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.
Q4 2022 vs. Q3 2022
How the institutions holding Waterstone Financial, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 100 | 1 | 106 | +7 |
| Shares | 12.1M | 1.34K | 12.0M | −142.2K (−1.2%) |
| Value | $195.6M | $22.0K | $206.1M | +$10.6M (+5.4%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Waterstone Financial, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| rhino investment partners, Inc | 434,650 | $7.49M | 3.23% |
| Legato Capital Management LLC | 74,018 | $1.28M | 0.24% |
| First Trust Advisors LP | 18,108 | $312.2K | 0.00% |
| Russell Investments Group, Ltd. | 16,700 | $287.9K | 0.00% |
| Occudo Quantitative Strategies LP | 12,402 | $213.8K | 0.02% |
| UBS Group AG | 7,382 | $127.3K | 0.00% |
| SG Americas Securities, LLC | 7,296 | $126.0K | 0.00% |
| Belpointe Asset Management LLC | 1,036 | $17.9K | 0.00% |
| CWM, LLC | 419 | $7.00K | 0.00% |
| Aquatic Capital Management LLC | 400 | $7.00K | 0.00% |
| Money Concepts Capital Corp | 200 | $3.45K | 0.00% |
| Freedom Wealth Alliance, LLC | 54 | $931 | 0.00% |
| Glassman Wealth Services | 38 | $655 | 0.00% |
| GWM Advisors LLC | 18 | $0 | 0.00% |
Sold out (7)
Institutions that held Waterstone Financial, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Price Jennifer C. | 574,300 | $9.28M |
| Millennium Management LLC | 29,331 | $474.0K |
| Summit Global Investments | 26,800 | $433.0K |
| HRT Financial LP | 15,345 | $247.0K |
| Susquehanna Fundamental Investments, LLC | 12,168 | $197.0K |
| Gladius Capital Management LP | 520 | $9.00K |
| IFP Advisors, Inc | 27 | – |
Not filed for Q4 2022 yet (1)
Institutions that held Waterstone Financial, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Wipfli Financial Advisors LLC, | 1,336 | $22.0K |