WafdWAFD

13F holders, Q2 2026 (June 30)
289holders +30
55new positions
27sold out
7famous investors
$37.95avg. 13F price*

At the end of Q2 2026, 289 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 30 from Q1 2026. 55 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($413.4M), Dimensional Fund Advisors LP ($190.5M) and Vanguard Portfolio Management LLC ($182.5M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Wafd Inc.
CUSIP
938824109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 229Q1 2024Q2 2024: 230Q2 2024Q3 2024: 247Q3 2024Q4 2024: 249Q4 2024Q1 2025: 244Q1 2025Q2 2025: 255Q2 2025Q3 2025: 254Q3 2025Q4 2025: 259Q4 2025Q1 2026: 259Q1 2026Q2 2026: 289Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions55$40.1M
Exits27$24.3M

All 13F filers, Q1 2026 → Q2 2026: 4,120,028 shares bought and 2,749,042 shares sold, net +1,370,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 289 holders

BlackRock, Inc. 0.01% Reduce -2.4% 10,774,309 $413.4M
Dimensional Fund Advisors LP 0.03% Add +0.4% 4,964,442 $190.5M
Vanguard Portfolio Management LLC 0.01% Reduce -1.4% 4,755,020 $182.5M
State Street Corp. 0.00% Add +3.1% 4,345,763 $166.7M
Vanguard Capital Management LLC 0.00% Reduce -3.0% 3,324,356 $127.6M
Fuller & Thaler Asset Management, Inc. 0.33% Reduce -3.5% 3,142,312 $120.6M
Alliancebernstein L.P. 0.04% Add +6.5% 3,807,514 $119.6M
American Century Companies Inc. 0.04% Add +9.3% 2,416,568 $92.7M
Geode Capital Management, LLC 0.00% Add +1.8% 1,987,447 $76.3M
Systematic Financial Management LP 1.19% Add +1.3% 1,558,139 $59.8M
Ameriprise Financial Inc. 0.01% Add +28.6% 1,094,307 $42.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.6% 1,020,988 $39.2M
Frontier Capital Management Co. LLC 0.34% Reduce -11.4% 951,677 $36.5M
Bank of America Corp. 0.00% Reduce -0.3% 903,179 $34.7M
Northern Trust Corp. 0.00% Add +5.9% 831,630 $31.9M
D. E. Shaw & Co. 0.02% Add +43.3% 790,567 $30.3M
Goldman Sachs Group Inc. 0.00% Add +53.1% 759,092 $29.1M
Morgan Stanley 0.00% Reduce -5.4% 736,410 $28.3M
Wells Fargo & Company 0.00% Reduce -9.6% 690,969 $26.5M
Bank of New York Mellon Corp 0.00% Add +2.1% 690,349 $26.5M
Two Sigma Investments, LP 0.02% Add +2.7% 566,391 $21.7M
Millennium Management 0.01% Add +167.5% 556,257 $21.3M
Bridgeway Capital Management, LLC 0.36% Add +2.7% 538,077 $20.6M
Hotchkis & Wiley Capital Management LLC 0.06% Add +0.3% 533,521 $20.5M
Victory Capital Management Inc. 0.01% Add +5.8% 521,358 $20.0M
Principal Financial Group Inc. 0.01% Add +1.1% 510,281 $19.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -0.3% 488,806 $18.8M
Qube Research & Technologies Ltd 0.02% Add +3202.7% 460,195 $17.7M
MetLife Investment Management, LLC 0.08% Reduce -17.1% 441,753 $17.0M
Invesco Ltd. 0.00% Add +45.0% 400,242 $15.4M
LSV Asset Management 0.02% Add +19.5% 357,200 $13.7M
Empowered Funds, LLC 0.07% Add +4.2% 348,477 $13.4M
Davidson Investment Advisors 0.44% Reduce -6.4% 282,839 $10.9M
Congress Asset Management Co. 0.07% Add +1.0% 277,892 $10.7M
Public Sector Pension Investment Board 0.03% Reduce -6.5% 253,855 $9.7M
Nuveen, LLC 0.00% Add +18.1% 226,818 $8.7M
Arrowstreet Capital, Limited Partnership 0.00% New 220,498 $8.5M
UBS Group AG 0.00% Reduce -61.1% 211,299 $8.1M
Baird Financial Group, Inc. 0.01% Reduce -0.4% 199,414 $7.7M
Rhumbline Advisers 0.01% Reduce -11.8% 194,502 $7.5M
ProShare Advisors LLC 0.01% Add +1527.9% 192,906 $7.4M
Bessemer Group Inc. 0.01% Add +0.1% 191,194 $7.3M
Interval Partners, LP 0.23% New 185,013 $7.1M
AQR Capital Management 0.00% Add +9.4% 179,778 $6.8M
Legal & General Group Plc 0.00% Reduce -2.0% 171,005 $6.6M
First Trust Advisors LP 0.00% Add +0.5% 164,599 $6.3M
Dana Investment Advisors, Inc. 0.15% Reduce -1.6% 154,157 $5.9M
Franklin Resources Inc. 0.00% Add +4.5% 152,645 $5.9M
Swiss National Bank 0.00% Add +0.7% 152,226 $5.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -17.9% 141,040 $5.4M
Envestnet Asset Management Inc. 0.00% Reduce -0.0% 135,165 $5.2M
O'shaughnessy Asset Management, LLC 0.02% Reduce -0.0% 113,087 $4.3M
JPMorgan Chase & Co. 0.00% Reduce -10.6% 109,792 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +14.9% 96,055 $3.7M
Hennessy Advisors Inc. 0.12% Reduce -12.7% 96,000 $3.7M
California State Teachers Retirement System 0.00% Reduce -2.9% 88,863 $3.4M
Citigroup Inc. 0.00% Add +19.5% 85,935 $3.3M
Fifth Third Bancorp 0.01% Add +15.1% 82,891 $3.2M
Talbot Financial, LLC 0.23% No change 80,896 $3.1M
Renaissance Technologies 0.00% Add +589.9% 80,229 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +2.3% 79,560 $3.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +6.9% 78,675 $3.0M
Deutsche Bank AG 0.00% Add +8.7% 78,577 $3.0M
Auxier Asset Management LLC 0.40% Reduce -0.3% 77,725 $3.0M
LPL Financial LLC 0.00% Add +9.5% 77,183 $3.0M
ExodusPoint Capital Management, LP 0.03% Reduce -48.2% 77,090 $3.0M
Prudential Financial Inc. 0.00% Reduce -1.4% 76,828 $2.9M
Capital Fund Management S.A. 0.02% New 76,431 $2.9M
Corient Private Wealth LP 0.00% Add +26.3% 68,899 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.9% 63,381 $2.4M
Sei Investments Co. 0.00% Reduce -65.6% 59,355 $2.3M
New York State Teachers Retirement System 0.00% Reduce -7.0% 59,023 $2.3M
Quantinno Capital Management LP 0.00% Add +56.4% 57,878 $2.2M
Pathstone Holdings, LLC 0.01% Add +10.7% 55,017 $2.1M
Rafferty Asset Management, LLC 0.00% Reduce -23.4% 51,448 $2.0M
BNP Paribas Financial Markets 0.00% Add +85.9% 50,155 $1.9M
Citadel Advisors 0.00% Reduce -53.2% 49,251 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -4.2% 48,520 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +5.8% 48,414 $1.9M
Raymond James Financial Inc. 0.00% Reduce -12.0% 47,351 $1.8M
Russell Investments Group, Ltd. 0.00% Add +267.8% 46,356 $1.8M
Trexquant Investment LP 0.01% New 46,168 $1.8M
Orion Porfolio Solutions, LLC 0.01% Add +2.3% 44,061 $1.7M
Hussman Strategic Advisors, Inc. 0.37% New 42,000 $1.6M
Man Group plc 0.00% New 41,956 $1.6M
Tudor Investment Corporation 0.01% New 41,222 $1.6M
Vanguard Global Advisers, LLC 0.00% Reduce -4.1% 39,621 $1.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -41.7% 39,421 $1.5M
Illinois Municipal Retirement Fund 0.02% Reduce -4.3% 39,128 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +7.4% 36,931 $1.4M
Wakefield Asset Management LLLP 0.32% New 36,489 $1.4M
Integrated Quantitative Investments LLC 0.22% New 35,517 $1.4M
Wedge Capital Management L L P 0.02% New 34,332 $1.3M
Jupiter Topco LLC 0.00% — 34,255 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.3% 34,180 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +85.2% 33,466 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -3.6% 32,400 $1.2M
STRS Ohio 0.00% Add +4.8% 30,900 $1.2M
KLP Kapitalforvaltning As 0.00% No change 30,738 $1.2M
Barclays PLC 0.00% Reduce -45.0% 30,730 $1.2M

"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.

Show all 289 holders