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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 26,122 | $792.5K | 0.00% | +383+1.5% | Added |
| SG Americas Securities, LLC | 25,239 | $764.0K | 0.00% | +6,526+34.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $762.0K | 0.00% | +1,882+8.1% | Added |
| New York State Common Retirement Fund | 25,052 | $758.8K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 24,303 | $736.1K | 0.01% | −5,733−19.1% | Reduced |
| BNP Paribas Arbitrage, SA | 24,268 | $735.1K | 0.00% | +15,979+192.8% | Added |
| Brevan Howard Capital Management LP | 23,993 | $726.7K | 0.01% | +5,481+29.6% | Added |
| Arizona State Retirement System | 23,698 | $717.8K | 0.00% | −87−0.4% | Reduced |
| Handelsbanken Fonder AB | 23,474 | $711.0K | 0.00% | +4,900+26.4% | Added |
| Gabelli Funds LLC | 22,380 | $677.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,307 | $676.0K | 0.00% | −542−2.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,278 | $674.8K | 0.01% | +3,925+21.4% | Added |
| Teachers Retirement System of the State of Kentucky | 21,437 | $650.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,017 | $636.6K | 0.00% | +695+3.4% | Added |
| FMR LLC | 20,977 | $635.4K | 0.00% | +7,004+50.1% | Added |
| IFG Advisory, LLC | 20,741 | $628.3K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 20,189 | $611.5K | 0.02% | +20,189 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,066 | $607.8K | 0.00% | −514−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 19,552 | $592.0K | 0.00% | −621−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 19,038 | $576.7K | 0.00% | +3,100+19.5% | Added |
| Tradewinds Capital Management, LLC | 19,000 | $575.5K | 0.13% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 18,884 | $572.0K | 0.00% | −2,598−12.1% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $566.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,221 | $551.9K | 0.09% | +18,221 | New |
| Oregon Public Employees Retirement Fund | 17,756 | $537.8K | 0.01% | −600−3.3% | Reduced |
| Royal Bank of Canada | 17,666 | $535.0K | 0.00% | −21,711−55.1% | Reduced |
| Oxford Asset Management LLP | 17,481 | $529.5K | 0.17% | +17,481 | New |
| Quantinno Capital Management LP | 16,835 | $509.9K | 0.00% | +8,338+98.1% | Added |
| AlphaCore Capital LLC | 16,790 | $508.6K | 0.02% | −16,781−50.0% | Reduced |
| Algert Global LLC | 16,378 | $496.1K | 0.01% | +2,490+17.9% | Added |
| Franklin Resources Inc | 16,221 | $491.3K | 0.00% | +4,569+39.2% | Added |
| Headlands Technologies LLC | 16,139 | $488.9K | 0.04% | −6,784−29.6% | Reduced |
| Lazard Asset Management LLC | 16,138 | $488.8K | 0.00% | −181−1.1% | Reduced |
| Captrust Financial Advisors | 15,541 | $470.7K | 0.00% | −698−4.3% | Reduced |
| Toroso Investments, LLC | 15,486 | $469.1K | 0.00% | −468−2.9% | Reduced |
| ProShare Advisors LLC | 14,858 | $450.0K | 0.00% | −3,104−17.3% | Reduced |
| MML Investors Services, LLC | 14,836 | $449.4K | 0.00% | −1,806−10.9% | Reduced |
| Voya Investment Management LLC | 14,565 | $441.2K | 0.00% | −7,192−33.1% | Reduced |
| The PNC Financial Services Group, Inc. | 14,070 | $426.2K | 0.00% | +374+2.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,987 | $423.7K | 0.00% | +141+1.0% | Added |
| Amundi | 14,032 | $419.7K | 0.00% | +565+4.2% | Added |
| Dynamic Technology Lab Private Ltd | 13,779 | $417.0K | 0.07% | +13,779 | New |
| Neuberger Berman Group LLC | 13,009 | $394.0K | 0.00% | +98+0.8% | Added |
| Pictet Asset Management Holding SA | 12,366 | $374.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,355 | $374.2K | 0.06% | +12,355 | New |
| Maryland State Retirement & Pension System | 11,327 | $343.1K | 0.01% | −12,230−51.9% | Reduced |
| New Age Alpha Advisors, LLC | 11,290 | $342.0K | 0.01% | −232−2.0% | Reduced |
| Balyasny Asset Management LLC | 11,083 | $335.7K | 0.00% | +149+1.4% | Added |
| Brighton Jones LLC | 10,866 | $329.1K | 0.01% | +779+7.7% | Added |
| CAPROCK Group, Inc. | 10,033 | $318.3K | 0.01% | +10,033 | New |
| Teacher Retirement System of Texas | 10,506 | $318.2K | 0.00% | −1,877−15.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,390 | $314.7K | 0.00% | +10,390 | New |
| Hennion & Walsh Asset Management, Inc. | 10,077 | $305.2K | 0.01% | +1,307+14.9% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $303.0K | 0.20% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,870 | $299.0K | 0.00% | −19,250−66.1% | Reduced |
| HB Wealth Management, LLC | 9,828 | $297.7K | 0.00% | −563−5.4% | Reduced |
| Cooper Financial Group | 9,747 | $295.2K | 0.03% | −563−5.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,595 | $290.6K | 0.02% | +45+0.5% | Added |
| Public Employees Retirement System of Ohio | 9,550 | $289.3K | 0.00% | −82−0.9% | Reduced |
| Principal Securities, Inc. | 9,544 | $289.1K | 0.00% | −388−3.9% | Reduced |
| IMS Capital Management | 9,214 | $279.1K | 0.13% | −400−4.2% | Reduced |
| Sanctuary Advisors, LLC | 9,189 | $278.3K | 0.00% | +162+1.8% | Added |
| Mutual of America Capital Management LLC | 8,826 | $267.3K | 0.00% | −1,471−14.3% | Reduced |
| MidWestOne Financial Group, Inc. | 8,802 | $266.6K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,675 | $262.8K | 0.00% | +8,675 | New |
| Wealth Enhancement Advisory Services, LLC | 8,897 | $261.6K | 0.00% | +2,453+38.1% | Added |
| Lakeside Advisors, INC. | 8,540 | $258.7K | 0.16% | −241−2.7% | Reduced |
| CIBC Bancorp USA Inc. | 8,408 | $254.7K | 0.00% | +8,408 | New |
| State of Wisconsin Investment Board | 8,159 | $247.1K | 0.00% | −280−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $220.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,180 | $217.5K | 0.00% | −782−9.8% | Reduced |
| Creative Planning | 6,902 | $209.1K | 0.00% | +6,902 | New |
| CIBC Asset Management Inc | 6,852 | $207.5K | 0.00% | −317−4.4% | Reduced |
| Profund Advisors LLC | 6,735 | $204.0K | 0.01% | −579−7.9% | Reduced |
| Cetera Investment Advisers | 6,605 | $200.1K | 0.00% | +6,605 | New |
| Ameritas Investment Partners, Inc. | 6,590 | $199.6K | 0.01% | −1,589−19.4% | Reduced |
| MAI Capital Management | 6,375 | $193.1K | 0.00% | −729−10.3% | Reduced |
| Sterling Capital Management LLC | 5,462 | $165.4K | 0.00% | +3,295+152.1% | Added |
| Sprucegrove Investment Management Ltd | 4,200 | $127.2K | 0.01% | +700+20.0% | Added |
| Tower Research Capital LLC (TRC) | 4,189 | $126.9K | 0.00% | −6,937−62.3% | Reduced |
| EMC Capital Management | 3,937 | $119.0K | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,743 | $113.0K | 0.01% | −8,453−69.3% | Reduced |
| GAMMA Investing LLC | 3,721 | $112.7K | 0.01% | +1,124+43.3% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $104.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,399 | $103.0K | 0.00% | +185+5.8% | Added |
| KBC Group NV | 3,107 | $94.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,712 | $82.2K | 0.01% | +1,385+104.4% | Added |
| SRS Capital Advisors, Inc. | 2,685 | $81.3K | 0.00% | +2,685 | New |
| Steward Partners Investment Advisory, LLC | 1,906 | $57.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,838 | $55.7K | 0.00% | −26−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,837 | $55.6K | 0.00% | +486+36.0% | Added |
| EverSource Wealth Advisors, LLC | 1,830 | $55.4K | 0.00% | −71−3.7% | Reduced |
| Cornerstone Planning Group LLC | 2,514 | $54.4K | 0.01% | +2,446+3,597.1% | Added |
| Danske Bank A/S | 1,700 | $51.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,676 | $50.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,423 | $43.0K | 0.00% | +1,221+604.5% | Added |
| Rockefeller Capital Management L.P. | 1,363 | $41.3K | 0.00% | +1,363 | New |
| Northwestern Mutual Wealth Management Co | 1,174 | $35.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,115 | $33.8K | 0.00% | −99−8.2% | Reduced |
| Salomon & Ludwin, LLC | 729 | $21.8K | 0.00% | +729 | New |