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, Q3 2025
Institutional positions in Wafd Inc as of Sep 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
- 255
- +3 vs. Q2 2025
- Shares held
- 61.5M
- −2.00M (−3.1%) vs. Q2 2025
- Total value
- $1.86B
- +$2.70M (+0.1%) vs. Q2 2025
- New holders
- 30
- 88 more added
- Sold out
- 27
- 94 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 17 | $0 | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $121 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 5 | $151 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $212 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $213 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $213 | 0.00% | +4+133.3% | Added |
| Huntington National Bank | 7 | $215 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $243 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $441 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $485 | 0.00% | +16 | New |
| Financial Consulate, Inc | 16 | $485 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 17 | $515 | 0.00% | +5+41.7% | Added |
| Creekmur Asset Management LLC | 19 | $564 | 0.00% | +1+5.6% | Added |
| Bullock Wealth Management Group | 21 | $629 | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 24 | $727 | 0.00% | +24 | New |
| Assetmark, Inc | 25 | $757 | 0.00% | +25 | New |
| WPG Advisers, LLC | 26 | $788 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $909 | 0.00% | +6+25.0% | Added |
| Covestor Ltd | 21 | $1.00K | 0.00% | −36−63.2% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $1.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $1.58K | 0.00% | +4+8.3% | Added |
| Creative Financial Designs Inc | 55 | $1.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 70 | $2.12K | 0.00% | +7+11.1% | Added |
| Fifth Third Bancorp | 73 | $2.21K | 0.00% | +27+58.7% | Added |
| Massmutual Trust Co FSB | 77 | $2.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $2.38K | 0.00% | −17−17.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 83 | $2.51K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 131 | $3.00K | 0.00% | +31+31.0% | Added |
| Group One Trading, L.P. | 100 | $3.03K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 101 | $3.06K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $3.06K | 0.00% | +90+818.2% | Added |
| IFP Advisors, Inc | 123 | $3.73K | 0.00% | +123 | Added |
| Rothschild Investment LLC | 135 | $4.09K | 0.00% | −60−30.8% | Reduced |
| Essential Partners LLC | 151 | $4.57K | 0.00% | +138+1,061.5% | Added |
| Farther Finance Advisors, LLC | 156 | $4.72K | 0.00% | +152+3,800.0% | Added |
| Root Financial Partners, LLC | 187 | $5.66K | 0.00% | +187 | New |
| Bare Financial Services, Inc | 223 | $6.75K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 298 | $9.02K | 0.00% | +6+2.1% | Added |
| Harbour Investments, Inc. | 350 | $10.6K | 0.00% | −50−12.5% | Reduced |
| Umb Bank N A | 366 | $11.1K | 0.00% | +49+15.5% | Added |
| Wealthspire Advisors, LLC | 399 | $12.1K | 0.00% | +399 | New |
| Optiver Holding B.V. | 410 | $12.4K | 0.00% | +410 | New |
| Versant Capital Management, Inc | 434 | $13.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 462 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 470 | $14.2K | 0.00% | −63−11.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 486 | $15.0K | 0.00% | −332−40.6% | Reduced |
| Robinswood Financial LLC | 500 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 504 | $16.0K | 0.00% | +248+96.9% | Added |
| Larson Financial Group LLC | 629 | $19.1K | 0.00% | −57−8.3% | Reduced |
| Jones Financial Companies LLLP | 644 | $19.9K | 0.00% | +160+33.1% | Added |
| Quarry LP | 662 | $20.1K | 0.00% | +392+145.2% | Added |
| Nomura Asset Management Co Ltd | 670 | $20.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 729 | $21.8K | 0.00% | +729 | New |
| US Bancorp | 1,115 | $33.8K | 0.00% | −99−8.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,174 | $35.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,363 | $41.3K | 0.00% | +1,363 | New |
| Hantz Financial Services, Inc. | 1,423 | $43.0K | 0.00% | +1,221+604.5% | Added |
| Parallel Advisors, LLC | 1,676 | $50.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,700 | $51.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,514 | $54.4K | 0.01% | +2,446+3,597.1% | Added |
| EverSource Wealth Advisors, LLC | 1,830 | $55.4K | 0.00% | −71−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,837 | $55.6K | 0.00% | +486+36.0% | Added |
| TD Private Client Wealth LLC | 1,838 | $55.7K | 0.00% | −26−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,906 | $57.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,685 | $81.3K | 0.00% | +2,685 | New |
| McIlrath & Eck, LLC | 2,712 | $82.2K | 0.01% | +1,385+104.4% | Added |
| KBC Group NV | 3,107 | $94.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,399 | $103.0K | 0.00% | +185+5.8% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $104.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,721 | $112.7K | 0.01% | +1,124+43.3% | Added |
| Harbor Capital Advisors, Inc. | 3,743 | $113.0K | 0.01% | −8,453−69.3% | Reduced |
| EMC Capital Management | 3,937 | $119.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,189 | $126.9K | 0.00% | −6,937−62.3% | Reduced |
| Sprucegrove Investment Management Ltd | 4,200 | $127.2K | 0.01% | +700+20.0% | Added |
| Sterling Capital Management LLC | 5,462 | $165.4K | 0.00% | +3,295+152.1% | Added |
| MAI Capital Management | 6,375 | $193.1K | 0.00% | −729−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,590 | $199.6K | 0.01% | −1,589−19.4% | Reduced |
| Cetera Investment Advisers | 6,605 | $200.1K | 0.00% | +6,605 | New |
| Profund Advisors LLC | 6,735 | $204.0K | 0.01% | −579−7.9% | Reduced |
| CIBC Asset Management Inc | 6,852 | $207.5K | 0.00% | −317−4.4% | Reduced |
| Creative Planning | 6,902 | $209.1K | 0.00% | +6,902 | New |
| Russell Investments Group, Ltd. | 7,180 | $217.5K | 0.00% | −782−9.8% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $220.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,159 | $247.1K | 0.00% | −280−3.3% | Reduced |
| CIBC Bancorp USA Inc. | 8,408 | $254.7K | 0.00% | +8,408 | New |
| Lakeside Advisors, INC. | 8,540 | $258.7K | 0.16% | −241−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,897 | $261.6K | 0.00% | +2,453+38.1% | Added |
| RSM US Wealth Management LLC | 8,675 | $262.8K | 0.00% | +8,675 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $266.6K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,826 | $267.3K | 0.00% | −1,471−14.3% | Reduced |
| Sanctuary Advisors, LLC | 9,189 | $278.3K | 0.00% | +162+1.8% | Added |
| IMS Capital Management | 9,214 | $279.1K | 0.13% | −400−4.2% | Reduced |
| Principal Securities, Inc. | 9,544 | $289.1K | 0.00% | −388−3.9% | Reduced |
| Public Employees Retirement System of Ohio | 9,550 | $289.3K | 0.00% | −82−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,595 | $290.6K | 0.02% | +45+0.5% | Added |
| Cooper Financial Group | 9,747 | $295.2K | 0.03% | −563−5.5% | Reduced |
| HB Wealth Management, LLC | 9,828 | $297.7K | 0.00% | −563−5.4% | Reduced |