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
Osaic Holdings, Inc. 0.00% Add +1.5% 26,122 $792K
SG Americas Securities, LLC 0.00% Add +34.9% 25,239 $764K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.1% 25,158 $762K
New York State Common Retirement Fund 0.00% No change 25,052 $759K
Yousif Capital Management, LLC 0.01% Reduce -19.1% 24,303 $736K
BNP Paribas Financial Markets 0.00% Add +192.8% 24,268 $735K
Brevan Howard Capital Management LP 0.01% Add +29.6% 23,993 $727K
Arizona State Retirement System 0.00% Reduce -0.4% 23,698 $718K
Handelsbanken Fonder AB 0.00% Add +26.4% 23,474 $711K
Gabelli Funds LLC 0.00% No change 22,380 $678K
Amalgamated Bank 0.00% Reduce -2.4% 22,307 $676K
Police & Firemen's Retirement System of New Jersey 0.01% Add +21.4% 22,278 $675K
Teachers Retirement System of the State of Kentucky 0.00% No change 21,437 $650K
Stifel Financial Corp. 0.00% Add +3.4% 21,017 $637K
FMR LLC 0.00% Add +50.1% 20,977 $635K
IFG Advisory, LLC 0.03% No change 20,741 $628K
Graham Capital Management, L.P. 0.03% New 20,189 $612K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.5% 20,066 $608K
Commonwealth Equity Services, LLC 0.00% Reduce -3.1% 19,552 $592K
KLP Kapitalforvaltning As 0.00% Add +19.4% 19,038 $577K
Tradewinds Capital Management, LLC 0.13% No change 19,000 $576K
Natixis Advisors, LLC 0.00% Reduce -12.1% 18,884 $572K
State Board of Administration of Florida Retirement System 0.00% No change 18,712 $567K
Aigen Investment Management, LP 0.09% New 18,221 $552K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.3% 17,756 $538K
Royal Bank of Canada 0.00% Reduce -55.1% 17,666 $535K
Oxford Asset Management LLP 0.17% New 17,481 $529K
Quantinno Capital Management LP 0.00% Add +98.1% 16,835 $510K
AlphaCore Capital LLC 0.02% Reduce -50.0% 16,790 $509K
Algert Global LLC 0.01% Add +17.9% 16,378 $496K
Franklin Resources Inc. 0.00% Add +39.2% 16,221 $491K
Headlands Technologies LLC 0.04% Reduce -29.6% 16,139 $489K
Lazard Asset Management LLC 0.00% Reduce -1.1% 16,138 $489K
Captrust Financial Advisors 0.00% Reduce -4.3% 15,541 $471K
Tidal Investments LLC 0.00% Reduce -2.9% 15,486 $469K
ProShare Advisors LLC 0.00% Reduce -17.3% 14,858 $450K
MML Investors Services, LLC 0.00% Reduce -10.8% 14,836 $449K
Voya Investment Management LLC 0.00% Reduce -33.1% 14,565 $441K
PNC Financial Services Group, Inc. 0.00% Add +2.7% 14,070 $426K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.0% 13,987 $424K
Amundi 0.00% Add +4.2% 14,032 $420K
Dynamic Technology Lab Private Ltd 0.07% New 13,779 $417K
Neuberger Berman Group LLC 0.00% Add +0.8% 13,009 $394K
Pictet Asset Management Holding SA 0.00% No change 12,366 $375K
Fox Run Management, L.L.C. 0.06% New 12,355 $374K
Maryland State Retirement & Pension System 0.01% Reduce -51.9% 11,327 $343K
New Age Alpha Advisors, LLC 0.01% Reduce -2.0% 11,290 $342K
Balyasny Asset Management L.P. 0.00% Add +1.4% 11,083 $336K
Brighton Jones LLC 0.01% Add +7.7% 10,866 $329K
Caprock Group, LLC 0.01% — 10,033 $318K
Teacher Retirement System of Texas 0.00% Reduce -15.2% 10,506 $318K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 10,390 $315K
Hennion & Walsh Asset Management, Inc. 0.01% Add +14.9% 10,077 $305K
Pinnacle West Asset Management, Inc. 0.20% No change 10,000 $303K
Ensign Peak Advisors, Inc 0.00% Reduce -66.1% 9,870 $299K
HB Wealth Management, LLC 0.00% Reduce -5.4% 9,828 $298K
Cooper Financial Group 0.03% Reduce -5.5% 9,747 $295K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.5% 9,595 $291K
Public Employees Retirement System of Ohio 0.00% Reduce -0.8% 9,550 $289K
Principal Securities, Inc. 0.00% Reduce -3.9% 9,544 $289K
IMS Capital Management 0.13% Reduce -4.2% 9,214 $279K
Sanctuary Advisors, LLC 0.00% Add +1.8% 9,189 $278K
Mutual of America Capital Management LLC 0.00% Reduce -14.3% 8,826 $267K
MIdWestOne Financial Group, Inc. 0.03% No change 8,802 $267K
Choreo, LLC 0.00% New 8,675 $263K
Wealth Enhancement Advisory Services, LLC 0.00% Add +38.1% 8,897 $262K
Lakeside Advisors, INC. 0.16% Reduce -2.7% 8,540 $259K
CIBC Bancorp USA Inc. 0.00% — 8,408 $255K
State of Wisconsin Investment Board 0.00% Reduce -3.3% 8,159 $247K
DekaBank Deutsche Girozentrale 0.00% No change 7,322 $220K
Russell Investments Group, Ltd. 0.00% Reduce -9.8% 7,180 $217K
Creative Planning 0.00% New 6,902 $209K
CIBC Asset Management Inc 0.00% Reduce -4.4% 6,852 $208K
Profund Advisors LLC 0.01% Reduce -7.9% 6,735 $204K
Cetera Investment Advisers 0.00% New 6,605 $200K
Ameritas Investment Partners, Inc. 0.01% Reduce -19.4% 6,590 $200K
MAI Capital Management 0.00% Reduce -10.3% 6,375 $193K
Sterling Capital Management LLC 0.00% Add +152.1% 5,462 $165K
Sprucegrove Investment Management Ltd. 0.01% Add +20.0% 4,200 $127K
Tower Research Capital LLC (TRC) 0.00% Reduce -62.4% 4,189 $127K
EMC Capital Management 0.06% No change 3,937 $119K
Harbor Capital Advisors, Inc. 0.01% Reduce -69.3% 3,743 $113K
GAMMA Investing LLC 0.01% Add +43.3% 3,721 $113K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,443 $104K
Nisa Investment Advisors, LLC 0.00% Add +5.8% 3,399 $103K
KBC Group NV 0.00% No change 3,107 $94K
McIlrath & Eck, LLC 0.01% Add +104.4% 2,712 $82K
Arax Advisory Partners 0.00% New 2,685 $81K
Steward Partners Investment Advisory, LLC 0.00% No change 1,906 $58K
TD Private Client Wealth LLC 0.00% Reduce -1.4% 1,838 $56K
Blue Trust, Inc. 0.00% Add +36.0% 1,837 $56K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.7% 1,830 $55K
Cornerstone Planning Group LLC 0.01% Add +3597.1% 2,514 $54K
Danske Bank A/S 0.00% No change 1,700 $51K
Parallel Advisors, LLC 0.00% No change 1,676 $51K
Hantz Financial Services, Inc. 0.00% Add +604.5% 1,423 $43K
Rockefeller Capital Management L.P. 0.00% New 1,363 $41K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,174 $36K
US Bancorp \de 0.00% Reduce -8.2% 1,115 $34K
Salomon & Ludwin, LLC 0.00% New 729 $22K
Nomura Asset Management Co. Ltd. 0.00% No change 670 $20K
Quarry LP 0.01% Add +145.2% 662 $20K
Jones Financial Companies LLLP 0.00% Add +33.1% 644 $20K
Larson Financial Group LLC 0.00% Reduce -8.3% 629 $19K
Bessemer Group Inc. 0.00% Add +96.9% 504 $16K
Robinswood Financial LLC 0.01% No change 500 $15K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -40.6% 486 $15K
Global Retirement Partners, LLC 0.00% Reduce -11.8% 470 $14K
LRI Investments, LLC 0.00% No change 462 $14K
Versant Capital Management, Inc 0.00% No change 434 $13K
Optiver Holding B.V. 0.00% New 410 $12K
Wealthspire Advisors, LLC 0.00% New 399 $12K
UMB Bank, n.a. 0.00% Add +15.5% 366 $11K
Harbour Investments, Inc. 0.00% Reduce -12.5% 350 $11K
National Bank of Canada 0.00% Add +2.0% 298 $9K
Bare Financial Services, Inc 0.00% No change 223 $7K
Root Financial Partners, LLC 0.00% New 187 $6K
Farther Finance Advisors, LLC 0.00% Add +3800.0% 156 $5K
Essential Partners LLC 0.00% Add +1061.5% 151 $5K
Rothschild Investment LLC 0.00% Reduce -30.8% 135 $4K
IFP Advisors, Inc 0.00% Add +0.0% 123 $4K
Manchester Capital Management LLC 0.00% No change 101 $3K
Clearstead Advisors, LLC 0.00% Add +818.2% 101 $3K
Group One Trading LLC 0.00% New 100 $3K
Hemington Wealth Management 0.00% Add +31.0% 131 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 83 $3K
Smartleaf Asset Management LLC 0.00% Reduce -17.9% 78 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 77 $2K
Fifth Third Bancorp 0.00% Add +58.7% 73 $2K
High Note Wealth, LLC 0.00% Add +11.1% 70 $2K
Creative Financial Designs Inc. 0.00% No change 55 $2K
True Wealth Design, LLC 0.00% Add +8.3% 52 $2K
Prestige Wealth Management Group LLC 0.00% No change 46 $1K
Farmers & Merchants Investments Inc. 0.00% No change 45 $1K
Covestor Ltd 0.00% Reduce -63.2% 21 $1K
Fortitude Family Office, LLC 0.00% Add +25.0% 30 $909
WPG Advisers, LLC 0.00% No change 26 $788
Assetmark, Inc. 0.00% New 25 $757
Quadrant Capital Group LLC 0.00% New 24 $727
Creekmur Asset Management LLC 0.00% Add +5.6% 19 $564
JFS Wealth Advisors, LLC 0.00% Add +41.7% 17 $515
Financial Consulate, Inc. 0.00% New 16 $485
Allworth Financial LP 0.00% New 16 $485
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $441
Parkside Financial Bank & Trust 0.00% No change 8 $243
Huntington National Bank 0.00% No change 7 $215
Rialto Wealth Management, LLC 0.00% Add +133.3% 7 $213
SJS Investment Consulting Inc. 0.00% No change 7 $213
Private Wealth Asset Management, LLC 0.00% No change 7 $212
HFM Investment Advisors, LLC 0.00% No change 5 $151
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 4 $121
SBI Securities Co., Ltd. 0.00% No change 1 $30
Avion Wealth 0.00% No change 19 $0
Cloud Capital Management, LLC 0.00% New 17 $0

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