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 |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +69.3% | 28,997 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +172.1% | 28,436 | $991K |
| Cwm, LLC | 0.00% | Reduce -4.3% | 28,358 | $988K |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 28,203 | $983K |
| Deerfield Management Company, L.P. | 0.02% | New | 28,005 | $976K |
| Legato Capital Management LLC | 0.12% | Add +47.7% | 27,442 | $956K |
| Maryland State Retirement & Pension System | 0.02% | Add +16.4% | 27,427 | $956K |
| Franklin Resources Inc. | 0.00% | Add +6.7% | 26,463 | $954K |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 27,376 | $954K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 24,830 | $865K |
| Amalgamated Bank | 0.01% | Add +13.7% | 23,493 | $819K |
| Arizona State Retirement System | 0.01% | Add +20.0% | 23,369 | $814K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,735 | $792K |
| HSBC Holdings PLC | 0.00% | Reduce -40.0% | 21,659 | $760K |
| Two Sigma Securities, LLC | 0.06% | New | 21,781 | $759K |
| Voya Investment Management LLC | 0.00% | Reduce -2.8% | 21,508 | $750K |
| IFG Advisory, LLC | 0.05% | Reduce -1.4% | 20,741 | $723K |
| New York State Common Retirement Fund | 0.00% | Reduce -27.4% | 20,652 | $720K |
| Keeley-Teton Advisors, LLC | 0.08% | No change | 20,100 | $700K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +17.1% | 19,169 | $668K |
| Tradewinds Capital Management, LLC | 0.18% | No change | 19,000 | $662K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $652K |
| Natixis Advisors, LLC | 0.00% | Add +9.3% | 18,187 | $634K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -26.3% | 18,028 | $628K |
| Cornercap Investment Counsel Inc. | 0.18% | Reduce -48.0% | 17,666 | $616K |
| Citadel Advisors | 0.00% | Reduce -96.3% | 17,659 | $615K |
| Intech Investment Management LLC | 0.01% | New | 17,544 | $611K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -6.3% | 17,399 | $606K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +19.2% | 17,360 | $605K |
| FMR LLC | 0.00% | Add +15.4% | 16,493 | $575K |
| MML Investors Services, LLC | 0.00% | Add +7.3% | 15,835 | $552K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.2% | 15,603 | $544K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,474 | $539K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.0% | 15,445 | $538K |
| Royal Bank of Canada | 0.00% | Add +15.6% | 15,298 | $533K |
| Renaissance Technologies | 0.00% | Reduce -90.0% | 13,929 | $485K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.0% | 13,264 | $462K |
| WMS Partners, LLC | 0.03% | New | 12,935 | $451K |
| Mutual of America Capital Management LLC | 0.00% | Add +10.0% | 12,215 | $426K |
| Becker Capital Management Inc. | 0.01% | No change | 11,752 | $410K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.7% | 11,609 | $405K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +5.1% | 11,458 | $399K |
| Brighton Jones LLC | 0.01% | Add +18.3% | 11,422 | $398K |
| Cooper Financial Group | 0.05% | Add +1.9% | 10,789 | $376K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.1% | 9,958 | $370K |
| Washington Trust Bank | 0.03% | Reduce -49.9% | 10,460 | $365K |
| XTX Topco Ltd | 0.03% | New | 10,192 | $355K |
| Pinnacle West Asset Management, Inc. | 0.25% | No change | 10,000 | $348K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,984 | $348K |
| State of Wisconsin Investment Board | 0.00% | New | 9,981 | $348K |
| IMS Capital Management | 0.15% | No change | 9,843 | $343K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -20.6% | 9,708 | $338K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -84.1% | 9,368 | $326K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,054 | $316K |
| FORA Capital, LLC | 0.04% | New | 9,005 | $314K |
| Cerity Partners LLC | 0.00% | Reduce -11.6% | 8,847 | $308K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 8,802 | $307K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -64.5% | 8,781 | $306K |
| Lakeside Advisors, INC. | 0.19% | Add +0.1% | 8,752 | $305K |
| Bank of Montreal | 0.00% | Add +23.4% | 8,716 | $300K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.4% | 8,395 | $293K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.8% | 8,254 | $288K |
| Profund Advisors LLC | 0.01% | Add +15.2% | 8,246 | $287K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.5% | 7,987 | $278K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,540 | $263K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 7,322 | $250K |
| CIBC Asset Management Inc | 0.00% | New | 7,086 | $247K |
| M&T Bank Corp | 0.00% | Reduce -3.5% | 7,077 | $247K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 6,966 | $243K |
| Principal Securities, Inc. | 0.01% | Add +0.7% | 6,921 | $241K |
| Cetera Investment Advisers | 0.00% | New | 6,866 | $239K |
| AQR Capital Management | 0.00% | New | 6,927 | $239K |
| HighTower Advisors, LLC | 0.00% | New | 6,777 | $237K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.1% | 6,537 | $228K |
| Savant Capital, LLC | 0.00% | New | 6,287 | $219K |
| SG Americas Securities, LLC | 0.00% | New | 5,569 | $194K |
| Lazard Asset Management LLC | 0.00% | Add +60.2% | 4,219 | $147K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $120K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -23.9% | 3,424 | $119K |
| KBC Group NV | 0.00% | Add +35.1% | 2,797 | $97K |
| EMC Capital Management | 0.05% | Reduce -73.4% | 2,500 | $72K |
| Towne Trust Company, N.A | 0.03% | No change | 2,020 | $70K |
| HBC Financial Services, PLLC | 0.04% | New | 2,000 | $68K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $66K |
| Covestor Ltd | 0.04% | Add +60.1% | 1,904 | $66K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.7% | 1,833 | $64K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,825 | $64K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,735 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 1,676 | $58K |
| GAMMA Investing LLC | 0.01% | Add +515.8% | 1,558 | $54K |
| US Bancorp \de | 0.00% | Reduce -22.3% | 1,537 | $54K |
| Harbour Investments, Inc. | 0.00% | No change | 1,352 | $47K |
| McIlrath & Eck, LLC | 0.01% | Add +112.7% | 1,323 | $46K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,144 | $40K |
| Blue Trust, Inc. | 0.00% | Add +80.8% | 1,188 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -50.0% | 822 | $29K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.6% | 730 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $23K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 588 | $20K |
| Larson Financial Group LLC | 0.00% | No change | 509 | $18K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $17K |
| LRI Investments, LLC | 0.00% | No change | 462 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 368 | $13K |
| Riverview Trust Co | 0.01% | New | 305 | $11K |
| National Bank of Canada | 0.00% | Reduce -20.3% | 303 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +57.8% | 284 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -50.0% | 250 | $9K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 240 | $8K |
| Jones Financial Companies LLLP | 0.00% | Reduce -46.1% | 241 | $8K |
| Private Trust Co. NA | 0.00% | Reduce -11.5% | 238 | $8K |
| Sterling Capital Management LLC | 0.00% | — | 232 | $8K |
| UMB Bank, n.a. | 0.00% | Add +122.6% | 207 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +41.3% | 202 | $7K |
| Quent Capital, LLC | 0.00% | No change | 181 | $6K |
| Bessemer Group Inc. | 0.00% | Add +77.1% | 170 | $6K |
| Fifth Third Bancorp | 0.00% | Add +40.6% | 149 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 103 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -37.1% | 88 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $3K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 75 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 55 | $2K |
| Arax Advisory Partners | 0.00% | No change | 54 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +29.3% | 53 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 42 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 35 | $1K |
| Hemington Wealth Management | 0.00% | New | 36 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 38 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 32 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 24 | $836 |
| Signaturefd, LLC | 0.00% | No change | 22 | $767 |
| Avior Wealth Management, LLC | 0.00% | No change | 20 | $697 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 18 | $604 |
| SJS Investment Consulting Inc. | 0.00% | Add +23.1% | 16 | $558 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $454 |
| Farther Finance Advisors, LLC | 0.00% | New | 11 | $383 |
| Tucker Asset Management LLC | 0.00% | No change | 8 | $279 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $279 |
| Huntington National Bank | 0.00% | No change | 7 | $247 |
| Assetmark, Inc. | 0.00% | New | 6 | $209 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $174 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $140 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.8% | 1 | $25 |
| 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.