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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 23,785 | $696.4K | 0.00% | +472+2.0% | Added |
| Maryland State Retirement & Pension System | 23,557 | $689.7K | 0.02% | −258−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,276 | $681.5K | 0.00% | +1,833+8.5% | Added |
| Headlands Technologies LLC | 22,923 | $671.2K | 0.08% | +5,527+31.8% | Added |
| Amalgamated Bank | 22,849 | $669.0K | 0.01% | −322−1.4% | Reduced |
| Gabelli Funds LLC | 22,380 | $655.3K | 0.00% | +22,380 | New |
| Voya Investment Management LLC | 21,757 | $637.0K | 0.00% | +2,738+14.4% | Added |
| Natixis Advisors, L.P. | 21,482 | $629.0K | 0.00% | +5,834+37.3% | Added |
| Teachers Retirement System of the State of Kentucky | 21,437 | $627.0K | 0.01% | −1,298−5.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $614.9K | 0.14% | +21,000 | New |
| IFG Advisory, LLC | 20,741 | $607.3K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,701 | $606.1K | 0.01% | +20,701 | New |
| Picton Mahoney Asset Management | 20,644 | $604.0K | 0.01% | +20,612+64,412.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,580 | $602.6K | 0.00% | +1,064+5.5% | Added |
| Stifel Financial Corp | 20,322 | $595.0K | 0.00% | −6,890−25.3% | Reduced |
| Commonwealth Equity Services, LLC | 20,173 | $591.0K | 0.00% | −1,021−4.8% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $556.3K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,713 | $548.0K | 0.00% | −18,666−49.9% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $547.9K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,574 | $544.0K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 18,512 | $542.0K | 0.01% | +18,512 | New |
| Oregon Public Employees Retirement Fund | 18,356 | $537.5K | 0.01% | −313−1.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 18,353 | $537.4K | 0.00% | +906+5.2% | Added |
| ProShare Advisors LLC | 17,962 | $525.9K | 0.00% | −1,089−5.7% | Reduced |
| MML Investors Services, LLC | 16,642 | $487.0K | 0.00% | +322+2.0% | Added |
| Lazard Asset Management LLC | 16,319 | $477.0K | 0.00% | +16,319 | New |
| Captrust Financial Advisors | 16,239 | $475.5K | 0.00% | +16,239 | New |
| Toroso Investments, LLC | 15,954 | $467.1K | 0.00% | +15,954 | New |
| KLP Kapitalforvaltning AS | 15,938 | $466.7K | 0.00% | −1,100−6.5% | Reduced |
| Royce & Associates LP | 15,472 | $453.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 13,467 | $416.0K | 0.00% | +13,467 | New |
| FMR LLC | 13,973 | $409.1K | 0.00% | +1,469+11.7% | Added |
| Algert Global LLC | 13,888 | $406.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 13,846 | $405.4K | 0.00% | +470+3.5% | Added |
| The PNC Financial Services Group, Inc. | 13,696 | $401.0K | 0.00% | −196−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 13,667 | $400.2K | 0.01% | +13,667 | New |
| Bank of Montreal | 13,044 | $381.9K | 0.00% | −962−6.9% | Reduced |
| Neuberger Berman Group LLC | 12,911 | $378.0K | 0.00% | +747+6.1% | Added |
| Teacher Retirement System of Texas | 12,383 | $362.6K | 0.00% | +489+4.1% | Added |
| Pictet Asset Management Holding SA | 12,366 | $362.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 12,196 | $357.0K | 0.01% | +39+0.3% | Added |
| Franklin Resources Inc | 11,652 | $341.2K | 0.00% | −38−0.3% | Reduced |
| EP Wealth Advisors, LLC | 11,593 | $339.4K | 0.00% | −525−4.3% | Reduced |
| New Age Alpha Advisors, LLC | 11,522 | $337.4K | 0.01% | −198−1.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,472 | $335.9K | 0.01% | −25,333−68.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,126 | $325.8K | 0.01% | +8,616+343.3% | Added |
| Balyasny Asset Management LLC | 10,934 | $320.1K | 0.00% | +10,934 | New |
| Washington Trust Bank | 10,460 | $306.3K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,391 | $304.2K | 0.00% | −788−7.0% | Reduced |
| Cooper Financial Group | 10,310 | $301.9K | 0.04% | −1,091−9.6% | Reduced |
| Mutual of America Capital Management LLC | 10,297 | $301.5K | 0.00% | −1,579−13.3% | Reduced |
| Brighton Jones LLC | 10,087 | $295.3K | 0.01% | +332+3.4% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $293.0K | 0.20% | 00.0% | Unchanged |
| Versor Investments LP | 10,000 | $292.8K | 0.05% | +10,000 | New |
| Principal Securities, Inc. | 9,932 | $290.8K | 0.01% | +2,299+30.1% | Added |
| CIBC World Markets Corp | 9,919 | $290.4K | 0.00% | −8,021−44.7% | Reduced |
| Public Employees Retirement System of Ohio | 9,632 | $282.0K | 0.00% | +7,945+471.0% | Added |
| IMS Capital Management | 9,614 | $281.5K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 9,550 | $279.6K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,436 | $276.3K | 0.01% | +9,436 | New |
| Freestone Grove Partners LP | 9,093 | $266.2K | 0.00% | +9,093 | New |
| Sanctuary Advisors, LLC | 9,027 | $264.3K | 0.00% | −144−1.6% | Reduced |
| Millennium Management LLC | 8,973 | $262.7K | 0.00% | −4,583−33.8% | Reduced |
| Engineers Gate Manager LP | 8,808 | $257.9K | 0.00% | +8,808 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $257.7K | 0.03% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 8,781 | $257.1K | 0.17% | +11+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,770 | $256.8K | 0.01% | −2,248−20.4% | Reduced |
| Quantinno Capital Management LP | 8,497 | $248.8K | 0.00% | +8,497 | New |
| State of Wisconsin Investment Board | 8,439 | $247.1K | 0.00% | −220−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 8,289 | $242.7K | 0.00% | +2,764+50.0% | Added |
| Ameritas Investment Partners, Inc. | 8,179 | $239.5K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,962 | $233.1K | 0.00% | −1,593−16.7% | Reduced |
| HSBC Holdings PLC | 7,827 | $230.7K | 0.00% | −1,550−16.5% | Reduced |
| Farringdon Capital, Ltd. | 7,664 | $224.4K | 0.08% | +7,664 | New |
| Guggenheim Capital LLC | 7,402 | $216.7K | 0.00% | +7,402 | New |
| DekaBank Deutsche Girozentrale | 7,322 | $215.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,314 | $214.2K | 0.01% | −418−5.4% | Reduced |
| CIBC Asset Management Inc | 7,169 | $209.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7,104 | $208.0K | 0.00% | +729+11.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,444 | $201.1K | 0.00% | +6,444 | New |
| EMC Capital Management | 3,937 | $115.0K | 0.06% | −5,451−58.1% | Reduced |
| Marshall & Sullivan Inc | 3,873 | $113.4K | 0.05% | +3,873 | New |
| Sprucegrove Investment Management Ltd | 3,500 | $102.5K | 0.01% | +3,500 | New |
| Bartlett & Co. Wealth Management LLC | 3,443 | $100.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,214 | $94.1K | 0.00% | −210−6.1% | Reduced |
| KBC Group NV | 3,107 | $91.0K | 0.00% | −1,132−26.7% | Reduced |
| GAMMA Investing LLC | 2,597 | $76.0K | 0.00% | +1,178+83.0% | Added |
| Sterling Capital Management LLC | 2,167 | $63.5K | 0.00% | +772+55.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,906 | $55.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,901 | $55.7K | 0.00% | +1,667+712.4% | Added |
| TD Private Client Wealth LLC | 1,864 | $54.6K | 0.00% | −138−6.9% | Reduced |
| Bellevue Asset Management, LLC | 1,735 | $50.8K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 1,700 | $49.8K | 0.00% | +1,700 | New |
| Parallel Advisors, LLC | 1,676 | $49.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,351 | $39.6K | 0.00% | +79+6.2% | Added |
| McIlrath & Eck, LLC | 1,327 | $38.9K | 0.00% | +485+57.6% | Added |
| US Bancorp | 1,214 | $35.5K | 0.00% | −209−14.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,174 | $34.4K | 0.00% | +352+42.8% | Added |
| Clear Street Markets LLC | 1,089 | $31.9K | 0.01% | +1,089 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 818 | $24.0K | 0.00% | +818 | New |