WafdWAFD
13F holders, Q3 2024 (September 30)247holders +17
35new positions
20sold out
3famous investors
$34.86avg. 13F price*
At the end of Q3 2024, 247 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 17 from Q2 2024. 35 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($376.7M), Vanguard Group Inc. ($322.5M) and Dimensional Fund Advisors LP ($193.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $54.4M |
| Exits | 20 | $12.8M |
All 13F filers, Q2 2024 → Q3 2024: 5,445,283 shares bought and 3,540,160 shares sold, net +1,905,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| BlackRock, Inc. | 0.01% | — | 10,810,409 | $376.7M |
| Vanguard Group Inc. | 0.01% | Add +2.5% | 9,253,073 | $322.5M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.3% | 5,560,823 | $193.8M |
| State Street Corp. | 0.01% | Add +5.2% | 3,969,790 | $138.3M |
| Fuller & Thaler Asset Management, Inc. | 0.50% | Reduce -1.8% | 3,654,384 | $127.4M |
| Wells Fargo & Company | 0.02% | Reduce -17.2% | 1,980,089 | $69.0M |
| Geode Capital Management, LLC | 0.01% | Add +10.0% | 1,759,135 | $61.3M |
| American Century Companies Inc. | 0.03% | Add +20.8% | 1,539,104 | $53.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +445.4% | 1,500,376 | $52.3M |
| Macquarie Group Ltd. | 0.06% | Add +0.2% | 1,459,685 | $50.9M |
| Systematic Financial Management LP | 1.27% | Add +21.4% | 1,432,523 | $49.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.8% | 1,234,017 | $43.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.4% | 1,225,248 | $42.7M |
| Frontier Capital Management Co. LLC | 0.36% | Add +19.2% | 1,099,053 | $38.3M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -18.4% | 1,093,495 | $38.1M |
| Northern Trust Corp. | 0.01% | Add +2.4% | 908,207 | $31.7M |
| William Blair Investment Management, LLC | 0.08% | Reduce -3.0% | 907,044 | $31.6M |
| Morgan Stanley | 0.00% | Add +50.3% | 885,511 | $30.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 707,715 | $24.7M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 635,772 | $22.2M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.1% | 592,922 | $20.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +176.7% | 563,292 | $19.6M |
| Assenagon Asset Management S.A. | 0.04% | New | 533,241 | $18.6M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Reduce -15.4% | 497,893 | $17.4M |
| Bridgeway Capital Management, LLC | 0.33% | Reduce -10.5% | 437,487 | $15.2M |
| Principal Financial Group Inc. | 0.01% | Add +28.6% | 428,504 | $14.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 361,265 | $12.6M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -4.2% | 336,802 | $12.1M |
| LSV Asset Management | 0.02% | Reduce -18.4% | 323,900 | $11.3M |
| Invesco Ltd. | 0.00% | Add +0.6% | 301,646 | $10.5M |
| Davidson Investment Advisors | 0.49% | Add +3.8% | 290,326 | $10.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -35.1% | 259,607 | $9.0M |
| Norges Bank | 0.00% | Reduce -33.3% | 250,587 | $8.7M |
| Rhumbline Advisers | 0.01% | Add +4.1% | 232,674 | $8.1M |
| Kennedy Capital Management LLC | 0.17% | Add +10.9% | 225,845 | $7.9M |
| Legal & General Group Plc | 0.00% | Add +17.5% | 220,057 | $7.7M |
| Empowered Funds, LLC | 0.12% | Reduce -14.2% | 212,341 | $7.4M |
| Congress Asset Management Co. | 0.05% | Reduce -1.0% | 211,101 | $7.4M |
| Citigroup Inc. | 0.01% | Add +11.9% | 186,174 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 185,751 | $6.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -35.2% | 176,788 | $6.2M |
| Dana Investment Advisors, Inc. | 0.20% | Reduce -10.6% | 174,618 | $6.1M |
| Public Sector Pension Investment Board | 0.03% | Add +15.9% | 172,284 | $6.0M |
| Barclays PLC | 0.00% | Add +33.3% | 161,958 | $5.6M |
| Swiss National Bank | 0.00% | Add +15.8% | 158,426 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.9% | 157,962 | $5.5M |
| First Trust Advisors LP | 0.01% | Add +9.6% | 156,964 | $5.5M |
| UBS Group AG | 0.00% | Reduce -35.9% | 147,909 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +0.7% | 145,573 | $5.1M |
| Maltese Capital Management LLC | 0.78% | New | 137,500 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 128,109 | $4.5M |
| First Washington CORP | 1.77% | Reduce -49.0% | 127,905 | $4.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.1% | 123,464 | $4.3M |
| Hennessy Advisors Inc. | 0.12% | Add +9.5% | 104,000 | $3.6M |
| Rhino Investment Partners, Inc | 0.82% | New | 102,267 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +14.5% | 97,691 | $3.4M |
| Roubaix Capital, LLC | 1.81% | New | 94,142 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -32.0% | 90,382 | $3.1M |
| Foundry Partners, LLC | 0.15% | Reduce -67.3% | 88,098 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 85,994 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +11.9% | 75,725 | $2.6M |
| Talbot Financial, LLC | 0.32% | No change | 74,298 | $2.6M |
| Dean Investment Associates, LLC | 0.33% | Add +39.2% | 70,060 | $2.4M |
| Verition Fund Management LLC | 0.02% | Add +6.4% | 68,513 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -41.6% | 67,820 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -52.1% | 62,598 | $2.2M |
| Comerica Bank | 0.01% | Add +5.2% | 58,127 | $2.0M |
| Sei Investments Co. | 0.00% | Add +154.9% | 55,855 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 54,249 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +201.5% | 53,732 | $1.9M |
| Oliver Luxxe Assets LLC | 0.33% | New | 52,311 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +48.8% | 50,431 | $1.8M |
| Raymond James & Associates | 0.00% | Add +0.4% | 46,374 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +16.8% | 46,347 | $1.6M |
| Dean Capital Management | 0.67% | Add +143.4% | 45,209 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +37.5% | 44,502 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +1.1% | 41,400 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 41,343 | $1.4M |
| Meeder Asset Management Inc. | 0.09% | Reduce -15.4% | 40,566 | $1.4M |
| LPL Financial LLC | 0.00% | Add +8.7% | 40,492 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 39,619 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.4% | 39,465 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.4% | 39,465 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +15.6% | 39,300 | $1.4M |
| Danske Bank A/S | 0.00% | New | 39,291 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | Add +0.3% | 38,904 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | No change | 38,694 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.09% | Reduce -57.5% | 38,518 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -4.9% | 36,585 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.0% | 36,548 | $1.3M |
| Auxier Asset Management LLC | 0.19% | Reduce -7.6% | 36,094 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +33.2% | 35,552 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -21.2% | 35,519 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Add +14.3% | 34,255 | $1.2M |
| Man Group plc | 0.00% | Reduce -67.5% | 33,798 | $1.2M |
| AlphaCore Capital LLC | 0.26% | New | 33,530 | $1.2M |
| Harbor Capital Advisors, Inc. | 0.05% | Add +33.1% | 32,799 | $1.1M |
| Royce & Associates LP | 0.01% | Reduce -35.6% | 32,663 | $1.1M |
| AlphaQuest LLC | 0.10% | New | 31,310 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Add +14.5% | 30,966 | $1.1M |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.