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 |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $29 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $87 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $88 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 4 | $117 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 5 | $146 | 0.00% | +3+150.0% | Added |
| SJS Investment Consulting Inc. | 7 | $205 | 0.00% | −3−30.0% | Reduced |
| Private Wealth Asset Management, LLC | 7 | $205 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $207 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $235 | 0.00% | −40−83.3% | Reduced |
| WealthTrak Capital Management LLC | 10 | $293 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $323 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 12 | $352 | 0.00% | −46−79.3% | Reduced |
| Essential Partners LLC | 13 | $381 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $410 | 0.00% | −2−12.5% | Reduced |
| Creekmur Asset Management LLC | 18 | $541 | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 24 | $703 | 0.00% | +24 | New |
| WPG Advisers, LLC | 26 | $761 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.32K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 46 | $1.35K | 0.00% | −176−79.3% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $1.35K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $1.41K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $1.61K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 63 | $1.84K | 0.00% | −1−1.6% | Reduced |
| Hemington Wealth Management | 100 | $2.00K | 0.00% | +17+20.5% | Added |
| Covestor Ltd | 57 | $2.00K | 0.00% | +20+54.1% | Added |
| Cornerstone Planning Group LLC | 68 | $2.01K | 0.00% | +1+1.5% | Added |
| Massmutual Trust Co FSB | 77 | $2.25K | 0.00% | −167−68.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 83 | $2.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 95 | $2.79K | 0.00% | −185−66.1% | Reduced |
| Manchester Capital Management LLC | 101 | $2.96K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 128 | $3.75K | 0.00% | −1,850−93.5% | Reduced |
| Rothschild Investment LLC | 195 | $5.71K | 0.00% | +30+18.2% | Added |
| Hantz Financial Services, Inc. | 202 | $6.00K | 0.00% | −386−65.6% | Reduced |
| Bare Financial Services, Inc | 223 | $6.53K | 0.00% | +177+384.8% | Added |
| Garde Capital, Inc. | 233 | $6.82K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 249 | $7.59K | 0.00% | +249 | New |
| Quarry LP | 270 | $7.91K | 0.00% | +232+610.5% | Added |
| Skopos Labs, Inc. | 272 | $7.96K | 0.00% | −707−72.2% | Reduced |
| Bessemer Group Inc | 256 | $8.00K | 0.00% | +72+39.1% | Added |
| National Bank of Canada | 292 | $8.55K | 0.00% | +84+40.4% | Added |
| Riverview Trust Co | 305 | $8.93K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 317 | $9.28K | 0.00% | +25+8.6% | Added |
| IFP Advisors, Inc | 0 | $10.7K | 0.00% | −26−100.0% | Reduced |
| Wood Tarver Financial Group, LLC | 379 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $11.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 434 | $12.7K | 0.00% | −130−23.0% | Reduced |
| LRI Investments, LLC | 462 | $13.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 484 | $14.2K | 0.00% | −463−48.9% | Reduced |
| Robinswood Financial LLC | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 533 | $15.6K | 0.00% | +533 | New |
| STRS Ohio | 600 | $17.6K | 0.00% | +600 | New |
| Quest Partners LLC | 665 | $19.5K | 0.00% | −337−33.6% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $19.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 686 | $20.1K | 0.00% | +177+34.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 818 | $24.0K | 0.00% | +818 | New |
| Clear Street Markets LLC | 1,089 | $31.9K | 0.01% | +1,089 | New |
| Northwestern Mutual Wealth Management Co | 1,174 | $34.4K | 0.00% | +352+42.8% | Added |
| US Bancorp | 1,214 | $35.5K | 0.00% | −209−14.7% | Reduced |
| McIlrath & Eck, LLC | 1,327 | $38.9K | 0.00% | +485+57.6% | Added |
| Ronald Blue Trust, Inc. | 1,351 | $39.6K | 0.00% | +79+6.2% | Added |
| Parallel Advisors, LLC | 1,676 | $49.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,700 | $49.8K | 0.00% | +1,700 | New |
| Bellevue Asset Management, LLC | 1,735 | $50.8K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,864 | $54.6K | 0.00% | −138−6.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,901 | $55.7K | 0.00% | +1,667+712.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $55.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,167 | $63.5K | 0.00% | +772+55.3% | Added |
| GAMMA Investing LLC | 2,597 | $76.0K | 0.00% | +1,178+83.0% | Added |
| KBC Group NV | 3,107 | $91.0K | 0.00% | −1,132−26.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,214 | $94.1K | 0.00% | −210−6.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,443 | $100.8K | 0.00% | 00.0% | Unchanged |
| Sprucegrove Investment Management Ltd | 3,500 | $102.5K | 0.01% | +3,500 | New |
| Marshall & Sullivan Inc | 3,873 | $113.4K | 0.05% | +3,873 | New |
| EMC Capital Management | 3,937 | $115.0K | 0.06% | −5,451−58.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,444 | $201.1K | 0.00% | +6,444 | New |
| MAI Capital Management | 7,104 | $208.0K | 0.00% | +729+11.4% | Added |
| CIBC Asset Management Inc | 7,169 | $209.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,314 | $214.2K | 0.01% | −418−5.4% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $215.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,402 | $216.7K | 0.00% | +7,402 | New |
| Farringdon Capital, Ltd. | 7,664 | $224.4K | 0.08% | +7,664 | New |
| HSBC Holdings PLC | 7,827 | $230.7K | 0.00% | −1,550−16.5% | Reduced |
| Russell Investments Group, Ltd. | 7,962 | $233.1K | 0.00% | −1,593−16.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,179 | $239.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,289 | $242.7K | 0.00% | +2,764+50.0% | Added |
| State of Wisconsin Investment Board | 8,439 | $247.1K | 0.00% | −220−2.5% | Reduced |
| Quantinno Capital Management LP | 8,497 | $248.8K | 0.00% | +8,497 | New |
| Hennion & Walsh Asset Management, Inc. | 8,770 | $256.8K | 0.01% | −2,248−20.4% | Reduced |
| Lakeside Advisors, INC. | 8,781 | $257.1K | 0.17% | +11+0.1% | Added |
| MidWestOne Financial Group, Inc. | 8,802 | $257.7K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,808 | $257.9K | 0.00% | +8,808 | New |
| Millennium Management LLC | 8,973 | $262.7K | 0.00% | −4,583−33.8% | Reduced |
| Sanctuary Advisors, LLC | 9,027 | $264.3K | 0.00% | −144−1.6% | Reduced |
| Freestone Grove Partners LP | 9,093 | $266.2K | 0.00% | +9,093 | New |
| Y-Intercept (Hong Kong) Ltd | 9,436 | $276.3K | 0.01% | +9,436 | New |
| Dorsey & Whitney Trust CO LLC | 9,550 | $279.6K | 0.01% | 00.0% | Unchanged |
| IMS Capital Management | 9,614 | $281.5K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,632 | $282.0K | 0.00% | +7,945+471.0% | Added |