Wafd WAFD Institutional Ownership

NASDAQ WAFD

$29.93 -0.36 (-1.19%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

292 Institutions

Increased 164 56.2%

Unchanged 40 13.7%

Reduced 88 30.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

86.78%

▲+4.98 pp QoQ

Shares Held by Institutions

64.13Mn

of 73.90Mn outstanding

▲+5.28% QoQ

Shares Outstanding

73.90Mn

9.77Mn held outside 13F filers

Institutional Investors

292

filed 13F for Jun 2026

▲+35 vs prior quarter

Net Shares Added (QoQ)

+3.22Mn

accumulated since last quarter

Value of Holdings

$1.92Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Wafd Inc (NASDAQ:WAFD) has 292 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 86.8% of outstanding shares in June 2026, up from 81.8% in March 2026.
Their total shares held in WAFD increased 5.28% quarter over quarter, and separately, investors owning Wafd increased 14.06% from a year ago.
Of these 292 funds, 164 grew their exposure to Wafd, 88 cut back, and 40 maintained positions.
Altogether, these fund groups held 64.13Mn shares in WAFD by June 2026, up by 3.22Mn shares quarter on quarter, and up 1.21Mn shares year over year.
BlackRock, Inc. is the top holder of Wafd as of June 30, 2026, with 10.77Mn shares representing 14.58% of outstanding stock.
The largest buyers of Wafd for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (1.02Mn), Qube Research & Technologies Ltd (446.26K), MILLENNIUM MANAGEMENT LLC (348.33K), Goldman Sachs Group Inc (263.31K), Ameriprise Financial Inc (243.46K).
The biggest sellers of Wafd for the quarter ending June 2026 included UBS Group AG (331.33K), BlackRock, Inc. (269.89K), FRONTIER CAPITAL MANAGEMENT CO LLC (122.88K), Sei Investments Co (113.35K), FULLER & THALER ASSET MANAGEMENT, INC. (112.28K).
Business Quant data shows the 10 biggest positions in Wafd as of June 2026 are held by BlackRock, Inc. (10.77Mn), DIMENSIONAL FUND ADVISORS LP (4.96Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.76Mn), State Street Corp (4.35Mn), ALLIANCEBERNSTEIN L.P. (3.81Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.32Mn), FULLER & THALER ASSET MANAGEMENT, INC. (3.14Mn), AMERICAN CENTURY COMPANIES INC (2.42Mn), GEODE CAPITAL MANAGEMENT, LLC (1.99Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.56Mn).

Form 13F Holdings

292 Institutional Holders

Report period 30 Jun, 2026

Total shares held 64.13Mn

Of outstanding 86.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,774,309	14.58%	▼269,887	-2.44%	$413.41Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	4,964,442	6.72%	▲18,918	+0.38%	$190.48Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,755,020	6.43%	▼65,525	-1.36%	$182.45Mn
4	State Street Corp	0000093751	4,345,763	5.88%	▲130,140	+3.09%	$166.75Mn
5	ALLIANCEBERNSTEIN L.P.	0001109448	3,807,514	5.15%	▲232,940	+6.52%	$119.56Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,324,356	4.50%	▼102,919	-3.00%	$127.56Mn
7	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	3,142,312	4.25%	▼112,275	-3.45%	$120.57Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	2,416,568	3.27%	▲206,221	+9.33%	$92.72Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,987,447	2.69%	▲35,117	+1.80%	$76.27Mn
10	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	1,558,139	2.11%	▲19,788	+1.29%	$59.79Mn
11	Ameriprise Financial Inc	0000820027	1,094,307	1.48%	▲243,460	+28.61%	$41.99Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,020,988	1.38%	▼37,778	-3.57%	$39.18Mn
12	Sixth Street Partners Management Company, L.P.	0001812095	1,020,988	1.38%	▲1,020,988	0.00%	$39.18Mn
13	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	951,677	1.29%	▼122,875	-11.43%	$36.52Mn
14	Bank Of America Corp /De/	0000070858	903,179	1.22%	▼2,684	-0.30%	$34.65Mn
15	Northern Trust Corp	0000073124	831,630	1.13%	▲46,033	+5.86%	$31.91Mn
16	D. E. Shaw & Co., Inc.	0001009207	790,567	1.07%	▲238,720	+43.26%	$30.33Mn
17	Goldman Sachs Group Inc	0000886982	759,092	1.03%	▲263,308	+53.11%	$29.13Mn
18	Morgan Stanley	0000895421	736,410	1.00%	▼42,160	-5.42%	$28.26Mn
19	Wells Fargo & Company/Mn	0000072971	690,969	0.93%	▼73,173	-9.58%	$26.51Mn

Showing 1 to 20 of 292 holders