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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 686 | $20.1K | 0.00% | +177+34.8% | Added |
| Nomura Asset Management Co Ltd | 670 | $19.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 665 | $19.5K | 0.00% | −337−33.6% | Reduced |
| STRS Ohio | 600 | $17.6K | 0.00% | +600 | New |
| Global Retirement Partners, LLC | 533 | $15.6K | 0.00% | +533 | New |
| Robinswood Financial LLC | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 484 | $14.2K | 0.00% | −463−48.9% | Reduced |
| LRI Investments, LLC | 462 | $13.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 434 | $12.7K | 0.00% | −130−23.0% | Reduced |
| Harbour Investments, Inc. | 400 | $11.7K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 379 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $10.7K | 0.00% | −26−100.0% | Reduced |
| Umb Bank N A | 317 | $9.28K | 0.00% | +25+8.6% | Added |
| Riverview Trust Co | 305 | $8.93K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 292 | $8.55K | 0.00% | +84+40.4% | Added |
| Bessemer Group Inc | 256 | $8.00K | 0.00% | +72+39.1% | Added |
| Skopos Labs, Inc. | 272 | $7.96K | 0.00% | −707−72.2% | Reduced |
| Quarry LP | 270 | $7.91K | 0.00% | +232+610.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 249 | $7.59K | 0.00% | +249 | New |
| Garde Capital, Inc. | 233 | $6.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 223 | $6.53K | 0.00% | +177+384.8% | Added |
| Hantz Financial Services, Inc. | 202 | $6.00K | 0.00% | −386−65.6% | Reduced |
| Rothschild Investment LLC | 195 | $5.71K | 0.00% | +30+18.2% | Added |
| Caitong International Asset Management Co., Ltd | 128 | $3.75K | 0.00% | −1,850−93.5% | Reduced |
| Manchester Capital Management LLC | 101 | $2.96K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 95 | $2.79K | 0.00% | −185−66.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 83 | $2.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $2.25K | 0.00% | −167−68.4% | Reduced |
| Cornerstone Planning Group LLC | 68 | $2.01K | 0.00% | +1+1.5% | Added |
| Hemington Wealth Management | 100 | $2.00K | 0.00% | +17+20.5% | Added |
| Covestor Ltd | 57 | $2.00K | 0.00% | +20+54.1% | Added |
| High Note Wealth, LLC | 63 | $1.84K | 0.00% | −1−1.6% | Reduced |
| Creative Financial Designs Inc | 55 | $1.61K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $1.41K | 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 |
| Farmers & Merchants Investments Inc | 45 | $1.32K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $761 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $703 | 0.00% | +24 | New |
| Creekmur Asset Management LLC | 18 | $541 | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $410 | 0.00% | −2−12.5% | Reduced |
| Essential Partners LLC | 13 | $381 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 12 | $352 | 0.00% | −46−79.3% | Reduced |
| Clearstead Advisors, LLC | 11 | $323 | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 10 | $293 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $235 | 0.00% | −40−83.3% | Reduced |
| Huntington National Bank | 7 | $207 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $205 | 0.00% | −3−30.0% | Reduced |
| Private Wealth Asset Management, LLC | 7 | $205 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $146 | 0.00% | +3+150.0% | Added |
| Farther Finance Advisors, LLC | 4 | $117 | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $88 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $87 | 0.00% | −1−25.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $59 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $29 | 0.00% | +1 | New |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |