WafdWAFD
13F holders, Q2 2025 (June 30)255holders +11
36new positions
23sold out
5famous investors
$29.29avg. 13F price*
At the end of Q2 2025, 255 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 11 from Q1 2025. 36 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($338.4M), Vanguard Group Inc. ($273.1M) and Dimensional Fund Advisors LP ($145.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wafd Inc.
- CUSIP
- 938824109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $23.7M |
| Exits | 23 | $14.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,949,482 shares bought and 3,367,387 shares sold, net −1,417,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 11,557,576 | $338.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 9,328,225 | $273.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.8% | 4,977,319 | $145.7M |
| State Street Corp. | 0.00% | Reduce -2.9% | 4,329,383 | $126.8M |
| Fuller & Thaler Asset Management, Inc. | 0.39% | Add +0.5% | 3,691,296 | $108.1M |
| American Century Companies Inc. | 0.03% | Add +4.5% | 2,036,490 | $59.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 1,984,103 | $58.1M |
| Systematic Financial Management LP | 1.20% | Add +0.7% | 1,541,973 | $45.1M |
| Wells Fargo & Company | 0.01% | Reduce -10.9% | 1,457,074 | $42.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.2% | 1,229,464 | $36.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.8% | 1,124,384 | $32.9M |
| Artisan Partners Limited Partnership | 0.05% | Reduce -0.3% | 1,093,542 | $32.0M |
| Frontier Capital Management Co. LLC | 0.29% | Reduce -4.3% | 1,087,425 | $31.8M |
| Invesco Ltd. | 0.01% | Reduce -8.8% | 1,010,005 | $29.6M |
| William Blair Investment Management, LLC | 0.07% | Add +8.3% | 962,787 | $28.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 856,617 | $25.1M |
| Macquarie Group Ltd. | 0.03% | Reduce -46.2% | 768,232 | $22.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 709,785 | $20.8M |
| MetLife Investment Management, LLC | 0.12% | Reduce -2.0% | 669,448 | $19.6M |
| First Trust Advisors LP | 0.02% | Add +2.9% | 656,705 | $19.2M |
| Morgan Stanley | 0.00% | Reduce -17.2% | 598,108 | $17.5M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +4.9% | 578,638 | $16.9M |
| Bank of America Corp. | 0.00% | Add +7.1% | 562,653 | $16.5M |
| Bridgeway Capital Management, LLC | 0.32% | Reduce -3.9% | 455,776 | $13.3M |
| UBS Group AG | 0.00% | Add +45.2% | 413,288 | $12.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -13.9% | 397,476 | $11.6M |
| Kennedy Capital Management LLC | 0.23% | Reduce -2.1% | 333,263 | $9.8M |
| LSV Asset Management | 0.02% | No change | 322,300 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.7% | 312,228 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 312,129 | $9.1M |
| Davidson Investment Advisors | 0.40% | Add +0.5% | 305,835 | $9.0M |
| Victory Capital Management Inc. | 0.01% | Add +7.4% | 293,380 | $8.6M |
| Renaissance Technologies | 0.01% | Add +3.9% | 285,229 | $8.4M |
| Public Sector Pension Investment Board | 0.03% | Add +5.7% | 273,293 | $8.0M |
| Empowered Funds, LLC | 0.09% | Reduce -6.5% | 265,979 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 261,833 | $7.7M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 242,873 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.3% | 229,390 | $6.7M |
| Congress Asset Management Co. | 0.05% | Add +0.1% | 225,798 | $6.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 221,593 | $6.5M |
| Nuveen, LLC | 0.00% | Add +14.3% | 203,632 | $6.0M |
| Barclays PLC | 0.00% | Add +34.1% | 194,030 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.4% | 160,745 | $4.7M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -1.6% | 158,395 | $4.6M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 155,726 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +0.1% | 154,800 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +41.8% | 113,166 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -17.1% | 135,562 | $4.0M |
| Sei Investments Co. | 0.00% | Add +107.6% | 131,457 | $3.8M |
| Auxier Asset Management LLC | 0.56% | Reduce -0.2% | 130,913 | $3.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.8% | 125,390 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 122,719 | $3.6M |
| New York State Teachers Retirement System | 0.01% | No change | 120,006 | $3.5M |
| Dark Forest Capital Management LP | 0.13% | Add +517.7% | 111,447 | $3.3M |
| Hennessy Advisors Inc. | 0.11% | Add +4.8% | 110,000 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +14.3% | 97,994 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +48.2% | 88,800 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.6% | 87,957 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +10.8% | 86,709 | $2.5M |
| D. E. Shaw & Co. | 0.00% | New | 83,348 | $2.4M |
| Talbot Financial, LLC | 0.21% | No change | 77,586 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.6% | 75,005 | $2.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +6.5% | 74,568 | $2.2M |
| Norges Bank | 0.00% | Reduce -50.2% | 70,077 | $2.1M |
| Comerica Bank | 0.01% | Reduce -1.3% | 68,265 | $2.0M |
| LPL Financial LLC | 0.00% | Add +83.7% | 65,803 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 64,174 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -70.9% | 58,641 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | New | 56,305 | $1.6M |
| Weiss Asset Management LP | 0.03% | New | 55,823 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -15.5% | 54,139 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 53,985 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -22.3% | 53,835 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 52,206 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +167.5% | 52,144 | $1.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 51,320 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.3% | 50,278 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -33.5% | 49,156 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.5% | 48,606 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +5.6% | 47,706 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.3% | 44,120 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.4% | 43,042 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +15.1% | 42,225 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 42,084 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +107.8% | 41,143 | $1.2M |
| AQR Capital Management | 0.00% | Add +28.0% | 39,428 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +78.9% | 39,377 | $1.2M |
| Knights of Columbus Asset Advisors LLC | 0.07% | Reduce -2.0% | 38,863 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.3% | 37,500 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.0M |
| AlphaCore Capital LLC | 0.04% | Add +99.9% | 33,571 | $983K |
| Vest Financial, LLC | 0.01% | Add +24.9% | 30,954 | $906K |
| D.A. Davidson & Co. | 0.01% | Reduce -25.6% | 30,228 | $885K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.5% | 30,036 | $879K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,120 | $853K |
| Pathstone Holdings, LLC | 0.00% | Reduce -45.0% | 28,530 | $835K |
| XTX Topco Ltd | 0.03% | Add +203.4% | 27,953 | $818K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 25,739 | $754K |
| New York State Common Retirement Fund | 0.00% | No change | 25,052 | $734K |
| Cwm, LLC | 0.00% | Reduce -2.0% | 24,284 | $711K |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.