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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Wafd Inc as of Jun 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

Institutional holders
289
+33 vs. Q1 2026
Shares held
63.1M
+1.41M (+2.3%) vs. Q1 2026
Total value
$2.40B
+$455.4M (+23.5%) vs. Q1 2026
New holders
60
100 more added
Sold out
27
89 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 289 institutions
Q1 2021: 219 institutionsQ2 2021: 210 institutionsQ3 2021: 227 institutionsQ4 2021: 241 institutionsQ1 2022: 251 institutionsQ2 2022: 235 institutionsQ3 2022: 234 institutionsQ4 2022: 252 institutionsQ1 2023: 246 institutionsQ2 2023: 218 institutionsQ3 2023: 214 institutionsQ4 2023: 213 institutionsQ1 2024: 229 institutionsQ2 2024: 230 institutionsQ3 2024: 247 institutionsQ4 2024: 249 institutionsQ1 2025: 244 institutionsQ2 2025: 256 institutionsQ3 2025: 255 institutionsQ4 2025: 259 institutionsQ1 2026: 259 institutionsQ2 2026: 289 institutions
Value heldQ2 2026: $2.40B
Q1 2021: $1.81BQ2 2021: $1.81BQ3 2021: $1.84BQ4 2021: $1.77BQ1 2022: $1.77BQ2 2022: $1.62BQ3 2022: $1.59BQ4 2022: $1.81BQ1 2023: $1.74BQ2 2023: $1.50BQ3 2023: $1.39BQ4 2023: $1.79BQ1 2024: $1.65BQ2 2024: $1.78BQ3 2024: $2.23BQ4 2024: $2.09BQ1 2025: $1.86BQ2 2025: $1.86BQ3 2025: $1.86BQ4 2025: $1.99BQ1 2026: $1.94BQ2 2026: $2.40B
Institutions holding WAFD and their total value by quarter
QuarterHoldersValue
Q2 2026289$2.40B
Q1 2026259$1.94B
Q4 2025259$1.99B
Q3 2025255$1.86B
Q2 2025256$1.86B
Q1 2025244$1.86B
Q4 2024249$2.09B
Q3 2024247$2.23B
Q2 2024230$1.78B
Q1 2024229$1.65B
Q4 2023213$1.79B
Q3 2023214$1.39B
Q2 2023218$1.50B
Q1 2023246$1.74B
Q4 2022252$1.81B
Q3 2022234$1.59B
Q2 2022235$1.62B
Q1 2022251$1.77B
Q4 2021241$1.77B
Q3 2021227$1.84B
Q2 2021210$1.81B
Q1 2021219$1.81B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2026.

Institutions holding WAFD in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth19$00.00%00.0%Unchanged
Evolution Advisers, Inc.5$00.00%+5New
Navigoe, LLC4$00.00%+4New
Maryland Capital Advisors Inc.1$390.00%+1New
Dunhill Financial, LLC1$590.00%00.0%Unchanged
Brown Brothers Harriman & Co2$770.00%00.0%Unchanged
DecisionPoint Financial, LLC2$790.00%+2New
Caitong International Asset Management Co., Ltd3$1150.00%−4−57.1%Reduced
Raffa Wealth Management, LLC3$1150.00%−1−25.0%Reduced
Davis Capital Management4$1530.00%+4New
True Wealth Design, LLC7$2690.00%−55−88.7%Reduced
Gilpin Wealth Management, LLC10$3840.00%00.0%Unchanged
Rialto Wealth Management, LLC10$3840.00%+4+66.7%Added
Bay Harbor Wealth Management, LLC11$4220.00%−1−8.3%Reduced
SBI Securities Co., Ltd.11$4220.00%+10+1,000.0%Added
HFM Investment Advisors, LLC11$4230.00%+6+120.0%Added
DiNuzzo Private Wealth, Inc.14$5380.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.15$5760.00%+15New
Financial Consulate, Inc16$6140.00%00.0%Unchanged
Simplex Trading, LLC18$6900.00%−284−94.0%Reduced
Plante Moran Financial Advisors, LLC18$6910.00%+18New
Parallel Advisors, LLC26$9980.00%−1,676−98.5%Reduced
Prestige Wealth Management Group LLC26$9980.00%−20−43.5%Reduced
WPG Advisers, LLC26$9980.00%00.0%Unchanged
Covestor Ltd16$1.00K0.00%+1+6.7%Added
Creative Capital Management Investments LLC28$1.07K0.00%+28New
Parkside Financial Bank & Trust28$1.07K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC36$1.38K0.00%+36New
Ankerstar Wealth, LLC41$1.57K0.00%00.0%Unchanged
Action Point Financial Planning, LLC43$1.61K0.00%+43New
Farmers & Merchants Investments Inc45$1.73K0.00%00.0%Unchanged
Creative Financial Designs Inc55$2.11K0.00%00.0%Unchanged
Valued Wealth Advisors LLC57$2.19K0.00%+57New
JFS Wealth Advisors, LLC62$2.38K0.00%+20+47.6%Added
Cornerstone Planning Group LLC70$2.57K0.00%00.0%Unchanged
Fortitude Family Office, LLC68$2.61K0.00%+1+1.5%Added
Wall Street Access Asset Management, LLC72$2.76K0.00%+72New
Quarry LP80$3.07K0.00%+80New
Allworth Financial LP97$3.72K0.00%+17+21.3%Added
Manchester Capital Management LLC101$3.88K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.108$4.14K0.00%00.0%Unchanged
IFP Advisors, Inc115$4.41K0.00%−19−14.2%Reduced
CVA Family Office, LLC130$4.99K0.00%+25+23.8%Added
Fulcrum Asset Management LLP138$5.25K0.00%+138New
Keating Financial Advisory Services, Inc.139$5.33K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.181$6.95K0.00%+181New
Essential Partners LLC183$7.02K0.00%00.0%Unchanged
SJS Investment Consulting Inc.184$7.06K0.00%+171+1,315.4%Added
Massmutual Trust Co FSB193$7.41K0.00%00.0%Unchanged
Danske Bank A/S200$7.67K0.00%00.0%Unchanged
Osbon Capital Management LLC200$7.67K0.01%00.0%Unchanged
Rothschild Investment LLC226$8.67K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC250$9.59K0.00%+29+13.1%Added
Graticule Asia Macro Advisors LLC306$11.7K0.00%+306New
National Bank of Canada318$12.2K0.00%+18+6.0%Added
Harbour Investments, Inc.350$13.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC392$14.9K0.00%00.0%Unchanged
Bare Financial Services, Inc415$15.9K0.00%+96+30.1%Added
Nomura Asset Management Co Ltd470$18.0K0.00%−1,160−71.2%Reduced
LRI Investments, LLC485$18.6K0.00%+5+1.0%Added
Global Retirement Partners, LLC490$18.8K0.00%+490New
Salomon & Ludwin, LLC482$18.8K0.00%00.0%Unchanged
Robinswood Financial LLC500$19.2K0.01%00.0%Unchanged
Farther Finance Advisors, LLC502$19.2K0.00%+150+42.6%Added
Umb Bank N A503$19.3K0.00%+20+4.1%Added
Kemnay Advisory Services Inc.520$20.0K0.00%−16−3.0%Reduced
Versant Capital Management, Inc527$20.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co535$20.5K0.00%00.0%Unchanged
Optiver Holding B.V.644$24.7K0.00%+584+973.3%Added
Daytona Street Capital LLC670$25.5K0.02%00.0%Unchanged
Larson Financial Group LLC665$25.5K0.00%+54+8.8%Added
Assetmark, Inc844$32.4K0.00%−86−9.2%Reduced
Rockefeller Capital Management L.P.846$32.5K0.00%−49−5.5%Reduced
Steward Partners Investment Advisory, LLC906$34.8K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.913$35.1K0.00%+913New
Anchor Bay Capital, Inc.1,037$38.7K0.02%+1,037New
Clearstead Advisors, LLC1,040$39.9K0.00%+1,040New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,092$41.9K0.00%+381+53.6%Added
TD Private Client Wealth LLC1,219$46.8K0.00%−428−26.0%Reduced
Nykredit A/S1,363$52.3K0.00%+1,363New
Pinnacle Wealth Planning Services, Inc.1,572$60.3K0.01%+34+2.2%Added
SRS Capital Advisors, Inc.1,749$67.1K0.00%+1,659+1,843.3%Added
Ronald Blue Trust, Inc.1,776$68.1K0.00%−24−1.3%Reduced
Aquatic Capital Management LLC1,881$72.2K0.00%+1,881New
Custom Index Systems, LLC1,888$72.4K0.03%+1,888New
EverSource Wealth Advisors, LLC1,991$76.4K0.00%−35−1.7%Reduced
Los Angeles Capital Management LLC2,265$86.9K0.00%+45+2.0%Added
Hantz Financial Services, Inc.2,301$88.0K0.00%−32−1.4%Reduced
SG Americas Securities, LLC2,967$114.0K0.00%−20,959−87.6%Reduced
KBC Group NV3,107$119.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3,442$132.1K0.00%−10.0%Reduced
Jones Financial Companies LLLP3,845$145.9K0.00%+2,071+116.7%Added
Harbor Capital Advisors, Inc.3,879$149.0K0.01%−56−1.4%Reduced
GAMMA Investing LLC4,098$157.2K0.01%−10−0.2%Reduced
Nisa Investment Advisors, LLC4,167$159.9K0.00%+573+15.9%Added
Sprucegrove Investment Management Ltd4,200$161.2K0.03%00.0%Unchanged
Ensign Peak Advisors, Inc4,770$183.0K0.00%00.0%Unchanged
Swiss Life Asset Management Ltd5,368$206.0K0.00%+5,368New
Arkadios Wealth Advisors5,398$207.1K0.00%+5,398New
Mariner, LLC5,948$228.2K0.00%+5,948New