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 |
| New York State Common Retirement Fund | 0.00% | Add +8.3% | 28,452 | $826K |
| Dean Capital Management | 0.48% | Reduce -13.3% | 28,291 | $821K |
| Legato Capital Management LLC | 0.10% | Reduce -13.3% | 28,291 | $821K |
| Semper Augustus Investments | 0.14% | Reduce -1.6% | 27,072 | $786K |
| Sei Investments Co. | 0.00% | Add +29.1% | 26,467 | $768K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 24,596 | $714K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -11.1% | 24,457 | $710K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,735 | $660K |
| Maryland State Retirement & Pension System | 0.01% | Add +4.9% | 24,688 | $660K |
| Voya Investment Management LLC | 0.00% | Reduce -14.1% | 22,521 | $654K |
| Inceptionr LLC | 0.17% | Add +174.5% | 22,509 | $653K |
| Tidal Investments LLC | 0.01% | New | 22,505 | $653K |
| Amalgamated Bank | 0.01% | Reduce -11.0% | 21,260 | $617K |
| IFG Advisory, LLC | 0.05% | Reduce -1.0% | 21,126 | $613K |
| Franklin Resources Inc. | 0.00% | Reduce -28.3% | 21,079 | $612K |
| Mission Wealth Management, LP | 0.02% | No change | 21,029 | $610K |
| Squarepoint Ops LLC | 0.00% | New | 20,980 | $609K |
| Washington Trust Bank | 0.06% | No change | 20,889 | $606K |
| Osaic Holdings, Inc. | 0.00% | Add +6498.1% | 20,256 | $588K |
| Keeley-Teton Advisors, LLC | 0.07% | No change | 20,100 | $584K |
| Harbor Capital Advisors, Inc. | 0.07% | New | 19,692 | $572K |
| Arizona State Retirement System | 0.00% | Add +7.9% | 19,529 | $567K |
| Tradewinds Capital Management, LLC | 0.15% | No change | 19,000 | $552K |
| Lazard Asset Management LLC | 0.00% | Add +43.8% | 18,908 | $548K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.9% | 18,169 | $527K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -56.6% | 17,819 | $517K |
| STRS Ohio | 0.00% | New | 17,400 | $505K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.3% | 16,391 | $476K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,474 | $449K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.0% | 14,670 | $426K |
| MML Investors Services, LLC | 0.00% | New | 14,399 | $418K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +15.7% | 14,194 | $412K |
| Citadel Advisors | 0.00% | Add +93.8% | 13,806 | $401K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +55.8% | 13,735 | $399K |
| ProShare Advisors LLC | 0.00% | Add +13.1% | 13,693 | $398K |
| FMR LLC | 0.00% | Reduce -25.6% | 13,033 | $378K |
| Natixis Advisors, LLC | 0.00% | Reduce -11.7% | 13,010 | $378K |
| New York Life Investment Management LLC | 0.00% | Add +12.5% | 12,995 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 12,395 | $360K |
| Becker Capital Management Inc. | 0.01% | New | 11,752 | $341K |
| Mutual of America Capital Management LLC | 0.00% | Add +3.3% | 11,703 | $340K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 11,390 | $331K |
| Two Sigma Securities, LLC | 0.02% | Reduce -17.9% | 11,072 | $321K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -60.1% | 10,902 | $316K |
| Neuberger Berman Group LLC | 0.00% | Add +11.3% | 10,178 | $295K |
| GAMCO Investors | 0.00% | No change | 10,000 | $290K |
| Pinnacle West Asset Management, Inc. | 0.23% | No change | 10,000 | $290K |
| Caxton Associates LP | 0.02% | Reduce -71.9% | 9,951 | $289K |
| IMS Capital Management | 0.13% | No change | 9,843 | $286K |
| Bank of Montreal | 0.00% | Add +54.3% | 9,811 | $286K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.9% | 9,680 | $281K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 9,628 | $280K |
| Cooper Financial Group | 0.05% | New | 9,586 | $278K |
| HSBC Holdings PLC | 0.00% | Reduce -96.6% | 9,431 | $274K |
| EMC Capital Management | 0.16% | Add +124.4% | 9,388 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | New | 9,240 | $268K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,054 | $263K |
| Royal Bank of Canada | 0.00% | Reduce -71.0% | 8,914 | $259K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 8,802 | $256K |
| Lakeside Advisors, INC. | 0.16% | Add +0.1% | 8,735 | $254K |
| MQS Management LLC | 0.14% | New | 8,332 | $242K |
| Pathstone Holdings, LLC | 0.00% | Add +20.4% | 8,322 | $242K |
| Russell Investments Group, Ltd. | 0.00% | Add +17472.3% | 8,259 | $240K |
| SG Americas Securities, LLC | 0.00% | New | 8,152 | $237K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,540 | $219K |
| M&T Bank Corp | 0.00% | Reduce -7.2% | 7,330 | $213K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +21.7% | 7,322 | $210K |
| Guggenheim Capital LLC | 0.00% | New | 7,122 | $207K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.7% | 6,887 | $200K |
| Meeder Asset Management Inc. | 0.01% | New | 6,676 | $194K |
| Nisa Investment Advisors, LLC | 0.00% | Add +44.7% | 4,498 | $131K |
| Principal Securities, Inc. | 0.00% | Add +16680.0% | 4,195 | $122K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -0.7% | 3,636 | $106K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -7.4% | 3,443 | $100K |
| Aquatic Capital Management LLC | 0.00% | New | 3,400 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.2% | 2,607 | $76K |
| KBC Group NV | 0.00% | No change | 2,071 | $60K |
| Covestor Ltd | 0.04% | Reduce -71.1% | 2,036 | $59K |
| Towne Trust Company, N.A | 0.02% | No change | 2,020 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.2% | 1,906 | $55K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.8% | 1,839 | $53K |
| TD Private Client Wealth LLC | 0.00% | Add +388.0% | 1,825 | $53K |
| US Bancorp \de | 0.00% | Add +57.6% | 1,778 | $52K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,735 | $50K |
| Parallel Advisors, LLC | 0.00% | New | 1,676 | $49K |
| Harbour Investments, Inc. | 0.00% | No change | 1,352 | $39K |
| Quadrant Capital Group LLC | 0.00% | Reduce -15.4% | 1,144 | $33K |
| Robinswood Financial LLC | 0.01% | No change | 1,000 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 822 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +356.6% | 621 | $18K |
| Rise Advisors, LLC | 0.01% | New | 578 | $17K |
| Quarry LP | 0.01% | New | 549 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $15K |
| Blue Trust, Inc. | 0.00% | Add +49.3% | 409 | $12K |
| National Bank of Canada | 0.00% | New | 380 | $11K |
| Private Trust Co. NA | 0.00% | No change | 302 | $9K |
| GAMMA Investing LLC | 0.00% | Add +35.5% | 252 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -50.1% | 245 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 247 | $7K |
| Headlands Technologies LLC | 0.00% | New | 219 | $6K |
| Summit Securities Group LLC | 0.00% | New | 215 | $6K |
| Quent Capital, LLC | 0.00% | No change | 181 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +12.2% | 120 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 96 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 83 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $1K |
| AlphaQuest LLC | 0.00% | New | 48 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 42 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +105.0% | 41 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 37 | $1K |
| UMB Bank, n.a. | 0.00% | New | 36 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 35 | $1K |
| Avion Wealth | 0.00% | New | 19 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +416.7% | 31 | $894 |
| Signaturefd, LLC | 0.00% | No change | 22 | $639 |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 21 | $610 |
| TD Waterhouse Canada Inc. | 0.00% | New | 18 | $500 |
| Huntington National Bank | 0.00% | New | 14 | $409 |
| Fifth Third Bancorp | 0.00% | No change | 14 | $406 |
| SJS Investment Consulting Inc. | 0.00% | Add +18.2% | 13 | $378 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $320 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $233 |
| Rothschild Investment LLC | 0.00% | New | 5 | $145 |
| TFO Wealth Partners, LLC | 0.00% | No change | 5 | $145 |
| Tucker Asset Management LLC | 0.00% | New | 2 | $58 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.