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 2021
Institutional positions in Waterstone Financial, Inc. as of Jun 30, 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
- 104
- −5 vs. Q1 2021
- Shares held
- 14.2M
- −219.8K (−1.5%) vs. Q1 2021
- Total value
- $278.3M
- −$15.1M (−5.2%) vs. Q1 2021
- New holders
- 7
- 40 more added
- Sold out
- 12
- 40 more reduced
Compare with Q1 2021: 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 | $152.1M |
| Q3 2025 | 102 | $142.8M |
| Q2 2025 | 96 | $128.7M |
| Q1 2025 | 95 | $130.8M |
| Q4 2024 | 92 | $131.1M |
| Q3 2024 | 88 | $146.4M |
| Q2 2024 | 82 | $126.8M |
| Q1 2024 | 86 | $122.9M |
| Q4 2023 | 88 | $146.2M |
| Q3 2023 | 92 | $114.2M |
| Q2 2023 | 93 | $164.0M |
| Q1 2023 | 101 | $178.2M |
| Q4 2022 | 106 | $206.1M |
| Q3 2022 | 100 | $195.6M |
| Q2 2022 | 97 | $214.5M |
| Q1 2022 | 114 | $262.5M |
| Q4 2021 | 110 | $305.6M |
| Q3 2021 | 110 | $290.2M |
| Q2 2021 | 104 | $278.3M |
| Q1 2021 | 109 | $293.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,110,959 | $21.8M | 0.00% | −31,805−2.8% | Reduced |
| Renaissance Technologies LLC | 1,795,936 | $35.3M | 0.04% | −24,100−1.3% | Reduced |
| BlackRock Inc. | 1,847,087 | $36.3M | 0.00% | −191,169−9.4% | Reduced |
| Dimensional Fund Advisors LP | 1,877,912 | $36.9M | 0.01% | −21,744−1.1% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −487,225−100.0% | Sold out |
| QS Investors, LLC | 0 | $0 | 0.00% | −30,692−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,003−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −15,066−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −19,945−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −9,977−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −127−100.0% | Sold out |