9K | 0.04% | +9,828 | New |
| Brighton Jones LLC | 9,755 | $278.8K | 0.01% | +46+0.5% | Added |
| IMS Capital Management | 9,614 | $274.8K | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,555 | $273.1K | 0.00% | +1,119+13.3% | Added |
| Dorsey & Whitney Trust CO LLC | 9,550 | $272.9K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 9,388 | $268.0K | 0.16% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,377 | $267.9K | 0.00% | +1,608+20.7% | Added |
| XTX Topco Ltd | 9,213 | $263.3K | 0.01% | +9,213 | New |
| Sanctuary Advisors, LLC | 9,171 | $262.1K | 0.00% | −544−5.6% | Reduced |
| Squarepoint Ops LLC | 8,824 | $252.2K | 0.00% | +8,824 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $251.6K | 0.04% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,770 | $250.6K | 0.17% | +10+0.1% | Added |
| State of Wisconsin Investment Board | 8,659 | $247.5K | 0.00% | −2,100−19.5% | Reduced |
| Principal Securities, Inc. | 7,633 | $246.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,179 | $233.8K | 0.01% | +1,192+17.1% | Added |
| Profund Advisors LLC | 7,732 | $221.0K | 0.01% | −6,592−46.0% | Reduced |
| Syon Capital LLC | 7,631 | $218.1K | 0.02% | +7,631 | New |
| CIBC Asset Management Inc | 7,169 | $204.9K | 0.00% | −255−3.4% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $201.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,375 | $182.2K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,315 | $180.5K | 0.00% | +6,315 | New |
| BNP Paribas Arbitrage, SA | 5,525 | $157.9K | 0.00% | −12,842−69.9% | Reduced |
| KBC Group NV | 4,239 | $121.0K | 0.00% | +477+12.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $98.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,424 | $97.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,510 | $71.7K | 0.00% | −1,514−37.6% | Reduced |
| Old Point Trust & Financial Services N A | 2,020 | $57.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,002 | $57.2K | 0.00% | +521+35.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,978 | $56.5K | 0.04% | +1,383+232.4% | Added |
| Quadrant Capital Group LLC | 1,929 | $55.1K | 0.00% | +1,135+142.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $54.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,735 | $49.6K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,687 | $48.2K | 0.00% | −75−4.3% | Reduced |
| Parallel Advisors, LLC | 1,676 | $47.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,423 | $40.7K | 0.00% | −2,215−60.9% | Reduced |
| GAMMA Investing LLC | 1,419 | $40.6K | 0.00% | −245−14.7% | Reduced |
| Sterling Capital Management LLC | 1,395 | $39.9K | 0.00% | −710−33.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,272 | $36.4K | 0.00% | +354+38.6% | Added |
| Quest Partners LLC | 1,002 | $28.6K | 0.00% | −29,022−96.7% | Reduced |
| Skopos Labs, Inc. | 979 | $28.0K | 0.01% | +979 | New |
| Jones Financial Companies LLLP | 947 | $26.8K | 0.00% | +888+1,505.1% | Added |
| McIlrath & Eck, LLC | 842 | $24.1K | 0.00% | −482−36.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 822 | $23.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 670 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 588 | $17.0K | 0.00% | +588 | New |
| Wayfinding Financial, LLC | 613 | $17.0K | 0.01% | +613 | New |
| Versant Capital Management, Inc | 564 | $16.1K | 0.00% | +88+18.5% | Added |
| Larson Financial Group LLC | 509 | $14.5K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 500 | $14.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 462 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 408 | $11.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $11.4K | 0.00% | −1,352−77.2% | Reduced |