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, Q2 2025
Institutional positions in Wafd Inc as of Jun 30, 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
- 256
- +15 vs. Q1 2025
- Shares held
- 63.6M
- −1.42M (−2.2%) vs. Q1 2025
- Total value
- $1.86B
- +$4.86M (+0.3%) vs. Q1 2025
- New holders
- 38
- 79 more added
- Sold out
- 23
- 95 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,557,576 | $338.4M | 0.01% | −495,875−4.1% | Reduced |
| Vanguard Group Inc | 9,328,225 | $273.1M | 0.00% | −84,043−0.9% | Reduced |
| Dimensional Fund Advisors LP | 4,977,319 | $145.7M | 0.03% | −253,376−4.8% | Reduced |
| State Street Corp | 4,329,383 | $126.8M | 0.00% | −128,372−2.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,691,296 | $108.1M | 0.39% | +18,316+0.5% | Added |
| American Century Companies Inc | 2,036,490 | $59.6M | 0.03% | +87,956+4.5% | Added |
| Geode Capital Management, LLC | 1,984,103 | $58.1M | 0.00% | −8,524−0.4% | Reduced |
| Systematic Financial Management LP | 1,541,973 | $45.1M | 1.20% | +10,646+0.7% | Added |
| Wells Fargo & Company | 1,457,074 | $42.7M | 0.01% | −178,066−10.9% | Reduced |
| Ameriprise Financial Inc | 1,229,464 | $36.0M | 0.01% | +49,049+4.2% | Added |
| Charles Schwab Investment Management Inc | 1,124,384 | $32.9M | 0.01% | −56,914−4.8% | Reduced |
| Artisan Partners Limited Partnership | 1,093,542 | $32.0M | 0.05% | −3,798−0.3% | Reduced |
| Frontier Capital Management Co LLC | 1,087,425 | $31.8M | 0.29% | −49,511−4.4% | Reduced |
| Invesco Ltd. | 1,010,005 | $29.6M | 0.01% | −97,092−8.8% | Reduced |
| William Blair Investment Management, LLC | 962,787 | $28.2M | 0.07% | +74,017+8.3% | Added |
| Northern Trust Corp | 856,617 | $25.1M | 0.00% | −18,462−2.1% | Reduced |
| Macquarie Group Ltd | 768,232 | $22.5M | 0.03% | −660,003−46.2% | Reduced |
| Bank of New York Mellon Corp | 709,785 | $20.8M | 0.00% | −20,340−2.8% | Reduced |
| MetLife Investment Management | 669,448 | $19.6M | 0.12% | −13,555−2.0% | Reduced |
| First Trust Advisors LP | 656,705 | $19.2M | 0.02% | +18,401+2.9% | Added |
| Morgan Stanley | 598,108 | $17.5M | 0.00% | −124,183−17.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 578,638 | $16.9M | 0.05% | +26,880+4.9% | Added |
| Bank of America Corp | 562,653 | $16.5M | 0.00% | +37,400+7.1% | Added |
| Bridgeway Capital Management, LLC | 455,776 | $13.3M | 0.32% | −18,385−3.9% | Reduced |
| UBS Group AG | 413,288 | $12.1M | 0.00% | +128,737+45.2% | Added |
| Principal Financial Group Inc | 397,476 | $11.6M | 0.01% | −64,117−13.9% | Reduced |
| Kennedy Capital Management, Inc. | 333,263 | $9.76M | 0.23% | −7,218−2.1% | Reduced |
| LSV Asset Management | 322,300 | $9.44M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 312,228 | $9.14M | 0.00% | +65,761+26.7% | Added |
| Goldman Sachs Group Inc | 312,129 | $9.14M | 0.00% | −5,081−1.6% | Reduced |
| Davidson Investment Advisors | 305,835 | $8.95M | 0.40% | +1,579+0.5% | Added |
| Victory Capital Management Inc | 293,380 | $8.59M | 0.01% | +20,286+7.4% | Added |
| Renaissance Technologies LLC | 285,229 | $8.35M | 0.01% | +10,700+3.9% | Added |
| Public Sector Pension Investment Board | 273,293 | $8.00M | 0.03% | +14,689+5.7% | Added |
| Empowered Funds, LLC | 265,979 | $7.79M | 0.09% | −18,576−6.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 261,833 | $7.67M | 0.01% | +261,833 | New |
| Rhumbline Advisers | 242,873 | $7.11M | 0.01% | +5,964+2.5% | Added |
| Baird Financial Group, Inc. | 229,390 | $6.72M | 0.01% | −20,674−8.3% | Reduced |
| Congress Asset Management Co | 225,798 | $6.61M | 0.05% | +142+0.1% | Added |
| Legal & General Group Plc | 221,593 | $6.49M | 0.00% | −1,129−0.5% | Reduced |
| Nuveen, LLC | 203,632 | $5.96M | 0.00% | +25,418+14.3% | Added |
| Barclays PLC | 194,030 | $5.68M | 0.00% | +49,329+34.1% | Added |
| JPMorgan Chase & Co | 160,745 | $4.71M | 0.00% | −104,442−39.4% | Reduced |
| Dana Investment Advisors, Inc. | 158,395 | $4.64M | 0.15% | −2,561−1.6% | Reduced |
| Swiss National Bank | 155,726 | $4.56M | 0.00% | −2,000−1.3% | Reduced |
| Susquehanna International Group, LLP | 154,800 | $4.53M | 0.01% | +202+0.1% | Added |
| Prudential Financial Inc | 113,166 | $4.15M | 0.01% | +33,336+41.8% | Added |
| Citigroup Inc | 135,562 | $3.97M | 0.00% | −28,053−17.1% | Reduced |
| SEI Investments Co | 131,457 | $3.85M | 0.00% | +68,127+107.6% | Added |
| Auxier Asset Management | 130,913 | $3.83M | 0.56% | −310−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 125,390 | $3.67M | 0.03% | −4,900−3.8% | Reduced |
| Envestnet Asset Management Inc | 122,719 | $3.59M | 0.00% | +3,604+3.0% | Added |
| New York State Teachers Retirement System | 120,006 | $3.51M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 111,447 | $3.26M | 0.13% | +93,404+517.7% | Added |
| Hennessy Advisors Inc | 110,000 | $3.22M | 0.11% | +5,000+4.8% | Added |
| Alliancebernstein L.P. | 97,994 | $2.87M | 0.00% | +12,280+14.3% | Added |
| Thrivent Financial for Lutherans | 88,800 | $2.60M | 0.01% | +28,899+48.2% | Added |
| Great West Life Assurance Co | 87,957 | $2.58M | 0.00% | −1,448−1.6% | Reduced |
| Rafferty Asset Management, LLC | 86,709 | $2.54M | 0.01% | +8,457+10.8% | Added |
| D. E. Shaw & Co., Inc. | 83,348 | $2.44M | 0.00% | +83,348 | New |
| Talbot Financial, LLC | 77,586 | $2.27M | 0.22% | 00.0% | Unchanged |
| California State Teachers Retirement System | 75,005 | $2.20M | 0.00% | +420+0.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,568 | $2.18M | 0.00% | +4,538+6.5% | Added |
| Norges Bank | 70,077 | $2.05M | 0.00% | −70,527−50.2% | Reduced |
| Comerica Bank | 68,265 | $2.00M | 0.01% | −915−1.3% | Reduced |
| LPL Financial LLC | 65,803 | $1.93M | 0.00% | +29,979+83.7% | Added |
| Price T Rowe Associates Inc | 64,174 | $1.88M | 0.00% | +4,766+8.0% | Added |
| Citadel Advisors LLC | 58,641 | $1.72M | 0.00% | −143,075−70.9% | Reduced |
| ExodusPoint Capital Management, LP | 56,305 | $1.65M | 0.02% | +56,305 | New |
| Weiss Asset Management LP | 55,823 | $1.63M | 0.03% | +55,823 | New |
| Deutsche Bank AG | 54,139 | $1.59M | 0.00% | −9,932−15.5% | Reduced |
| CI Private Wealth, LLC | 53,985 | $1.58M | 0.00% | −74−0.1% | Reduced |
| Jane Street Group, LLC | 53,835 | $1.58M | 0.00% | −15,471−22.3% | Reduced |
| Marshall Wace, LLP | 52,206 | $1.53M | 0.00% | +52,206 | New |
| State of Tennessee, Treasury Department | 52,144 | $1.53M | 0.01% | +32,649+167.5% | Added |
| Jacobs Levy Equity Management, Inc | 51,320 | $1.50M | 0.01% | +51,320 | New |
| Raymond James Financial Inc | 50,278 | $1.47M | 0.00% | −4,560−8.3% | Reduced |
| Verition Fund Management LLC | 49,156 | $1.44M | 0.01% | −24,781−33.5% | Reduced |
| Brinker Capital Investments, LLC | 48,606 | $1.42M | 0.01% | +1,630+3.5% | Added |
| State of Alaska, Department of Revenue | 47,706 | $1.40M | 0.01% | +2,519+5.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,120 | $1.29M | 0.00% | −3,974−8.3% | Reduced |
| Illinois Municipal Retirement Fund | 43,042 | $1.26M | 0.02% | −596−1.4% | Reduced |
| Intech Investment Management LLC | 42,225 | $1.24M | 0.01% | +5,536+15.1% | Added |
| Manufacturers Life Insurance Company, The | 42,084 | $1.23M | 0.00% | −1,530−3.5% | Reduced |
| Two Sigma Investments, LP | 41,143 | $1.20M | 0.00% | +21,346+107.8% | Added |
| AQR Capital Management LLC | 39,428 | $1.15M | 0.00% | +8,634+28.0% | Added |
| Royal Bank of Canada | 39,377 | $1.15M | 0.00% | +17,366+78.9% | Added |
| Knights of Columbus Asset Advisors LLC | 38,863 | $1.14M | 0.07% | −801−2.0% | Reduced |
| Louisiana State Employees Retirement System | 37,500 | $1.10M | 0.02% | −900−2.3% | Reduced |
| Janus Henderson Group PLC | 34,255 | $1.00M | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 33,571 | $983.0K | 0.04% | +16,780+99.9% | Added |
| CBOE Vest Financial, LLC | 30,954 | $906.3K | 0.01% | +6,173+24.9% | Added |
| D.A. Davidson & Co. | 30,228 | $885.1K | 0.01% | −10,423−25.6% | Reduced |
| Yousif Capital Management, LLC | 30,036 | $879.5K | 0.01% | −149−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 29,120 | $852.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 28,530 | $835.3K | 0.00% | −23,359−45.0% | Reduced |
| XTX Topco Ltd | 27,953 | $818.5K | 0.03% | +18,740+203.4% | Added |
| Advisor Group Holdings, Inc. | 25,739 | $753.6K | 0.00% | −576−2.2% | Reduced |
| New York State Common Retirement Fund | 25,052 | $733.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 24,284 | $711.0K | 0.00% | −509−2.1% | Reduced |