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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $0 | 0.00% | −674−99.9% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $0 | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 78 | $2.00K | 0.00% | −40−33.9% | Reduced |
| The PNC Financial Services Group, Inc. | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 200 | $4.00K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 344 | $7.00K | 0.00% | −5,067−93.6% | Reduced |
| Altshuler Shaham Ltd | 399 | $8.00K | 0.00% | +399 | New |
| Quent Capital, LLC | 492 | $10.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 549 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 613 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,047 | $20.0K | 0.00% | −530−33.6% | Reduced |
| UBS Group AG | 1,115 | $22.0K | 0.00% | −8,690−88.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,200 | $23.0K | 0.00% | −200−14.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,242 | $24.0K | 0.00% | −31−2.4% | Reduced |
| Citigroup Inc | 1,634 | $32.0K | 0.00% | −7,162−81.4% | Reduced |
| Metropolitan Life Insurance Co | 1,690 | $32.7K | 0.00% | −4,022−70.4% | 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 |
| Great West Life Assurance Co | 1,835 | $37.0K | 0.00% | −400−17.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,173 | $42.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,647 | $51.0K | 0.00% | +2,647 | New |
| Amalgamated Financial Corp. | 2,647 | $51.0K | 0.00% | +2,647 | New |
| Nisa Investment Advisors, LLC | 3,370 | $65.0K | 0.00% | −8,930−72.6% | Reduced |
| Barclays PLC | 3,572 | $69.0K | 0.00% | −22,386−86.2% | Reduced |
| Parallel Advisors, LLC | 4,038 | $78.0K | 0.00% | −972−19.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,935 | $95.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,887 | $113.0K | 0.00% | +2,776+89.2% | Added |
| Keeley-Teton Advisors, LLC | 10,000 | $193.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 10,618 | $205.0K | 0.00% | −747−6.6% | Reduced |
| 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 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,974 | $212.2K | 0.00% | +10,974 | New |
| DekaBank Deutsche Girozentrale | 10,974 | $214.0K | 0.00% | +10,974 | New |
| Brandywine Global Investment Management, LLC | 11,127 | $215.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,875 | $230.0K | 0.00% | −1,000−7.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,001 | $232.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,342 | $239.0K | 0.00% | +775+6.7% | Added |
| MetLife Investment Management | 12,373 | $239.3K | 0.00% | +4,022+48.2% | Added |
| Summit Global Investments | 12,400 | $240.0K | 0.02% | −10,300−45.4% | Reduced |
| Alphasimplex Group, LLC | 13,298 | $257.0K | 0.94% | −4,928−27.0% | 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 |
| BNP Paribas Arbitrage, SA | 13,973 | $270.2K | 0.00% | −6,556−31.9% | Reduced |
| New York State Common Retirement Fund | 14,493 | $280.0K | 0.00% | +20+0.1% | Added |
| Zebra Capital Management LLC | 14,815 | $286.0K | 0.66% | +3,307+28.7% | Added |
| Amundi | 15,900 | $296.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,395 | $298.0K | 0.02% | +15,395 | New |
| SEI Investments Co | 17,034 | $317.0K | 0.00% | +10+0.1% | Added |
| Bank of America Corp | 17,132 | $331.0K | 0.00% | −8,096−32.1% | Reduced |
| Caxton Associates LP | 17,272 | $334.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 17,897 | $346.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 19,322 | $374.0K | 0.01% | −2,267−10.5% | Reduced |
| Algert Global LLC | 19,514 | $377.0K | 0.02% | +2,291+13.3% | Added |
| D. E. Shaw & Co., Inc. | 21,009 | $406.0K | 0.00% | +21,009 | 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 |
| State of Wisconsin Investment Board | 25,800 | $499.0K | 0.00% | +25,800 | New |
| Rhumbline Advisers | 26,499 | $512.0K | 0.00% | −8,913−25.2% | Reduced |
| JPMorgan Chase & Co | 26,632 | $515.0K | 0.00% | −16,874−38.8% | Reduced |
| Principal Financial Group Inc | 26,743 | $517.0K | 0.00% | −13,893−34.2% | Reduced |
| California State Teachers Retirement System | 27,767 | $537.0K | 0.00% | −1,501−5.1% | Reduced |
| Credit Suisse AG | 27,921 | $540.0K | 0.00% | −314−1.1% | Reduced |
| Panagora Asset Management Inc | 30,224 | $585.0K | 0.00% | −20,095−39.9% | Reduced |
| UBS Asset Management Americas Inc | 32,177 | $622.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 34,600 | $669.0K | 0.00% | +9,300+36.8% | Added |
| STRS Ohio | 35,800 | $692.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 36,322 | $703.0K | 0.00% | −7,313−16.8% | Reduced |
| Two Sigma Investments, LP | 39,322 | $760.0K | 0.00% | +9,575+32.2% | Added |
| LSV Asset Management | 40,700 | $787.0K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 48,562 | $939.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 50,049 | $967.0K | 0.00% | −7,729−13.4% | Reduced |
| Swiss National Bank | 50,100 | $969.0K | 0.00% | +3,100+6.6% | Added |
| RMB Capital Management, LLC | 51,114 | $989.0K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 53,891 | $1.04M | 0.00% | +53,573+16,846.9% | Added |
| Invesco Ltd. | 54,656 | $1.06M | 0.00% | −29,452−35.0% | Reduced |
| Johnson Financial Group, Inc. | 54,865 | $1.06M | 0.07% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 56,900 | $1.10M | 0.00% | +56,900 | New |
| Allianz Asset Management GmbH | 67,753 | $1.31M | 0.00% | −3,833−5.4% | Reduced |
| Globeflex Capital L P | 72,487 | $1.40M | 0.28% | −19,976−21.6% | Reduced |
| Teton Advisors, Inc. | 74,800 | $1.45M | 0.25% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 75,182 | $1.45M | 0.00% | +11,800+18.6% | Added |
| Goldman Sachs Group Inc | 76,578 | $1.48M | 0.00% | −44,668−36.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 78,364 | $1.52M | 0.01% | +1,900+2.5% | Added |
| Commonwealth Equity Services, LLC | 87,100 | $1.68M | 0.00% | −6,033−6.5% | Reduced |
| Parametric Portfolio Associates LLC | 88,221 | $1.71M | 0.00% | −1,796−2.0% | Reduced |
| Dean Capital Management | 90,637 | $1.75M | 1.52% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 89,808 | $1.76M | 0.00% | −30,939−25.6% | Reduced |
| American Century Companies Inc | 102,043 | $1.97M | 0.00% | +22,256+27.9% | Added |
| Citadel Advisors LLC | 113,508 | $2.19M | 0.00% | +1,862+1.7% | Added |
| Los Angeles Capital Management LLC | 114,945 | $2.22M | 0.01% | −28,854−20.1% | Reduced |
| Dean Investment Associates, LLC | 132,952 | $2.57M | 0.46% | −1,184−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 155,255 | $3.00M | 0.02% | +25,655+19.8% | Added |
| Allspring Global Investments Holdings, LLC | 156,988 | $3.04M | 0.00% | −5,237−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 163,343 | $3.16M | 0.00% | +604+0.4% | Added |
| AQR Capital Management LLC | 179,492 | $3.47M | 0.01% | −25,237−12.3% | Reduced |
| Bank of New York Mellon Corp | 192,692 | $3.73M | 0.00% | +4,600+2.4% | Added |
| Federated Hermes, Inc. | 194,086 | $3.75M | 0.01% | −484−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 198,000 | $3.83M | 0.07% | +29,900+17.8% | Added |