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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 7,442 | $233.7K | 0.00% | +7,442 | New |
| Lakeside Advisors, INC. | 7,509 | $235.8K | 0.16% | −241−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,822 | $245.6K | 0.00% | +7,822 | New |
| Mutual of America Capital Management LLC | 8,682 | $272.6K | 0.00% | −323−3.6% | Reduced |
| Baron Wealth Management LLC | 8,720 | $273.8K | 0.08% | +323+3.8% | Added |
| Nicolet Bankshares Inc | 8,802 | $276.4K | 0.01% | +8,802 | New |
| Laird Norton Trust Company, LLC | 8,826 | $277.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,384 | $294.7K | 0.00% | +2,171+30.1% | Added |
| Sanctuary Advisors, LLC | 9,386 | $294.7K | 0.00% | −153−1.6% | Reduced |
| GTS Securities LLC | 9,477 | $297.6K | 0.01% | +9,477 | New |
| Public Employees Retirement System of Ohio | 9,510 | $298.6K | 0.00% | +88+0.9% | Added |
| HighTower Advisors, LLC | 9,537 | $299.5K | 0.00% | +1,028+12.1% | Added |
| Dorsey & Whitney Trust CO LLC | 9,595 | $301.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,747 | $306.0K | 0.00% | −3,372−25.7% | Reduced |
| Cooper Financial Group | 9,901 | $310.9K | 0.03% | +111+1.1% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $314.0K | 0.21% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,158 | $319.0K | 0.00% | +801+8.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,060 | $320.0K | 0.00% | +287+2.9% | Added |
| CAPROCK Group, Inc. | 10,228 | $321.2K | 0.01% | +1,787+21.2% | Added |
| Graham Capital Management, L.P. | 10,334 | $324.5K | 0.01% | −6,764−39.6% | Reduced |
| Principal Securities, Inc. | 10,842 | $340.4K | 0.00% | +390+3.7% | Added |
| New Age Alpha Advisors, LLC | 10,895 | $342.1K | 0.02% | −265−2.4% | Reduced |
| Maryland State Retirement & Pension System | 10,996 | $345.3K | 0.01% | −468−4.1% | Reduced |
| nVerses Capital, LLC | 11,199 | $351.6K | 0.32% | +11,199 | New |
| MML Investors Services, LLC | 11,493 | $360.9K | 0.00% | −3,734−24.5% | Reduced |
| Neuberger Berman Group LLC | 11,573 | $363.4K | 0.00% | −2,164−15.8% | Reduced |
| Renaissance Technologies LLC | 11,629 | $365.2K | 0.00% | +11,629 | New |
| Brighton Jones LLC | 11,727 | $368.2K | 0.01% | +11,727 | New |
| ProShare Advisors LLC | 11,850 | $372.1K | 0.00% | −3,312−21.8% | Reduced |
| Pictet Asset Management Holding SA | 12,081 | $379.3K | 0.00% | −285−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 12,529 | $393.4K | 0.00% | −1,650−11.6% | Reduced |
| Russell Investments Group, Ltd. | 12,605 | $395.8K | 0.00% | +5,941+89.2% | Added |
| Amundi | 12,668 | $397.8K | 0.00% | +1,093+9.4% | Added |
| Gsa Capital Partners LLP | 12,885 | $405.0K | 0.03% | +12,885 | New |
| Voya Investment Management LLC | 13,045 | $409.6K | 0.00% | −612−4.5% | Reduced |
| Qube Research & Technologies Ltd | 13,934 | $437.5K | 0.00% | +13,934 | New |
| Toroso Investments, LLC | 15,328 | $481.3K | 0.00% | +445+3.0% | Added |
| Royal Bank of Canada | 15,506 | $487.0K | 0.00% | +4,401+39.6% | Added |
| Marshall Wace, LLP | 15,900 | $499.3K | 0.00% | +15,900 | New |
| D.A. Davidson & Co. | 16,291 | $511.6K | 0.00% | −299−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,356 | $545.0K | 0.01% | −700−3.9% | Reduced |
| Intech Investment Management LLC | 17,570 | $551.7K | 0.01% | −13,198−42.9% | Reduced |
| State of Tennessee, Treasury Department | 18,067 | $567.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 18,336 | $575.8K | 0.00% | +18,336 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,453 | $579.4K | 0.00% | −6,705−26.7% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $587.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,761 | $589.1K | 0.00% | −745−3.8% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $596.6K | 0.12% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 19,426 | $610.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 20,000 | $628.0K | 0.00% | −2,380−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 20,033 | $629.0K | 0.00% | +1,518+8.2% | Added |
| Yousif Capital Management, LLC | 20,399 | $640.5K | 0.01% | −891−4.2% | Reduced |
| Natixis Advisors, L.P. | 20,759 | $652.0K | 0.00% | +980+5.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,902 | $656.3K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,995 | $659.2K | 0.00% | −1,014−4.6% | Reduced |
| Stifel Financial Corp | 21,245 | $667.1K | 0.00% | +563+2.7% | Added |
| Amalgamated Bank | 21,911 | $688.0K | 0.01% | −955−4.2% | Reduced |
| CWM, LLC | 23,394 | $734.6K | 0.00% | −1,440−5.8% | Reduced |
| Handelsbanken Fonder AB | 23,474 | $737.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,853 | $749.0K | 0.00% | −236−1.0% | Reduced |
| SG Americas Securities, LLC | 23,926 | $751.0K | 0.00% | −29,719−55.4% | Reduced |
| FMR LLC | 24,238 | $761.1K | 0.00% | −1,275−5.0% | Reduced |
| New York State Common Retirement Fund | 25,052 | $786.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,981 | $847.2K | 0.00% | +8,210+43.7% | Added |
| XTX Topco Ltd | 28,250 | $887.0K | 0.02% | −14,472−33.9% | Reduced |
| STRS Ohio | 29,500 | $926.3K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 30,211 | $948.6K | 0.05% | +30,211 | New |
| KLP Kapitalforvaltning AS | 30,738 | $965.2K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 31,529 | $990.0K | 0.00% | +4,069+14.8% | Added |
| Weiss Asset Management LP | 33,134 | $1.04M | 0.02% | −1,218−3.5% | Reduced |
| Louisiana State Employees Retirement System | 33,600 | $1.06M | 0.02% | −2,500−6.9% | Reduced |
| Janus Henderson Group PLC | 34,255 | $1.08M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 34,390 | $1.08M | 0.00% | −2,110−5.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 35,724 | $1.12M | 0.00% | −466−1.3% | Reduced |
| Quantinno Capital Management LP | 37,004 | $1.16M | 0.00% | +2,402+6.9% | Added |
| State of Alaska, Department of Revenue | 40,900 | $1.28M | 0.01% | −2,670−6.1% | Reduced |
| Illinois Municipal Retirement Fund | 40,902 | $1.28M | 0.02% | +70.0% | Added |
| Vanguard Global Advisers, LLC | 41,330 | $1.30M | 0.00% | +41,330 | New |
| Brinker Capital Investments, LLC | 43,066 | $1.35M | 0.01% | −485−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,758 | $1.44M | 0.01% | +1,437+3.2% | Added |
| Pathstone Holdings, LLC | 49,722 | $1.56M | 0.01% | −2,582−4.9% | Reduced |
| Thrivent Financial for Lutherans | 50,637 | $1.59M | 0.00% | −3,504−6.5% | Reduced |
| Brevan Howard Capital Management LP | 51,399 | $1.61M | 0.02% | +39,727+340.4% | Added |
| Raymond James Financial Inc | 53,824 | $1.69M | 0.00% | +5,374+11.1% | Added |
| CI Private Wealth, LLC | 54,573 | $1.71M | 0.00% | +274+0.5% | Added |
| Barclays PLC | 55,820 | $1.75M | 0.00% | −100,231−64.2% | Reduced |
| New York State Teachers Retirement System | 63,494 | $1.99M | 0.00% | −63,363−49.9% | Reduced |
| Susquehanna International Group, LLP | 64,966 | $2.04M | 0.00% | +9,820+17.8% | Added |
| Rafferty Asset Management, LLC | 67,124 | $2.11M | 0.01% | −3,629−5.1% | Reduced |
| Great West Life Assurance Co | 67,377 | $2.12M | 0.00% | −6,218−8.4% | Reduced |
| State of New Jersey Common Pension Fund D | 67,576 | $2.12M | 0.01% | −2,726−3.9% | Reduced |
| LPL Financial LLC | 70,509 | $2.21M | 0.00% | −2,232−3.1% | Reduced |
| Citigroup Inc | 71,890 | $2.26M | 0.00% | −1,132−1.6% | Reduced |
| Fifth Third Bancorp | 71,992 | $2.26M | 0.00% | +71,897+75,681.1% | Added |
| Deutsche Bank AG | 72,291 | $2.27M | 0.00% | +7,915+12.3% | Added |
| Vanguard Asset Management, Ltd | 73,592 | $2.31M | 0.00% | +73,592 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,780 | $2.44M | 0.00% | −1,661−2.1% | Reduced |
| Prudential Financial Inc | 77,893 | $2.45M | 0.00% | +3,230+4.3% | Added |
| Auxier Asset Management | 77,992 | $2.45M | 0.35% | −10,231−11.6% | Reduced |
| Talbot Financial, LLC | 80,896 | $2.54M | 0.21% | +3,310+4.3% | Added |