WafdWAFD
13F holders, Q4 2024 (December 31)249holders +2
20new positions
26sold out
4famous investors
$32.24avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 2 from Q3 2024. 20 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($383.4M), Vanguard Group Inc. ($303.7M) and Dimensional Fund Advisors LP ($173.6M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.4M |
| Exits | 26 | $35.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,690,276 shares bought and 3,957,380 shares sold, net +732,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| BlackRock, Inc. | 0.01% | Add +10.0% | 11,892,730 | $383.4M |
| Vanguard Group Inc. | 0.01% | Add +1.8% | 9,420,004 | $303.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.2% | 5,383,086 | $173.6M |
| State Street Corp. | 0.01% | Add +21.3% | 4,816,426 | $155.3M |
| Fuller & Thaler Asset Management, Inc. | 0.45% | Add +1.1% | 3,696,480 | $119.2M |
| Wells Fargo & Company | 0.01% | Reduce -8.6% | 1,809,128 | $58.3M |
| American Century Companies Inc. | 0.03% | Add +15.3% | 1,774,081 | $57.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,763,504 | $56.9M |
| Macquarie Group Ltd. | 0.06% | Add +3.7% | 1,514,000 | $48.8M |
| Systematic Financial Management LP | 1.24% | Add +5.2% | 1,506,368 | $48.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 1,218,446 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.2% | 1,170,354 | $37.7M |
| Frontier Capital Management Co. LLC | 0.33% | Reduce -0.8% | 1,090,589 | $35.2M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -0.3% | 1,090,076 | $35.1M |
| William Blair Investment Management, LLC | 0.07% | Add +2.5% | 929,760 | $30.0M |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 832,426 | $26.8M |
| Morgan Stanley | 0.00% | Reduce -13.5% | 766,008 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 736,564 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.8% | 708,500 | $22.8M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.3% | 591,427 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 557,548 | $18.0M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +6.8% | 531,893 | $17.1M |
| Invesco Ltd. | 0.00% | Add +63.6% | 493,501 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Add +152.9% | 469,704 | $15.1M |
| Rhino Investment Partners, Inc | 3.24% | Add +344.3% | 454,343 | $14.6M |
| Bridgeway Capital Management, LLC | 0.32% | Add +2.5% | 448,216 | $14.5M |
| Principal Financial Group Inc. | 0.01% | Add +4.5% | 447,621 | $14.4M |
| LSV Asset Management | 0.02% | Reduce -0.5% | 322,300 | $10.4M |
| Davidson Investment Advisors | 0.46% | Add +1.8% | 295,524 | $9.5M |
| Basswood Capital Management, L.L.C. | 0.54% | New | 285,672 | $9.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 254,893 | $8.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -55.2% | 252,494 | $8.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 230,841 | $7.4M |
| Congress Asset Management Co. | 0.05% | Add +7.5% | 227,039 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.8% | 225,602 | $7.3M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 225,373 | $7.3M |
| Kennedy Capital Management LLC | 0.16% | Reduce -0.7% | 224,220 | $7.2M |
| Empowered Funds, LLC | 0.11% | Add +5.1% | 223,191 | $7.2M |
| Citigroup Inc. | 0.01% | Add +19.8% | 223,118 | $7.2M |
| UBS Group AG | 0.00% | Add +43.8% | 212,684 | $6.9M |
| Norges Bank | 0.00% | Reduce -19.1% | 202,820 | $6.5M |
| Public Sector Pension Investment Board | 0.03% | Add +17.4% | 202,356 | $6.5M |
| Victory Capital Management Inc. | 0.01% | Add +5.1% | 185,859 | $6.0M |
| Barclays PLC | 0.00% | Add +5.7% | 171,258 | $5.5M |
| Dana Investment Advisors, Inc. | 0.18% | Reduce -5.5% | 165,103 | $5.3M |
| Swiss National Bank | 0.00% | Add +0.8% | 159,726 | $5.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -70.3% | 158,635 | $5.1M |
| Citadel Advisors | 0.00% | Add +705.1% | 142,174 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -59.0% | 138,147 | $4.5M |
| Auxier Asset Management LLC | 0.66% | Add +263.6% | 131,223 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -18.7% | 127,610 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 124,493 | $4.0M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 123,664 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +18.7% | 107,324 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.4% | 98,124 | $3.2M |
| Hennessy Advisors Inc. | 0.09% | Reduce -8.7% | 95,000 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 85,714 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -43.6% | 82,044 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 74,883 | $2.4M |
| Talbot Financial, LLC | 0.28% | No change | 74,298 | $2.4M |
| Renaissance Technologies | 0.00% | Add +427.2% | 73,429 | $2.4M |
| Comerica Bank | 0.01% | Add +18.4% | 68,804 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 67,100 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.4% | 65,540 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +60.0% | 56,886 | $1.8M |
| Oliver Luxxe Assets LLC | 0.33% | No change | 52,311 | $1.8M |
| Raymond James Financial Inc. | 0.00% | — | 54,783 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.0% | 54,267 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | New | 50,342 | $1.6M |
| Weiss Asset Management LP | 0.05% | New | 48,743 | $1.6M |
| LPL Financial LLC | 0.00% | Add +16.5% | 47,174 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.9% | 46,465 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 46,073 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.6% | 45,710 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +20.4% | 44,030 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 43,470 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 40,934 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +5.3% | 40,733 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | No change | 39,300 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.08% | Add +0.3% | 38,614 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 38,521 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.0% | 38,275 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.0% | 38,275 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 38,002 | $1.2M |
| Dean Investment Associates, LLC | 0.17% | Reduce -46.1% | 37,767 | $1.2M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +221.2% | 36,800 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 36,069 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -2.3% | 32,045 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -44.4% | 31,032 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +12.8% | 30,886 | $996K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.3% | 30,568 | $986K |
| AlphaQuest LLC | 0.13% | Reduce -4.1% | 30,024 | $968K |
| Millennium Management | 0.00% | New | 29,452 | $950K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $939K |
| Intech Investment Management LLC | 0.01% | Add +64.9% | 28,928 | $933K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 27,384 | $883K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 27,219 | $878K |
| Cwm, LLC | 0.00% | Reduce -5.7% | 26,747 | $862K |
| Dean Capital Management | 0.35% | Reduce -43.7% | 25,456 | $821K |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.