WafdWAFD
13F holders, Q1 2024 (March 31)229holders
7famous investors
$29.03avg. 13F price*
At the end of Q1 2024, 229 institutions reported holding Wafd Inc. (WAFD) in their 13F filings. The largest holders were BlackRock Inc. ($304.0M), Vanguard Group Inc. ($229.4M) and Dimensional Fund Advisors LP ($164.1M). 7 famous investors held it, including Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $28.3M |
| Exits | 19 | $12.9M |
Ownership 229 holders
| BlackRock Inc. | 0.01% | Add +12.2% | 10,472,432 | $304.0M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 7,902,461 | $229.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +7.4% | 5,652,378 | $164.1M |
| State Street Corp. | 0.00% | Add +2.2% | 3,435,533 | $99.7M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Add +9.7% | 3,101,632 | $90.0M |
| Macquarie Group Ltd. | 0.06% | Reduce -3.0% | 1,739,878 | $50.5M |
| Geode Capital Management, LLC | 0.00% | Add +8.2% | 1,554,781 | $45.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 1,445,163 | $42.0M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -26.9% | 1,244,268 | $36.1M |
| Systematic Financial Management LP | 0.99% | Reduce -3.8% | 1,222,876 | $35.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.3% | 1,105,569 | $32.1M |
| American Century Companies Inc. | 0.02% | Add +18.4% | 968,723 | $28.1M |
| William Blair Investment Management, LLC | 0.07% | Add +0.0% | 936,575 | $27.2M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 899,739 | $26.1M |
| Frontier Capital Management Co. LLC | 0.24% | Reduce -3.6% | 893,421 | $25.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 719,357 | $20.9M |
| Morgan Stanley | 0.00% | Add +14.7% | 680,481 | $19.8M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +110.8% | 625,923 | $18.2M |
| Clearbridge Investments, LLC | 0.01% | Add +2.2% | 606,140 | $17.6M |
| LSV Asset Management | 0.04% | Reduce -7.6% | 593,172 | $17.2M |
| Bank of America Corp. | 0.00% | Add +46.4% | 537,043 | $15.6M |
| Bridgeway Capital Management, LLC | 0.32% | Add +42.2% | 537,031 | $15.6M |
| Norges Bank | 0.00% | Reduce -11.3% | 413,611 | $12.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.8% | 410,534 | $11.9M |
| Brandywine Global Investment Management, LLC | 0.08% | Add +1.7% | 369,256 | $10.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.3% | 352,658 | $10.2M |
| Invesco Ltd. | 0.00% | Add +13.8% | 304,410 | $8.8M |
| Davidson Investment Advisors | 0.41% | New | 268,571 | $7.8M |
| Foundry Partners, LLC | 0.41% | Add +113.8% | 261,656 | $7.6M |
| Empowered Funds, LLC | 0.13% | Add +43.1% | 254,279 | $7.4M |
| First Washington CORP | 2.72% | Reduce -13.7% | 245,273 | $7.1M |
| Rhumbline Advisers | 0.01% | Add +5.5% | 234,676 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.6% | 231,258 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +28.4% | 230,567 | $6.7M |
| Congress Asset Management Co. | 0.05% | Add +1.2% | 223,770 | $6.5M |
| Kennedy Capital Management LLC | 0.12% | Reduce -7.8% | 207,877 | $6.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -44.5% | 201,681 | $5.9M |
| Dana Investment Advisors, Inc. | 0.19% | New | 197,855 | $5.7M |
| Legal & General Group Plc | 0.00% | Add +4.0% | 188,944 | $5.5M |
| First Trust Advisors LP | 0.00% | Reduce -21.0% | 163,856 | $4.8M |
| Prudential Financial Inc. | 0.01% | Add +10.4% | 147,379 | $4.3M |
| Verition Fund Management LLC | 0.04% | Add +23.9% | 142,734 | $4.1M |
| Public Sector Pension Investment Board | 0.03% | Add +3.6% | 139,238 | $4.0M |
| UBS Group AG | 0.00% | Reduce -6.2% | 138,775 | $4.0M |
| Swiss National Bank | 0.00% | Add +7.9% | 137,626 | $4.0M |
| Citigroup Inc. | 0.00% | Add +17.1% | 136,074 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Add +418.2% | 127,801 | $3.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.3% | 127,464 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +11.1% | 125,315 | $3.6M |
| Barclays PLC | 0.00% | Reduce -22.3% | 117,557 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 115,946 | $3.4M |
| Renaissance Technologies | 0.01% | New | 112,430 | $3.3M |
| Edgestream Partners, L.P. | 0.15% | Add +353.2% | 102,577 | $3.0M |
| Hennessy Advisors Inc. | 0.12% | Add +1.0% | 101,000 | $2.9M |
| Credit Suisse AG/ | 0.00% | Add +8.2% | 89,701 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.19% | Reduce -48.8% | 89,607 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +1.0% | 82,834 | $2.4M |
| Dean Investment Associates, LLC | 0.33% | Reduce -14.4% | 82,423 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.4% | 78,805 | $2.3M |
| Millennium Management | 0.00% | Reduce -30.1% | 76,762 | $2.2M |
| Talbot Financial, LLC | 0.29% | Add +4.3% | 74,298 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.3% | 71,793 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +1.2% | 69,092 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.9% | 69,073 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +14.5% | 67,964 | $2.0M |
| Jump Financial, LLC | 0.05% | New | 62,782 | $1.8M |
| Texas Permanent School Fund Corp. | 0.01% | Add +6.3% | 59,451 | $1.7M |
| Comerica Bank | 0.01% | Add +3.2% | 54,377 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 54,149 | $1.6M |
| Royce & Associates LP | 0.01% | Reduce -36.7% | 50,703 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Add +2.3% | 50,261 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -2.2% | 46,003 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Add +35.2% | 43,477 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 42,119 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -30.6% | 41,549 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +3.9% | 41,382 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.1% | 40,018 | $1.2M |
| Auxier Asset Management LLC | 0.17% | Reduce -1.6% | 39,294 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.3% | 37,864 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.3% | 37,864 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Add +9.6% | 37,675 | $1.1M |
| LPL Financial LLC | 0.00% | Add +8.9% | 37,465 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -10.9% | 37,014 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.8% | 36,700 | $1.1M |
| American International Group, Inc. | 0.00% | Add +4.4% | 36,637 | $1.1M |
| AQR Capital Management | 0.00% | Add +5.4% | 35,619 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Add +2.6% | 34,496 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +94.4% | 34,046 | $988K |
| Cornercap Investment Counsel Inc. | 0.15% | No change | 34,008 | $987K |
| Louisiana State Employees Retirement System | 0.02% | Add +3.7% | 33,600 | $975K |
| Wells Fargo & Company | 0.00% | Add +21.2% | 32,849 | $954K |
| Harbour Investment Management LLC | 0.44% | No change | 32,567 | $945K |
| Cwm, LLC | 0.00% | Reduce -5.2% | 31,953 | $928K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +62.6% | 30,426 | $916K |
| Stifel Financial Corp. | 0.00% | Reduce -12.9% | 31,452 | $913K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.9% | 30,485 | $885K |
| Janus Henderson Group PLC | 0.00% | Add +8.0% | 30,318 | $880K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -4.2% | 28,246 | $857K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 29,120 | $845K |
| Deutsche Bank AG | 0.00% | Reduce -5.2% | 29,076 | $844K |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.