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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wafd Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 6,000 | $230.2K | 0.16% | +6,000 | New |
| Profund Advisors LLC | 6,215 | $238.5K | 0.01% | −1,115−15.2% | Reduced |
| Bank of Montreal | 6,250 | $239.8K | 0.00% | +6,250 | New |
| US Bancorp | 6,265 | $240.4K | 0.00% | +33+0.5% | Added |
| Cetera Investment Advisers | 6,301 | $241.7K | 0.00% | +6,301 | New |
| Mirabella Financial Services LLP | 6,303 | $241.8K | 0.02% | +6,303 | New |
| Empirical Asset Management, LLC | 6,388 | $245.1K | 0.06% | +6,388 | New |
| Coldstream Capital Management Inc | 6,526 | $250.4K | 0.00% | +6,526 | New |
| MAI Capital Management | 6,570 | $252.1K | 0.00% | +180+2.8% | Added |
| Creative Planning | 6,682 | $256.4K | 0.00% | +6,682 | New |
| RSM US Wealth Management LLC | 6,691 | $256.7K | 0.00% | −23−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,765 | $259.6K | 0.01% | +530+8.5% | Added |
| Lakeside Advisors, INC. | 6,818 | $261.6K | 0.16% | −691−9.2% | Reduced |
| Odyssean, LLC | 6,845 | $262.6K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,896 | $264.6K | 0.00% | +176+2.6% | Added |
| Brevan Howard Capital Management LP | 7,076 | $271.5K | 0.00% | −44,323−86.2% | Reduced |
| Caxton Associates LLP | 7,507 | $288.0K | 0.01% | +7,507 | New |
| Xponance, Inc. | 7,541 | $289.3K | 0.00% | +233+3.2% | Added |
| Aigen Investment Management, LP | 7,594 | $291.4K | 0.08% | +7,594 | New |
| Teacher Retirement System of Texas | 7,796 | $299.1K | 0.00% | +7,796 | New |
| Marshall Wace, LLP | 7,800 | $299.3K | 0.00% | −8,100−50.9% | Reduced |
| Squarepoint Ops LLC | 8,028 | $308.0K | 0.00% | +8,028 | New |
| HighTower Advisors, LLC | 8,128 | $311.9K | 0.00% | −1,409−14.8% | Reduced |
| DRW Securities, LLC | 8,349 | $320.4K | 0.02% | +8,349 | New |
| Envestnet Portfolio Solutions, Inc. | 8,431 | $323.5K | 0.00% | −1,316−13.5% | Reduced |
| Yorktown Management & Research Co Inc | 8,450 | $324.2K | 0.20% | +8,450 | New |
| Mutual of America Capital Management LLC | 8,463 | $324.7K | 0.00% | −219−2.5% | Reduced |
| Baron Wealth Management LLC | 8,869 | $340.3K | 0.09% | +149+1.7% | Added |
| Nicolet Bankshares Inc | 8,925 | $342.5K | 0.01% | +123+1.4% | Added |
| Cooper Financial Group | 8,949 | $343.4K | 0.03% | −952−9.6% | Reduced |
| Gsa Capital Partners LLP | 9,185 | $352.0K | 0.02% | −3,700−28.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,345 | $358.6K | 0.02% | −250−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 9,606 | $368.6K | 0.00% | +96+1.0% | Added |
| Graham Capital Management, L.P. | 9,608 | $368.7K | 0.01% | −726−7.0% | Reduced |
| Point72 Asset Management, L.P. | 9,690 | $371.8K | 0.00% | +9,690 | New |
| Virginia Retirement Systems Et Al | 9,800 | $376.0K | 0.00% | +9,800 | New |
| CAPROCK Group, Inc. | 10,039 | $385.2K | 0.01% | −189−1.8% | Reduced |
| State of Wisconsin Investment Board | 10,117 | $388.2K | 0.00% | +2,675+35.9% | Added |
| Snider Financial Group | 10,164 | $390.0K | 0.10% | +10,164 | New |
| Principal Securities, Inc. | 10,181 | $390.6K | 0.00% | −661−6.1% | Reduced |
| HB Wealth Management, LLC | 10,514 | $403.4K | 0.00% | +356+3.5% | Added |
| Elo Mutual Pension Insurance Co | 10,661 | $409.1K | 0.01% | +10,661 | New |
| Maryland State Retirement & Pension System | 10,821 | $415.2K | 0.01% | −175−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,040 | $420.6K | 0.00% | +980+9.7% | Added |
| Sanctuary Advisors, LLC | 11,030 | $423.2K | 0.00% | +1,644+17.5% | Added |
| Amundi | 11,055 | $424.2K | 0.00% | −1,613−12.7% | Reduced |
| Mercer Global Advisors Inc | 11,336 | $435.0K | 0.00% | +1,952+20.8% | Added |
| Ieq Capital, LLC | 11,359 | $435.9K | 0.00% | +11,359 | New |
| Pictet Asset Management Holding SA | 12,081 | $463.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12,172 | $467.0K | 0.01% | +9,648+382.3% | Added |
| The PNC Financial Services Group, Inc. | 12,921 | $495.8K | 0.00% | +392+3.1% | Added |
| HRT Financial LP | 13,585 | $521.0K | 0.00% | −83,105−85.9% | Reduced |
| Brighton Jones LLC | 13,849 | $531.4K | 0.01% | +2,122+18.1% | Added |
| New Age Alpha Advisors, LLC | 13,982 | $536.5K | 0.02% | +3,087+28.3% | Added |
| Voya Investment Management LLC | 14,035 | $538.5K | 0.00% | +990+7.6% | Added |
| D.A. Davidson & Co. | 14,203 | $545.0K | 0.00% | −2,088−12.8% | Reduced |
| Tower Research Capital LLC (TRC) | 14,481 | $555.6K | 0.01% | +9,308+179.9% | Added |
| Neuberger Berman Group LLC | 14,533 | $557.6K | 0.00% | +2,960+25.6% | Added |
| Royal Bank of Canada | 15,788 | $606.0K | 0.00% | +282+1.8% | Added |
| MML Investors Services, LLC | 16,460 | $631.6K | 0.00% | +4,967+43.2% | Added |
| Oregon Public Employees Retirement Fund | 16,756 | $642.9K | 0.01% | −600−3.5% | Reduced |
| Intech Investment Management LLC | 17,848 | $684.8K | 0.01% | +278+1.6% | Added |
| Vanguard Investments Australia, Ltd. | 18,336 | $703.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 18,581 | $713.0K | 0.12% | +18,581 | New |
| Susquehanna International Group, LLP | 18,589 | $713.3K | 0.00% | −46,377−71.4% | Reduced |
| XTX Topco Ltd | 18,652 | $715.7K | 0.01% | −9,598−34.0% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $718.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,826 | $722.0K | 0.00% | −600−3.1% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $729.0K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,795 | $759.5K | 0.00% | −238−1.2% | Reduced |
| IFG Advisory, LLC | 19,806 | $760.0K | 0.03% | +19,806 | New |
| Yousif Capital Management, LLC | 19,859 | $762.0K | 0.01% | −540−2.6% | Reduced |
| Amalgamated Bank | 19,866 | $762.0K | 0.01% | −2,045−9.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,958 | $765.8K | 0.00% | +1,505+8.2% | Added |
| Gabelli Funds LLC | 20,000 | $767.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,933 | $803.2K | 0.00% | −62−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 21,666 | $831.3K | 0.00% | −2,187−9.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 22,090 | $847.6K | 0.01% | +1,188+5.7% | Added |
| Stifel Financial Corp | 22,245 | $853.5K | 0.00% | +1,000+4.7% | Added |
| Handelsbanken Fonder AB | 23,474 | $901.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 23,851 | $915.0K | 0.00% | +3,092+14.9% | Added |
| Jain Global LLC | 24,317 | $933.0K | 0.01% | +24,317 | New |
| FMR LLC | 24,909 | $955.8K | 0.00% | +671+2.8% | Added |
| Jacobs Levy Equity Management, Inc | 25,643 | $983.9K | 0.00% | −5,886−18.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,780 | $989.2K | 0.01% | +25,780 | New |
| New York State Common Retirement Fund | 27,752 | $1.06M | 0.00% | +2,700+10.8% | Added |
| State of Alaska, Department of Revenue | 27,796 | $1.06M | 0.01% | −13,104−32.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 29,454 | $1.13M | 0.00% | +21,632+276.6% | Added |
| Edgestream Partners, L.P. | 30,468 | $1.17M | 0.03% | +30,468 | New |
| Barclays PLC | 30,730 | $1.18M | 0.00% | −25,090−44.9% | Reduced |
| KLP Kapitalforvaltning AS | 30,738 | $1.18M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 30,900 | $1.19M | 0.00% | +1,400+4.7% | Added |
| Louisiana State Employees Retirement System | 32,400 | $1.24M | 0.02% | −1,200−3.6% | Reduced |
| State of Tennessee, Treasury Department | 33,466 | $1.28M | 0.00% | +15,399+85.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,180 | $1.31M | 0.00% | −1,544−4.3% | Reduced |
| Jupiter Topco LLC | 34,255 | $1.31M | 0.00% | +34,255 | New |
| Wedge Capital Management L L P | 34,332 | $1.32M | 0.02% | +34,332 | New |
| Integrated Quantitative Investments LLC | 35,517 | $1.36M | 0.22% | +35,517 | New |
| Wakefield Asset Management LLLP | 36,489 | $1.40M | 0.32% | +36,489 | New |
| Manufacturers Life Insurance Company, The | 36,931 | $1.42M | 0.00% | +2,541+7.4% | Added |