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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 97,994 | $2.87M | 0.00% | +12,280+14.3% | Added |
| Hennessy Advisors Inc | 110,000 | $3.22M | 0.11% | +5,000+4.8% | Added |
| Dark Forest Capital Management LP | 111,447 | $3.26M | 0.13% | +93,404+517.7% | Added |
| New York State Teachers Retirement System | 120,006 | $3.51M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 122,719 | $3.59M | 0.00% | +3,604+3.0% | Added |
| Brandywine Global Investment Management, LLC | 125,390 | $3.67M | 0.03% | −4,900−3.8% | Reduced |
| Auxier Asset Management | 130,913 | $3.83M | 0.56% | −310−0.2% | Reduced |
| SEI Investments Co | 131,457 | $3.85M | 0.00% | +68,127+107.6% | Added |
| Citigroup Inc | 135,562 | $3.97M | 0.00% | −28,053−17.1% | Reduced |
| Prudential Financial Inc | 113,166 | $4.15M | 0.01% | +33,336+41.8% | Added |
| Susquehanna International Group, LLP | 154,800 | $4.53M | 0.01% | +202+0.1% | Added |
| Swiss National Bank | 155,726 | $4.56M | 0.00% | −2,000−1.3% | Reduced |
| Dana Investment Advisors, Inc. | 158,395 | $4.64M | 0.15% | −2,561−1.6% | Reduced |
| JPMorgan Chase & Co | 160,745 | $4.71M | 0.00% | −104,442−39.4% | Reduced |
| Barclays PLC | 194,030 | $5.68M | 0.00% | +49,329+34.1% | Added |
| Nuveen, LLC | 203,632 | $5.96M | 0.00% | +25,418+14.3% | Added |
| Legal & General Group Plc | 221,593 | $6.49M | 0.00% | −1,129−0.5% | Reduced |
| Congress Asset Management Co | 225,798 | $6.61M | 0.05% | +142+0.1% | Added |
| Baird Financial Group, Inc. | 229,390 | $6.72M | 0.01% | −20,674−8.3% | Reduced |
| Rhumbline Advisers | 242,873 | $7.11M | 0.01% | +5,964+2.5% | Added |
| Arrowstreet Capital, Limited Partnership | 261,833 | $7.67M | 0.01% | +261,833 | New |
| Empowered Funds, LLC | 265,979 | $7.79M | 0.09% | −18,576−6.5% | Reduced |
| Public Sector Pension Investment Board | 273,293 | $8.00M | 0.03% | +14,689+5.7% | Added |
| Renaissance Technologies LLC | 285,229 | $8.35M | 0.01% | +10,700+3.9% | Added |
| Victory Capital Management Inc | 293,380 | $8.59M | 0.01% | +20,286+7.4% | Added |
| Davidson Investment Advisors | 305,835 | $8.95M | 0.40% | +1,579+0.5% | Added |
| Goldman Sachs Group Inc | 312,129 | $9.14M | 0.00% | −5,081−1.6% | Reduced |
| UBS Asset Management Americas Inc | 312,228 | $9.14M | 0.00% | +65,761+26.7% | Added |
| LSV Asset Management | 322,300 | $9.44M | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 333,263 | $9.76M | 0.23% | −7,218−2.1% | Reduced |
| Principal Financial Group Inc | 397,476 | $11.6M | 0.01% | −64,117−13.9% | Reduced |
| UBS Group AG | 413,288 | $12.1M | 0.00% | +128,737+45.2% | Added |
| Bridgeway Capital Management, LLC | 455,776 | $13.3M | 0.32% | −18,385−3.9% | Reduced |
| Bank of America Corp | 562,653 | $16.5M | 0.00% | +37,400+7.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 578,638 | $16.9M | 0.05% | +26,880+4.9% | Added |
| Morgan Stanley | 598,108 | $17.5M | 0.00% | −124,183−17.2% | Reduced |
| First Trust Advisors LP | 656,705 | $19.2M | 0.02% | +18,401+2.9% | Added |
| MetLife Investment Management | 669,448 | $19.6M | 0.12% | −13,555−2.0% | Reduced |
| Bank of New York Mellon Corp | 709,785 | $20.8M | 0.00% | −20,340−2.8% | Reduced |
| Macquarie Group Ltd | 768,232 | $22.5M | 0.03% | −660,003−46.2% | Reduced |
| Northern Trust Corp | 856,617 | $25.1M | 0.00% | −18,462−2.1% | Reduced |
| William Blair Investment Management, LLC | 962,787 | $28.2M | 0.07% | +74,017+8.3% | Added |
| Invesco Ltd. | 1,010,005 | $29.6M | 0.01% | −97,092−8.8% | Reduced |
| Frontier Capital Management Co LLC | 1,087,425 | $31.8M | 0.29% | −49,511−4.4% | Reduced |
| Artisan Partners Limited Partnership | 1,093,542 | $32.0M | 0.05% | −3,798−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,124,384 | $32.9M | 0.01% | −56,914−4.8% | Reduced |
| Ameriprise Financial Inc | 1,229,464 | $36.0M | 0.01% | +49,049+4.2% | Added |
| Wells Fargo & Company | 1,457,074 | $42.7M | 0.01% | −178,066−10.9% | Reduced |
| Systematic Financial Management LP | 1,541,973 | $45.1M | 1.20% | +10,646+0.7% | Added |
| Geode Capital Management, LLC | 1,984,103 | $58.1M | 0.00% | −8,524−0.4% | Reduced |
| American Century Companies Inc | 2,036,490 | $59.6M | 0.03% | +87,956+4.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,691,296 | $108.1M | 0.39% | +18,316+0.5% | Added |
| State Street Corp | 4,329,383 | $126.8M | 0.00% | −128,372−2.9% | Reduced |
| Dimensional Fund Advisors LP | 4,977,319 | $145.7M | 0.03% | −253,376−4.8% | Reduced |
| Vanguard Group Inc | 9,328,225 | $273.1M | 0.00% | −84,043−0.9% | Reduced |
| BlackRock, Inc. | 11,557,576 | $338.4M | 0.01% | −495,875−4.1% | Reduced |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −187,538−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −101,413−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −42,240−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −35,157−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −29,547−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −22,827−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,013−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −11,752−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,551−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,828−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,824−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −6,315−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |