WafdWAFD

13F holders, Q3 2025 (September 30)
254holders −1
27new positions
27sold out
6famous investors
$30.29avg. 13F price*

At the end of Q3 2025, 254 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, down 1 from Q2 2025. 27 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($340.3M), Vanguard Group Inc. ($274.2M) and Dimensional Fund Advisors LP ($150.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

0100200300 Q1 2024: 229Q1 2024Q2 2024: 230Q2 2024Q3 2024: 247Q3 2024Q4 2024: 249Q4 2024Q1 2025: 244Q1 2025Q2 2025: 255Q2 2025Q3 2025: 254Q3 2025Q4 2025: 259Q4 2025Q1 2026: 259Q1 2026Q2 2026: 289Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions27$14.2M
Exits27$30.9M

All 13F filers, Q2 2025 → Q3 2025: 1,934,037 shares bought and 3,950,318 shares sold, net −2,016,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 254 holders

BlackRock, Inc. 0.01% Reduce -2.8% 11,234,577 $340.3M
Vanguard Group Inc. 0.00% Reduce -3.0% 9,051,670 $274.2M
Dimensional Fund Advisors LP 0.03% Reduce -0.5% 4,954,089 $150.1M
State Street Corp. 0.00% Reduce -4.7% 4,127,419 $125.0M
Fuller & Thaler Asset Management, Inc. 0.38% Reduce -0.2% 3,682,560 $111.5M
American Century Companies Inc. 0.03% Add +2.0% 2,077,059 $62.9M
Geode Capital Management, LLC 0.00% Reduce -1.4% 1,957,103 $59.3M
Systematic Financial Management LP 1.14% Add +0.5% 1,549,397 $46.9M
Ameriprise Financial Inc. 0.01% Add +11.8% 1,375,110 $41.7M
Wells Fargo & Company 0.01% Reduce -20.6% 1,156,202 $35.0M
Frontier Capital Management Co. LLC 0.31% Add +4.1% 1,131,900 $34.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.6% 1,105,871 $33.5M
William Blair Investment Management, LLC 0.09% Add +14.3% 1,100,312 $33.3M
Artisan Partners Limited Partnership 0.04% Reduce -6.3% 1,024,145 $31.0M
Invesco Ltd. 0.00% Reduce -9.3% 916,320 $27.8M
Northern Trust Corp. 0.00% Reduce -1.5% 844,091 $25.6M
First Trust Advisors LP 0.02% Add +6.3% 698,303 $21.2M
Bank of New York Mellon Corp 0.00% Reduce -5.0% 673,926 $20.4M
MetLife Investment Management, LLC 0.10% Reduce -0.3% 667,174 $20.2M
Morgan Stanley 0.00% Add +8.8% 650,498 $19.7M
Bank of America Corp. 0.00% Add +6.7% 600,572 $18.2M
Bridgeway Capital Management, LLC 0.31% Add +5.9% 482,815 $14.6M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -23.0% 445,305 $13.5M
Principal Financial Group Inc. 0.01% Reduce -4.3% 380,466 $11.5M
Victory Capital Management Inc. 0.01% Add +15.4% 338,608 $10.3M
UBS Group AG 0.00% Reduce -20.3% 329,476 $10.0M
Davidson Investment Advisors 0.40% Add +1.1% 309,140 $9.4M
Public Sector Pension Investment Board 0.03% Add +12.5% 307,366 $9.3M
LSV Asset Management 0.02% Reduce -5.7% 304,000 $9.2M
Goldman Sachs Group Inc. 0.00% Reduce -5.4% 295,160 $8.9M
Empowered Funds, LLC 0.09% Add +10.2% 293,070 $8.9M
Rhumbline Advisers 0.01% Reduce -1.5% 239,156 $7.2M
Congress Asset Management Co. 0.04% Reduce -5.1% 214,186 $6.5M
Legal & General Group Plc 0.00% Reduce -6.3% 207,692 $6.3M
Baird Financial Group, Inc. 0.01% Reduce -11.8% 202,446 $6.1M
Nuveen, LLC 0.00% Reduce -3.7% 196,066 $5.9M
Citadel Advisors 0.00% Add +206.4% 179,650 $5.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -46.2% 168,069 $5.1M
Jane Street Group, LLC 0.01% Add +208.8% 166,235 $5.0M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -38.5% 161,102 $4.9M
Dana Investment Advisors, Inc. 0.14% Reduce -0.7% 157,267 $4.8M
Swiss National Bank 0.00% No change 155,726 $4.7M
JPMorgan Chase & Co. 0.00% Reduce -4.0% 154,343 $4.7M
Millennium Management 0.00% Add +1533.5% 146,578 $4.4M
AQR Capital Management 0.00% Add +240.8% 134,390 $4.1M
Prudential Financial Inc. 0.00% Add +16.6% 131,996 $4.0M
Auxier Asset Management LLC 0.56% No change 130,913 $4.0M
D. E. Shaw & Co. 0.00% Add +53.7% 128,083 $3.9M
Barclays PLC 0.00% Reduce -34.1% 127,944 $3.9M
Envestnet Asset Management Inc. 0.00% Add +3.9% 127,467 $3.9M
Brandywine Global Investment Management, LLC 0.03% Reduce -3.6% 120,865 $3.7M
Renaissance Technologies 0.00% Reduce -57.7% 120,729 $3.7M
New York State Teachers Retirement System 0.01% Add +0.1% 120,106 $3.6M
Dark Forest Capital Management LP 0.14% Add +7.0% 119,208 $3.6M
Sei Investments Co. 0.00% Reduce -9.8% 118,563 $3.6M
Hennessy Advisors Inc. 0.12% No change 110,000 $3.3M
O'shaughnessy Asset Management, LLC 0.02% New 105,247 $3.2M
Alliancebernstein L.P. 0.00% No change 97,994 $3.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.2% 86,008 $2.6M
Rafferty Asset Management, LLC 0.01% Reduce -5.2% 82,202 $2.5M
Raymond James Financial Inc. 0.00% Add +60.1% 80,479 $2.4M
Citigroup Inc. 0.00% Reduce -41.3% 79,608 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +6.6% 79,485 $2.4M
Talbot Financial, LLC 0.20% No change 77,586 $2.4M
California State Teachers Retirement System 0.00% Add +0.0% 75,008 $2.3M
State of New Jersey Common Pension Fund D 0.01% New 69,877 $2.1M
LPL Financial LLC 0.00% Add +2.8% 67,641 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +5.1% 67,427 $2.0M
Wellington Management Group LLP 0.00% New 66,821 $2.0M
Comerica Bank 0.01% Reduce -7.4% 63,228 $1.9M
Deutsche Bank AG 0.00% Add +13.4% 61,382 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% Add +546.8% 61,036 $1.8M
ExodusPoint Capital Management, LP 0.03% Add +7.9% 60,773 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -32.6% 59,815 $1.8M
Verition Fund Management LLC 0.01% Add +10.5% 54,304 $1.6M
Corient Private Wealth LP 0.00% Add +0.5% 54,258 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -65.2% 53,932 $1.6M
Kennedy Capital Management LLC 0.03% Reduce -84.8% 50,477 $1.5M
Two Sigma Investments, LP 0.00% Add +20.3% 49,497 $1.5M
State of Tennessee, Department of Treasury 0.01% Reduce -5.7% 49,175 $1.5M
Marshall Wace, LLP 0.00% Reduce -8.2% 47,950 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -2.5% 47,367 $1.4M
Tudor Investment Corporation 0.01% New 45,792 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -9.9% 42,962 $1.3M
Illinois Municipal Retirement Fund 0.02% Reduce -1.8% 42,261 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.5% 38,947 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.9% 36,644 $1.1M
Vest Financial, LLC 0.01% Add +17.4% 36,349 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -3.5% 36,200 $1.1M
Janus Henderson Group PLC 0.00% No change 34,255 $1.0M
HRT Financial LP 0.00% New 34,161 $1.0M
Intech Investment Management LLC 0.01% Reduce -27.1% 30,768 $932K
Pathstone Holdings, LLC 0.00% Add +7.0% 30,532 $925K
Picton Mahoney Asset Management 0.01% Add +46.6% 30,257 $916K
D.A. Davidson & Co. 0.01% Reduce -0.1% 30,184 $914K
STRS Ohio 0.00% Add +4816.7% 29,500 $894K
AlphaQuest LLC 0.06% Add +4304.4% 29,289 $887K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -44.2% 28,638 $867K
Aquatic Capital Management LLC 0.02% New 27,317 $827K
Cwm, LLC 0.00% Add +9.7% 26,643 $807K

"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.

Show all 254 holders