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 2023 vs. Q3 2023
How the institutions holding Waterstone Financial, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 92 | 88 | −4 |
| Shares | 10.4M | 10.3M | −130.6K (−1.3%) |
| Value | $114.2M | $146.2M | +$32.0M (+28.1%) |
New holders (14)
Institutions that held Waterstone Financial, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BHZ Capital Management, LP | 31,929 | $453.4K | 0.43% |
| HRT Financial LP | 17,917 | $254.0K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 14,807 | $210.3K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 13,881 | $197.1K | 0.03% |
| Los Angeles Capital Management LLC | 11,965 | $169.9K | 0.00% |
| Mariner, LLC | 10,889 | $154.6K | 0.00% |
| First Trust Advisors LP | 10,647 | $151.2K | 0.00% |
| SG Americas Securities, LLC | 9,719 | $138.0K | 0.00% |
| EntryPoint Capital, LLC | 6,447 | $91.5K | 0.09% |
| BKM Wealth Management, LLC | 2,000 | $28.4K | 0.01% |
| Glassman Wealth Services | 153 | $2.17K | 0.00% |
| Private Wealth Management Group, LLC | 130 | $1.85K | 0.00% |
| Avion Wealth | 45 | $1.00K | 0.00% |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% |
Sold out (18)
Institutions that held Waterstone Financial, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Seizert Capital Partners, LLC | 155,904 | $1.71M |
| Jacobs Levy Equity Management, Inc | 53,114 | $581.6K |
| Cubist Systematic Strategies, LLC | 26,348 | $288.5K |
| Chicago Trust Co NA | 25,000 | $273.8K |
| Great Lakes Advisors, LLC | 20,000 | $219.0K |
| Arnhold LLC | 20,000 | $219.0K |
| Hennion & Walsh Asset Management, Inc. | 14,038 | $153.7K |
| Ameriprise Financial Inc | 13,791 | $151.0K |
| Public Employees Retirement System of Ohio | 10,996 | $120.0K |
| Cresset Asset Management, LLC | 10,915 | $119.5K |
| Elequin Capital LP | 10,509 | $115.1K |
| Qube Research & Technologies Ltd | 6,995 | $76.6K |
| Point72 Middle East FZE | 2,127 | $23.3K |
| Parallel Advisors, LLC | 496 | $5.43K |
| Signaturefd, LLC | 110 | $1.21K |
| Comerica Bank | 68 | $745 |
| Massmutual Trust Co FSB | 44 | $482 |
| Nisa Investment Advisors, LLC | 15 | $164 |