WAFD — Wafd Inc Com Institutional Holders · Q3 2026
Who owns Wafd Inc Com (WAFD)? 9 institutions reported holding $10.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($10.1M), Cooper Financial Group ($274,275), GAMMA Investing LLC ($114,811).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $10.1M | 338,027 | Added |
| 2 | Cooper Financial Group | $274,275 | 9,164 | Added |
| 3 | GAMMA Investing LLC | $114,811 | 3,836 | Trimmed |
| 4 | Versant Capital Management, Inc | $19,544 | 653 | Added |
| 5 | Farther Finance Advisors, LLC | $9,580 | 320 | Trimmed |
| 6 | MassMutual Private Wealth & Trust, FSB | $5,776 | 193 | Hold |
| 7 | GK Wealth Management LLC | $544 | 18 | New |
| 8 | Davis Capital Management | $539 | 18 | Added |
| 9 | GILPIN WEALTH MANAGEMENT, LLC | $300 | 10 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30