Wafd Inc

WAFD

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000936528

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Wafd Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 2; 0 vs. Q2 2026
Shares held: 846; +126 (+17.5%) vs. Q2 2026
Total value: $25.3K; −$2.31K (−8.3%) vs. Q2 2026
New holders: 0; 1 more added
Sold out: 0; 0 more reduced

287 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding WAFD and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q2 2026.

Institutions holding WAFD in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Custom Index Systems, LLC	–	–	–	–	Not filed
Aquatic Capital Management LLC	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Anchor Bay Capital, Inc.	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Daytona Street Capital LLC	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Kemnay Advisory Services Inc.	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Robinswood Financial LLC	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Nomura Asset Management Co Ltd	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Graticule Asia Macro Advisors LLC	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Fulcrum Asset Management LLP	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Caldwell Sutter Capital, Inc.	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
Wall Street Access Asset Management, LLC	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Valued Wealth Advisors LLC	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Ankerstar Wealth, LLC	–	–	–	–	Not filed
Principia Wealth Advisory, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Creative Capital Management Investments LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Plante Moran Financial Advisors, LLC	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
DiNuzzo Private Wealth, Inc.	–	–	–	–	Not filed
HFM Investment Advisors, LLC	–	–	–	–	Not filed
Bay Harbor Wealth Management, LLC	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Gilpin Wealth Management, LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Davis Capital Management	–	–	–	–	Not filed
Raffa Wealth Management, LLC	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
DecisionPoint Financial, LLC	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
Dunhill Financial, LLC	–	–	–	–	Not filed
Maryland Capital Advisors Inc.	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Evolution Advisers, Inc.	–	–	–	–	Not filed
Navigoe, LLC	–	–	–	–	Not filed