WafdWAFD
13F holders, Q4 2025 (December 31)259holders +5
26new positions
25sold out
4famous investors
$32.03avg. 13F price*
At the end of Q4 2025, 259 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, up 5 from Q3 2025. 26 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($364.2M), Vanguard Group Inc. ($281.2M) and Dimensional Fund Advisors LP ($159.5M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $10.2M |
| Exits | 25 | $53.3M |
All 13F filers, Q3 2025 → Q4 2025: 5,430,077 shares bought and 4,773,370 shares sold, net +656,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.01% | Add +1.2% | 11,371,209 | $364.2M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 8,778,878 | $281.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.5% | 4,980,089 | $159.5M |
| State Street Corp. | 0.00% | Reduce -0.2% | 4,117,990 | $131.9M |
| Fuller & Thaler Asset Management, Inc. | 0.36% | Reduce -8.6% | 3,366,379 | $107.8M |
| Alliancebernstein L.P. | 0.03% | Add +3071.3% | 3,107,658 | $99.5M |
| American Century Companies Inc. | 0.03% | Add +1.2% | 2,102,900 | $67.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 1,941,880 | $62.2M |
| Systematic Financial Management LP | 1.18% | Add +0.5% | 1,557,436 | $49.9M |
| Frontier Capital Management Co. LLC | 0.38% | Reduce -0.9% | 1,121,853 | $35.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.4% | 1,079,482 | $34.6M |
| Wells Fargo & Company | 0.01% | Reduce -13.2% | 1,003,235 | $32.1M |
| William Blair Investment Management, LLC | 0.09% | Reduce -9.4% | 996,880 | $31.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -33.8% | 909,977 | $29.1M |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 773,615 | $24.8M |
| Morgan Stanley | 0.00% | Add +15.7% | 752,786 | $24.1M |
| Bank of New York Mellon Corp | 0.00% | Add +5.7% | 712,302 | $22.8M |
| Bank of America Corp. | 0.00% | Add +17.7% | 707,135 | $22.6M |
| Invesco Ltd. | 0.00% | Reduce -25.4% | 683,352 | $21.9M |
| MetLife Investment Management, LLC | 0.10% | Reduce -0.5% | 664,081 | $21.3M |
| Bridgeway Capital Management, LLC | 0.35% | Add +8.8% | 525,351 | $16.8M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1.6% | 452,517 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +52.0% | 448,716 | $14.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 375,488 | $12.0M |
| D. E. Shaw & Co. | 0.01% | Add +179.4% | 357,898 | $11.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.4% | 337,253 | $10.8M |
| Wellington Management Group LLP | 0.00% | Add +399.4% | 333,712 | $10.7M |
| Davidson Investment Advisors | 0.42% | Add +1.1% | 312,403 | $10.0M |
| LSV Asset Management | 0.02% | Reduce -2.2% | 297,200 | $9.5M |
| ExodusPoint Capital Management, LP | 0.10% | Add +373.8% | 287,947 | $9.2M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.3% | 272,715 | $8.7M |
| Citadel Advisors | 0.01% | Add +35.1% | 242,644 | $7.8M |
| Rhumbline Advisers | 0.01% | Reduce -6.4% | 223,928 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +9.2% | 221,094 | $7.1M |
| Congress Asset Management Co. | 0.05% | Add +2.5% | 219,558 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +31.9% | 219,231 | $7.0M |
| UBS Group AG | 0.00% | Reduce -38.2% | 203,547 | $6.5M |
| Legal & General Group Plc | 0.00% | Reduce -4.2% | 198,880 | $6.4M |
| Nuveen, LLC | 0.00% | Reduce -1.1% | 193,880 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +23.9% | 191,252 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 173,665 | $5.6M |
| AQR Capital Management | 0.00% | Add +22.9% | 165,138 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -76.4% | 165,014 | $5.3M |
| Two Sigma Investments, LP | 0.01% | Add +228.7% | 162,690 | $5.2M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -0.1% | 157,071 | $5.0M |
| Barclays PLC | 0.00% | Add +22.0% | 156,051 | $5.0M |
| Swiss National Bank | 0.00% | No change | 155,726 | $5.0M |
| Bessemer Group Inc. | 0.01% | Add +27388.9% | 138,544 | $4.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -18.4% | 131,528 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 128,043 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Add +5.6% | 126,857 | $4.1M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 116,465 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.6% | 112,154 | $3.6M |
| Hennessy Advisors Inc. | 0.12% | No change | 110,000 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +63.7% | 99,929 | $3.2M |
| Auxier Asset Management LLC | 0.40% | Reduce -32.6% | 88,223 | $2.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -0.1% | 79,441 | $2.5M |
| Talbot Financial, LLC | 0.20% | No change | 77,586 | $2.5M |
| Azora Capital LP | 0.15% | New | 75,357 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -43.4% | 74,663 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -14.4% | 73,595 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 73,022 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 73,019 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.5% | 72,741 | $2.3M |
| Comerica Bank | 0.01% | Add +13.6% | 71,842 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.0% | 71,497 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -13.9% | 70,753 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.6% | 70,302 | $2.3M |
| Millennium Management | 0.00% | Reduce -52.6% | 69,475 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -41.5% | 69,397 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +4.9% | 64,376 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +6.6% | 57,895 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +2.3% | 55,146 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 54,299 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.5% | 54,141 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Add +112.5% | 53,645 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +71.3% | 52,304 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -39.8% | 48,450 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 44,321 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.1% | 43,551 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 43,570 | $1.4M |
| XTX Topco Ltd | 0.04% | New | 42,722 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.2% | 40,895 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.3% | 36,500 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 36,190 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.3% | 36,100 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +105.5% | 34,602 | $1.1M |
| Weiss Asset Management LP | 0.02% | New | 34,352 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +99.7% | 33,530 | $1.1M |
| Dark Forest Capital Management LP | 0.05% | Reduce -73.7% | 31,339 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 30,970 | $992K |
| Intech Investment Management LLC | 0.01% | No change | 30,768 | $985K |
| KLP Kapitalforvaltning As | 0.00% | Add +61.5% | 30,738 | $985K |
| Franklin Resources Inc. | 0.00% | Add +87.4% | 30,397 | $974K |
| STRS Ohio | 0.00% | No change | 29,500 | $945K |
| Captrust Financial Advisors | 0.00% | Add +87.7% | 29,174 | $934K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -4.1% | 27,460 | $880K |
| FMR LLC | 0.00% | Add +21.6% | 25,513 | $817K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 25,158 | $806K |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.