Wafra Inc

WAFRA INC., a DE Corporation, employs 130 individuals, of which 68 serve in advisory roles for their 14 clients. With an approved SEC status since Feb 15, 1985, this firm is a reputable player in financial analysis.

• FAWAZ MANSOUR ALMUBARAKI

  CHAIRMAN/DIRECTOR/CHIEF EXECUTIVE OFFICER owns less than 5%

• FERGUS NMN HEALY

  DIRECTOR/CHIEF ADMINISTRATIVE OFFICER/SENIOR MANAGING DIRECTOR owns less than 5%

• JEANINE MACFADYEN

  CHIEF FINANCIAL OFFICER/SENIOR MANAGING DIRECTOR owns less than 5%

• MICHAEL HENRY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RUSSELL JAMES VALDEZ

  VICE CHAIRMAN/DIRECTOR/CHIEF INVESTMENT OFFICER/SENIOR MANAGING DIRECTOR owns less than 5%

• VINCENT PAUL CAMPAGNA

  DIRECTOR/CHIEF OPERATING OFFICER/SENIOR MANAGING DIRECTOR owns less than 5%

• WAFRA INTERVEST CORPORATION (WIC)

  WHOLLY OWNS REGISTRANT owns 75% or more

• GOVERNMENT OF KUWAIT

  WHOLLY OWNS PIFSS owns 75% or more

• THE PUBLIC INSTITUTION FOR SOCIAL SECURITY (PIFSS)

  WHOLLY OWNS WIC owns 75% or more

• DEUTSCHE BANK NATIONAL TRUST COMPANY
  United States
• FIRST REPUBLIC BANK
  United States
• FIRST REPUBLIC BANK
  United States

• Jericho Capital Asset Management LP
• Matrix Private Capital Group LLC
• Entrustpermal Partners Offshore LP
• Tiger Infrastructure Partners LP
• Lionshead Wealth Management LLC
• Seven Bridges Advisors LLC
• Seasons of Advice Wealth Management LLC
• LK Financial Planning LLC
• BPP Wealth Solutions LLC
• Sound Point Capital Management LP

• Wafra Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Shifting Holdings of Wafra Inc: A Deep Dive into Q3 2022 vs. Q4 2022
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