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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
Huntington National Bank1$00.00%––
Meeder Asset Management Inc1$00.00%––
Captrust Financial Advisors93$2.00K0.00%––
Geneos Wealth Management Inc.127$2.00K0.00%––
Lindbrook Capital, LLC118$2.00K0.00%––
The PNC Financial Services Group, Inc.160$4.00K0.00%––
Mark Sheptoff Financial Planning, LLC300$6.00K0.00%––
FMR LLC349$7.00K0.00%––
Quantbot Technologies LP478$9.00K0.00%––
Signaturefd, LLC491$10.0K0.00%––
US Bancorp795$16.0K0.00%––
Advisor Group Holdings, Inc.955$19.0K0.00%––
Harbour Investments, Inc.1,425$29.0K0.00%––
Steward Partners Investment Advisory, LLC1,450$29.6K0.00%––
Lazard Asset Management LLC1,482$30.0K0.00%––
Citigroup Inc1,686$34.0K0.00%––
Nisa Investment Advisors, LLC1,664$34.0K0.00%––
Great West Life Assurance Co1,792$36.0K0.00%––
Ameritas Investment Partners, Inc.1,822$37.0K0.00%––
Robeco Institutional Asset Management B.V.2,715$55.0K0.00%––
Hillsdale Investment Management Inc.2,800$57.0K0.00%––
Tower Research Capital LLC (TRC)2,807$57.0K0.00%––
Public Employees Retirement System of Ohio3,880$79.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,112$84.0K0.00%––
Parallel Advisors, LLC4,253$87.0K0.00%––
Bank of Montreal4,340$91.0K0.00%––
Northwestern Mutual Wealth Management Co4,935$101.0K0.00%––
SG Americas Securities, LLC5,239$107.0K0.00%––
MetLife Investment Management5,307$108.4K0.00%––
Morgan Stanley5,923$120.0K0.00%––
UBS Group AG6,254$128.0K0.00%––
Legal & General Group Plc6,877$140.0K0.00%––
Metropolitan Life Insurance Co8,456$172.7K0.00%––
Russell Investments Group, Ltd.9,392$192.0K0.00%––
Beese Fulmer Investment Management, Inc.9,977$204.0K0.02%––
Keeley-Teton Advisors, LLC10,000$204.0K0.02%––
BNP Paribas Arbitrage, SA10,058$205.4K0.00%––
Martingale Asset Management L P10,812$222.0K0.00%––
Voya Investment Management LLC10,910$222.0K0.00%––
Truist Financial Corp12,486$255.0K0.00%––
Panagora Asset Management Inc12,509$255.0K0.00%––
Brandywine Global Investment Management, LLC12,552$256.0K0.00%––
Manufacturers Life Insurance Company, The12,658$258.0K0.00%––
American International Group, Inc.12,675$259.0K0.00%––
Associated Banc-Corp19,945$290.0K0.02%––
Royal Bank of Canada14,180$290.0K0.00%––
Susquehanna Fundamental Investments, LLC15,066$308.0K0.01%––
Deutsche Bank AG15,846$324.0K0.00%––
State of Wisconsin Investment Board16,600$339.0K0.00%––
Mackay Shields LLC17,000$347.0K0.00%––
Alliancebernstein L.P.17,975$367.0K0.00%––
Barclays PLC18,529$378.0K0.00%––
New York State Common Retirement Fund19,300$394.0K0.00%––
Price T Rowe Associates Inc21,124$431.0K0.00%––
Summit Global Investments21,600$441.0K0.03%––
Millennium Management LLC21,700$443.0K0.00%––
Two Sigma Advisers, LP22,782$465.0K0.00%––
Credit Suisse AG24,523$501.0K0.00%––
D. E. Shaw & Co., Inc.25,003$511.0K0.00%––
Bank of America Corp29,900$611.0K0.00%––
Campbell & CO Investment Adviser LLC30,572$624.0K0.39%––
UBS Asset Management Americas Inc30,690$626.7K0.00%––
QS Investors, LLC30,692$627.0K0.01%––
California State Teachers Retirement System32,794$670.0K0.00%––
HRT Financial LP38,610$788.0K0.01%––
American Century Companies Inc38,764$792.0K0.00%––
Rhumbline Advisers39,445$805.0K0.00%––
Winton Group Ltd40,480$827.0K0.05%––
Allianz Asset Management GmbH42,750$873.0K0.00%––
LSV Asset Management45,200$922.0K0.00%––
California Public Employees Retirement System46,300$945.0K0.00%––
RMB Capital Management, LLC51,114$1.04M0.04%––
Swiss National Bank52,900$1.08M0.00%––
Johnson Financial Group, Inc.54,865$1.12M0.08%––
Jacobs Levy Equity Management, Inc60,193$1.23M0.01%––
First Trust Advisors LP67,017$1.37M0.00%––
Goldman Sachs Group Inc67,436$1.38M0.00%––
JPMorgan Chase & Co72,856$1.49M0.00%––
AQR Capital Management LLC73,633$1.50M0.00%––
Teton Advisors, Inc.74,800$1.53M0.22%––
Commonwealth Equity Services, LLC82,951$1.69M0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC84,759$1.73M0.01%––
Bridgeway Capital Management, LLC103,600$2.12M0.04%––
Dean Capital Management103,878$2.12M1.43%––
Parametric Portfolio Associates LLC106,325$2.17M0.00%––
Invesco Ltd.109,621$2.24M0.00%––
Dean Investment Associates, LLC114,719$2.34M0.44%––
Citadel Advisors LLC124,779$2.55M0.00%––
Globeflex Capital L P126,227$2.58M0.47%––
Seizert Capital Partners, LLC130,085$2.66M0.14%––
Wells Fargo & Company137,394$2.81M0.00%––
Charles Schwab Investment Management Inc142,822$2.92M0.00%––
Los Angeles Capital Management LLC147,831$3.02M0.01%––
Nuveen Asset Management, LLC148,060$3.02M0.00%––
Federated Hermes, Inc.164,156$3.35M0.01%––
Arrowstreet Capital, Limited Partnership168,761$3.45M0.00%––
Bank of New York Mellon Corp193,434$3.95M0.00%––
Foundry Partners, LLC208,213$4.25M0.14%––
Northern Trust Corp240,290$4.91M0.00%––
Geode Capital Management, LLC439,436$8.97M0.00%––