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 2022
Institutional positions in Waterstone Financial, Inc. as of Mar 31, 2022. 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
- 114
- +4 vs. Q4 2021
- Shares held
- 13.6M
- −410.8K (−2.9%) vs. Q4 2021
- Total value
- $262.5M
- −$43.1M (−14.1%) vs. Q4 2021
- New holders
- 12
- 23 more added
- Sold out
- 8
- 52 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,842,020 | $35.6M | 0.01% | −14,145−0.8% | Reduced |
| BlackRock Inc. | 1,763,809 | $34.1M | 0.00% | −58,217−3.2% | Reduced |
| Renaissance Technologies LLC | 1,710,970 | $33.1M | 0.04% | −80,733−4.5% | Reduced |
| Vanguard Group Inc | 1,113,021 | $21.5M | 0.00% | +49,723+4.7% | Added |
| State Street Corp | 639,670 | $12.4M | 0.00% | +124,678+24.2% | Added |
| Price Michael F | 574,300 | $11.1M | 1.31% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 507,059 | $9.80M | 0.04% | −40,879−7.5% | Reduced |
| Geode Capital Management, LLC | 402,211 | $7.78M | 0.00% | −40,585−9.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 256,921 | $4.97M | 0.01% | −185,777−42.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 253,190 | $4.90M | 0.02% | +32,140+14.5% | Added |
| Foundry Partners, LLC | 247,485 | $4.79M | 0.24% | −4,950−2.0% | Reduced |
| Seizert Capital Partners, LLC | 232,165 | $4.49M | 0.21% | +183+0.1% | Added |
| Northern Trust Corp | 218,841 | $4.23M | 0.00% | −6,401−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 198,000 | $3.83M | 0.07% | +29,900+17.8% | Added |
| Federated Hermes, Inc. | 194,086 | $3.75M | 0.01% | −484−0.2% | Reduced |
| Bank of New York Mellon Corp | 192,692 | $3.73M | 0.00% | +4,600+2.4% | Added |
| AQR Capital Management LLC | 179,492 | $3.47M | 0.01% | −25,237−12.3% | Reduced |
| Charles Schwab Investment Management Inc | 163,343 | $3.16M | 0.00% | +604+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 156,988 | $3.04M | 0.00% | −5,237−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 155,255 | $3.00M | 0.02% | +25,655+19.8% | Added |
| Dean Investment Associates, LLC | 132,952 | $2.57M | 0.46% | −1,184−0.9% | Reduced |
| Los Angeles Capital Management LLC | 114,945 | $2.22M | 0.01% | −28,854−20.1% | Reduced |
| Citadel Advisors LLC | 113,508 | $2.19M | 0.00% | +1,862+1.7% | Added |
| American Century Companies Inc | 102,043 | $1.97M | 0.00% | +22,256+27.9% | Added |
| Nuveen Asset Management, LLC | 89,808 | $1.76M | 0.00% | −30,939−25.6% | Reduced |
| Dean Capital Management | 90,637 | $1.75M | 1.52% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 88,221 | $1.71M | 0.00% | −1,796−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 87,100 | $1.68M | 0.00% | −6,033−6.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 78,364 | $1.52M | 0.01% | +1,900+2.5% | Added |
| Goldman Sachs Group Inc | 76,578 | $1.48M | 0.00% | −44,668−36.8% | Reduced |
| Two Sigma Advisers, LP | 75,182 | $1.45M | 0.00% | +11,800+18.6% | Added |
| Teton Advisors, Inc. | 74,800 | $1.45M | 0.25% | 00.0% | Unchanged |
| Globeflex Capital L P | 72,487 | $1.40M | 0.28% | −19,976−21.6% | Reduced |
| Allianz Asset Management GmbH | 67,753 | $1.31M | 0.00% | −3,833−5.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 56,900 | $1.10M | 0.00% | +56,900 | New |
| Johnson Financial Group, Inc. | 54,865 | $1.06M | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 54,656 | $1.06M | 0.00% | −29,452−35.0% | Reduced |
| FMR LLC | 53,891 | $1.04M | 0.00% | +53,573+16,846.9% | Added |
| RMB Capital Management, LLC | 51,114 | $989.0K | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 50,100 | $969.0K | 0.00% | +3,100+6.6% | Added |
| Morgan Stanley | 50,049 | $967.0K | 0.00% | −7,729−13.4% | Reduced |
| Alberta Investment Management Corp | 48,562 | $939.0K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 40,700 | $787.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 39,322 | $760.0K | 0.00% | +9,575+32.2% | Added |
| Wells Fargo & Company | 36,322 | $703.0K | 0.00% | −7,313−16.8% | Reduced |
| STRS Ohio | 35,800 | $692.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 34,600 | $669.0K | 0.00% | +9,300+36.8% | Added |
| UBS Asset Management Americas Inc | 32,177 | $622.3K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 30,224 | $585.0K | 0.00% | −20,095−39.9% | Reduced |
| Credit Suisse AG | 27,921 | $540.0K | 0.00% | −314−1.1% | Reduced |
| California State Teachers Retirement System | 27,767 | $537.0K | 0.00% | −1,501−5.1% | Reduced |
| Principal Financial Group Inc | 26,743 | $517.0K | 0.00% | −13,893−34.2% | Reduced |
| JPMorgan Chase & Co | 26,632 | $515.0K | 0.00% | −16,874−38.8% | Reduced |
| Rhumbline Advisers | 26,499 | $512.0K | 0.00% | −8,913−25.2% | Reduced |
| State of Wisconsin Investment Board | 25,800 | $499.0K | 0.00% | +25,800 | New |
| Campbell & CO Investment Adviser LLC | 24,372 | $471.0K | 0.13% | −6,989−22.3% | Reduced |
| Martingale Asset Management L P | 24,312 | $471.0K | 0.01% | −4,700−16.2% | Reduced |
| D. E. Shaw & Co., Inc. | 21,009 | $406.0K | 0.00% | +21,009 | New |
| Algert Global LLC | 19,514 | $377.0K | 0.02% | +2,291+13.3% | Added |
| Tudor Investment Corp Et Al | 19,322 | $374.0K | 0.01% | −2,267−10.5% | Reduced |
| Truist Financial Corp | 17,897 | $346.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 17,272 | $334.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 17,132 | $331.0K | 0.00% | −8,096−32.1% | Reduced |
| SEI Investments Co | 17,034 | $317.0K | 0.00% | +10+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,395 | $298.0K | 0.02% | +15,395 | New |
| Amundi | 15,900 | $296.0K | 0.00% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 14,815 | $286.0K | 0.66% | +3,307+28.7% | Added |
| New York State Common Retirement Fund | 14,493 | $280.0K | 0.00% | +20+0.1% | Added |
| BNP Paribas Arbitrage, SA | 13,973 | $270.2K | 0.00% | −6,556−31.9% | Reduced |
| Deutsche Bank AG | 13,476 | $261.0K | 0.00% | −1,378−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 13,492 | $261.0K | 0.00% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 13,298 | $257.0K | 0.94% | −4,928−27.0% | Reduced |
| Summit Global Investments | 12,400 | $240.0K | 0.02% | −10,300−45.4% | Reduced |
| MetLife Investment Management | 12,373 | $239.3K | 0.00% | +4,022+48.2% | Added |
| First Trust Advisors LP | 12,342 | $239.0K | 0.00% | +775+6.7% | Added |
| Robeco Institutional Asset Management B.V. | 12,001 | $232.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,875 | $230.0K | 0.00% | −1,000−7.8% | Reduced |
| Brandywine Global Investment Management, LLC | 11,127 | $215.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,974 | $214.0K | 0.00% | +10,974 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,974 | $212.2K | 0.00% | +10,974 | New |
| Royal Bank of Canada | 10,964 | $212.0K | 0.00% | −2,772−20.2% | Reduced |
| Legal & General Group Plc | 10,952 | $212.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 10,618 | $205.0K | 0.00% | −747−6.6% | Reduced |
| Keeley-Teton Advisors, LLC | 10,000 | $193.0K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,887 | $113.0K | 0.00% | +2,776+89.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,935 | $95.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,038 | $78.0K | 0.00% | −972−19.4% | Reduced |
| Barclays PLC | 3,572 | $69.0K | 0.00% | −22,386−86.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,370 | $65.0K | 0.00% | −8,930−72.6% | Reduced |
| Amalgamated Bank | 2,647 | $51.0K | 0.00% | +2,647 | New |
| Amalgamated Financial Corp. | 2,647 | $51.0K | 0.00% | +2,647 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,173 | $42.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,835 | $37.0K | 0.00% | −400−17.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,822 | $35.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,800 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,690 | $32.7K | 0.00% | −4,022−70.4% | Reduced |
| Citigroup Inc | 1,634 | $32.0K | 0.00% | −7,162−81.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,242 | $24.0K | 0.00% | −31−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,200 | $23.0K | 0.00% | −200−14.3% | Reduced |
| UBS Group AG | 1,115 | $22.0K | 0.00% | −8,690−88.6% | Reduced |