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Wafd Inc (WAFD)

CUSIP: 938824109 | NYSE | Financial Services · Banks - Regional | Mid Cap | 919 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,969,161
0.0% of portfolio›$148.7M
Bank of New York Mellon Corp688,661
0.0% of portfolio›$20.6M
Principal Financial Group Inc537,162
0.0% of portfolio›$16.1M
Congress Asset Management Co338,027
0.1% of portfolio›$10.1M
ProShare Advisors LLC278,026
0.0% of portfolio›$8.3M
Davidson Investment Advisors277,398
0.3% of portfolio›$8.3M
Y-Intercept (Hong Kong) Ltd82,578
0.1% of portfolio›$2.5M
Talbot Financial, LLC80,896
0.2% of portfolio›$2.4M
Hennessy Advisors Inc75,000
0.1% of portfolio›$2.2M
Citigroup Inc66,545
0.0% of portfolio›$2.0M
New York State Teachers Retirement System63,356
0.0% of portfolio›$1.9K
Hussman Strategic Advisors, Inc.63,000
0.4% of portfolio›$1.9M
Thrivent Financial for Lutherans47,063
0.0% of portfolio›$1.4K
Strs Ohio45,300
0.0% of portfolio›$1.4M
Wedge Capital Management L L P45,122
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund40,382
0.0% of portfolio›$1.2M
Wakefield Asset Management Lllp37,019
0.3% of portfolio›$1.1M
State of New Jersey Common Pension Fund D34,446
0.0% of portfolio›$1.0M
Louisiana State Employees Retirement System31,500
0.0% of portfolio›$942.8K
Wealth Enhancement Advisory Services, LLC22,074
0.0% of portfolio›$656.5K
Arizona State Retirement System20,809
0.0% of portfolio›$622.8K
Commonwealth Equity Services, LLC19,522
0.0% of portfolio›$584.3K
Amalgamated Bank19,197
0.0% of portfolio›$575
Tradewinds Capital Management, LLC19,000
0.1% of portfolio›$568.7K
Yousif Capital Management, LLC18,601
0.0% of portfolio›$556.7K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,434
0.0% of portfolio›$521.8K
Oregon Public Employees Retirement Fund16,556
0.0% of portfolio›$495.5K
State of Alaska, Department of Revenue15,465
0.0% of portfolio›$462
111 Capital14,408
0.1% of portfolio›$431.2K
D.A. Davidson & Co.13,889
0.0% of portfolio›$415.7K
Brighton Jones LLC13,830
0.0% of portfolio›$413.9K
Sterling Capital Management LLC12,131
0.0% of portfolio›$363.1K
Pictet Asset Management Holding SA12,081
0.0% of portfolio›$361.6K
Snider Financial Group10,174
0.1% of portfolio›$304.5K
HB Wealth Management, LLC9,379
0.0% of portfolio›$280.7K
Cooper Financial Group9,164
0.0% of portfolio›$274.3K
Baron Wealth Management LLC8,456
0.1% of portfolio›$253.1K
Yorktown Management & Research Co Inc8,450
0.2% of portfolio›$252.9K
Mutual of America Capital Management LLC8,444
0.0% of portfolio›$252.7K
Xponance LLC7,394
0.0% of portfolio›$221.3K
Creative Planning6,923
0.0% of portfolio›$207.2K
CIBC Asset Management Inc6,830
0.0% of portfolio›$204.4K
US Bancorp \de\6,196
0.0% of portfolio›$185.4K
Caitong International Asset Management Co., Ltd5,802
0.0% of portfolio›$173.7K
Nisa Investment Advisors, LLC4,585
0.0% of portfolio›$137.2K
Gamma Investing LLC3,836
0.0% of portfolio›$114.8K
Harbor Capital Advisors, Inc.3,174
0.0% of portfolio›$95
KBC Group NV3,107
0.0% of portfolio›$93
Blue Trust, Inc.2,252
0.0% of portfolio›$67.4K
EverSource Wealth Advisors, LLC1,944
0.0% of portfolio›$58.2K
Pinnacle Wealth Planning Services, Inc.1,579
0.0% of portfolio›$47.3K
TD Private Client Wealth LLC1,200
0.0% of portfolio›$35.9K
Assetmark, Inc844
0.0% of portfolio›$25.3K
Daytona Street Capital LLC670
0.0% of portfolio›$20.3K
Versant Capital Management, Inc653
0.0% of portfolio›$19.5K
Larson Financial Group LLC643
0.0% of portfolio›$19.2K
Fulcrum Asset Management LLP602
0.0% of portfolio›$18.2K
DekaBank Deutsche Girozentrale506
0.0% of portfolio›$15
Root Financial Partners, LLC505
0.0% of portfolio›$15.1K
Salomon & Ludwin, LLC482
0.0% of portfolio›$14.4K
Bare Financial Services, Inc445
0.0% of portfolio›$13.3K
IFP Advisors, Inc392
0.0% of portfolio›$11.7K
Mather Group, Llc.327
0.0% of portfolio›$9.8K
Farther Finance Advisors, LLC320
0.0% of portfolio›$9.6K
CGC Financial Services, LLC242
0.0% of portfolio›$7.2K
MassMutual Private Wealth & Trust, FSB193
0.0% of portfolio›$5.8K
Essential Partners LLC187
0.0% of portfolio›$5.6K
Silver Grove Financial Group, Inc.133
0.0% of portfolio›$4.0K
SJS Investment Consulting Inc.120
0.0% of portfolio›$3.6K
Proathlete Wealth Management LLC104
0.0% of portfolio›$3.1K
Manchester Capital Management LLC101
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust94
0.0% of portfolio›$2.8K
Simplex Trading, LLC72
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc71
0.0% of portfolio›$2.1K
Fortitude Family Office, LLC69
0.0% of portfolio›$2.1K
Ascentis Wealth Management, LLC55
0.0% of portfolio›$1.6K
Creative Financial Designs Inc55
0.0% of portfolio›$1.6K
Creative Capital Management Investments LLC45
0.0% of portfolio›$1.3K
JFS Wealth Advisors, LLC42
0.0% of portfolio›$1.3K
WPG Advisers, LLC26
0.0% of portfolio›$778
GK Wealth Management LLC18
0.0% of portfolio›$544
Davis Capital Management18
0.0% of portfolio›$539
Financial Consulate, Inc16
0.0% of portfolio›$479
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$420
Bay Harbor Wealth Management, LLC12
0.0% of portfolio›$359
Covestor Ltd11
0.0% of portfolio›$0
SBI Securities Co., Ltd.11
0.0% of portfolio›$329
Gilpin Wealth Management, LLC10
0.0% of portfolio›$300
Parallel Advisors, LLC9
0.0% of portfolio›$269
True Wealth Design, LLC7
0.0% of portfolio›$210
DecisionPoint Financial, LLC4
0.0% of portfolio›$120
Monetary Solutions, Ltd2
0.0% of portfolio›$60
Maryland Capital Advisors Inc.1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,969,161$148.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
688,661$20.6M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
537,162$16.1M0.0%CoreLowDes Moines, IA2026-11-02
Congress Asset Management Co
338,027$10.1M0.1%GrowthMediumBoston, MA2026-10-06
ProShare Advisors LLC
278,026$8.3M0.0%GrowthLowBethesda, MD2026-10-29
Davidson Investment Advisors
277,398$8.3M0.3%CoreLowGreat Falls, MT2026-10-20
Y-Intercept (Hong Kong) Ltd
82,578$2.5M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Talbot Financial, LLC
80,896$2.4M0.2%GrowthVery LowBellevue, WA2026-10-19
Hennessy Advisors Inc
75,000$2.2M0.1%Deep ValueMediumNovato, CA2026-10-28
Citigroup Inc
66,545$2.0M0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
63,356$1.9K0.0%CoreVery LowAlbany, NY2026-10-22
Hussman Strategic Advisors, Inc.
63,000$1.9M0.4%YieldVery HighEllicott City, MD2026-11-02
Thrivent Financial for Lutherans
47,063$1.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Strs Ohio
45,300$1.4M0.0%CoreMediumColumbus, OH2026-10-30
Wedge Capital Management L L P
45,122$1.4M0.0%ValueMediumCharlotte, NC2026-10-13
Illinois Municipal Retirement Fund
40,382$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Wakefield Asset Management Lllp
37,019$1.1M0.3%ValueMediumEnglewood, CO2026-11-05
State of New Jersey Common Pension Fund D
34,446$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
31,500$942.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Wealth Enhancement Advisory Services, LLC
22,074$656.5K0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
20,809$622.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth Equity Services, LLC
19,522$584.3K0.0%ETFLowWaltham, MA2026-11-02
Amalgamated Bank
19,197$5750.0%CoreVery LowNew York, NY2026-10-23
Tradewinds Capital Management, LLC
19,000$568.7K0.1%ETFVery HighBellingham, WA2026-10-23
Yousif Capital Management, LLC
18,601$556.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
17,434$521.8K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
16,556$495.5K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
15,465$4620.0%CoreVery LowJuneau, AK2026-10-15
111 Capital
14,408$431.2K0.1%CoreVery HighParis, India2026-11-03
D.A. Davidson & Co.
13,889$415.7K0.0%CoreLowGreat Falls, MT2026-10-28
Brighton Jones LLC
13,830$413.9K0.0%CoreVery LowSeattle, WA2026-11-03
Sterling Capital Management LLC
12,131$363.1K0.0%GARPMediumCharlotte, NC2026-10-22
Pictet Asset Management Holding SA
12,081$361.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Snider Financial Group
10,174$304.5K0.1%GrowthLowBellevue, WA2026-10-16
HB Wealth Management, LLC
9,379$280.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Cooper Financial Group
9,164$274.3K0.0%GrowthMediumIrvine, CA2026-10-07
Baron Wealth Management LLC
8,456$253.1K0.1%CoreLowTroy, MI2026-10-27
Yorktown Management & Research Co Inc
8,450$252.9K0.2%MomentumMediumForest, VA2026-10-28
Mutual of America Capital Management LLC
8,444$252.7K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
7,394$221.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Creative Planning
6,923$207.2K0.0%IndexVery LowOverland Park, KS2026-11-02
CIBC Asset Management Inc
6,830$204.4K0.0%GARPLowToronto, South Africa2026-11-05
US Bancorp \de\
6,196$185.4K0.0%IndexLowMinneapolis, MN2026-11-05
Caitong International Asset Management Co., Ltd
5,802$173.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Nisa Investment Advisors, LLC
4,585$137.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
3,836$114.8K0.0%IndexVery LowFoster City, CA2026-10-08
Harbor Capital Advisors, Inc.
3,174$950.0%ValueHighChicago, IL2026-10-22
KBC Group NV
3,107$930.0%CoreMediumBrussels, Czech Republic2026-10-22
Blue Trust, Inc.
2,252$67.4K0.0%ETFLowBrentwood, TN2026-10-15
EverSource Wealth Advisors, LLC
1,944$58.2K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
1,579$47.3K0.0%GARPLowMansfield, OH2026-10-27
TD Private Client Wealth LLC
1,200$35.9K0.0%ETFLowNew York, NY2026-10-28
Assetmark, Inc
844$25.3K0.0%ETFLowConcord, CA2026-10-21
Daytona Street Capital LLC
670$20.3K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Versant Capital Management, Inc
653$19.5K0.0%GARPLowPhoenix, AZ2026-10-02
Larson Financial Group LLC
643$19.2K0.0%GrowthLowSt Louis, MO2026-11-05
Fulcrum Asset Management LLP
602$18.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
DekaBank Deutsche Girozentrale
506$150.0%CoreLowFrankfurt, Hong Kong2026-10-27
Root Financial Partners, LLC
505$15.1K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
482$14.4K0.0%ETFVery LowRichmond, VA2026-10-29
Bare Financial Services, Inc
445$13.3K0.0%ETFVery LowGap, PA2026-11-04
IFP Advisors, Inc
392$11.7K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
327$9.8K0.0%ETFMediumChicago, IL2026-10-14
Farther Finance Advisors, LLC
320$9.6K0.0%IndexLowSan Francisco, CA2026-10-08
CGC Financial Services, LLC
242$7.2K0.0%ETFLowLake Oswego, OR2026-10-13
MassMutual Private Wealth & Trust, FSB
193$5.8K0.0%CoreLowSpringfield, MA2026-10-05
Essential Partners LLC
187$5.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Silver Grove Financial Group, Inc.
133$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
120$3.6K0.0%ETFVery LowSylvania, OH2026-10-26
Proathlete Wealth Management LLC
104$3.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Manchester Capital Management LLC
101$3.0K0.0%CoreLowManchester, VT2026-10-22
Parkside Financial Bank & Trust
94$2.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Simplex Trading, LLC
72$2.2K0.0%CoreVery HighChicago, IL2026-11-04
Farmers & Merchants Investments Inc
71$2.1K0.0%CoreVery LowLincoln, NE2026-10-22
Fortitude Family Office, LLC
69$2.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
55$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Creative Financial Designs Inc
55$1.6K0.0%ETFMediumKokomo, IN2026-11-04
Creative Capital Management Investments LLC
45$1.3K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
42$1.3K0.0%ETFVery LowHermitage, PA2026-11-03
WPG Advisers, LLC
26$7780.0%CoreLowBaltimore, MD2026-10-27
GK Wealth Management LLC
18$5440.0%GARPVery HighReno, NV2026-10-09
Davis Capital Management
18$5390.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
16$4790.0%ETFLowHunt Valley, MD2026-10-23
DiNuzzo Private Wealth, Inc.
14$4200.0%ETFLowBeaver, PA2026-10-16
Bay Harbor Wealth Management, LLC
12$3590.0%ETFMediumHunt Valley, MD2026-11-03
Covestor Ltd
11$00.0%ValueHighLondon, United Kingdom2026-10-30
SBI Securities Co., Ltd.
11$3290.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gilpin Wealth Management, LLC
10$3000.0%GrowthLowDenver, CO2026-10-09
Parallel Advisors, LLC
9$2690.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
7$2100.0%ETFMediumAkron, OH2026-10-13
DecisionPoint Financial, LLC
4$1200.0%ETFVery LowMesa, AZ2026-10-27
Monetary Solutions, Ltd
2$600.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
1$300.0%ETFVery LowChester, MD2026-10-15