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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 8,441 | $270.4K | 0.01% | −1,592−15.9% | Reduced |
| HighTower Advisors, LLC | 8,509 | $272.5K | 0.00% | +8,509 | New |
| Man Group plc | 8,647 | $277.0K | 0.00% | +8,647 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $281.9K | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 8,826 | $282.7K | 0.01% | +8,826 | New |
| Mutual of America Capital Management LLC | 9,005 | $288.4K | 0.00% | +179+2.0% | Added |
| DRW Securities, LLC | 9,336 | $299.0K | 0.02% | +9,336 | New |
| HB Wealth Management, LLC | 9,357 | $299.7K | 0.00% | −471−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 9,422 | $301.8K | 0.00% | −128−1.3% | Reduced |
| Sanctuary Advisors, LLC | 9,539 | $305.5K | 0.00% | +350+3.8% | Added |
| Dorsey & Whitney Trust CO LLC | 9,595 | $307.3K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 9,720 | $311.3K | 0.00% | −1,363−12.3% | Reduced |
| Cooper Financial Group | 9,790 | $313.6K | 0.03% | +43+0.4% | Added |
| ISAM Funds (UK) Ltd | 9,972 | $319.4K | 0.11% | +9,972 | New |
| Pinnacle West Asset Management, Inc. | 10,000 | $320.0K | 0.21% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,773 | $322.8K | 0.00% | +876+9.8% | Added |
| Principal Securities, Inc. | 10,452 | $334.8K | 0.01% | +908+9.5% | Added |
| Royal Bank of Canada | 11,105 | $357.0K | 0.00% | −6,561−37.1% | Reduced |
| New Age Alpha Advisors, LLC | 11,160 | $357.5K | 0.02% | −130−1.2% | Reduced |
| Maryland State Retirement & Pension System | 11,464 | $367.2K | 0.01% | +137+1.2% | Added |
| Amundi | 11,575 | $370.7K | 0.00% | −2,457−17.5% | Reduced |
| Brevan Howard Capital Management LP | 11,672 | $373.9K | 0.01% | −12,321−51.4% | Reduced |
| Pictet Asset Management Holding SA | 12,366 | $396.1K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,897 | $413.1K | 0.00% | +12,897 | New |
| Envestnet Portfolio Solutions, Inc. | 13,119 | $420.2K | 0.00% | −868−6.2% | Reduced |
| Profund Advisors LLC | 13,266 | $424.9K | 0.01% | +6,531+97.0% | Added |
| Voya Investment Management LLC | 13,657 | $437.4K | 0.00% | −908−6.2% | Reduced |
| Neuberger Berman Group LLC | 13,737 | $440.0K | 0.00% | +728+5.6% | Added |
| The PNC Financial Services Group, Inc. | 14,179 | $454.2K | 0.00% | +109+0.8% | Added |
| Toroso Investments, LLC | 14,883 | $476.7K | 0.00% | −603−3.9% | Reduced |
| ProShare Advisors LLC | 15,162 | $485.6K | 0.00% | +304+2.0% | Added |
| MML Investors Services, LLC | 15,227 | $487.7K | 0.00% | +391+2.6% | Added |
| Quest Partners LLC | 15,271 | $489.1K | 0.03% | −14,018−47.9% | Reduced |
| Oxford Asset Management LLP | 15,446 | $494.7K | 0.17% | −2,035−11.6% | Reduced |
| Lazard Asset Management LLC | 16,343 | $523.5K | 0.00% | +205+1.3% | Added |
| Algert Global LLC | 16,378 | $524.6K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,590 | $531.4K | 0.00% | −13,594−45.0% | Reduced |
| Graham Capital Management, L.P. | 17,098 | $547.6K | 0.02% | −3,091−15.3% | Reduced |
| Oregon Public Employees Retirement Fund | 18,056 | $578.3K | 0.01% | +300+1.7% | Added |
| State of Tennessee, Treasury Department | 18,067 | $589.3K | 0.00% | −31,108−63.3% | Reduced |
| Commonwealth Equity Services, LLC | 18,515 | $593.0K | 0.00% | −1,037−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $599.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 18,771 | $601.2K | 0.00% | −5,497−22.7% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $608.6K | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,426 | $622.0K | 0.00% | −2,011−9.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,506 | $624.8K | 0.00% | −560−2.8% | Reduced |
| Natixis Advisors, L.P. | 19,779 | $634.0K | 0.00% | +895+4.7% | Added |
| IFG Advisory, LLC | 19,806 | $634.4K | 0.03% | −935−4.5% | Reduced |
| Stifel Financial Corp | 20,682 | $662.4K | 0.00% | −335−1.6% | Reduced |
| Yousif Capital Management, LLC | 21,290 | $669.4K | 0.01% | −3,013−12.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,902 | $669.5K | 0.01% | −1,376−6.2% | Reduced |
| Arizona State Retirement System | 22,009 | $704.9K | 0.00% | −1,689−7.1% | Reduced |
| Headlands Technologies LLC | 22,290 | $713.9K | 0.06% | +6,151+38.1% | Added |
| Gabelli Funds LLC | 22,380 | $716.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,866 | $732.0K | 0.01% | +559+2.5% | Added |
| Handelsbanken Fonder AB | 23,474 | $752.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,089 | $771.6K | 0.00% | −2,033−7.8% | Reduced |
| CWM, LLC | 24,834 | $795.0K | 0.00% | −1,809−6.8% | Reduced |
| New York State Common Retirement Fund | 25,052 | $802.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,158 | $805.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 25,513 | $817.2K | 0.00% | +4,536+21.6% | Added |
| Jacobs Levy Equity Management, Inc | 27,460 | $879.5K | 0.00% | −1,178−4.1% | Reduced |
| Captrust Financial Advisors | 29,174 | $934.4K | 0.00% | +13,633+87.7% | Added |
| STRS Ohio | 29,500 | $944.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 30,397 | $973.6K | 0.00% | +14,176+87.4% | Added |
| KLP Kapitalforvaltning AS | 30,738 | $984.5K | 0.00% | +11,700+61.5% | Added |
| Intech Investment Management LLC | 30,768 | $985.5K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 30,970 | $992.0K | 0.00% | +30,970 | New |
| Dark Forest Capital Management LP | 31,339 | $1.00M | 0.05% | −87,869−73.7% | Reduced |
| AlphaCore Capital LLC | 33,530 | $1.07M | 0.02% | +16,740+99.7% | Added |
| Janus Henderson Group PLC | 34,255 | $1.10M | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 34,352 | $1.10M | 0.02% | +34,352 | New |
| Quantinno Capital Management LP | 34,602 | $1.11M | 0.00% | +17,767+105.5% | Added |
| Louisiana State Employees Retirement System | 36,100 | $1.16M | 0.02% | −100−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,190 | $1.16M | 0.00% | −454−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 36,500 | $1.17M | 0.00% | −2,447−6.3% | Reduced |
| Illinois Municipal Retirement Fund | 40,895 | $1.31M | 0.02% | −1,366−3.2% | Reduced |
| XTX Topco Ltd | 42,722 | $1.37M | 0.04% | +42,722 | New |
| State of Alaska, Department of Revenue | 43,570 | $1.39M | 0.01% | +608+1.4% | Added |
| Brinker Capital Investments, LLC | 43,551 | $1.39M | 0.01% | −3,816−8.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 44,321 | $1.42M | 0.01% | +44,321 | New |
| Raymond James Financial Inc | 48,450 | $1.55M | 0.00% | −32,029−39.8% | Reduced |
| Pathstone Holdings, LLC | 52,304 | $1.68M | 0.01% | +21,772+71.3% | Added |
| SG Americas Securities, LLC | 53,645 | $1.72M | 0.00% | +28,406+112.5% | Added |
| Thrivent Financial for Lutherans | 54,141 | $1.73M | 0.00% | −5,674−9.5% | Reduced |
| CI Private Wealth, LLC | 54,299 | $1.74M | 0.00% | +41+0.1% | Added |
| Susquehanna International Group, LLP | 55,146 | $1.77M | 0.00% | +1,214+2.3% | Added |
| Verition Fund Management LLC | 57,895 | $1.85M | 0.01% | +3,591+6.6% | Added |
| Deutsche Bank AG | 64,376 | $2.06M | 0.00% | +2,994+4.9% | Added |
| SEI Investments Co | 69,397 | $2.22M | 0.00% | −49,166−41.5% | Reduced |
| Millennium Management LLC | 69,475 | $2.23M | 0.00% | −77,103−52.6% | Reduced |
| State of New Jersey Common Pension Fund D | 70,302 | $2.25M | 0.01% | +425+0.6% | Added |
| Rafferty Asset Management, LLC | 70,753 | $2.27M | 0.01% | −11,449−13.9% | Reduced |
| Price T Rowe Associates Inc | 71,497 | $2.29M | 0.00% | +4,070+6.0% | Added |
| Comerica Bank | 71,842 | $2.30M | 0.01% | +8,614+13.6% | Added |
| LPL Financial LLC | 72,741 | $2.33M | 0.00% | +5,100+7.5% | Added |
| California State Teachers Retirement System | 73,019 | $2.34M | 0.00% | −1,989−2.7% | Reduced |
| Citigroup Inc | 73,022 | $2.34M | 0.00% | −6,586−8.3% | Reduced |
| Great West Life Assurance Co | 73,595 | $2.36M | 0.00% | −12,413−14.4% | Reduced |
| Prudential Financial Inc | 74,663 | $2.39M | 0.00% | −57,333−43.4% | Reduced |