undamentalytics Newsletter

Wafd Inc: which funds bought and sold

Institutions that bought and sold Wafd shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 152 institutions that filed 13F reports for both quarters added to or opened positions in Wafd, and 114 cut or closed them. Together they added a net 1.4M shares, +2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.6M shares (+14.0%); index fund managers were net sellers of 127K shares (−0.5%). 53 opened a new position and 25 sold out entirely.

Bought, Q2 2026 152 institutions, 53 of them new holders Sold, Q2 2026 114 institutions, 25 of them sold out
Net change, all compared +1.4M shares (+2.3%)
Net change, active managers +1.6M shares (+14.0%), 32 bought, 12 sold

Buyers versus sellers

institutions compared, 304
Active managers and hedge funds 32 bought · 12 sold · +1.6M
Index fund managers 4 bought · 7 sold · −127K
Other institutions 116 bought · 95 sold · −103K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Qube Research & Technologies Ltd Hedge fund +446K +3202.7% 460K $17.7M
Millennium Management LLC Hedge fund +348K +167.5% 556K $21.3M
Goldman Sachs Group Inc +263K +53.1% 759K $29.1M
Ameriprise Financial Inc +243K +28.6% 1.1M $42M
D. E. Shaw & Co., Inc. Hedge fund +239K +43.3% 791K $30.3M
Alliancebernstein L.P. Active manager +233K +6.5% 3.8M $120M
Arrowstreet Capital, Limited Partnership Hedge fund +220K New position 220K $8.5M
American Century Companies Inc Active manager +206K +9.3% 2.4M $92.7M
Interval Partners, LP Hedge fund +185K New position 185K $7.1M
Proshare Advisors LLC Index funds +181K +1527.9% 193K $7.4M
State Street Corp Index funds +130K +3.1% 4.3M $167M
Invesco Ltd. +124K +45.0% 400K $15.4M
Capital Fund Management S.A. Hedge fund +76K New position 76K $2.9M
Renaissance Technologies LLC Hedge fund +69K +589.9% 80K $3.1M
LSV Asset Management Active manager +58K +19.5% 357K $13.7M
Trexquant Investment LP Hedge fund +46K New position 46K $1.8M
Northern Trust Corp Index funds +46K +5.9% 832K $31.9M
Hussman Strategic Advisors, Inc. +42K New position 42K $1.6M
Man Group PLC Hedge fund +42K New position 42K $1.6M
Tudor Investment Corp Et Al Hedge fund +41K New position 41K $1.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
William Blair Investment Management, LLC Active manager −353K Sold out 0 —
UBS Group AG −331K −61.1% 211K $8.1M
Blackrock, Inc. Index funds −270K −2.4% 10.8M $413M
Winton Group Ltd Hedge fund −142K Sold out 0 —
Frontier Capital Management Co LLC Active manager −123K −11.4% 952K $36.5M
Jane Street Group, LLC −118K Sold out 0 —
Sei Investments Co −113K −65.6% 59K $2.3M
Fuller & Thaler Asset Management, Inc. −112K −3.4% 3.1M $121M
Vanguard Capital Management LLC Index funds −103K −3.0% 3.3M $128M
Metlife Investment Management, LLC −91K −17.1% 442K $17M
HRT Financial LP −83K −85.9% 14K $521,000
Wells Fargo & Company −73K −9.6% 691K $26.5M
Exoduspoint Capital Management, LP Hedge fund −72K −48.2% 77K $3M
Vanguard Portfolio Management LLC Index funds −66K −1.4% 4.8M $182M
Citadel Advisors LLC Hedge fund −56K −53.2% 49K $1.9M
Susquehanna International Group, LLP −46K −71.4% 19K $713,260
Brevan Howard Capital Management LP Hedge fund −44K −86.2% 7,076 $271,506
Morgan Stanley −42K −5.4% 736K $28.3M
Charles Schwab Investment Management Inc Index funds −38K −3.6% 1.0M $39.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −31K −17.9% 141K $5.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 220K $8.5M
Interval Partners, LPHedge fund 185K $7.1M
Capital Fund Management S.A.Hedge fund 76K $2.9M
Trexquant Investment LPHedge fund 46K $1.8M
Hussman Strategic Advisors, Inc. 42K $1.6M
Man Group PLCHedge fund 42K $1.6M
Tudor Investment Corp Et AlHedge fund 41K $1.6M
Wakefield Asset Management LLLP 36K $1.4M
Integrated Quantitative Investments LLC 36K $1.4M
Wedge Capital Management L L PActive manager 34K $1.3M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
284
Ten largest holders
65.1%
of 13F-reported shares
Index fund managers
44.3%
of 13F-reported shares
Active managers and hedge funds
21.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 32 12 13 4 +1.6M +14.0%
Index fund managers 4 7 0 0 −127K −0.5%
Other institutions 116 95 40 21 −103K −0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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