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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, Q3 2022

Institutional positions in Waterstone Financial, Inc. as of Sep 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
100
+3 vs. Q2 2022
Shares held
12.1M
−482.0K (−3.8%) vs. Q2 2022
Total value
$195.6M
−$19.0M (−8.8%) vs. Q2 2022
New holders
14
23 more added
Sold out
11
40 more reduced

Compare with Q2 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 holdersQ3 2022: 100 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 heldQ3 2022: $195.6M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q2 2022.

Institutions holding WSBF in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Allianz Asset Management GmbH0$00.00%−36,021−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−31,119−100.0%Sold out
Zebra Capital Management LLC0$00.00%−14,441−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−14,032−100.0%Sold out
First Trust Advisors LP0$00.00%−10,011−100.0%Sold out
SG Americas Securities, LLC0$00.00%−8,768−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−5,343−100.0%Sold out
New York State Teachers Retirement System0$00.00%−1,900−100.0%Sold out
UBS Group AG0$00.00%−1,368−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,090−100.0%Sold out
Captrust Financial Advisors0$00.00%−89−100.0%Sold out