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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 368 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 379 | $10.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 305 | $8.72K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 292 | $8.35K | 0.00% | +85+41.1% | Added |
| Smartleaf Asset Management LLC | 280 | $7.95K | 0.00% | −68−19.5% | Reduced |
| Massmutual Trust Co FSB | 244 | $6.97K | 0.00% | +114+87.7% | Added |
| EverSource Wealth Advisors, LLC | 234 | $6.69K | 0.00% | +204+680.0% | Added |
| Garde Capital, Inc. | 233 | $6.66K | 0.00% | +233 | New |
| Fifth Third Bancorp | 222 | $6.34K | 0.00% | +77+53.1% | Added |
| National Bank of Canada | 208 | $5.94K | 0.00% | −42−16.8% | Reduced |
| Bessemer Group Inc | 184 | $5.00K | 0.00% | −78−29.8% | Reduced |
| Rothschild Investment LLC | 165 | $4.72K | 0.00% | +110+200.0% | Added |
| Manchester Capital Management LLC | 101 | $2.89K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 83 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $2.00K | 0.00% | +10+13.7% | Added |
| Cornerstone Planning Group LLC | 67 | $1.90K | 0.00% | +67 | New |
| CIBC Private Wealth Group, LLC | 76 | $1.88K | 0.00% | +76 | New |
| High Note Wealth, LLC | 64 | $1.83K | 0.00% | −14−17.9% | Reduced |
| JFS Wealth Advisors, LLC | 58 | $1.66K | 0.00% | +1+1.8% | Added |
| IFP Advisors, Inc | 26 | $1.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $1.57K | 0.00% | +55 | New |
| Parkside Financial Bank & Trust | 48 | $1.37K | 0.00% | +40+500.0% | Added |
| True Wealth Design, LLC | 48 | $1.37K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 46 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $1.31K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 45 | $1.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 38 | $1.09K | 0.00% | −211−84.7% | Reduced |
| Covestor Ltd | 37 | $1.00K | 0.00% | −631−94.5% | Reduced |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $858 | 0.00% | +30 | New |
| WPG Advisers, LLC | 26 | $743 | 0.00% | −137−84.0% | Reduced |
| Signaturefd, LLC | 22 | $629 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $458 | 0.00% | +3+23.1% | Added |
| Global Financial Private Client, LLC | 14 | $400 | 0.00% | +9+180.0% | Added |
| SJS Investment Consulting Inc. | 10 | $286 | 0.00% | −3−23.1% | Reduced |
| WealthTrak Capital Management LLC | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $202 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $200 | 0.00% | +7 | New |
| Assetmark, Inc | 6 | $171 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $141 | 0.00% | −44−89.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $114 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 2 | $58 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $0 | 0.00% | +19 | New |
| 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 |