Wafd Inc (WAFD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

76,632,911Shares Outstanding

664,085Shares held by institutions

$21,941,368Value of institutional holdings

80.25%Institutional ownership %

4.68%Shares Changed QoQ

240No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Wafd Inc (NASDAQ:WAFD) is held by 240 institutional firms.

Wafd saw its institutional ownership percentage rose to 80.3% in December 2025 from 77.7% in September 2025.
The company experienced a 4.68% quarterly change in institutional shares held, alongside a decrease of 3.23% in total owners annually.
Of these 240 institutional investors, 110 increased their holdings in Wafd, while 87 of them reduced positions, and 43 investors maintained their exposure.
This class of investors increased its holdings in Wafd to 61.50Mn shares for the 13F-cycle ending December 2025, up by 2.75Mn shares quarter on quarter, and down 3.76Mn shares year over year.
BlackRock, Inc.'s holding of 11.37Mn shares as of December 31, 2025 makes it the primary institutional investor in Wafd, owning 14.84% of the stock.
Among the most significant buyers of Wafd during December 2025 were ALLIANCEBERNSTEIN L.P. (3.01Mn), WELLINGTON MANAGEMENT GROUP LLP (266.89K), D. E. Shaw & Co., Inc. (229.81K), ExodusPoint Capital Management, LP (227.17K), GOLDMAN SACHS GROUP INC (153.56K).
Leading sellers of Wafd stock in December 2025 included FIRST TRUST ADVISORS LP (533.29K), AMERIPRISE FINANCIAL INC (465.13K), FULLER & THALER ASSET MANAGEMENT, INC. (316.18K), VANGUARD GROUP INC (272.79K), WELLS FARGO & COMPANY/MN (152.97K).
The top 10 institutional holders of Wafd for the quarter ending December 2025 included BlackRock, Inc. (11.37Mn), VANGUARD GROUP INC (8.78Mn), DIMENSIONAL FUND ADVISORS LP (4.98Mn), STATE STREET CORP (4.12Mn), FULLER & THALER ASSET MANAGEMENT, INC. (3.37Mn), ALLIANCEBERNSTEIN L.P. (3.11Mn), AMERICAN CENTURY COMPANIES INC (2.10Mn), GEODE CAPITAL MANAGEMENT, LLC (1.94Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.56Mn), FRONTIER CAPITAL MANAGEMENT CO LLC (1.12Mn).

240 Institutional Holders

664,085 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	11,371,209	136,632	1.22%	$364,219,825.00
VANGUARD GROUP INC	31 Dec, 2025	8,778,878	-272,792	-3.01%	$281,187,464.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	4,980,089	26,000	0.52%	$159,514,419.00
STATE STREET CORP	31 Dec, 2025	4,117,990	-9,429	-0.23%	$131,899,220.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	3,366,379	-316,181	-8.59%	$107,825,133.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	3,107,658	3,009,664	3,071.27%	$99,538,286.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,102,900	25,841	1.24%	$67,355,887.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,941,880	-15,223	-0.78%	$62,209,344.00
SYSTEMATIC FINANCIAL MANAGEMENT LP	31 Dec, 2025	1,557,436	8,039	0.52%	$49,884,703.00
FRONTIER CAPITAL MANAGEMENT CO LLC	31 Dec, 2025	1,121,853	-10,047	-0.89%	$35,932,952.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,079,482	-26,389	-2.39%	$34,575,808.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	1,003,235	-152,967	-13.23%	$32,133,602.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	996,880	-103,432	-9.40%	$31,930,066.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	909,977	-465,133	-33.83%	$29,146,564.00
NORTHERN TRUST CORP	31 Dec, 2025	773,615	-70,476	-8.35%	$24,778,888.00
MORGAN STANLEY	31 Dec, 2025	752,786	102,288	15.72%	$24,111,808.00
Bank of New York Mellon Corp	31 Dec, 2025	712,302	38,376	5.69%	$22,815,042.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	707,135	106,563	17.74%	$22,649,544.00
MetLife Investment Management, LLC	31 Dec, 2025	664,081	-3,093	-0.46%	$21,270,514.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	525,351	42,536	8.81%	$16,826,993.00

1 - 20 of 240

Research Tools