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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 670 | $20.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 662 | $20.1K | 0.00% | +392+145.2% | Added |
| Jones Financial Companies LLLP | 644 | $19.9K | 0.00% | +160+33.1% | Added |
| Larson Financial Group LLC | 629 | $19.1K | 0.00% | −57−8.3% | Reduced |
| Bessemer Group Inc | 504 | $16.0K | 0.00% | +248+96.9% | Added |
| Robinswood Financial LLC | 500 | $15.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 486 | $15.0K | 0.00% | −332−40.6% | Reduced |
| Global Retirement Partners, LLC | 470 | $14.2K | 0.00% | −63−11.8% | Reduced |
| LRI Investments, LLC | 462 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 434 | $13.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 410 | $12.4K | 0.00% | +410 | New |
| Wealthspire Advisors, LLC | 399 | $12.1K | 0.00% | +399 | New |
| Umb Bank N A | 366 | $11.1K | 0.00% | +49+15.5% | Added |
| Harbour Investments, Inc. | 350 | $10.6K | 0.00% | −50−12.5% | Reduced |
| National Bank of Canada | 298 | $9.02K | 0.00% | +6+2.1% | Added |
| Bare Financial Services, Inc | 223 | $6.75K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 187 | $5.66K | 0.00% | +187 | New |
| Farther Finance Advisors, LLC | 156 | $4.72K | 0.00% | +152+3,800.0% | Added |
| Essential Partners LLC | 151 | $4.57K | 0.00% | +138+1,061.5% | Added |
| Rothschild Investment LLC | 135 | $4.09K | 0.00% | −60−30.8% | Reduced |
| IFP Advisors, Inc | 123 | $3.73K | 0.00% | +123 | Added |
| Manchester Capital Management LLC | 101 | $3.06K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $3.06K | 0.00% | +90+818.2% | Added |
| Group One Trading, L.P. | 100 | $3.03K | 0.00% | +100 | New |
| Hemington Wealth Management | 131 | $3.00K | 0.00% | +31+31.0% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $2.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $2.38K | 0.00% | −17−17.9% | Reduced |
| Massmutual Trust Co FSB | 77 | $2.33K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 73 | $2.21K | 0.00% | +27+58.7% | Added |
| High Note Wealth, LLC | 70 | $2.12K | 0.00% | +7+11.1% | Added |
| Creative Financial Designs Inc | 55 | $1.67K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $1.58K | 0.00% | +4+8.3% | Added |
| Prestige Wealth Management Group LLC | 46 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.36K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $1.00K | 0.00% | −36−63.2% | Reduced |
| Fortitude Family Office, LLC | 30 | $909 | 0.00% | +6+25.0% | Added |
| WPG Advisers, LLC | 26 | $788 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25 | $757 | 0.00% | +25 | New |
| Quadrant Capital Group LLC | 24 | $727 | 0.00% | +24 | New |
| Bullock Wealth Management Group | 21 | $629 | 0.00% | +21 | New |
| Creekmur Asset Management LLC | 19 | $564 | 0.00% | +1+5.6% | Added |
| JFS Wealth Advisors, LLC | 17 | $515 | 0.00% | +5+41.7% | Added |
| Allworth Financial LP | 16 | $485 | 0.00% | +16 | New |
| Financial Consulate, Inc | 16 | $485 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $441 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $243 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $215 | 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 |
| Private Wealth Asset Management, LLC | 7 | $212 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $151 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $121 | 0.00% | +1+33.3% | Added |
| SBI Securities Co., Ltd. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 17 | $0 | 0.00% | +17 | New |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −768,232−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −55,823−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −38,863−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,953−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,701−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −15,472−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −13,044−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −9,093−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,808−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,827−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −7,664−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |