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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, Q1 2021

Institutional positions in Waterstone Financial, Inc. as of Mar 31, 2021. 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
109
No complete 13F data for Q4 2020
Shares held
14.4M
No complete 13F data for Q4 2020
Total value
$293.5M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 109 institutions
Q1 2021: 109 institutionsQ2 2021: 104 institutionsQ3 2021: 110 institutionsQ4 2021: 110 institutionsQ1 2022: 114 institutionsQ2 2022: 97 institutionsQ3 2022: 100 institutionsQ4 2022: 106 institutionsQ1 2023: 101 institutionsQ2 2023: 93 institutionsQ3 2023: 92 institutionsQ4 2023: 88 institutionsQ1 2024: 86 institutionsQ2 2024: 82 institutionsQ3 2024: 88 institutionsQ4 2024: 92 institutionsQ1 2025: 95 institutionsQ2 2025: 96 institutionsQ3 2025: 102 institutionsQ4 2025: 112 institutionsQ1 2026: 123 institutionsQ2 2026: 125 institutions
Value heldQ1 2021: $293.5M
Q1 2021: $293.5MQ2 2021: $278.3MQ3 2021: $290.2MQ4 2021: $305.6MQ1 2022: $262.5MQ2 2022: $214.5MQ3 2022: $195.6MQ4 2022: $206.1MQ1 2023: $178.2MQ2 2023: $164.0MQ3 2023: $114.2MQ4 2023: $146.2MQ1 2024: $122.9MQ2 2024: $126.8MQ3 2024: $146.4MQ4 2024: $131.1MQ1 2025: $130.8MQ2 2025: $128.7MQ3 2025: $142.8MQ4 2025: $152.1MQ1 2026: $169.7MQ2 2026: $202.5M
Institutions holding WSBF and their total value by quarter
QuarterHoldersValue
Q2 2026125$202.5M
Q1 2026123$169.7M
Q4 2025112$152.1M
Q3 2025102$142.8M
Q2 202596$128.7M
Q1 202595$130.8M
Q4 202492$131.1M
Q3 202488$146.4M
Q2 202482$126.8M
Q1 202486$122.9M
Q4 202388$146.2M
Q3 202392$114.2M
Q2 202393$164.0M
Q1 2023101$178.2M
Q4 2022106$206.1M
Q3 2022100$195.6M
Q2 202297$214.5M
Q1 2022114$262.5M
Q4 2021110$305.6M
Q3 2021110$290.2M
Q2 2021104$278.3M
Q1 2021109$293.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WSBF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,038,256$41.6M0.00%––
Dimensional Fund Advisors LP1,899,656$38.8M0.01%––
Renaissance Technologies LLC1,820,036$37.2M0.05%––
Vanguard Group Inc1,142,764$23.3M0.00%––
Acadian Asset Management LLC855,648$17.5M0.07%––
Price Michael F574,300$11.7M1.41%––
State Street Corp507,924$10.4M0.00%––
Driehaus Capital Management LLC487,225$9.95M0.15%––
Stadium Capital Management LLC455,224$9.30M4.34%––
Geode Capital Management, LLC439,436$8.97M0.00%––
Northern Trust Corp240,290$4.91M0.00%––
Foundry Partners, LLC208,213$4.25M0.14%––
Bank of New York Mellon Corp193,434$3.95M0.00%––
Arrowstreet Capital, Limited Partnership168,761$3.45M0.00%––
Federated Hermes, Inc.164,156$3.35M0.01%––
Nuveen Asset Management, LLC148,060$3.02M0.00%––
Los Angeles Capital Management LLC147,831$3.02M0.01%––
Charles Schwab Investment Management Inc142,822$2.92M0.00%––
Wells Fargo & Company137,394$2.81M0.00%––
Seizert Capital Partners, LLC130,085$2.66M0.14%––
Globeflex Capital L P126,227$2.58M0.47%––
Citadel Advisors LLC124,779$2.55M0.00%––
Dean Investment Associates, LLC114,719$2.34M0.44%––
Invesco Ltd.109,621$2.24M0.00%––
Parametric Portfolio Associates LLC106,325$2.17M0.00%––
Dean Capital Management103,878$2.12M1.43%––
Bridgeway Capital Management, LLC103,600$2.12M0.04%––
Grantham, Mayo, Van Otterloo & Co. LLC84,759$1.73M0.01%––
Commonwealth Equity Services, LLC82,951$1.69M0.00%––
Teton Advisors, Inc.74,800$1.53M0.22%––
AQR Capital Management LLC73,633$1.50M0.00%––
JPMorgan Chase & Co72,856$1.49M0.00%––
Goldman Sachs Group Inc67,436$1.38M0.00%––
First Trust Advisors LP67,017$1.37M0.00%––
Jacobs Levy Equity Management, Inc60,193$1.23M0.01%––
Johnson Financial Group, Inc.54,865$1.12M0.08%––
Swiss National Bank52,900$1.08M0.00%––
RMB Capital Management, LLC51,114$1.04M0.04%––
California Public Employees Retirement System46,300$945.0K0.00%––
LSV Asset Management45,200$922.0K0.00%––
Allianz Asset Management GmbH42,750$873.0K0.00%––
Winton Group Ltd40,480$827.0K0.05%––
Rhumbline Advisers39,445$805.0K0.00%––
American Century Companies Inc38,764$792.0K0.00%––
HRT Financial LP38,610$788.0K0.01%––
California State Teachers Retirement System32,794$670.0K0.00%––
QS Investors, LLC30,692$627.0K0.01%––
UBS Asset Management Americas Inc30,690$626.7K0.00%––
Campbell & CO Investment Adviser LLC30,572$624.0K0.39%––
Bank of America Corp29,900$611.0K0.00%––
D. E. Shaw & Co., Inc.25,003$511.0K0.00%––
Credit Suisse AG24,523$501.0K0.00%––
Two Sigma Advisers, LP22,782$465.0K0.00%––
Millennium Management LLC21,700$443.0K0.00%––
Summit Global Investments21,600$441.0K0.03%––
Price T Rowe Associates Inc21,124$431.0K0.00%––
New York State Common Retirement Fund19,300$394.0K0.00%––
Barclays PLC18,529$378.0K0.00%––
Alliancebernstein L.P.17,975$367.0K0.00%––
Mackay Shields LLC17,000$347.0K0.00%––
State of Wisconsin Investment Board16,600$339.0K0.00%––
Deutsche Bank AG15,846$324.0K0.00%––
Susquehanna Fundamental Investments, LLC15,066$308.0K0.01%––
Associated Banc-Corp19,945$290.0K0.02%––
Royal Bank of Canada14,180$290.0K0.00%––
American International Group, Inc.12,675$259.0K0.00%––
Manufacturers Life Insurance Company, The12,658$258.0K0.00%––
Brandywine Global Investment Management, LLC12,552$256.0K0.00%––
Truist Financial Corp12,486$255.0K0.00%––
Panagora Asset Management Inc12,509$255.0K0.00%––
Martingale Asset Management L P10,812$222.0K0.00%––
Voya Investment Management LLC10,910$222.0K0.00%––
BNP Paribas Arbitrage, SA10,058$205.4K0.00%––
Beese Fulmer Investment Management, Inc.9,977$204.0K0.02%––
Keeley-Teton Advisors, LLC10,000$204.0K0.02%––
Russell Investments Group, Ltd.9,392$192.0K0.00%––
Metropolitan Life Insurance Co8,456$172.7K0.00%––
Legal & General Group Plc6,877$140.0K0.00%––
UBS Group AG6,254$128.0K0.00%––
Morgan Stanley5,923$120.0K0.00%––
MetLife Investment Management5,307$108.4K0.00%––
SG Americas Securities, LLC5,239$107.0K0.00%––
Northwestern Mutual Wealth Management Co4,935$101.0K0.00%––
Bank of Montreal4,340$91.0K0.00%––
Parallel Advisors, LLC4,253$87.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,112$84.0K0.00%––
Public Employees Retirement System of Ohio3,880$79.0K0.00%––
Hillsdale Investment Management Inc.2,800$57.0K0.00%––
Tower Research Capital LLC (TRC)2,807$57.0K0.00%––
Robeco Institutional Asset Management B.V.2,715$55.0K0.00%––
Ameritas Investment Partners, Inc.1,822$37.0K0.00%––
Great West Life Assurance Co1,792$36.0K0.00%––
Citigroup Inc1,686$34.0K0.00%––
Nisa Investment Advisors, LLC1,664$34.0K0.00%––
Lazard Asset Management LLC1,482$30.0K0.00%––
Steward Partners Investment Advisory, LLC1,450$29.6K0.00%––
Harbour Investments, Inc.1,425$29.0K0.00%––
Advisor Group Holdings, Inc.955$19.0K0.00%––
US Bancorp795$16.0K0.00%––
Signaturefd, LLC491$10.0K0.00%––