WafdWAFD
13F holders, Q1 2026 (March 31)259holders
30new positions
28sold out
5famous investors
$31.44avg. 13F price*
At the end of Q1 2026, 259 institutions reported holding Wafd Inc. (WAFD) in their 13F filings, unchanged from Q4 2025. 30 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($346.8M), Dimensional Fund Advisors LP ($155.3M) and Vanguard Portfolio Management LLC ($151.4M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $23.2M |
| Exits | 28 | $31.3M |
All 13F filers, Q4 2025 → Q1 2026: 3,685,552 shares bought and 3,899,782 shares sold, net −214,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.01% | Reduce -2.9% | 11,044,196 | $346.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.7% | 4,945,524 | $155.3M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,820,545 | $151.4M |
| State Street Corp. | 0.00% | Add +2.4% | 4,215,623 | $132.4M |
| Alliancebernstein L.P. | 0.04% | Add +15.0% | 3,574,574 | $114.5M |
| Vanguard Capital Management LLC | 0.00% | — | 3,427,275 | $107.6M |
| Fuller & Thaler Asset Management, Inc. | 0.34% | Reduce -3.3% | 3,254,587 | $102.2M |
| American Century Companies Inc. | 0.04% | Add +5.1% | 2,210,347 | $69.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 1,952,330 | $61.3M |
| Systematic Financial Management LP | 1.11% | Reduce -1.2% | 1,538,351 | $48.3M |
| Frontier Capital Management Co. LLC | 0.35% | Reduce -4.2% | 1,074,552 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.9% | 1,058,766 | $33.2M |
| Bank of America Corp. | 0.00% | Add +28.1% | 905,863 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.5% | 850,847 | $26.7M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 785,597 | $24.7M |
| Morgan Stanley | 0.00% | Add +3.4% | 778,570 | $24.4M |
| Wells Fargo & Company | 0.00% | Reduce -23.8% | 764,142 | $24.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.1% | 675,834 | $21.2M |
| D. E. Shaw & Co. | 0.01% | Add +54.2% | 551,847 | $17.3M |
| Two Sigma Investments, LP | 0.01% | Add +239.1% | 551,701 | $17.3M |
| UBS Group AG | 0.00% | Add +166.6% | 542,633 | $17.0M |
| MetLife Investment Management, LLC | 0.09% | Reduce -19.8% | 532,789 | $16.7M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +17.6% | 532,001 | $16.7M |
| Bridgeway Capital Management, LLC | 0.33% | Reduce -0.2% | 524,151 | $16.5M |
| Principal Financial Group Inc. | 0.01% | Add +34.4% | 504,529 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.5% | 495,784 | $15.6M |
| Victory Capital Management Inc. | 0.01% | Add +46.2% | 493,030 | $15.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 490,150 | $15.4M |
| William Blair Investment Management, LLC | 0.04% | Reduce -64.6% | 352,838 | $11.1M |
| Empowered Funds, LLC | 0.07% | New | 334,551 | $10.5M |
| Davidson Investment Advisors | 0.41% | Reduce -3.3% | 302,048 | $9.5M |
| LSV Asset Management | 0.02% | Add +0.5% | 298,800 | $9.4M |
| Invesco Ltd. | 0.00% | Reduce -59.6% | 276,039 | $8.7M |
| Congress Asset Management Co. | 0.06% | Add +25.3% | 275,080 | $8.6M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.5% | 271,381 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 220,431 | $6.9M |
| Millennium Management | 0.01% | Add +199.3% | 207,927 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.5% | 200,139 | $6.3M |
| Nuveen, LLC | 0.00% | Reduce -0.9% | 192,121 | $6.0M |
| Bessemer Group Inc. | 0.01% | Add +37.9% | 191,044 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -12.3% | 174,480 | $5.5M |
| Sei Investments Co. | 0.01% | Add +148.9% | 172,709 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 171,765 | $5.4M |
| AQR Capital Management | 0.00% | Reduce -0.5% | 164,278 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -0.7% | 163,867 | $5.1M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -0.2% | 156,715 | $4.9M |
| Swiss National Bank | 0.00% | Reduce -2.9% | 151,226 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -48.3% | 148,872 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +380.6% | 146,091 | $4.6M |
| WINTON GROUP Ltd | 0.16% | New | 141,914 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 135,202 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.8% | 122,776 | $3.8M |
| Jane Street Group, LLC | 0.00% | Reduce -46.0% | 118,303 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.8% | 113,108 | $3.6M |
| Hennessy Advisors Inc. | 0.12% | No change | 110,000 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -56.6% | 105,325 | $3.3M |
| HRT Financial LP | 0.01% | New | 96,690 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +25.3% | 91,503 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.9% | 83,576 | $2.6M |
| Talbot Financial, LLC | 0.21% | Add +4.3% | 80,896 | $2.5M |
| Auxier Asset Management LLC | 0.35% | Reduce -11.6% | 77,992 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +4.3% | 77,893 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.1% | 77,780 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 73,592 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +12.3% | 72,291 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +75681.1% | 71,992 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 71,890 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 70,509 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.9% | 67,576 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.4% | 67,377 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.1% | 67,124 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +17.8% | 64,966 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -50.0% | 63,494 | $2.0M |
| Barclays PLC | 0.00% | Reduce -64.2% | 55,820 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 54,573 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 53,824 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +340.4% | 51,399 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.5% | 50,637 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.9% | 49,722 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.2% | 45,758 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 43,066 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 41,330 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.0% | 40,902 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -6.1% | 40,900 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +6.9% | 37,004 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.3% | 35,724 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.8% | 34,390 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 34,255 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -6.9% | 33,600 | $1.1M |
| Weiss Asset Management LP | 0.03% | Reduce -3.5% | 33,134 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +14.8% | 31,529 | $990K |
| KLP Kapitalforvaltning As | 0.00% | No change | 30,738 | $965K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 30,211 | $949K |
| STRS Ohio | 0.00% | No change | 29,500 | $926K |
| XTX Topco Ltd | 0.02% | Reduce -33.9% | 28,250 | $887K |
| BNP Paribas Financial Markets | 0.00% | Add +43.7% | 26,981 | $847K |
| New York State Common Retirement Fund | 0.00% | No change | 25,052 | $787K |
| FMR LLC | 0.00% | Reduce -5.0% | 24,238 | $761K |
| SG Americas Securities, LLC | 0.00% | Reduce -55.4% | 23,926 | $751K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 23,853 | $749K |
"% of holder's portfolio" is WAFD's weight in each manager's 13F, not the share of Wafd Inc. the manager owns.