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 |
|---|---|---|---|---|---|
| Robinswood Financial LLC | 500 | $15.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 482 | $15.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 483 | $15.2K | 0.00% | +25+5.5% | Added |
| LRI Investments, LLC | 480 | $15.1K | 0.00% | +18+3.9% | Added |
| Root Financial Partners, LLC | 437 | $13.7K | 0.00% | +215+96.8% | Added |
| Smartleaf Asset Management LLC | 392 | $12.2K | 0.00% | −36−8.4% | Reduced |
| Farther Finance Advisors, LLC | 352 | $11.1K | 0.00% | −90−20.4% | Reduced |
| Harbour Investments, Inc. | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 336 | $10.6K | 0.00% | +336 | New |
| Bare Financial Services, Inc | 319 | $10.0K | 0.00% | +67+26.6% | Added |
| Simplex Trading, LLC | 302 | $9.48K | 0.00% | +302 | New |
| National Bank of Canada | 300 | $9.41K | 0.00% | +8+2.7% | Added |
| Rothschild Investment LLC | 226 | $7.10K | 0.00% | +20+9.7% | Added |
| Basecamp Wealth Advisors LLC | 221 | $6.94K | 0.00% | −29−11.6% | Reduced |
| 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 |
| Massmutual Trust Co FSB | 193 | $6.06K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 183 | $5.75K | 0.00% | −26−12.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 139 | $4.37K | 0.00% | +99+247.5% | Added |
| IFP Advisors, Inc | 134 | $4.21K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 134 | $4.21K | 0.00% | +134 | New |
| Sound Income Strategies, LLC | 130 | $4.12K | 0.00% | +1+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 108 | $3.39K | 0.00% | +25+30.1% | Added |
| CVA Family Office, LLC | 105 | $3.30K | 0.00% | +105 | New |
| Manchester Capital Management LLC | 101 | $3.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $2.86K | 0.00% | +91 | New |
| SRS Capital Advisors, Inc. | 90 | $2.83K | 0.00% | +74+462.5% | Added |
| Allworth Financial LP | 80 | $2.51K | 0.00% | +56+233.3% | Added |
| Cornerstone Planning Group LLC | 70 | $2.46K | 0.00% | +1+1.4% | Added |
| Fortitude Family Office, LLC | 67 | $2.10K | 0.00% | +49+272.2% | Added |
| True Wealth Design, LLC | 62 | $1.95K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $1.88K | 0.00% | +60 | New |
| Creative Financial Designs Inc | 55 | $1.73K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.32K | 0.00% | −14−25.0% | Reduced |
| Ankerstar Wealth, LLC | 41 | $1.29K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 29 | $918 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $880 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $816 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 24 | $754 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 21 | $659 | 0.00% | +21 | New |
| Financial Consulate, Inc | 16 | $503 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $440 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $409 | 0.00% | +6+85.7% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $376 | 0.00% | +2+20.0% | Added |
| Gilpin Wealth Management, LLC | 10 | $314 | 0.00% | +4+66.7% | Added |
| Caitong International Asset Management Co., Ltd | 7 | $220 | 0.00% | +6+600.0% | Added |
| Rialto Wealth Management, LLC | 6 | $189 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 5 | $157 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $126 | 0.00% | +4 | New |
| Curio Wealth, LLC | 4 | $126 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 3 | $94 | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 2 | $63 | 0.00% | −168−98.8% | Reduced |
| Dunhill Financial, LLC | 1 | $48 | 0.00% | −1−50.0% | Reduced |
| SBI Securities Co., Ltd. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | +11+275.0% | Added |
| 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 |