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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 30,468 | $1.17M | 0.03% | +30,468 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 29,454 | $1.13M | 0.00% | +21,632+276.6% | Added |
| State of Alaska, Department of Revenue | 27,796 | $1.06M | 0.01% | −13,104−32.0% | Reduced |
| New York State Common Retirement Fund | 27,752 | $1.06M | 0.00% | +2,700+10.8% | Added |
| Schonfeld Strategic Advisors LLC | 25,780 | $989.2K | 0.01% | +25,780 | New |
| Jacobs Levy Equity Management, Inc | 25,643 | $983.9K | 0.00% | −5,886−18.7% | Reduced |
| FMR LLC | 24,909 | $955.8K | 0.00% | +671+2.8% | Added |
| Jain Global LLC | 24,317 | $933.0K | 0.01% | +24,317 | New |
| Natixis Advisors, L.P. | 23,851 | $915.0K | 0.00% | +3,092+14.9% | Added |
| Handelsbanken Fonder AB | 23,474 | $901.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,245 | $853.5K | 0.00% | +1,000+4.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,090 | $847.6K | 0.01% | +1,188+5.7% | Added |
| Advisor Group Holdings, Inc. | 21,666 | $831.3K | 0.00% | −2,187−9.2% | Reduced |
| Arizona State Retirement System | 20,933 | $803.2K | 0.00% | −62−0.3% | Reduced |
| Gabelli Funds LLC | 20,000 | $767.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,958 | $765.8K | 0.00% | +1,505+8.2% | Added |
| Amalgamated Bank | 19,866 | $762.0K | 0.01% | −2,045−9.3% | Reduced |
| Yousif Capital Management, LLC | 19,859 | $762.0K | 0.01% | −540−2.6% | Reduced |
| IFG Advisory, LLC | 19,806 | $760.0K | 0.03% | +19,806 | New |
| Commonwealth Equity Services, LLC | 19,795 | $759.5K | 0.00% | −238−1.2% | Reduced |
| Tradewinds Capital Management, LLC | 19,000 | $729.0K | 0.13% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,826 | $722.0K | 0.00% | −600−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 18,712 | $718.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,652 | $715.7K | 0.01% | −9,598−34.0% | Reduced |
| Susquehanna International Group, LLP | 18,589 | $713.3K | 0.00% | −46,377−71.4% | Reduced |
| Fox Run Management, L.L.C. | 18,581 | $713.0K | 0.12% | +18,581 | New |
| Vanguard Investments Australia, Ltd. | 18,336 | $703.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,848 | $684.8K | 0.01% | +278+1.6% | Added |
| Oregon Public Employees Retirement Fund | 16,756 | $642.9K | 0.01% | −600−3.5% | Reduced |
| MML Investors Services, LLC | 16,460 | $631.6K | 0.00% | +4,967+43.2% | Added |
| Royal Bank of Canada | 15,788 | $606.0K | 0.00% | +282+1.8% | Added |
| Neuberger Berman Group LLC | 14,533 | $557.6K | 0.00% | +2,960+25.6% | Added |
| Tower Research Capital LLC (TRC) | 14,481 | $555.6K | 0.01% | +9,308+179.9% | Added |
| D.A. Davidson & Co. | 14,203 | $545.0K | 0.00% | −2,088−12.8% | Reduced |
| Voya Investment Management LLC | 14,035 | $538.5K | 0.00% | +990+7.6% | Added |
| New Age Alpha Advisors, LLC | 13,982 | $536.5K | 0.02% | +3,087+28.3% | Added |
| Brighton Jones LLC | 13,849 | $531.4K | 0.01% | +2,122+18.1% | Added |
| HRT Financial LP | 13,585 | $521.0K | 0.00% | −83,105−85.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,921 | $495.8K | 0.00% | +392+3.1% | Added |
| Sterling Capital Management LLC | 12,172 | $467.0K | 0.01% | +9,648+382.3% | Added |
| Pictet Asset Management Holding SA | 12,081 | $463.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,359 | $435.9K | 0.00% | +11,359 | New |
| Mercer Global Advisors Inc | 11,336 | $435.0K | 0.00% | +1,952+20.8% | Added |
| Amundi | 11,055 | $424.2K | 0.00% | −1,613−12.7% | Reduced |
| Sanctuary Advisors, LLC | 11,030 | $423.2K | 0.00% | +1,644+17.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,040 | $420.6K | 0.00% | +980+9.7% | Added |
| Maryland State Retirement & Pension System | 10,821 | $415.2K | 0.01% | −175−1.6% | Reduced |
| Elo Mutual Pension Insurance Co | 10,661 | $409.1K | 0.01% | +10,661 | New |
| HB Wealth Management, LLC | 10,514 | $403.4K | 0.00% | +356+3.5% | Added |
| Principal Securities, Inc. | 10,181 | $390.6K | 0.00% | −661−6.1% | Reduced |
| Snider Financial Group | 10,164 | $390.0K | 0.10% | +10,164 | New |
| State of Wisconsin Investment Board | 10,117 | $388.2K | 0.00% | +2,675+35.9% | Added |
| CAPROCK Group, Inc. | 10,039 | $385.2K | 0.01% | −189−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 9,800 | $376.0K | 0.00% | +9,800 | New |
| Point72 Asset Management, L.P. | 9,690 | $371.8K | 0.00% | +9,690 | New |
| Graham Capital Management, L.P. | 9,608 | $368.7K | 0.01% | −726−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 9,606 | $368.6K | 0.00% | +96+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 9,345 | $358.6K | 0.02% | −250−2.6% | Reduced |
| Gsa Capital Partners LLP | 9,185 | $352.0K | 0.02% | −3,700−28.7% | Reduced |
| Cooper Financial Group | 8,949 | $343.4K | 0.03% | −952−9.6% | Reduced |
| Nicolet Bankshares Inc | 8,925 | $342.5K | 0.01% | +123+1.4% | Added |
| Baron Wealth Management LLC | 8,869 | $340.3K | 0.09% | +149+1.7% | Added |
| Mutual of America Capital Management LLC | 8,463 | $324.7K | 0.00% | −219−2.5% | Reduced |
| Yorktown Management & Research Co Inc | 8,450 | $324.2K | 0.20% | +8,450 | New |
| Envestnet Portfolio Solutions, Inc. | 8,431 | $323.5K | 0.00% | −1,316−13.5% | Reduced |
| DRW Securities, LLC | 8,349 | $320.4K | 0.02% | +8,349 | New |
| HighTower Advisors, LLC | 8,128 | $311.9K | 0.00% | −1,409−14.8% | Reduced |
| Squarepoint Ops LLC | 8,028 | $308.0K | 0.00% | +8,028 | New |
| Marshall Wace, LLP | 7,800 | $299.3K | 0.00% | −8,100−50.9% | Reduced |
| Teacher Retirement System of Texas | 7,796 | $299.1K | 0.00% | +7,796 | New |
| Aigen Investment Management, LP | 7,594 | $291.4K | 0.08% | +7,594 | New |
| Xponance, Inc. | 7,541 | $289.3K | 0.00% | +233+3.2% | Added |
| Caxton Associates LLP | 7,507 | $288.0K | 0.01% | +7,507 | New |
| Brevan Howard Capital Management LP | 7,076 | $271.5K | 0.00% | −44,323−86.2% | Reduced |
| CIBC Asset Management Inc | 6,896 | $264.6K | 0.00% | +176+2.6% | Added |
| Odyssean, LLC | 6,845 | $262.6K | 0.04% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 6,818 | $261.6K | 0.16% | −691−9.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,765 | $259.6K | 0.01% | +530+8.5% | Added |
| RSM US Wealth Management LLC | 6,691 | $256.7K | 0.00% | −23−0.3% | Reduced |
| Creative Planning | 6,682 | $256.4K | 0.00% | +6,682 | New |
| MAI Capital Management | 6,570 | $252.1K | 0.00% | +180+2.8% | Added |
| Coldstream Capital Management Inc | 6,526 | $250.4K | 0.00% | +6,526 | New |
| Empirical Asset Management, LLC | 6,388 | $245.1K | 0.06% | +6,388 | New |
| Mirabella Financial Services LLP | 6,303 | $241.8K | 0.02% | +6,303 | New |
| Cetera Investment Advisers | 6,301 | $241.7K | 0.00% | +6,301 | New |
| US Bancorp | 6,265 | $240.4K | 0.00% | +33+0.5% | Added |
| Bank of Montreal | 6,250 | $239.8K | 0.00% | +6,250 | New |
| Profund Advisors LLC | 6,215 | $238.5K | 0.01% | −1,115−15.2% | Reduced |
| ISAM Funds (UK) Ltd | 6,000 | $230.2K | 0.16% | +6,000 | New |
| Mariner, LLC | 5,948 | $228.2K | 0.00% | +5,948 | New |
| Arkadios Wealth Advisors | 5,398 | $207.1K | 0.00% | +5,398 | New |
| Swiss Life Asset Management Ltd | 5,368 | $206.0K | 0.00% | +5,368 | New |
| Ensign Peak Advisors, Inc | 4,770 | $183.0K | 0.00% | 00.0% | Unchanged |
| Sprucegrove Investment Management Ltd | 4,200 | $161.2K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,167 | $159.9K | 0.00% | +573+15.9% | Added |
| GAMMA Investing LLC | 4,098 | $157.2K | 0.01% | −10−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 3,879 | $149.0K | 0.01% | −56−1.4% | Reduced |
| Jones Financial Companies LLLP | 3,845 | $145.9K | 0.00% | +2,071+116.7% | Added |
| Bartlett & Co. Wealth Management LLC | 3,442 | $132.1K | 0.00% | −10.0% | Reduced |
| KBC Group NV | 3,107 | $119.0K | 0.00% | 00.0% | Unchanged |