Waterstone Financial, Inc.
WSBF- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001569994
In the last 90 days, Waterstone Financial, Inc. insiders filed 0 open-market purchases and 1 sale; 125 institutions reported holding it in 13F filings for Q2 2026, worth $202.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Waterstone Financial, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 125
- +4 vs. Q1 2026
- Shares held
- 9.77M
- +377.9K (+4.0%) vs. Q1 2026
- Total value
- $202.5M
- +$33.1M (+19.6%) vs. Q1 2026
- New holders
- 15
- 52 more added
- Sold out
- 11
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSBF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 125 | $202.5M |
| Q1 2026 | 123 | $169.7M |
| Q4 2025 | 112 | $152.9M |
| Q3 2025 | 102 | $143.6M |
| Q2 2025 | 96 | $128.9M |
| Q1 2025 | 95 | $130.8M |
| Q4 2024 | 92 | $131.1M |
| Q3 2024 | 88 | $147.1M |
| Q2 2024 | 82 | $127.2M |
| Q1 2024 | 86 | $128.9M |
| Q4 2023 | 88 | $149.8M |
| Q3 2023 | 92 | $114.2M |
| Q2 2023 | 93 | $164.0M |
| Q1 2023 | 101 | $182.5M |
| Q4 2022 | 106 | $206.1M |
| Q3 2022 | 100 | $195.6M |
| Q2 2022 | 97 | $215.4M |
| Q1 2022 | 114 | $262.5M |
| Q4 2021 | 110 | $306.1M |
| Q3 2021 | 110 | $290.2M |
| Q2 2021 | 104 | $278.3M |
| Q1 2021 | 109 | $293.5M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,641,766 | $34.0M | 0.00% | +135,777+9.0% | Added |
| Dimensional Fund Advisors LP | 1,417,945 | $29.4M | 0.01% | +4,443+0.3% | Added |
| Renaissance Technologies LLC | 1,051,571 | $21.8M | 0.03% | −42,900−3.9% | Reduced |
| Vanguard Capital Management LLC | 641,005 | $13.3M | 0.00% | −59,232−8.5% | Reduced |
| State Street Corp | 398,372 | $8.26M | 0.00% | +3,857+1.0% | Added |
| Geode Capital Management, LLC | 388,478 | $8.05M | 0.00% | +21,798+5.9% | Added |
| American Century Companies Inc | 341,972 | $7.09M | 0.00% | +91,887+36.7% | Added |
| AQR Capital Management LLC | 259,089 | $5.37M | 0.00% | +34,295+15.3% | Added |
| CSM Advisors, LLC | 221,070 | $4.58M | 0.10% | +30,945+16.3% | Added |
| Bridgeway Capital Management, LLC | 211,375 | $4.38M | 0.08% | +6,259+3.1% | Added |
| Morgan Stanley | 197,809 | $4.10M | 0.00% | +44,178+28.8% | Added |
| Goldman Sachs Group Inc | 196,657 | $4.08M | 0.00% | −57,807−22.7% | Reduced |
| Quantinno Capital Management LP | 169,424 | $3.51M | 0.00% | +28,013+19.8% | Added |
| Arrowstreet Capital, Limited Partnership | 167,095 | $3.46M | 0.00% | 00.0% | Unchanged |
| Donald Smith & Co., Inc. | 164,590 | $3.41M | 0.06% | −11,500−6.5% | Reduced |
| Northern Trust Corp | 143,761 | $2.98M | 0.00% | +3,682+2.6% | Added |
| Charles Schwab Investment Management Inc | 129,105 | $2.68M | 0.00% | +2,313+1.8% | Added |
| Qube Research & Technologies Ltd | 119,139 | $2.47M | 0.00% | +91,303+328.0% | Added |
| Empowered Funds, LLC | 115,282 | $2.39M | 0.01% | −7,098−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 113,777 | $2.36M | 0.01% | +76,937+208.8% | Added |
| Vanguard Portfolio Management LLC | 101,889 | $2.11M | 0.00% | +14,238+16.2% | Added |
| Fourthstone LLC | 98,910 | $2.05M | 1.46% | −192,281−66.0% | Reduced |
| Vanguard Fiduciary Trust Co | 96,679 | $2.00M | 0.00% | +3,601+3.9% | Added |
| Bank of New York Mellon Corp | 90,564 | $1.88M | 0.00% | +6,633+7.9% | Added |
| FMR LLC | 88,871 | $1.84M | 0.00% | +4,657+5.5% | Added |
| Ritholtz Wealth Management | 76,020 | $1.58M | 0.02% | +32,373+74.2% | Added |
| Two Sigma Investments, LP | 64,549 | $1.34M | 0.00% | −21,376−24.9% | Reduced |
| John G Ullman & Associates Inc | 59,748 | $1.24M | 0.15% | −1,500−2.4% | Reduced |
| Martingale Asset Management L P | 59,258 | $1.23M | 0.03% | +21,024+55.0% | Added |
| Teton Advisors, LLC | 59,000 | $1.22M | 0.71% | 00.0% | Unchanged |
| HSBC Holdings PLC | 49,490 | $1.02M | 0.00% | +1,478+3.1% | Added |
| Nuveen, LLC | 43,630 | $904.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 43,353 | $898.7K | 0.00% | −1,847−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 41,778 | $866.1K | 0.00% | −2,969−6.6% | Reduced |
| Algert Global LLC | 37,700 | $781.5K | 0.01% | +37,700 | New |
| State of Wisconsin Investment Board | 34,800 | $721.4K | 0.00% | +200+0.6% | Added |
| STRS Ohio | 34,400 | $713.1K | 0.00% | +2,800+8.9% | Added |
| D. E. Shaw & Co., Inc. | 33,926 | $703.3K | 0.00% | −6,779−16.7% | Reduced |
| Ieq Capital, LLC | 31,878 | $660.8K | 0.00% | −258−0.8% | Reduced |
| Russell Investments Group, Ltd. | 27,201 | $563.9K | 0.00% | +7,260+36.4% | Added |
| Citadel Advisors LLC | 27,092 | $561.6K | 0.00% | −12,368−31.3% | Reduced |
| Alliancebernstein L.P. | 26,505 | $477.9K | 0.00% | +625+2.4% | Added |
| Bailard, Inc. | 22,600 | $468.5K | 0.01% | +22,600 | New |
| Mariner, LLC | 22,417 | $464.7K | 0.00% | +1,050+4.9% | Added |
| Mercer Global Advisors Inc | 21,769 | $451.3K | 0.00% | +4,538+26.3% | Added |
| Hillsdale Investment Management Inc. | 20,400 | $422.9K | 0.01% | +20,400 | New |
| Rhumbline Advisers | 19,509 | $404.4K | 0.00% | +389+2.0% | Added |
| Odyssean, LLC | 19,292 | $399.9K | 0.07% | +19,292 | New |
| Commonwealth Equity Services, LLC | 18,660 | $386.8K | 0.00% | −4,778−20.4% | Reduced |
| Franklin Resources Inc | 18,543 | $384.4K | 0.00% | +3,344+22.0% | Added |
| Invesco Ltd. | 17,469 | $362.1K | 0.00% | +196+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,824 | $332.4K | 0.00% | +2,584+18.1% | Added |
| RMB Capital Management, LLC | 15,207 | $315.2K | 0.00% | +68+0.4% | Added |
| Deutsche Bank AG | 14,808 | $307.0K | 0.00% | +11,360+329.5% | Added |
| Wells Fargo & Company | 13,509 | $280.0K | 0.00% | +7,036+108.7% | Added |
| Creative Planning | 13,201 | $273.7K | 0.00% | +13,201 | New |
| Canada Pension Plan Investment Board | 12,200 | $252.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,748 | $242.0K | 0.00% | −9,310−44.2% | Reduced |
| Jump Financial, LLC | 11,600 | $240.5K | 0.00% | +11,600 | New |
| Price T Rowe Associates Inc | 11,203 | $233.0K | 0.00% | +393+3.6% | Added |
| Los Angeles Capital Management LLC | 10,980 | $227.6K | 0.00% | −388−3.4% | Reduced |
| Sanctuary Advisors, LLC | 10,687 | $221.5K | 0.00% | +10,687 | New |
| CI Private Wealth, LLC | 10,128 | $210.0K | 0.00% | +10,128 | New |
| Beese Fulmer Investment Management, Inc. | 10,109 | $209.6K | 0.01% | +44+0.4% | Added |
| Cerity Partners LLC | 9,903 | $205.3K | 0.00% | +9,903 | New |
| Eurizon Capital SGR S.p.A. | 9,726 | $200.5K | 0.00% | +549+6.0% | Added |
| Barclays PLC | 9,162 | $189.9K | 0.00% | −2,551−21.8% | Reduced |
| MetLife Investment Management | 8,825 | $182.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,151 | $169.0K | 0.00% | +7,549+1,254.0% | Added |
| New York State Common Retirement Fund | 7,046 | $146.1K | 0.00% | +5,000+244.4% | Added |
| Citigroup Inc | 6,995 | $145.0K | 0.00% | +5,061+261.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,960 | $144.3K | 0.00% | −267−3.7% | Reduced |
| Vanguard Global Advisers, LLC | 6,818 | $141.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,903 | $122.4K | 0.00% | +3,497+145.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,577 | $115.6K | 0.00% | +2,265+68.4% | Added |
| BNP Paribas Arbitrage, SA | 4,855 | $100.6K | 0.00% | −1,181−19.6% | Reduced |
| Farther Finance Advisors, LLC | 3,270 | $67.8K | 0.00% | −120−3.5% | Reduced |
| Versant Capital Management, Inc | 2,472 | $51.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,998 | $41.4K | 0.00% | −5,779−74.3% | Reduced |
| Great West Life Assurance Co | 1,997 | $41.0K | 0.00% | −151−7.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,492 | $30.9K | 0.00% | −991−39.9% | Reduced |
| Legal & General Group Plc | 1,441 | $29.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,233 | $25.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,186 | $24.6K | 0.00% | −1,085−47.8% | Reduced |
| State of Alaska, Department of Revenue | 1,159 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,080 | $22.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 999 | $20.7K | 0.00% | −896−47.3% | Reduced |
| UBS Asset Management Americas Inc | 777 | $16.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 795 | $16.0K | 0.00% | +438+122.7% | Added |
| State of Wyoming | 677 | $14.0K | 0.00% | +503+289.1% | Added |
| Massmutual Trust Co FSB | 504 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 456 | $9.45K | 0.00% | +150+49.0% | Added |
| IFP Advisors, Inc | 421 | $8.73K | 0.00% | +206+95.8% | Added |
| Harbour Investments, Inc. | 342 | $7.08K | 0.00% | +3+0.9% | Added |
| Essential Partners LLC | 331 | $6.86K | 0.00% | −612−64.9% | Reduced |
| Sterling Capital Management LLC | 306 | $6.34K | 0.00% | −197−39.2% | Reduced |
| Brown Brothers Harriman & Co | 273 | $5.66K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 220 | $4.56K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 216 | $4.48K | 0.00% | +32+17.4% | Added |
| California State Teachers Retirement System | 209 | $4.33K | 0.00% | −612−74.5% | Reduced |