Skip to main content

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 2022

Institutional positions in Waterstone Financial, Inc. as of Jun 30, 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
97
−14 vs. Q1 2022
Shares held
12.6M
−322.9K (−2.5%) vs. Q1 2022
Total value
$214.5M
−$35.1M (−14.0%) vs. Q1 2022
New holders
7
28 more added
Sold out
21
41 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 97 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 heldQ2 2022: $214.5M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q1 2022.

Institutions holding WSBF in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc0$00.00%−30,224−100.0%Sold out
Principal Financial Group Inc0$00.00%−26,743−100.0%Sold out
Martingale Asset Management L P0$00.00%−24,312−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−24,372−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−21,009−100.0%Sold out
Algert Global LLC0$00.00%−19,514−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−19,322−100.0%Sold out
Truist Financial Corp0$00.00%−17,897−100.0%Sold out
Caxton Associates LP0$00.00%−17,272−100.0%Sold out
Amundi0$00.00%−15,900−100.0%Sold out
Alphasimplex Group, LLC0$00.00%−13,298−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−3,370−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−1,200−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−549−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−399−100.0%Sold out
Money Concepts Capital Corp0$00.00%−200−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−25−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1−100.0%Sold out
Price Michael F––––Not filed
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed