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, Q4 2021
Institutional positions in Waterstone Financial, Inc. as of Dec 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
- 110
- 0 vs. Q3 2021
- Shares held
- 14.0M
- −186.1K (−1.3%) vs. Q3 2021
- Total value
- $305.6M
- +$15.4M (+5.3%) vs. Q3 2021
- New holders
- 10
- 36 more added
- Sold out
- 10
- 38 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 675 | $15.0K | 0.00% | +675 | New |
| US Bancorp | 613 | $13.0K | 0.00% | −186−23.3% | Reduced |
| IAG Wealth Partners, LLC | 549 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 492 | $11.0K | 0.00% | +492 | New |
| FMR LLC | 318 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 116 | $2.00K | 0.00% | −44−27.5% | Reduced |
| PEAK6 Investments LLC | 31 | $1.00K | 0.00% | −2,327−98.7% | Reduced |
| Captrust Financial Advisors | 8 | $0 | 0.00% | −43−84.3% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 0 | $0 | 0.00% | −48,435−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −23,097−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −23,097−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −15,893−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −315−100.0% | Sold out |