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, Q1 2026
Institutional positions in Wafd Inc as of Mar 31, 2026. 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
- +7 vs. Q4 2025
- Shares held
- 61.8M
- +8.64M (+16.3%) vs. Q4 2025
- Total value
- $1.94B
- +$240.1M (+14.1%) vs. Q4 2025
- New holders
- 36
- 88 more added
- Sold out
- 29
- 94 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | +11+275.0% | Added |
| SBI Securities Co., Ltd. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $48 | 0.00% | −1−50.0% | Reduced |
| Brown Brothers Harriman & Co | 2 | $63 | 0.00% | −168−98.8% | Reduced |
| Vermillion Wealth Management, Inc. | 3 | $94 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $126 | 0.00% | +4 | New |
| Curio Wealth, LLC | 4 | $126 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $157 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $189 | 0.00% | +1+20.0% | Added |
| Caitong International Asset Management Co., Ltd | 7 | $220 | 0.00% | +6+600.0% | Added |
| Gilpin Wealth Management, LLC | 10 | $314 | 0.00% | +4+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $376 | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 13 | $409 | 0.00% | +6+85.7% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $440 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $503 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 21 | $659 | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 24 | $754 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $816 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $880 | 0.00% | 00.0% | Unchanged |
| Trust Co | 29 | $918 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 41 | $1.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.32K | 0.00% | −14−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $1.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.45K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $1.73K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $1.88K | 0.00% | +60 | New |
| True Wealth Design, LLC | 62 | $1.95K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 67 | $2.10K | 0.00% | +49+272.2% | Added |
| Cornerstone Planning Group LLC | 70 | $2.46K | 0.00% | +1+1.4% | Added |
| Allworth Financial LP | 80 | $2.51K | 0.00% | +56+233.3% | Added |
| SRS Capital Advisors, Inc. | 90 | $2.83K | 0.00% | +74+462.5% | Added |
| Huntington National Bank | 91 | $2.86K | 0.00% | +91 | New |
| Manchester Capital Management LLC | 101 | $3.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $3.30K | 0.00% | +105 | New |
| Caldwell Sutter Capital, Inc. | 108 | $3.39K | 0.00% | +25+30.1% | Added |
| Sound Income Strategies, LLC | 130 | $4.12K | 0.00% | +1+0.8% | Added |
| IFP Advisors, Inc | 134 | $4.21K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 134 | $4.21K | 0.00% | +134 | New |
| Keating Financial Advisory Services, Inc. | 139 | $4.37K | 0.00% | +99+247.5% | Added |
| Essential Partners LLC | 183 | $5.75K | 0.00% | −26−12.4% | Reduced |
| Massmutual Trust Co FSB | 193 | $6.06K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $6.28K | 0.00% | −1,500−88.2% | Reduced |
| Osbon Capital Management LLC | 200 | $6.28K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 221 | $6.94K | 0.00% | −29−11.6% | Reduced |
| Rothschild Investment LLC | 226 | $7.10K | 0.00% | +20+9.7% | Added |
| National Bank of Canada | 300 | $9.41K | 0.00% | +8+2.7% | Added |
| Simplex Trading, LLC | 302 | $9.48K | 0.00% | +302 | New |
| Bare Financial Services, Inc | 319 | $10.0K | 0.00% | +67+26.6% | Added |
| RWM Asset Management, LLC | 336 | $10.6K | 0.00% | +336 | New |
| Harbour Investments, Inc. | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 352 | $11.1K | 0.00% | −90−20.4% | Reduced |
| Smartleaf Asset Management LLC | 392 | $12.2K | 0.00% | −36−8.4% | Reduced |
| Root Financial Partners, LLC | 437 | $13.7K | 0.00% | +215+96.8% | Added |
| LRI Investments, LLC | 480 | $15.1K | 0.00% | +18+3.9% | Added |
| Umb Bank N A | 483 | $15.2K | 0.00% | +25+5.5% | Added |
| Salomon & Ludwin, LLC | 482 | $15.3K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 500 | $15.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 527 | $16.5K | 0.00% | +93+21.4% | Added |
| Northwestern Mutual Wealth Management Co | 535 | $16.8K | 0.00% | −287−34.9% | Reduced |
| Kemnay Advisory Services Inc. | 536 | $16.8K | 0.00% | +536 | New |
| Larson Financial Group LLC | 611 | $19.2K | 0.00% | +18+3.0% | Added |
| Daytona Street Capital LLC | 670 | $21.3K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 711 | $22.3K | 0.00% | +52+7.9% | Added |
| Rockefeller Capital Management L.P. | 895 | $28.1K | 0.00% | −676−43.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 906 | $28.4K | 0.00% | −1,000−52.5% | Reduced |
| Assetmark, Inc | 930 | $29.2K | 0.00% | +905+3,620.0% | Added |
| Quantbot Technologies LP | 1,389 | $43.6K | 0.00% | +1,389 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,538 | $48.3K | 0.00% | +49+3.3% | Added |
| Nomura Asset Management Co Ltd | 1,630 | $51.2K | 0.00% | +960+143.3% | Added |
| TD Private Client Wealth LLC | 1,647 | $51.7K | 0.00% | −177−9.7% | Reduced |
| Parallel Advisors, LLC | 1,702 | $53.4K | 0.00% | +17+1.0% | Added |
| Jones Financial Companies LLLP | 1,774 | $55.1K | 0.00% | +694+64.3% | Added |
| Ronald Blue Trust, Inc. | 1,800 | $56.5K | 0.00% | −33−1.8% | Reduced |
| McIlrath & Eck, LLC | 2,015 | $63.3K | 0.00% | +2+0.1% | Added |
| EverSource Wealth Advisors, LLC | 2,026 | $63.6K | 0.00% | +243+13.6% | Added |
| Los Angeles Capital Management LLC | 2,220 | $69.7K | 0.00% | +1,760+382.6% | Added |
| Hantz Financial Services, Inc. | 2,333 | $73.0K | 0.00% | −450−16.2% | Reduced |
| Sterling Capital Management LLC | 2,524 | $79.3K | 0.00% | −1,968−43.8% | Reduced |
| Freestone Grove Partners LP | 2,886 | $90.6K | 0.00% | +2,886 | New |
| KBC Group NV | 3,107 | $98.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,594 | $112.9K | 0.00% | +46+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 3,443 | $121.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,935 | $124.0K | 0.01% | −157−3.8% | Reduced |
| GAMMA Investing LLC | 4,108 | $129.0K | 0.01% | +452+12.4% | Added |
| Sprucegrove Investment Management Ltd | 4,200 | $131.9K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 4,770 | $149.8K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 4,900 | $153.9K | 0.09% | +4,900 | New |
| Tower Research Capital LLC (TRC) | 5,173 | $162.4K | 0.00% | +2,663+106.1% | Added |
| US Bancorp | 6,232 | $195.7K | 0.00% | −150−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,235 | $195.8K | 0.01% | −355−5.4% | Reduced |
| MAI Capital Management | 6,390 | $200.6K | 0.00% | +15+0.2% | Added |
| RSM US Wealth Management LLC | 6,714 | $210.8K | 0.00% | +77+1.2% | Added |
| CIBC Asset Management Inc | 6,720 | $211.0K | 0.00% | −391−5.5% | Reduced |
| Odyssean, LLC | 6,845 | $214.9K | 0.08% | +6,845 | New |
| Oxford Asset Management LLP | 7,118 | $223.5K | 0.09% | −8,328−53.9% | Reduced |
| Two Sigma Securities, LLC | 7,143 | $224.3K | 0.03% | −292−3.9% | Reduced |
| Xponance, Inc. | 7,308 | $229.5K | 0.00% | +7,308 | New |
| Profund Advisors LLC | 7,330 | $230.2K | 0.01% | −5,936−44.7% | Reduced |