WafdWAFD
13F holders, Q2 2024 (June 30)230holders +1
23new positions
24sold out
5famous investors
$28.58avg. 13F price*
At the end of Q2 2024, 230 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 1 from Q1 2024. 23 opened new positions and 24 sold out. The largest holders were BlackRock Inc. ($312.0M), Vanguard Group Inc. ($257.9M) and Dimensional Fund Advisors LP ($161.1M). 5 famous investors held it, including Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $10.4M |
| Exits | 24 | $14.8M |
All 13F filers, Q1 2024 → Q2 2024: 7,244,025 shares bought and 1,851,259 shares sold, net +5,392,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| BlackRock Inc. | 0.01% | Add +4.2% | 10,916,492 | $312.0M |
| Vanguard Group Inc. | 0.01% | Add +14.2% | 9,025,322 | $257.9M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.3% | 5,636,608 | $161.1M |
| State Street Corp. | 0.00% | Add +9.8% | 3,773,945 | $107.9M |
| Fuller & Thaler Asset Management, Inc. | 0.46% | Add +20.0% | 3,720,811 | $106.3M |
| Wells Fargo & Company | 0.02% | Add +7180.3% | 2,391,493 | $68.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 1,599,385 | $45.7M |
| Macquarie Group Ltd. | 0.05% | Reduce -16.3% | 1,456,685 | $41.6M |
| Artisan Partners Limited Partnership | 0.06% | Add +7.7% | 1,340,538 | $38.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.3% | 1,338,894 | $38.3M |
| American Century Companies Inc. | 0.02% | Add +31.6% | 1,274,665 | $36.4M |
| Systematic Financial Management LP | 1.02% | Reduce -3.5% | 1,179,479 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.2% | 1,141,093 | $32.6M |
| William Blair Investment Management, LLC | 0.07% | Reduce -0.2% | 934,892 | $26.7M |
| Frontier Capital Management Co. LLC | 0.26% | Add +3.2% | 921,855 | $26.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 887,211 | $25.4M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 728,619 | $20.8M |
| Bank of America Corp. | 0.00% | Add +24.3% | 667,500 | $19.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -2.1% | 593,580 | $17.0M |
| Morgan Stanley | 0.00% | Reduce -13.4% | 589,056 | $16.8M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Reduce -6.0% | 588,263 | $16.8M |
| Bridgeway Capital Management, LLC | 0.33% | Reduce -9.0% | 488,881 | $14.0M |
| Citadel Advisors | 0.01% | Add +3400.7% | 483,301 | $13.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.6% | 399,807 | $11.4M |
| LSV Asset Management | 0.02% | Reduce -33.1% | 396,810 | $11.3M |
| Norges Bank | 0.00% | Reduce -9.2% | 375,480 | $10.7M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -4.8% | 351,628 | $10.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.5% | 333,253 | $9.5M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 299,729 | $8.6M |
| Davidson Investment Advisors | 0.41% | Add +4.2% | 279,791 | $8.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.0% | 275,111 | $7.9M |
| Victory Capital Management Inc. | 0.01% | Add +113.4% | 272,721 | $7.8M |
| Foundry Partners, LLC | 0.41% | Add +3.1% | 269,697 | $7.7M |
| First Washington CORP | 2.65% | Add +2.1% | 250,549 | $7.2M |
| Empowered Funds, LLC | 0.12% | Reduce -2.6% | 247,529 | $7.1M |
| UBS Group AG | 0.00% | Add +66.3% | 230,822 | $6.6M |
| Rhumbline Advisers | 0.01% | Reduce -4.8% | 223,529 | $6.4M |
| Congress Asset Management Co. | 0.04% | Reduce -4.7% | 213,202 | $6.1M |
| Kennedy Capital Management LLC | 0.12% | Reduce -2.0% | 203,715 | $5.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.9% | 203,606 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.9% | 196,119 | $5.6M |
| Dana Investment Advisors, Inc. | 0.19% | Reduce -1.3% | 195,231 | $5.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 187,338 | $5.4M |
| Citigroup Inc. | 0.00% | Add +22.3% | 166,423 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +116.0% | 149,193 | $4.3M |
| Public Sector Pension Investment Board | 0.03% | Add +6.8% | 148,684 | $4.2M |
| Prudential Financial Inc. | 0.01% | Reduce -1.9% | 144,612 | $4.1M |
| First Trust Advisors LP | 0.00% | Reduce -12.6% | 143,212 | $4.1M |
| Renaissance Technologies | 0.01% | Add +24.1% | 139,530 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 136,826 | $3.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +68.6% | 132,844 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +214.2% | 130,565 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 125,241 | $3.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.0% | 124,864 | $3.6M |
| Barclays PLC | 0.00% | Add +3.3% | 121,459 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.3% | 116,138 | $3.3M |
| Man Group plc | 0.01% | New | 104,106 | $3.0M |
| Hennessy Advisors Inc. | 0.10% | Reduce -5.9% | 95,000 | $2.7M |
| D. E. Shaw & Co. | 0.00% | Add +116.3% | 94,037 | $2.7M |
| Knights of Columbus Asset Advisors LLC | 0.17% | Add +1.1% | 90,590 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +4.7% | 86,694 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +18.9% | 85,353 | $2.4M |
| Edgestream Partners, L.P. | 0.10% | Reduce -25.8% | 76,155 | $2.2M |
| Talbot Financial, LLC | 0.27% | No change | 74,298 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 67,683 | $1.9M |
| Verition Fund Management LLC | 0.02% | Reduce -54.9% | 64,382 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | New | 59,074 | $1.7M |
| WINTON GROUP Ltd | 0.11% | New | 56,557 | $1.6M |
| Comerica Bank | 0.01% | Add +1.6% | 55,235 | $1.6M |
| Corient Private Wealth LP | 0.00% | No change | 54,149 | $1.5M |
| Royce & Associates LP | 0.01% | No change | 50,703 | $1.4M |
| Dean Investment Associates, LLC | 0.20% | Reduce -38.9% | 50,344 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | No change | 50,261 | $1.4M |
| Meeder Asset Management Inc. | 0.10% | Add +618.6% | 47,972 | $1.4M |
| Raymond James & Associates | 0.00% | Add +0.4% | 46,198 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +114.9% | 45,083 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +10.7% | 40,963 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 40,666 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 40,633 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.0% | 40,374 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.1% | 39,675 | $1.1M |
| Auxier Asset Management LLC | 0.18% | Reduce -0.6% | 39,050 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | — | 38,775 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +12.2% | 38,694 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Add +2.1% | 38,466 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 37,440 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.1% | 37,440 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 37,264 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +282.6% | 36,079 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 34,167 | $976K |
| Louisiana State Employees Retirement System | 0.02% | Add +1.2% | 34,000 | $972K |
| Cornercap Investment Counsel Inc. | 0.16% | Reduce -0.1% | 33,961 | $971K |
| Pathstone Holdings, LLC | 0.00% | Add +307.3% | 33,892 | $969K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.4% | 32,370 | $925K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 29,955 | $856K |
| Cwm, LLC | 0.00% | Reduce -7.3% | 29,629 | $847K |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 29,416 | $841K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $832K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 28,453 | $813K |
| Semper Augustus Investments | 0.14% | No change | 27,072 | $774K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.3% | 27,048 | $773K |
| Deutsche Bank AG | 0.00% | Reduce -8.2% | 26,684 | $763K |
| Osaic Holdings, Inc. | 0.00% | Add +24.6% | 25,241 | $721K |
| Franklin Resources Inc. | 0.00% | Add +17.6% | 24,794 | $709K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 24,724 | $707K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +848.8% | 24,735 | $707K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +25.1% | 24,633 | $704K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 24,457 | $699K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.6% | 23,561 | $673K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,735 | $650K |
| ExodusPoint Capital Management, LP | 0.01% | New | 22,717 | $649K |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 22,126 | $632K |
| Sei Investments Co. | 0.00% | Reduce -17.2% | 21,910 | $626K |
| IFG Advisory, LLC | 0.04% | Reduce -0.5% | 21,024 | $601K |
| Washington Trust Bank | 0.06% | No change | 20,889 | $597K |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 20,659 | $590K |
| Keeley-Teton Advisors, LLC | 0.07% | No change | 20,100 | $574K |
| Arizona State Retirement System | 0.00% | Reduce -0.3% | 19,476 | $557K |
| Tradewinds Capital Management, LLC | 0.16% | No change | 19,000 | $543K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -38.5% | 18,712 | $535K |
| Dean Capital Management | 0.68% | Reduce -34.3% | 18,576 | $531K |
| Legato Capital Management LLC | 0.07% | Reduce -34.3% | 18,576 | $531K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +30.8% | 18,561 | $530K |
| Two Sigma Advisers, LP | 0.00% | New | 18,395 | $526K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,819 | $509K |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.7% | 17,129 | $490K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +22.2% | 16,789 | $480K |
| Natixis Advisors, LLC | 0.00% | Add +27.9% | 16,639 | $476K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.9% | 16,369 | $468K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,474 | $442K |
| MML Investors Services, LLC | 0.00% | Add +2.5% | 14,758 | $422K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 14,561 | $416K |
| FMR LLC | 0.00% | Add +9.6% | 14,289 | $408K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +20.0% | 13,663 | $390K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -18.1% | 13,427 | $384K |
| Royal Bank of Canada | 0.00% | Add +48.5% | 13,233 | $379K |
| Readystate Asset Management LP | 0.03% | New | 13,241 | $378K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 12,390 | $354K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 12,230 | $350K |
| IMS Capital Management | 0.16% | No change | 9,843 | $338K |
| Becker Capital Management Inc. | 0.01% | No change | 11,752 | $336K |
| Neuberger Berman Group LLC | 0.00% | Add +14.8% | 11,685 | $334K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -5.1% | 11,107 | $317K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 10,902 | $312K |
| Cooper Financial Group | 0.04% | Add +10.4% | 10,583 | $302K |
| ProShare Advisors LLC | 0.00% | Reduce -23.7% | 10,451 | $299K |
| Russell Investments Group, Ltd. | 0.00% | Add +23.1% | 10,163 | $290K |
| Pinnacle West Asset Management, Inc. | 0.22% | No change | 10,000 | $286K |
| Cerity Partners LLC | 0.00% | New | 10,006 | $286K |
| GAMCO Investors | 0.00% | No change | 10,000 | $286K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.0% | 9,682 | $277K |
| Brighton Jones LLC | 0.01% | Add +0.3% | 9,656 | $276K |
| EMC Capital Management | 0.16% | No change | 9,388 | $268K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,054 | $259K |
| Sanctuary Advisors, LLC | 0.00% | — | 9,045 | $252K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 8,802 | $252K |
| Lakeside Advisors, INC. | 0.16% | Add +0.1% | 8,745 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -10.0% | 8,317 | $238K |
| M&T Bank Corp | 0.00% | No change | 7,330 | $209K |
| Profund Advisors LLC | 0.01% | New | 7,156 | $205K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,540 | $204K |
| Bank of Montreal | 0.00% | Reduce -28.0% | 7,066 | $202K |
| Algert Global LLC | 0.01% | New | 7,002 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,887 | $197K |
| Principal Securities, Inc. | 0.01% | Add +63.8% | 6,873 | $196K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 4,719 | $135K |
| Aquatic Capital Management LLC | 0.00% | Add +32.4% | 4,500 | $129K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,498 | $129K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $98K |
| nVerses Capital, LLC | 0.05% | New | 2,800 | $80K |
| Lazard Asset Management LLC | 0.00% | Reduce -86.1% | 2,633 | $75K |
| KBC Group NV | 0.00% | No change | 2,071 | $59K |
| Towne Trust Company, N.A | 0.02% | No change | 2,020 | $58K |
| US Bancorp \de | 0.00% | Add +11.2% | 1,977 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $54K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.5% | 1,903 | $54K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,825 | $52K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,735 | $50K |
| Parallel Advisors, LLC | 0.00% | No change | 1,676 | $48K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +100.0% | 1,644 | $47K |
| Harbour Investments, Inc. | 0.00% | No change | 1,352 | $39K |
| Quantbot Technologies LP | 0.00% | New | 1,279 | $37K |
| Covestor Ltd | 0.02% | Reduce -41.6% | 1,189 | $34K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,144 | $33K |
| STRS Ohio | 0.00% | Reduce -93.7% | 1,100 | $31K |
| Global Retirement Partners, LLC | 0.00% | Add +537.5% | 765 | $22K |
| Innealta Capital, LLC | 0.01% | New | 675 | $19K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $19K |
| Blue Trust, Inc. | 0.00% | Add +60.6% | 657 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 660 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +0.2% | 622 | $18K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 584 | $17K |
| Larson Financial Group LLC | 0.00% | Add +1.8% | 509 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 500 | $14K |
| Robinswood Financial LLC | 0.01% | Reduce -50.0% | 500 | $14K |
| LRI Investments, LLC | 0.00% | New | 462 | $13K |
| Jones Financial Companies LLLP | 0.00% | New | 447 | $13K |
| Quarry LP | 0.01% | Reduce -26.4% | 404 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +49.0% | 368 | $11K |
| National Bank of Canada | 0.00% | No change | 380 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -10.9% | 269 | $8K |
| GAMMA Investing LLC | 0.00% | Add +0.4% | 253 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 240 | $7K |
| Quent Capital, LLC | 0.00% | No change | 181 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +480.6% | 180 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +180.4% | 143 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 140 | $4K |
| Fifth Third Bancorp | 0.00% | Add +657.1% | 106 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 96 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| UMB Bank, n.a. | 0.00% | Add +158.3% | 93 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $2K |
| Arax Advisory Partners | 0.00% | New | 54 | $2K |
| 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% | No change | 41 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +2.7% | 38 | $1K |
| Rothschild Investment LLC | 0.00% | Add +500.0% | 30 | $857 |
| CVA Family Office, LLC | 0.00% | New | 24 | $686 |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +4.8% | 22 | $629 |
| Signaturefd, LLC | 0.00% | No change | 22 | $629 |
| Avior Wealth Management, LLC | 0.00% | Reduce -42.9% | 20 | $571 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 18 | $508 |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $372 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $372 |
| Tucker Asset Management LLC | 0.00% | Add +300.0% | 8 | $229 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $229 |
| Huntington National Bank | 0.00% | Reduce -50.0% | 7 | $202 |
| Avion Wealth | 0.00% | No change | 19 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.