WafdWAFD
13F holders, Q1 2025 (March 31)244holders −5
27new positions
31sold out
4famous investors
$28.58avg. 13F price*
At the end of Q1 2025, 244 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, down 5 from Q4 2024. 27 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($344.5M), Vanguard Group Inc. ($269.0M) and Dimensional Fund Advisors LP ($149.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $6.9M |
| Exits | 31 | $43.8M |
All 13F filers, Q4 2024 → Q1 2025: 3,959,504 shares bought and 3,562,113 shares sold, net +397,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| BlackRock, Inc. | 0.01% | Add +1.4% | 12,053,451 | $344.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 9,412,268 | $269.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -2.8% | 5,230,695 | $149.5M |
| State Street Corp. | 0.01% | Reduce -7.5% | 4,457,755 | $127.4M |
| Fuller & Thaler Asset Management, Inc. | 0.41% | Reduce -0.6% | 3,672,980 | $105.0M |
| Geode Capital Management, LLC | 0.00% | Add +13.0% | 1,992,627 | $57.0M |
| American Century Companies Inc. | 0.03% | Add +9.8% | 1,948,534 | $55.7M |
| Wells Fargo & Company | 0.01% | Reduce -9.6% | 1,635,140 | $46.7M |
| Systematic Financial Management LP | 1.25% | Add +1.7% | 1,531,327 | $43.8M |
| Macquarie Group Ltd. | 0.05% | Reduce -5.7% | 1,428,235 | $40.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.0% | 1,181,298 | $33.8M |
| Ameriprise Financial Inc. | 0.01% | Add +0.9% | 1,180,415 | $33.7M |
| Frontier Capital Management Co. LLC | 0.36% | Add +4.3% | 1,136,936 | $32.5M |
| Invesco Ltd. | 0.01% | Add +124.3% | 1,107,097 | $31.6M |
| Artisan Partners Limited Partnership | 0.05% | Add +0.7% | 1,097,340 | $31.4M |
| William Blair Investment Management, LLC | 0.07% | Reduce -4.4% | 888,770 | $25.4M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 875,079 | $25.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 730,125 | $20.9M |
| Morgan Stanley | 0.00% | Reduce -5.7% | 722,291 | $20.6M |
| MetLife Investment Management, LLC | 0.11% | Add +1576.8% | 683,003 | $19.5M |
| First Trust Advisors LP | 0.02% | Add +400.2% | 638,304 | $18.2M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +3.7% | 551,758 | $15.8M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 525,253 | $15.0M |
| Bridgeway Capital Management, LLC | 0.34% | Add +5.8% | 474,161 | $13.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.1% | 461,593 | $13.2M |
| Kennedy Capital Management LLC | 0.23% | Add +51.9% | 340,481 | $9.7M |
| LSV Asset Management | 0.02% | No change | 322,300 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -55.2% | 317,210 | $9.1M |
| Davidson Investment Advisors | 0.43% | Add +3.0% | 304,256 | $8.7M |
| Empowered Funds, LLC | 0.12% | Add +27.5% | 284,555 | $8.1M |
| UBS Group AG | 0.00% | Add +33.8% | 284,551 | $8.1M |
| Renaissance Technologies | 0.01% | Add +273.9% | 274,529 | $7.8M |
| Victory Capital Management Inc. | 0.01% | Add +46.9% | 273,094 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.5% | 265,187 | $7.6M |
| Public Sector Pension Investment Board | 0.03% | Add +27.8% | 258,604 | $7.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.9% | 250,064 | $7.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.3% | 246,467 | $7.0M |
| Rhumbline Advisers | 0.01% | Add +2.6% | 236,909 | $6.8M |
| Congress Asset Management Co. | 0.05% | Reduce -0.6% | 225,656 | $6.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 222,722 | $6.4M |
| Citadel Advisors | 0.01% | Add +41.9% | 201,716 | $5.8M |
| Rhino Investment Partners, Inc | 1.32% | Reduce -58.7% | 187,538 | $5.4M |
| Nuveen, LLC | 0.00% | — | 178,214 | $5.1M |
| Citigroup Inc. | 0.00% | Reduce -26.7% | 163,615 | $4.7M |
| Dana Investment Advisors, Inc. | 0.16% | Reduce -2.5% | 160,956 | $4.6M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 157,726 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +255.6% | 154,598 | $4.4M |
| Barclays PLC | 0.00% | Reduce -15.5% | 144,701 | $4.1M |
| Norges Bank | 0.00% | Reduce -30.7% | 140,604 | $4.0M |
| Auxier Asset Management LLC | 0.56% | No change | 131,223 | $3.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -5.7% | 130,290 | $3.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.0% | 120,006 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 119,115 | $3.4M |
| Hennessy Advisors Inc. | 0.10% | Add +10.5% | 105,000 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +101.5% | 101,413 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.9% | 89,405 | $2.6M |
| Alliancebernstein L.P. | 0.00% | No change | 85,714 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.7% | 79,830 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -27.1% | 78,252 | $2.2M |
| Talbot Financial, LLC | 0.28% | Add +4.4% | 77,586 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.4% | 74,585 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +267.1% | 73,937 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.4% | 70,030 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +862.6% | 69,306 | $2.0M |
| Comerica Bank | 0.01% | Add +0.6% | 69,180 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +12.6% | 64,071 | $1.8M |
| Sei Investments Co. | 0.00% | Add +104.1% | 63,330 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.6% | 59,901 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +30.0% | 59,408 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 54,838 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 54,059 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +11.7% | 51,889 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +26.6% | 48,094 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +22.7% | 46,976 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +22.7% | 46,976 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.9% | 45,187 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.9% | 43,638 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.2% | 43,614 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Add +17.1% | 42,240 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.7% | 40,651 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.08% | Add +2.7% | 39,664 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.3% | 38,400 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +270.4% | 37,379 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +0.0% | 36,805 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +26.8% | 36,689 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -24.1% | 35,824 | $1.0M |
| Quantbot Technologies LP | 0.03% | New | 35,157 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $969K |
| AQR Capital Management | 0.00% | Add +271.2% | 30,794 | $867K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.3% | 30,185 | $863K |
| Occudo Quantitative Strategies LP | 0.11% | New | 29,547 | $836K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $832K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 27,212 | $778K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.8% | 26,315 | $752K |
| New York State Common Retirement Fund | 0.00% | Add +21.3% | 25,052 | $716K |
| Cwm, LLC | 0.00% | Reduce -7.3% | 24,793 | $709K |
| Vest Financial, LLC | 0.01% | New | 24,781 | $708K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.5% | 23,815 | $681K |
| Keeley-Teton Advisors, LLC | 0.08% | Add +36.4% | 23,662 | $676K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 23,313 | $666K |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.