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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 9,919 | $290.4K | 0.00% | −8,021−44.7% | Reduced |
| Principal Securities, Inc. | 9,932 | $290.8K | 0.01% | +2,299+30.1% | Added |
| Versor Investments LP | 10,000 | $292.8K | 0.05% | +10,000 | New |
| Pinnacle West Asset Management, Inc. | 10,000 | $293.0K | 0.20% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,087 | $295.3K | 0.01% | +332+3.4% | Added |
| Mutual of America Capital Management LLC | 10,297 | $301.5K | 0.00% | −1,579−13.3% | Reduced |
| Cooper Financial Group | 10,310 | $301.9K | 0.04% | −1,091−9.6% | Reduced |
| HB Wealth Management, LLC | 10,391 | $304.2K | 0.00% | −788−7.0% | Reduced |
| Washington Trust Bank | 10,460 | $306.3K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,934 | $320.1K | 0.00% | +10,934 | New |
| Tower Research Capital LLC (TRC) | 11,126 | $325.8K | 0.01% | +8,616+343.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,472 | $335.9K | 0.01% | −25,333−68.8% | Reduced |
| New Age Alpha Advisors, LLC | 11,522 | $337.4K | 0.01% | −198−1.7% | Reduced |
| EP Wealth Advisors, LLC | 11,593 | $339.4K | 0.00% | −525−4.3% | Reduced |
| Franklin Resources Inc | 11,652 | $341.2K | 0.00% | −38−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 12,196 | $357.0K | 0.01% | +39+0.3% | Added |
| Pictet Asset Management Holding SA | 12,366 | $362.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,383 | $362.6K | 0.00% | +489+4.1% | Added |
| Neuberger Berman Group LLC | 12,911 | $378.0K | 0.00% | +747+6.1% | Added |
| Bank of Montreal | 13,044 | $381.9K | 0.00% | −962−6.9% | Reduced |
| Elo Mutual Pension Insurance Co | 13,667 | $400.2K | 0.01% | +13,667 | New |
| The PNC Financial Services Group, Inc. | 13,696 | $401.0K | 0.00% | −196−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,846 | $405.4K | 0.00% | +470+3.5% | Added |
| Algert Global LLC | 13,888 | $406.6K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 13,973 | $409.1K | 0.00% | +1,469+11.7% | Added |
| Amundi | 13,467 | $416.0K | 0.00% | +13,467 | New |
| Royce & Associates LP | 15,472 | $453.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,938 | $466.7K | 0.00% | −1,100−6.5% | Reduced |
| Toroso Investments, LLC | 15,954 | $467.1K | 0.00% | +15,954 | New |
| Captrust Financial Advisors | 16,239 | $475.5K | 0.00% | +16,239 | New |
| Lazard Asset Management LLC | 16,319 | $477.0K | 0.00% | +16,319 | New |
| MML Investors Services, LLC | 16,642 | $487.0K | 0.00% | +322+2.0% | Added |
| ProShare Advisors LLC | 17,962 | $525.9K | 0.00% | −1,089−5.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 18,353 | $537.4K | 0.00% | +906+5.2% | Added |
| Oregon Public Employees Retirement Fund | 18,356 | $537.5K | 0.01% | −313−1.7% | Reduced |
| Brevan Howard Capital Management LP | 18,512 | $542.0K | 0.01% | +18,512 | New |
| Handelsbanken Fonder AB | 18,574 | $544.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 18,712 | $547.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,713 | $548.0K | 0.00% | −18,666−49.9% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $556.3K | 0.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,173 | $591.0K | 0.00% | −1,021−4.8% | Reduced |
| Stifel Financial Corp | 20,322 | $595.0K | 0.00% | −6,890−25.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,580 | $602.6K | 0.00% | +1,064+5.5% | Added |
| Picton Mahoney Asset Management | 20,644 | $604.0K | 0.01% | +20,612+64,412.5% | Added |
| Walleye Capital LLC | 20,701 | $606.1K | 0.01% | +20,701 | New |
| IFG Advisory, LLC | 20,741 | $607.3K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 21,000 | $614.9K | 0.14% | +21,000 | New |
| Teachers Retirement System of the State of Kentucky | 21,437 | $627.0K | 0.01% | −1,298−5.7% | Reduced |
| Natixis Advisors, L.P. | 21,482 | $629.0K | 0.00% | +5,834+37.3% | Added |
| Voya Investment Management LLC | 21,757 | $637.0K | 0.00% | +2,738+14.4% | Added |
| Gabelli Funds LLC | 22,380 | $655.3K | 0.00% | +22,380 | New |
| Amalgamated Bank | 22,849 | $669.0K | 0.01% | −322−1.4% | Reduced |
| Headlands Technologies LLC | 22,923 | $671.2K | 0.08% | +5,527+31.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,276 | $681.5K | 0.00% | +1,833+8.5% | Added |
| Maryland State Retirement & Pension System | 23,557 | $689.7K | 0.02% | −258−1.1% | Reduced |
| Arizona State Retirement System | 23,785 | $696.4K | 0.00% | +472+2.0% | Added |
| CWM, LLC | 24,284 | $711.0K | 0.00% | −509−2.1% | Reduced |
| New York State Common Retirement Fund | 25,052 | $733.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,739 | $753.6K | 0.00% | −576−2.2% | Reduced |
| XTX Topco Ltd | 27,953 | $818.5K | 0.03% | +18,740+203.4% | Added |
| Pathstone Holdings, LLC | 28,530 | $835.3K | 0.00% | −23,359−45.0% | Reduced |
| Ensign Peak Advisors, Inc | 29,120 | $852.6K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 30,036 | $879.5K | 0.01% | −149−0.5% | Reduced |
| D.A. Davidson & Co. | 30,228 | $885.1K | 0.01% | −10,423−25.6% | Reduced |
| CBOE Vest Financial, LLC | 30,954 | $906.3K | 0.01% | +6,173+24.9% | Added |
| AlphaCore Capital LLC | 33,571 | $983.0K | 0.04% | +16,780+99.9% | Added |
| Janus Henderson Group PLC | 34,255 | $1.00M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 37,500 | $1.10M | 0.02% | −900−2.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 38,863 | $1.14M | 0.07% | −801−2.0% | Reduced |
| Royal Bank of Canada | 39,377 | $1.15M | 0.00% | +17,366+78.9% | Added |
| AQR Capital Management LLC | 39,428 | $1.15M | 0.00% | +8,634+28.0% | Added |
| Two Sigma Investments, LP | 41,143 | $1.20M | 0.00% | +21,346+107.8% | Added |
| Manufacturers Life Insurance Company, The | 42,084 | $1.23M | 0.00% | −1,530−3.5% | Reduced |
| Intech Investment Management LLC | 42,225 | $1.24M | 0.01% | +5,536+15.1% | Added |
| Illinois Municipal Retirement Fund | 43,042 | $1.26M | 0.02% | −596−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,120 | $1.29M | 0.00% | −3,974−8.3% | Reduced |
| State of Alaska, Department of Revenue | 47,706 | $1.40M | 0.01% | +2,519+5.6% | Added |
| Brinker Capital Investments, LLC | 48,606 | $1.42M | 0.01% | +1,630+3.5% | Added |
| Verition Fund Management LLC | 49,156 | $1.44M | 0.01% | −24,781−33.5% | Reduced |
| Raymond James Financial Inc | 50,278 | $1.47M | 0.00% | −4,560−8.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 51,320 | $1.50M | 0.01% | +51,320 | New |
| State of Tennessee, Treasury Department | 52,144 | $1.53M | 0.01% | +32,649+167.5% | Added |
| Marshall Wace, LLP | 52,206 | $1.53M | 0.00% | +52,206 | New |
| Jane Street Group, LLC | 53,835 | $1.58M | 0.00% | −15,471−22.3% | Reduced |
| CI Private Wealth, LLC | 53,985 | $1.58M | 0.00% | −74−0.1% | Reduced |
| Deutsche Bank AG | 54,139 | $1.59M | 0.00% | −9,932−15.5% | Reduced |
| Weiss Asset Management LP | 55,823 | $1.63M | 0.03% | +55,823 | New |
| ExodusPoint Capital Management, LP | 56,305 | $1.65M | 0.02% | +56,305 | New |
| Citadel Advisors LLC | 58,641 | $1.72M | 0.00% | −143,075−70.9% | Reduced |
| Price T Rowe Associates Inc | 64,174 | $1.88M | 0.00% | +4,766+8.0% | Added |
| LPL Financial LLC | 65,803 | $1.93M | 0.00% | +29,979+83.7% | Added |
| Comerica Bank | 68,265 | $2.00M | 0.01% | −915−1.3% | Reduced |
| Norges Bank | 70,077 | $2.05M | 0.00% | −70,527−50.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 74,568 | $2.18M | 0.00% | +4,538+6.5% | Added |
| California State Teachers Retirement System | 75,005 | $2.20M | 0.00% | +420+0.6% | Added |
| Talbot Financial, LLC | 77,586 | $2.27M | 0.22% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 83,348 | $2.44M | 0.00% | +83,348 | New |
| Rafferty Asset Management, LLC | 86,709 | $2.54M | 0.01% | +8,457+10.8% | Added |
| Great West Life Assurance Co | 87,957 | $2.58M | 0.00% | −1,448−1.6% | Reduced |
| Thrivent Financial for Lutherans | 88,800 | $2.60M | 0.01% | +28,899+48.2% | Added |