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 |
| Amalgamated Bank | 0.01% | Reduce -0.8% | 23,171 | $662K |
| Semanteon Capital Management, LP | 0.35% | New | 22,827 | $652K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,735 | $650K |
| Royal Bank of Canada | 0.00% | Add +14.5% | 22,011 | $629K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.4% | 21,443 | $613K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 21,194 | $606K |
| IFG Advisory, LLC | 0.03% | No change | 20,741 | $593K |
| Two Sigma Investments, LP | 0.00% | New | 19,797 | $566K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.6% | 19,516 | $558K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 19,495 | $557K |
| ProShare Advisors LLC | 0.00% | Reduce -6.7% | 19,051 | $544K |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 19,019 | $544K |
| Tradewinds Capital Management, LLC | 0.15% | No change | 19,000 | $543K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 18,712 | $535K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.1% | 18,669 | $534K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,574 | $531K |
| Dark Forest Capital Management LP | 0.02% | New | 18,043 | $516K |
| Cibc World Markets Corp. | 0.00% | Add +187.0% | 17,940 | $513K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +22.8% | 17,447 | $499K |
| Headlands Technologies LLC | 0.06% | Add +23.6% | 17,396 | $497K |
| KLP Kapitalforvaltning As | 0.00% | No change | 17,038 | $487K |
| AlphaCore Capital LLC | 0.04% | Add +0.2% | 16,791 | $480K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 16,320 | $466K |
| Natixis Advisors, LLC | 0.00% | Reduce -8.8% | 15,648 | $447K |
| Royce & Associates LP | 0.00% | Reduce -26.5% | 15,472 | $442K |
| Bank of Montreal | 0.00% | Add +41.4% | 14,006 | $400K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 13,892 | $397K |
| Algert Global LLC | 0.01% | No change | 13,888 | $397K |
| Millennium Management | 0.00% | Reduce -54.0% | 13,556 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.3% | 13,376 | $382K |
| FMR LLC | 0.00% | Reduce -46.7% | 12,504 | $357K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.9% | 12,366 | $353K |
| Neuberger Berman Group LLC | 0.00% | Add +4.7% | 12,164 | $348K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -62.1% | 12,157 | $347K |
| EP Wealth Advisors, LLC | 0.00% | Add +6.0% | 12,118 | $346K |
| Inceptionr LLC | 0.10% | Reduce -39.7% | 12,013 | $343K |
| Teacher Retirement System of Texas | 0.00% | New | 11,894 | $340K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.5% | 11,876 | $339K |
| Becker Capital Management Inc. | 0.01% | No change | 11,752 | $336K |
| New Age Alpha Advisors, LLC | 0.01% | New | 11,720 | $335K |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 11,690 | $334K |
| Edgestream Partners, L.P. | 0.01% | New | 11,551 | $330K |
| Cooper Financial Group | 0.04% | Add +2.4% | 11,401 | $326K |
| HB Wealth Management, LLC | 0.00% | New | 11,179 | $319K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.1% | 11,018 | $315K |
| Caprock Group, LLC | 0.01% | Add +41.6% | 10,547 | $301K |
| Washington Trust Bank | 0.03% | No change | 10,460 | $299K |
| Pinnacle West Asset Management, Inc. | 0.21% | No change | 10,000 | $286K |
| Aigen Investment Management, LP | 0.04% | New | 9,828 | $281K |
| Brighton Jones LLC | 0.01% | Add +0.5% | 9,755 | $279K |
| IMS Capital Management | 0.14% | No change | 9,614 | $275K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.3% | 9,555 | $273K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 9,550 | $273K |
| EMC Capital Management | 0.16% | No change | 9,388 | $268K |
| HSBC Holdings PLC | 0.00% | Add +20.7% | 9,377 | $268K |
| XTX Topco Ltd | 0.01% | New | 9,213 | $263K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.6% | 9,171 | $262K |
| Squarepoint Ops LLC | 0.00% | New | 8,824 | $252K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 8,802 | $252K |
| Lakeside Advisors, INC. | 0.17% | Add +0.1% | 8,770 | $251K |
| State of Wisconsin Investment Board | 0.00% | Reduce -19.5% | 8,659 | $247K |
| Principal Securities, Inc. | 0.01% | No change | 7,633 | $246K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +17.1% | 8,179 | $234K |
| Profund Advisors LLC | 0.01% | Reduce -46.0% | 7,732 | $221K |
| Syon Capital LLC | 0.02% | New | 7,631 | $218K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.4% | 7,169 | $205K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,322 | $201K |
| MAI Capital Management | 0.00% | No change | 6,375 | $182K |
| Coldstream Capital Management Inc. | 0.00% | New | 6,315 | $180K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.9% | 5,525 | $158K |
| KBC Group NV | 0.00% | Add +12.7% | 4,239 | $121K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,443 | $98K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,424 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -37.6% | 2,510 | $72K |
| Towne Trust Company, N.A | 0.02% | No change | 2,020 | $58K |
| TD Private Client Wealth LLC | 0.00% | Add +35.2% | 2,002 | $57K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +232.4% | 1,978 | $57K |
| Quadrant Capital Group LLC | 0.00% | Add +142.9% | 1,929 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,906 | $54K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,735 | $50K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.3% | 1,687 | $48K |
| Parallel Advisors, LLC | 0.00% | No change | 1,676 | $48K |
| US Bancorp \de | 0.00% | Reduce -60.9% | 1,423 | $41K |
| GAMMA Investing LLC | 0.00% | Reduce -14.7% | 1,419 | $41K |
| Sterling Capital Management LLC | 0.00% | Reduce -33.7% | 1,395 | $40K |
| Blue Trust, Inc. | 0.00% | Add +38.6% | 1,272 | $36K |
| AlphaQuest LLC | 0.00% | Reduce -96.7% | 1,002 | $29K |
| Brooklyn Investment Group | 0.01% | New | 979 | $28K |
| Jones Financial Companies LLLP | 0.00% | Add +1505.1% | 947 | $27K |
| McIlrath & Eck, LLC | 0.00% | Reduce -36.4% | 842 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 822 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 670 | $19K |
| Wayfinding Financial, LLC | 0.01% | New | 613 | $17K |
| Hantz Financial Services, Inc. | 0.00% | New | 588 | $17K |
| Versant Capital Management, Inc | 0.00% | Add +18.5% | 564 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 509 | $15K |
| Robinswood Financial LLC | 0.01% | No change | 500 | $14K |
| LRI Investments, LLC | 0.00% | No change | 462 | $13K |
| Sierra Ocean, LLC | 0.01% | No change | 408 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -77.2% | 400 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 368 | $11K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 379 | $11K |
| Riverview Trust Co | 0.01% | No change | 305 | $9K |
| UMB Bank, n.a. | 0.00% | Add +41.1% | 292 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.5% | 280 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +87.7% | 244 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +680.0% | 234 | $7K |
| Garde Capital, Inc. | 0.00% | New | 233 | $7K |
| Fifth Third Bancorp | 0.00% | Add +53.1% | 222 | $6K |
| National Bank of Canada | 0.00% | Reduce -16.8% | 208 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -29.8% | 184 | $5K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 165 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 101 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 83 | $2K |
| Hemington Wealth Management | 0.00% | Add +13.7% | 83 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 67 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | New | 76 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -17.9% | 64 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.8% | 58 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 26 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 55 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +500.0% | 48 | $1K |
| True Wealth Design, LLC | 0.00% | New | 48 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 46 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 45 | $1K |
| Quarry LP | 0.00% | Reduce -84.7% | 38 | $1K |
| Covestor Ltd | 0.00% | Reduce -94.5% | 37 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 32 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 30 | $858 |
| WPG Advisers, LLC | 0.00% | Reduce -84.0% | 26 | $743 |
| Signaturefd, LLC | 0.00% | No change | 22 | $629 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +23.1% | 16 | $458 |
| Global Financial Private Client, LLC | 0.00% | Add +180.0% | 14 | $400 |
| WealthTrak Capital Management LLC | 0.00% | No change | 10 | $286 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -23.1% | 10 | $286 |
| Huntington National Bank | 0.00% | No change | 7 | $202 |
| Private Wealth Asset Management, LLC | 0.00% | — | 7 | $200 |
| Assetmark, Inc. | 0.00% | No change | 6 | $171 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -89.8% | 5 | $141 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 4 | $114 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $58 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $57 |
| Avion Wealth | 0.00% | New | 19 | $0 |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.