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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 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.

Institutional holdersQ1 2022: 114 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 2022: $262.5M
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 2022

Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q4 2021.

Institutions holding WSBF in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Northern Trust Corp218,841$4.23M0.00%−6,401−2.8%Reduced
Seizert Capital Partners, LLC232,165$4.49M0.21%+183+0.1%Added
Foundry Partners, LLC247,485$4.79M0.24%−4,950−2.0%Reduced
Hotchkis & Wiley Capital Management LLC253,190$4.90M0.02%+32,140+14.5%Added
Arrowstreet Capital, Limited Partnership256,921$4.97M0.01%−185,777−42.0%Reduced
Geode Capital Management, LLC402,211$7.78M0.00%−40,585−9.2%Reduced
Acadian Asset Management LLC507,059$9.80M0.04%−40,879−7.5%Reduced
Price Michael F574,300$11.1M1.31%00.0%Unchanged
State Street Corp639,670$12.4M0.00%+124,678+24.2%Added
Vanguard Group Inc1,113,021$21.5M0.00%+49,723+4.7%Added
Renaissance Technologies LLC1,710,970$33.1M0.04%−80,733−4.5%Reduced
BlackRock Inc.1,763,809$34.1M0.00%−58,217−3.2%Reduced
Dimensional Fund Advisors LP1,842,020$35.6M0.01%−14,145−0.8%Reduced
IFP Advisors, Inc27––+27New
Stadium Capital Management LLC0$00.00%−73,781−100.0%Sold out
HRT Financial LP0$00.00%−15,240−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−11,124−100.0%Sold out
Prudential Financial Inc0$00.00%−10,548−100.0%Sold out
Beese Fulmer Investment Management, Inc.0$00.00%−9,977−100.0%Sold out
Voya Investment Management LLC0$00.00%−9,345−100.0%Sold out
SG Americas Securities, LLC0$00.00%−6,991−100.0%Sold out
PEAK6 Investments LLC0$00.00%−31−100.0%Sold out