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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 23,474 | $737.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 23,394 | $734.6K | 0.00% | −1,440−5.8% | Reduced |
| Amalgamated Bank | 21,911 | $688.0K | 0.01% | −955−4.2% | Reduced |
| Stifel Financial Corp | 21,245 | $667.1K | 0.00% | +563+2.7% | Added |
| Arizona State Retirement System | 20,995 | $659.2K | 0.00% | −1,014−4.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,902 | $656.3K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,759 | $652.0K | 0.00% | +980+5.0% | Added |
| Yousif Capital Management, LLC | 20,399 | $640.5K | 0.01% | −891−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 20,033 | $629.0K | 0.00% | +1,518+8.2% | Added |
| Gabelli Funds LLC | 20,000 | $628.0K | 0.00% | −2,380−10.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,426 | $610.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 19,000 | $596.6K | 0.12% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,761 | $589.1K | 0.00% | −745−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $587.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,453 | $579.4K | 0.00% | −6,705−26.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 18,336 | $575.8K | 0.00% | +18,336 | New |
| State of Tennessee, Treasury Department | 18,067 | $567.3K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,570 | $551.7K | 0.01% | −13,198−42.9% | Reduced |
| Oregon Public Employees Retirement Fund | 17,356 | $545.0K | 0.01% | −700−3.9% | Reduced |
| D.A. Davidson & Co. | 16,291 | $511.6K | 0.00% | −299−1.8% | Reduced |
| Marshall Wace, LLP | 15,900 | $499.3K | 0.00% | +15,900 | New |
| Royal Bank of Canada | 15,506 | $487.0K | 0.00% | +4,401+39.6% | Added |
| Toroso Investments, LLC | 15,328 | $481.3K | 0.00% | +445+3.0% | Added |
| Qube Research & Technologies Ltd | 13,934 | $437.5K | 0.00% | +13,934 | New |
| Voya Investment Management LLC | 13,045 | $409.6K | 0.00% | −612−4.5% | Reduced |
| Gsa Capital Partners LLP | 12,885 | $405.0K | 0.03% | +12,885 | New |
| Amundi | 12,668 | $397.8K | 0.00% | +1,093+9.4% | Added |
| Russell Investments Group, Ltd. | 12,605 | $395.8K | 0.00% | +5,941+89.2% | Added |
| The PNC Financial Services Group, Inc. | 12,529 | $393.4K | 0.00% | −1,650−11.6% | Reduced |
| Pictet Asset Management Holding SA | 12,081 | $379.3K | 0.00% | −285−2.3% | Reduced |
| ProShare Advisors LLC | 11,850 | $372.1K | 0.00% | −3,312−21.8% | Reduced |
| Brighton Jones LLC | 11,727 | $368.2K | 0.01% | +11,727 | New |
| Renaissance Technologies LLC | 11,629 | $365.2K | 0.00% | +11,629 | New |
| Neuberger Berman Group LLC | 11,573 | $363.4K | 0.00% | −2,164−15.8% | Reduced |
| MML Investors Services, LLC | 11,493 | $360.9K | 0.00% | −3,734−24.5% | Reduced |
| nVerses Capital, LLC | 11,199 | $351.6K | 0.32% | +11,199 | New |
| Maryland State Retirement & Pension System | 10,996 | $345.3K | 0.01% | −468−4.1% | Reduced |
| New Age Alpha Advisors, LLC | 10,895 | $342.1K | 0.02% | −265−2.4% | Reduced |
| Principal Securities, Inc. | 10,842 | $340.4K | 0.00% | +390+3.7% | Added |
| Graham Capital Management, L.P. | 10,334 | $324.5K | 0.01% | −6,764−39.6% | Reduced |
| CAPROCK Group, Inc. | 10,228 | $321.2K | 0.01% | +1,787+21.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,060 | $320.0K | 0.00% | +287+2.9% | Added |
| HB Wealth Management, LLC | 10,158 | $319.0K | 0.00% | +801+8.6% | Added |
| Pinnacle West Asset Management, Inc. | 10,000 | $314.0K | 0.21% | 00.0% | Unchanged |
| Cooper Financial Group | 9,901 | $310.9K | 0.03% | +111+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,747 | $306.0K | 0.00% | −3,372−25.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,595 | $301.3K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,537 | $299.5K | 0.00% | +1,028+12.1% | Added |
| Public Employees Retirement System of Ohio | 9,510 | $298.6K | 0.00% | +88+0.9% | Added |
| GTS Securities LLC | 9,477 | $297.6K | 0.01% | +9,477 | New |
| Sanctuary Advisors, LLC | 9,386 | $294.7K | 0.00% | −153−1.6% | Reduced |
| Mercer Global Advisors Inc | 9,384 | $294.7K | 0.00% | +2,171+30.1% | Added |
| Laird Norton Trust Company, LLC | 8,826 | $277.1K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 8,802 | $276.4K | 0.01% | +8,802 | New |
| Baron Wealth Management LLC | 8,720 | $273.8K | 0.08% | +323+3.8% | Added |
| Mutual of America Capital Management LLC | 8,682 | $272.6K | 0.00% | −323−3.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,822 | $245.6K | 0.00% | +7,822 | New |
| Lakeside Advisors, INC. | 7,509 | $235.8K | 0.16% | −241−3.1% | Reduced |
| State of Wisconsin Investment Board | 7,442 | $233.7K | 0.00% | +7,442 | New |
| Profund Advisors LLC | 7,330 | $230.2K | 0.01% | −5,936−44.7% | Reduced |
| Xponance, Inc. | 7,308 | $229.5K | 0.00% | +7,308 | New |
| Two Sigma Securities, LLC | 7,143 | $224.3K | 0.03% | −292−3.9% | Reduced |
| Oxford Asset Management LLP | 7,118 | $223.5K | 0.09% | −8,328−53.9% | Reduced |
| Odyssean, LLC | 6,845 | $214.9K | 0.08% | +6,845 | New |
| CIBC Asset Management Inc | 6,720 | $211.0K | 0.00% | −391−5.5% | Reduced |
| RSM US Wealth Management LLC | 6,714 | $210.8K | 0.00% | +77+1.2% | Added |
| MAI Capital Management | 6,390 | $200.6K | 0.00% | +15+0.2% | Added |
| Ameritas Investment Partners, Inc. | 6,235 | $195.8K | 0.01% | −355−5.4% | Reduced |
| US Bancorp | 6,232 | $195.7K | 0.00% | −150−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,173 | $162.4K | 0.00% | +2,663+106.1% | Added |
| Hamrick Investment Counsel, llc | 4,900 | $153.9K | 0.09% | +4,900 | New |
| Ensign Peak Advisors, Inc | 4,770 | $149.8K | 0.00% | 00.0% | Unchanged |
| Sprucegrove Investment Management Ltd | 4,200 | $131.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,108 | $129.0K | 0.01% | +452+12.4% | Added |
| Harbor Capital Advisors, Inc. | 3,935 | $124.0K | 0.01% | −157−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,443 | $121.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,594 | $112.9K | 0.00% | +46+1.3% | Added |
| KBC Group NV | 3,107 | $98.0K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,886 | $90.6K | 0.00% | +2,886 | New |
| Sterling Capital Management LLC | 2,524 | $79.3K | 0.00% | −1,968−43.8% | Reduced |
| Hantz Financial Services, Inc. | 2,333 | $73.0K | 0.00% | −450−16.2% | Reduced |
| Los Angeles Capital Management LLC | 2,220 | $69.7K | 0.00% | +1,760+382.6% | Added |
| EverSource Wealth Advisors, LLC | 2,026 | $63.6K | 0.00% | +243+13.6% | Added |
| McIlrath & Eck, LLC | 2,015 | $63.3K | 0.00% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 1,800 | $56.5K | 0.00% | −33−1.8% | Reduced |
| Jones Financial Companies LLLP | 1,774 | $55.1K | 0.00% | +694+64.3% | Added |
| Parallel Advisors, LLC | 1,702 | $53.4K | 0.00% | +17+1.0% | Added |
| TD Private Client Wealth LLC | 1,647 | $51.7K | 0.00% | −177−9.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,630 | $51.2K | 0.00% | +960+143.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,538 | $48.3K | 0.00% | +49+3.3% | Added |
| Quantbot Technologies LP | 1,389 | $43.6K | 0.00% | +1,389 | New |
| Assetmark, Inc | 930 | $29.2K | 0.00% | +905+3,620.0% | Added |
| Steward Partners Investment Advisory, LLC | 906 | $28.4K | 0.00% | −1,000−52.5% | Reduced |
| Rockefeller Capital Management L.P. | 895 | $28.1K | 0.00% | −676−43.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 711 | $22.3K | 0.00% | +52+7.9% | Added |
| Daytona Street Capital LLC | 670 | $21.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 611 | $19.2K | 0.00% | +18+3.0% | Added |
| Kemnay Advisory Services Inc. | 536 | $16.8K | 0.00% | +536 | New |
| Northwestern Mutual Wealth Management Co | 535 | $16.8K | 0.00% | −287−34.9% | Reduced |
| Versant Capital Management, Inc | 527 | $16.5K | 0.00% | +93+21.4% | Added |