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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.

Institutional holdersQ4 2025: 259 institutions
Q1 2021: 219 institutionsQ2 2021: 210 institutionsQ3 2021: 227 institutionsQ4 2021: 241 institutionsQ1 2022: 251 institutionsQ2 2022: 235 institutionsQ3 2022: 234 institutionsQ4 2022: 252 institutionsQ1 2023: 246 institutionsQ2 2023: 218 institutionsQ3 2023: 214 institutionsQ4 2023: 213 institutionsQ1 2024: 229 institutionsQ2 2024: 230 institutionsQ3 2024: 247 institutionsQ4 2024: 249 institutionsQ1 2025: 244 institutionsQ2 2025: 256 institutionsQ3 2025: 255 institutionsQ4 2025: 259 institutionsQ1 2026: 259 institutionsQ2 2026: 289 institutions
Value heldQ4 2025: $1.99B
Q1 2021: $1.81BQ2 2021: $1.81BQ3 2021: $1.84BQ4 2021: $1.77BQ1 2022: $1.77BQ2 2022: $1.62BQ3 2022: $1.59BQ4 2022: $1.81BQ1 2023: $1.74BQ2 2023: $1.50BQ3 2023: $1.39BQ4 2023: $1.79BQ1 2024: $1.65BQ2 2024: $1.78BQ3 2024: $2.23BQ4 2024: $2.09BQ1 2025: $1.86BQ2 2025: $1.86BQ3 2025: $1.86BQ4 2025: $1.99BQ1 2026: $1.94BQ2 2026: $2.40B
Institutions holding WAFD and their total value by quarter
QuarterHoldersValue
Q2 2026289$2.40B
Q1 2026259$1.94B
Q4 2025259$1.99B
Q3 2025255$1.86B
Q2 2025256$1.86B
Q1 2025244$1.86B
Q4 2024249$2.09B
Q3 2024247$2.23B
Q2 2024230$1.78B
Q1 2024229$1.65B
Q4 2023213$1.79B
Q3 2023214$1.39B
Q2 2023218$1.50B
Q1 2023246$1.74B
Q4 2022252$1.81B
Q3 2022234$1.59B
Q2 2022235$1.62B
Q1 2022251$1.77B
Q4 2021241$1.77B
Q3 2021227$1.84B
Q2 2021210$1.81B
Q1 2021219$1.81B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q3 2025.

Institutions holding WAFD in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Robinswood Financial LLC500$16.0K0.01%00.0%Unchanged
Salomon & Ludwin, LLC482$15.7K0.00%−247−33.9%Reduced
LRI Investments, LLC462$14.8K0.00%00.0%Unchanged
Umb Bank N A458$14.7K0.00%+92+25.1%Added
Farther Finance Advisors, LLC442$14.2K0.00%+286+183.3%Added
Versant Capital Management, Inc434$13.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC428$13.9K0.00%+350+448.7%Added
Los Angeles Capital Management LLC460$13.5K0.00%+460New
Harbour Investments, Inc.350$11.2K0.00%00.0%Unchanged
National Bank of Canada292$9.35K0.00%−6−2.0%Reduced
Bare Financial Services, Inc252$8.07K0.00%+29+13.0%Added
Basecamp Wealth Advisors LLC250$8.01K0.00%+250New
Root Financial Partners, LLC222$7.11K0.00%+35+18.7%Added
Essential Partners LLC209$6.69K0.00%+58+38.4%Added
Rothschild Investment LLC206$6.60K0.00%+71+52.6%Added
Osbon Capital Management LLC200$6.41K0.01%+200New
Massmutual Trust Co FSB193$6.18K0.00%+116+150.6%Added
Brown Brothers Harriman & Co170$5.45K0.00%+170New
IFP Advisors, Inc134$4.29K0.00%+11+8.9%Added
Sound Income Strategies, LLC129$4.18K0.00%+129New
Signaturefd, LLC113$3.62K0.00%+113New
Manchester Capital Management LLC101$3.24K0.00%00.0%Unchanged
Fifth Third Bancorp95$3.04K0.00%+22+30.1%Added
Caldwell Sutter Capital, Inc.83$2.66K0.00%00.0%Unchanged
SageView Advisory Group, LLC70$2.24K0.00%+70New
Cornerstone Planning Group LLC69$2.20K0.00%−2,445−97.3%Reduced
True Wealth Design, LLC62$1.99K0.00%+10+19.2%Added
JFS Wealth Advisors, LLC56$1.79K0.00%+39+229.4%Added
Creative Financial Designs Inc55$1.76K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC46$1.47K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc45$1.44K0.00%00.0%Unchanged
Ankerstar Wealth, LLC41$1.31K0.00%+41New
Keating Financial Advisory Services, Inc.40$1.28K0.00%+40New
Picton Mahoney Asset Management32$1.02K0.00%−30,225−99.9%Reduced
Bayban30$9610.00%+30New
Trust Co29$9290.00%+29New
Parkside Financial Bank & Trust28$8980.00%+20+250.0%Added
WPG Advisers, LLC26$8330.00%00.0%Unchanged
Assetmark, Inc25$8010.00%00.0%Unchanged
Quadrant Capital Group LLC24$7690.00%00.0%Unchanged
Allworth Financial LP24$7690.00%+8+50.0%Added
Bullock Wealth Management Group21$6730.00%00.0%Unchanged
Fortitude Family Office, LLC18$5770.00%−12−40.0%Reduced
CIBC Private Wealth Group, LLC18$5770.00%+18New
Financial Consulate, Inc16$5130.00%00.0%Unchanged
SRS Capital Advisors, Inc.16$5120.00%−2,669−99.4%Reduced
DiNuzzo Private Wealth, Inc.14$4490.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC10$3200.00%+6+150.0%Added
Tucker Asset Management LLC8$2560.00%+8New
SJS Investment Consulting Inc.7$2250.00%00.0%Unchanged
Private Wealth Asset Management, LLC7$2240.00%00.0%Unchanged
Gilpin Wealth Management, LLC6$1930.00%+6New
Rialto Wealth Management, LLC5$1610.00%−2−28.6%Reduced
HFM Investment Advisors, LLC5$1610.00%00.0%Unchanged
Dunhill Financial, LLC2$500.00%+2New
SBI Securities Co., Ltd.1$320.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd1$320.00%+1New
Covestor Ltd4$00.00%−17−81.0%Reduced
Avion Wealth19$00.00%00.0%Unchanged
Artisan Partners Limited Partnership0$00.00%−1,024,145−100.0%Sold out
Empowered Funds, LLC0$00.00%−293,070−100.0%Sold out
Renaissance Technologies LLC0$00.00%−120,729−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−50,477−100.0%Sold out
Marshall Wace, LLP0$00.00%−47,950−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−45,792−100.0%Sold out
CBOE Vest Financial, LLC0$00.00%−36,349−100.0%Sold out
HRT Financial LP0$00.00%−34,161−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−27,317−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−13,779−100.0%Sold out
Brighton Jones LLC0$00.00%−10,866−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−10,506−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−10,390−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−10,077−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−8,159−100.0%Sold out
Creative Planning0$00.00%−6,902−100.0%Sold out
Cetera Investment Advisers0$00.00%−6,605−100.0%Sold out
Quarry LP0$00.00%−662−100.0%Sold out
Optiver Holding B.V.0$00.00%−410−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−399−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−101−100.0%Sold out
Group One Trading, L.P.0$00.00%−100−100.0%Sold out
High Note Wealth, LLC0$00.00%−70−100.0%Sold out
Huntington National Bank0$00.00%−7−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−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