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 |
|---|---|---|---|---|---|
| Azora Capital LP | 75,357 | $2.41M | 0.15% | +75,357 | New |
| Talbot Financial, LLC | 77,586 | $2.49M | 0.20% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 79,441 | $2.55M | 0.00% | −44−0.1% | Reduced |
| Auxier Asset Management | 88,223 | $2.83M | 0.40% | −42,690−32.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 99,929 | $3.20M | 0.07% | +38,893+63.7% | Added |
| Hennessy Advisors Inc | 110,000 | $3.52M | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 112,154 | $3.59M | 0.02% | +6,907+6.6% | Added |
| Brandywine Global Investment Management, LLC | 116,465 | $3.73M | 0.03% | −4,400−3.6% | Reduced |
| New York State Teachers Retirement System | 126,857 | $4.06M | 0.01% | +6,751+5.6% | Added |
| Envestnet Asset Management Inc | 128,043 | $4.10M | 0.00% | +576+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 131,528 | $4.21M | 0.00% | −29,574−18.4% | Reduced |
| Bessemer Group Inc | 138,544 | $4.44M | 0.01% | +138,040+27,388.9% | Added |
| Swiss National Bank | 155,726 | $4.99M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 156,051 | $5.00M | 0.00% | +28,107+22.0% | Added |
| Dana Investment Advisors, Inc. | 157,071 | $5.03M | 0.15% | −196−0.1% | Reduced |
| Two Sigma Investments, LP | 162,690 | $5.21M | 0.01% | +113,193+228.7% | Added |
| First Trust Advisors LP | 165,014 | $5.29M | 0.00% | −533,289−76.4% | Reduced |
| AQR Capital Management LLC | 165,138 | $5.29M | 0.00% | +30,748+22.9% | Added |
| UBS Asset Management Americas Inc | 173,665 | $5.56M | 0.00% | +5,596+3.3% | Added |
| JPMorgan Chase & Co | 191,252 | $6.13M | 0.00% | +36,909+23.9% | Added |
| Nuveen, LLC | 193,880 | $6.21M | 0.00% | −2,186−1.1% | Reduced |
| Legal & General Group Plc | 198,880 | $6.37M | 0.00% | −8,812−4.2% | Reduced |
| UBS Group AG | 203,547 | $6.52M | 0.00% | −125,929−38.2% | Reduced |
| Jane Street Group, LLC | 219,231 | $7.02M | 0.01% | +52,996+31.9% | Added |
| Congress Asset Management Co | 219,558 | $7.03M | 0.05% | +5,372+2.5% | Added |
| Baird Financial Group, Inc. | 221,094 | $7.08M | 0.01% | +18,648+9.2% | Added |
| Rhumbline Advisers | 223,928 | $7.17M | 0.01% | −15,228−6.4% | Reduced |
| Citadel Advisors LLC | 242,644 | $7.77M | 0.01% | +62,994+35.1% | Added |
| Public Sector Pension Investment Board | 272,715 | $8.74M | 0.03% | −34,651−11.3% | Reduced |
| ExodusPoint Capital Management, LP | 287,947 | $9.22M | 0.10% | +227,174+373.8% | Added |
| LSV Asset Management | 297,200 | $9.52M | 0.02% | −6,800−2.2% | Reduced |
| Davidson Investment Advisors | 312,403 | $10.0M | 0.42% | +3,263+1.1% | Added |
| Wellington Management Group LLP | 333,712 | $10.7M | 0.00% | +266,891+399.4% | Added |
| Victory Capital Management Inc | 337,253 | $10.8M | 0.01% | −1,355−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 357,898 | $11.5M | 0.01% | +229,815+179.4% | Added |
| Principal Financial Group Inc | 375,488 | $12.0M | 0.01% | −4,978−1.3% | Reduced |
| Goldman Sachs Group Inc | 448,716 | $14.4M | 0.00% | +153,556+52.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 452,517 | $14.5M | 0.04% | +7,212+1.6% | Added |
| Bridgeway Capital Management, LLC | 525,351 | $16.8M | 0.35% | +42,536+8.8% | Added |
| MetLife Investment Management | 664,081 | $21.3M | 0.10% | −3,093−0.5% | Reduced |
| Invesco Ltd. | 683,352 | $21.9M | 0.00% | −232,968−25.4% | Reduced |
| Bank of America Corp | 707,135 | $22.6M | 0.00% | +106,563+17.7% | Added |
| Bank of New York Mellon Corp | 712,302 | $22.8M | 0.00% | +38,376+5.7% | Added |
| Morgan Stanley | 752,786 | $24.1M | 0.00% | +102,288+15.7% | Added |
| Northern Trust Corp | 773,615 | $24.8M | 0.00% | −70,476−8.3% | Reduced |
| Ameriprise Financial Inc | 909,977 | $29.1M | 0.01% | −465,133−33.8% | Reduced |
| William Blair Investment Management, LLC | 996,880 | $31.9M | 0.09% | −103,432−9.4% | Reduced |
| Wells Fargo & Company | 1,003,235 | $32.1M | 0.01% | −152,967−13.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,079,482 | $34.6M | 0.01% | −26,389−2.4% | Reduced |
| Frontier Capital Management Co LLC | 1,121,853 | $35.9M | 0.38% | −10,047−0.9% | Reduced |
| Systematic Financial Management LP | 1,557,436 | $49.9M | 1.18% | +8,039+0.5% | Added |
| Geode Capital Management, LLC | 1,941,880 | $62.2M | 0.00% | −15,223−0.8% | Reduced |
| American Century Companies Inc | 2,102,900 | $67.4M | 0.03% | +25,841+1.2% | Added |
| Alliancebernstein L.P. | 3,107,658 | $99.5M | 0.03% | +3,009,664+3,071.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,366,379 | $107.8M | 0.36% | −316,181−8.6% | Reduced |
| State Street Corp | 4,117,990 | $131.9M | 0.00% | −9,429−0.2% | Reduced |
| Dimensional Fund Advisors LP | 4,980,089 | $159.5M | 0.03% | +26,000+0.5% | Added |
| Vanguard Group Inc | 8,778,878 | $281.2M | 0.00% | −272,792−3.0% | Reduced |
| BlackRock, Inc. | 11,371,209 | $364.2M | 0.01% | +136,632+1.2% | Added |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,024,145−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −293,070−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −120,729−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −50,477−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,950−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −45,792−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −36,349−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −34,161−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,317−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,779−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −10,866−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,506−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,390−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,159−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6,902−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| IMS Capital Management | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |