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, Q4 2025
Institutional positions in Wafd Inc as of Dec 31, 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
- 259
- +8 vs. Q3 2025
- Shares held
- 62.1M
- +657.9K (+1.1%) vs. Q3 2025
- Total value
- $1.99B
- +$128.0M (+6.9%) vs. Q3 2025
- New holders
- 33
- 87 more added
- Sold out
- 25
- 93 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −17−81.0% | Reduced |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $32 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $50 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 5 | $161 | 0.00% | −2−28.6% | Reduced |
| HFM Investment Advisors, LLC | 5 | $161 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $193 | 0.00% | +6 | New |
| Private Wealth Asset Management, LLC | 7 | $224 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $225 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8 | $256 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 10 | $320 | 0.00% | +6+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $449 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16 | $512 | 0.00% | −2,669−99.4% | Reduced |
| Financial Consulate, Inc | 16 | $513 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $577 | 0.00% | −12−40.0% | Reduced |
| CIBC Private Wealth Group, LLC | 18 | $577 | 0.00% | +18 | New |
| Bullock Wealth Management Group | 21 | $673 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24 | $769 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $769 | 0.00% | +8+50.0% | Added |
| Assetmark, Inc | 25 | $801 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $833 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $898 | 0.00% | +20+250.0% | Added |
| Trust Co | 29 | $929 | 0.00% | +29 | New |
| Bayban | 30 | $961 | 0.00% | +30 | New |
| Picton Mahoney Asset Management | 32 | $1.02K | 0.00% | −30,225−99.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 40 | $1.28K | 0.00% | +40 | New |
| Ankerstar Wealth, LLC | 41 | $1.31K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 45 | $1.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.47K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $1.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $1.79K | 0.00% | +39+229.4% | Added |
| True Wealth Design, LLC | 62 | $1.99K | 0.00% | +10+19.2% | Added |
| Cornerstone Planning Group LLC | 69 | $2.20K | 0.00% | −2,445−97.3% | Reduced |
| SageView Advisory Group, LLC | 70 | $2.24K | 0.00% | +70 | New |
| Caldwell Sutter Capital, Inc. | 83 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 95 | $3.04K | 0.00% | +22+30.1% | Added |
| Manchester Capital Management LLC | 101 | $3.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $3.62K | 0.00% | +113 | New |
| Sound Income Strategies, LLC | 129 | $4.18K | 0.00% | +129 | New |
| IFP Advisors, Inc | 134 | $4.29K | 0.00% | +11+8.9% | Added |
| Brown Brothers Harriman & Co | 170 | $5.45K | 0.00% | +170 | New |
| Massmutual Trust Co FSB | 193 | $6.18K | 0.00% | +116+150.6% | Added |
| Osbon Capital Management LLC | 200 | $6.41K | 0.01% | +200 | New |
| Rothschild Investment LLC | 206 | $6.60K | 0.00% | +71+52.6% | Added |
| Essential Partners LLC | 209 | $6.69K | 0.00% | +58+38.4% | Added |
| Root Financial Partners, LLC | 222 | $7.11K | 0.00% | +35+18.7% | Added |
| Basecamp Wealth Advisors LLC | 250 | $8.01K | 0.00% | +250 | New |
| Bare Financial Services, Inc | 252 | $8.07K | 0.00% | +29+13.0% | Added |
| National Bank of Canada | 292 | $9.35K | 0.00% | −6−2.0% | Reduced |
| Harbour Investments, Inc. | 350 | $11.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 460 | $13.5K | 0.00% | +460 | New |
| Smartleaf Asset Management LLC | 428 | $13.9K | 0.00% | +350+448.7% | Added |
| Versant Capital Management, Inc | 434 | $13.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 442 | $14.2K | 0.00% | +286+183.3% | Added |
| Umb Bank N A | 458 | $14.7K | 0.00% | +92+25.1% | Added |
| LRI Investments, LLC | 462 | $14.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 482 | $15.7K | 0.00% | −247−33.9% | Reduced |
| Robinswood Financial LLC | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 532 | $17.0K | 0.00% | +62+13.2% | Added |
| Larson Financial Group LLC | 593 | $19.0K | 0.00% | −36−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 659 | $21.0K | 0.00% | +173+35.6% | Added |
| Nomura Asset Management Co Ltd | 670 | $21.5K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 670 | $21.5K | 0.02% | +670 | New |
| Northwestern Mutual Wealth Management Co | 822 | $26.3K | 0.00% | −352−30.0% | Reduced |
| Jones Financial Companies LLLP | 1,080 | $34.6K | 0.00% | +436+67.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,489 | $47.7K | 0.00% | +1,489 | New |
| Rockefeller Capital Management L.P. | 1,571 | $50.3K | 0.00% | +208+15.3% | Added |
| Parallel Advisors, LLC | 1,685 | $54.0K | 0.00% | +9+0.5% | Added |
| Danske Bank A/S | 1,700 | $54.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,783 | $57.1K | 0.00% | −47−2.6% | Reduced |
| TD Private Client Wealth LLC | 1,824 | $58.4K | 0.00% | −14−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,833 | $58.7K | 0.00% | −4−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,906 | $61.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,013 | $64.5K | 0.01% | −699−25.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,510 | $80.4K | 0.00% | −1,679−40.1% | Reduced |
| Hantz Financial Services, Inc. | 2,783 | $89.0K | 0.00% | +1,360+95.6% | Added |
| KBC Group NV | 3,107 | $100.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 3,346 | $107.0K | 0.05% | −591−15.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,443 | $110.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,548 | $113.6K | 0.00% | +149+4.4% | Added |
| GAMMA Investing LLC | 3,656 | $117.1K | 0.01% | −65−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 4,092 | $131.0K | 0.01% | +349+9.3% | Added |
| Sprucegrove Investment Management Ltd | 4,200 | $134.5K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,492 | $143.9K | 0.00% | −970−17.8% | Reduced |
| Ensign Peak Advisors, Inc | 4,770 | $152.8K | 0.00% | −5,100−51.7% | Reduced |
| Kestra Advisory Services, LLC | 5,576 | $178.6K | 0.00% | +5,576 | New |
| MAI Capital Management | 6,375 | $204.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,382 | $204.4K | 0.00% | +5,267+472.4% | Added |
| Ameritas Investment Partners, Inc. | 6,590 | $211.1K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,664 | $213.4K | 0.00% | −516−7.2% | Reduced |
| RSM US Wealth Management LLC | 6,637 | $215.5K | 0.00% | −2,038−23.5% | Reduced |
| DekaBank Deutsche Girozentrale | 7,322 | $219.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,111 | $227.8K | 0.00% | +259+3.8% | Added |
| Mercer Global Advisors Inc | 7,213 | $231.0K | 0.00% | +7,213 | New |
| Two Sigma Securities, LLC | 7,435 | $238.1K | 0.03% | +7,435 | New |
| Aigen Investment Management, LP | 7,665 | $245.5K | 0.06% | −10,556−57.9% | Reduced |
| Lakeside Advisors, INC. | 7,750 | $248.2K | 0.16% | −790−9.3% | Reduced |
| Fox Run Management, L.L.C. | 7,882 | $252.5K | 0.04% | −4,473−36.2% | Reduced |
| Baron Wealth Management LLC | 8,397 | $269.0K | 0.08% | +8,397 | New |