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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 25,052 | $802.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 24,834 | $795.0K | 0.00% | −1,809−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 24,089 | $771.6K | 0.00% | −2,033−7.8% | Reduced |
| Handelsbanken Fonder AB | 23,474 | $752.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 22,866 | $732.0K | 0.01% | +559+2.5% | Added |
| Gabelli Funds LLC | 22,380 | $716.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 22,290 | $713.9K | 0.06% | +6,151+38.1% | Added |
| Arizona State Retirement System | 22,009 | $704.9K | 0.00% | −1,689−7.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,902 | $669.5K | 0.01% | −1,376−6.2% | Reduced |
| Yousif Capital Management, LLC | 21,290 | $669.4K | 0.01% | −3,013−12.4% | Reduced |
| Stifel Financial Corp | 20,682 | $662.4K | 0.00% | −335−1.6% | Reduced |
| IFG Advisory, LLC | 19,806 | $634.4K | 0.03% | −935−4.5% | Reduced |
| Natixis Advisors, L.P. | 19,779 | $634.0K | 0.00% | +895+4.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,506 | $624.8K | 0.00% | −560−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,426 | $622.0K | 0.00% | −2,011−9.4% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $608.6K | 0.13% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 18,771 | $601.2K | 0.00% | −5,497−22.7% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $599.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,515 | $593.0K | 0.00% | −1,037−5.3% | Reduced |
| State of Tennessee, Treasury Department | 18,067 | $589.3K | 0.00% | −31,108−63.3% | Reduced |
| Oregon Public Employees Retirement Fund | 18,056 | $578.3K | 0.01% | +300+1.7% | Added |
| Graham Capital Management, L.P. | 17,098 | $547.6K | 0.02% | −3,091−15.3% | Reduced |
| D.A. Davidson & Co. | 16,590 | $531.4K | 0.00% | −13,594−45.0% | Reduced |
| Algert Global LLC | 16,378 | $524.6K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,343 | $523.5K | 0.00% | +205+1.3% | Added |
| Oxford Asset Management LLP | 15,446 | $494.7K | 0.17% | −2,035−11.6% | Reduced |
| Quest Partners LLC | 15,271 | $489.1K | 0.03% | −14,018−47.9% | Reduced |
| MML Investors Services, LLC | 15,227 | $487.7K | 0.00% | +391+2.6% | Added |
| ProShare Advisors LLC | 15,162 | $485.6K | 0.00% | +304+2.0% | Added |
| Toroso Investments, LLC | 14,883 | $476.7K | 0.00% | −603−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 14,179 | $454.2K | 0.00% | +109+0.8% | Added |
| Neuberger Berman Group LLC | 13,737 | $440.0K | 0.00% | +728+5.6% | Added |
| Voya Investment Management LLC | 13,657 | $437.4K | 0.00% | −908−6.2% | Reduced |
| Profund Advisors LLC | 13,266 | $424.9K | 0.01% | +6,531+97.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,119 | $420.2K | 0.00% | −868−6.2% | Reduced |
| Ieq Capital, LLC | 12,897 | $413.1K | 0.00% | +12,897 | New |
| Pictet Asset Management Holding SA | 12,366 | $396.1K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,672 | $373.9K | 0.01% | −12,321−51.4% | Reduced |
| Amundi | 11,575 | $370.7K | 0.00% | −2,457−17.5% | Reduced |
| Maryland State Retirement & Pension System | 11,464 | $367.2K | 0.01% | +137+1.2% | Added |
| New Age Alpha Advisors, LLC | 11,160 | $357.5K | 0.02% | −130−1.2% | Reduced |
| Royal Bank of Canada | 11,105 | $357.0K | 0.00% | −6,561−37.1% | Reduced |
| Principal Securities, Inc. | 10,452 | $334.8K | 0.01% | +908+9.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,773 | $322.8K | 0.00% | +876+9.8% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $320.0K | 0.21% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 9,972 | $319.4K | 0.11% | +9,972 | New |
| Cooper Financial Group | 9,790 | $313.6K | 0.03% | +43+0.4% | Added |
| Balyasny Asset Management LLC | 9,720 | $311.3K | 0.00% | −1,363−12.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,595 | $307.3K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,539 | $305.5K | 0.00% | +350+3.8% | Added |
| Public Employees Retirement System of Ohio | 9,422 | $301.8K | 0.00% | −128−1.3% | Reduced |
| HB Wealth Management, LLC | 9,357 | $299.7K | 0.00% | −471−4.8% | Reduced |
| DRW Securities, LLC | 9,336 | $299.0K | 0.02% | +9,336 | New |
| Mutual of America Capital Management LLC | 9,005 | $288.4K | 0.00% | +179+2.0% | Added |
| Laird Norton Trust Company, LLC | 8,826 | $282.7K | 0.01% | +8,826 | New |
| MidWestOne Financial Group, Inc. | 8,802 | $281.9K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 8,647 | $277.0K | 0.00% | +8,647 | New |
| HighTower Advisors, LLC | 8,509 | $272.5K | 0.00% | +8,509 | New |
| CAPROCK Group, Inc. | 8,441 | $270.4K | 0.01% | −1,592−15.9% | Reduced |
| Baron Wealth Management LLC | 8,397 | $269.0K | 0.08% | +8,397 | New |
| Fox Run Management, L.L.C. | 7,882 | $252.5K | 0.04% | −4,473−36.2% | Reduced |
| Lakeside Advisors, INC. | 7,750 | $248.2K | 0.16% | −790−9.3% | Reduced |
| Aigen Investment Management, LP | 7,665 | $245.5K | 0.06% | −10,556−57.9% | Reduced |
| Two Sigma Securities, LLC | 7,435 | $238.1K | 0.03% | +7,435 | New |
| Mercer Global Advisors Inc | 7,213 | $231.0K | 0.00% | +7,213 | New |
| CIBC Asset Management Inc | 7,111 | $227.8K | 0.00% | +259+3.8% | Added |
| DekaBank Deutsche Girozentrale | 7,322 | $219.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,637 | $215.5K | 0.00% | −2,038−23.5% | Reduced |
| Russell Investments Group, Ltd. | 6,664 | $213.4K | 0.00% | −516−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,590 | $211.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,382 | $204.4K | 0.00% | +5,267+472.4% | Added |
| MAI Capital Management | 6,375 | $204.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,576 | $178.6K | 0.00% | +5,576 | New |
| Ensign Peak Advisors, Inc | 4,770 | $152.8K | 0.00% | −5,100−51.7% | Reduced |
| Sterling Capital Management LLC | 4,492 | $143.9K | 0.00% | −970−17.8% | Reduced |
| Sprucegrove Investment Management Ltd | 4,200 | $134.5K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 4,092 | $131.0K | 0.01% | +349+9.3% | Added |
| GAMMA Investing LLC | 3,656 | $117.1K | 0.01% | −65−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 3,548 | $113.6K | 0.00% | +149+4.4% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $110.3K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 3,346 | $107.0K | 0.05% | −591−15.0% | Reduced |
| KBC Group NV | 3,107 | $100.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,783 | $89.0K | 0.00% | +1,360+95.6% | Added |
| Tower Research Capital LLC (TRC) | 2,510 | $80.4K | 0.00% | −1,679−40.1% | Reduced |
| McIlrath & Eck, LLC | 2,013 | $64.5K | 0.01% | −699−25.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,906 | $61.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,833 | $58.7K | 0.00% | −4−0.2% | Reduced |
| TD Private Client Wealth LLC | 1,824 | $58.4K | 0.00% | −14−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,783 | $57.1K | 0.00% | −47−2.6% | Reduced |
| Danske Bank A/S | 1,700 | $54.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,685 | $54.0K | 0.00% | +9+0.5% | Added |
| Rockefeller Capital Management L.P. | 1,571 | $50.3K | 0.00% | +208+15.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,489 | $47.7K | 0.00% | +1,489 | New |
| Jones Financial Companies LLLP | 1,080 | $34.6K | 0.00% | +436+67.7% | Added |
| Northwestern Mutual Wealth Management Co | 822 | $26.3K | 0.00% | −352−30.0% | Reduced |
| Nomura Asset Management Co Ltd | 670 | $21.5K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 670 | $21.5K | 0.02% | +670 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 659 | $21.0K | 0.00% | +173+35.6% | Added |
| Larson Financial Group LLC | 593 | $19.0K | 0.00% | −36−5.7% | Reduced |
| Global Retirement Partners, LLC | 532 | $17.0K | 0.00% | +62+13.2% | Added |