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 2023
Institutional positions in Waterstone Financial, Inc. as of Mar 31, 2023. 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
- 101
- −5 vs. Q4 2022
- Shares held
- 11.8M
- −180.0K (−1.5%) vs. Q4 2022
- Total value
- $178.2M
- −$28.0M (−13.6%) vs. Q4 2022
- New holders
- 9
- 33 more added
- Sold out
- 14
- 43 more reduced
Compare with Q4 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.
| 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 2023
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,840,802 | $27.9M | 0.01% | −47,088−2.5% | Reduced |
| Globeflex Capital L P | 0 | $0 | 0.00% | −43,898−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,683−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −23,628−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −18,856−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,257−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,732−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |