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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 83,576 | $2.63M | 0.00% | +12,079+16.9% | Added |
| California State Teachers Retirement System | 91,503 | $2.87M | 0.00% | +18,484+25.3% | Added |
| HRT Financial LP | 96,690 | $3.04M | 0.01% | +96,690 | New |
| Citadel Advisors LLC | 105,325 | $3.31M | 0.00% | −137,319−56.6% | Reduced |
| Hennessy Advisors Inc | 110,000 | $3.45M | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 113,108 | $3.55M | 0.02% | +954+0.9% | Added |
| Jane Street Group, LLC | 118,303 | $3.71M | 0.00% | −100,928−46.0% | Reduced |
| JPMorgan Chase & Co | 122,776 | $3.81M | 0.00% | −68,476−35.8% | Reduced |
| Envestnet Asset Management Inc | 135,202 | $4.25M | 0.00% | +7,159+5.6% | Added |
| Winton Group Ltd | 141,914 | $4.46M | 0.16% | +141,914 | New |
| Franklin Resources Inc | 146,091 | $4.59M | 0.00% | +115,694+380.6% | Added |
| ExodusPoint Capital Management, LP | 148,872 | $4.67M | 0.05% | −139,075−48.3% | Reduced |
| Swiss National Bank | 151,226 | $4.75M | 0.00% | −4,500−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 156,715 | $4.92M | 0.15% | −356−0.2% | Reduced |
| First Trust Advisors LP | 163,867 | $5.15M | 0.00% | −1,147−0.7% | Reduced |
| AQR Capital Management LLC | 164,278 | $5.16M | 0.00% | −860−0.5% | Reduced |
| UBS Asset Management Americas Inc | 171,765 | $5.39M | 0.00% | −1,900−1.1% | Reduced |
| SEI Investments Co | 172,709 | $5.42M | 0.01% | +103,312+148.9% | Added |
| Legal & General Group Plc | 174,480 | $5.48M | 0.00% | −24,400−12.3% | Reduced |
| Bessemer Group Inc | 191,044 | $6.00M | 0.01% | +52,500+37.9% | Added |
| Nuveen, LLC | 192,121 | $6.03M | 0.00% | −1,759−0.9% | Reduced |
| Baird Financial Group, Inc. | 200,139 | $6.28M | 0.01% | −20,955−9.5% | Reduced |
| Millennium Management LLC | 207,927 | $6.53M | 0.00% | +138,452+199.3% | Added |
| Rhumbline Advisers | 220,431 | $6.92M | 0.01% | −3,497−1.6% | Reduced |
| Public Sector Pension Investment Board | 271,381 | $8.52M | 0.03% | −1,334−0.5% | Reduced |
| Congress Asset Management Co | 275,080 | $8.64M | 0.06% | +55,522+25.3% | Added |
| Invesco Ltd. | 276,039 | $8.67M | 0.00% | −407,313−59.6% | Reduced |
| LSV Asset Management | 298,800 | $9.38M | 0.02% | +1,600+0.5% | Added |
| Davidson Investment Advisors | 302,048 | $9.48M | 0.41% | −10,355−3.3% | Reduced |
| Empowered Funds, LLC | 334,551 | $10.5M | 0.07% | +334,551 | New |
| William Blair Investment Management, LLC | 352,838 | $11.1M | 0.04% | −644,042−64.6% | Reduced |
| Vanguard Fiduciary Trust Co | 490,150 | $15.4M | 0.00% | +490,150 | New |
| Victory Capital Management Inc | 493,030 | $15.5M | 0.01% | +155,777+46.2% | Added |
| Goldman Sachs Group Inc | 495,784 | $15.6M | 0.00% | +47,068+10.5% | Added |
| Principal Financial Group Inc | 504,529 | $15.8M | 0.01% | +129,041+34.4% | Added |
| Bridgeway Capital Management, LLC | 524,151 | $16.5M | 0.33% | −1,200−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 532,001 | $16.7M | 0.05% | +79,484+17.6% | Added |
| MetLife Investment Management | 532,789 | $16.7M | 0.09% | −131,292−19.8% | Reduced |
| UBS Group AG | 542,633 | $17.0M | 0.00% | +339,086+166.6% | Added |
| Two Sigma Investments, LP | 551,701 | $17.3M | 0.01% | +389,011+239.1% | Added |
| D. E. Shaw & Co., Inc. | 551,847 | $17.3M | 0.01% | +193,949+54.2% | Added |
| Bank of New York Mellon Corp | 675,834 | $21.2M | 0.00% | −36,468−5.1% | Reduced |
| Wells Fargo & Company | 764,142 | $24.0M | 0.00% | −239,093−23.8% | Reduced |
| Morgan Stanley | 778,570 | $24.4M | 0.00% | +25,784+3.4% | Added |
| Northern Trust Corp | 785,597 | $24.7M | 0.00% | +11,982+1.5% | Added |
| Ameriprise Financial Inc | 850,847 | $26.7M | 0.01% | −59,130−6.5% | Reduced |
| Bank of America Corp | 905,863 | $28.4M | 0.00% | +198,728+28.1% | Added |
| Charles Schwab Investment Management Inc | 1,058,766 | $33.2M | 0.01% | −20,716−1.9% | Reduced |
| Frontier Capital Management Co LLC | 1,074,552 | $33.7M | 0.35% | −47,301−4.2% | Reduced |
| Systematic Financial Management LP | 1,538,351 | $48.3M | 1.11% | −19,085−1.2% | Reduced |
| Geode Capital Management, LLC | 1,952,330 | $61.3M | 0.00% | +10,450+0.5% | Added |
| American Century Companies Inc | 2,210,347 | $69.4M | 0.04% | +107,447+5.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,254,587 | $102.2M | 0.34% | −111,792−3.3% | Reduced |
| Vanguard Capital Management LLC | 3,427,275 | $107.6M | 0.00% | +3,427,275 | New |
| Alliancebernstein L.P. | 3,574,574 | $114.5M | 0.04% | +466,916+15.0% | Added |
| State Street Corp | 4,215,623 | $132.4M | 0.00% | +97,633+2.4% | Added |
| Vanguard Portfolio Management LLC | 4,820,545 | $151.4M | 0.01% | +4,820,545 | New |
| Dimensional Fund Advisors LP | 4,945,524 | $155.3M | 0.03% | −34,565−0.7% | Reduced |
| BlackRock, Inc. | 11,044,196 | $346.8M | 0.01% | −327,013−2.9% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −333,712−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −131,528−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −99,929−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −75,357−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −57,895−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −33,530−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −31,339−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,970−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −29,174−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −22,290−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −19,806−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −16,378−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −16,343−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −15,271−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −12,897−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,972−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,720−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,647−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,882−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Bayban | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| MidWestOne Financial Group, Inc. | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |