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, Q4 2024
Institutional positions in Waterstone Financial, Inc. as of Dec 31, 2024. 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
- 92
- +4 vs. Q3 2024
- Shares held
- 9.76M
- −202.1K (−2.0%) vs. Q3 2024
- Total value
- $131.1M
- −$15.2M (−10.4%) vs. Q3 2024
- New holders
- 11
- 28 more added
- Sold out
- 7
- 34 more reduced
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,556,814 | $20.9M | 0.00% | +3,739+0.2% | Added |
| Dimensional Fund Advisors LP | 1,513,327 | $20.3M | 0.00% | −4,268−0.3% | Reduced |
| Renaissance Technologies LLC | 1,192,836 | $16.0M | 0.02% | −32,980−2.7% | Reduced |
| Vanguard Group Inc | 942,749 | $12.7M | 0.00% | −82,704−8.1% | Reduced |
| rhino investment partners, Inc | 743,233 | $9.99M | 2.21% | −31,317−4.0% | Reduced |
| State Street Corp | 456,654 | $6.14M | 0.00% | −5,580−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 431,520 | $5.80M | 0.13% | +3,705+0.9% | Added |
| Geode Capital Management, LLC | 396,367 | $5.33M | 0.00% | −630.0% | Reduced |
| Foundry Partners, LLC | 204,790 | $2.75M | 0.14% | −375−0.2% | Reduced |
| Morgan Stanley | 194,323 | $2.61M | 0.00% | −20,532−9.6% | Reduced |
| Northern Trust Corp | 163,551 | $2.20M | 0.00% | +5,029+3.2% | Added |
| American Century Companies Inc | 153,141 | $2.06M | 0.00% | −2,173−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 144,733 | $1.95M | 0.00% | −2,209−1.5% | Reduced |
| Goldman Sachs Group Inc | 117,815 | $1.58M | 0.00% | +4,774+4.2% | Added |
| Arrowstreet Capital, Limited Partnership | 110,709 | $1.49M | 0.00% | +8,584+8.4% | Added |
| John G Ullman & Associates Inc | 108,342 | $1.46M | 0.21% | +17,516+19.3% | Added |
| JPMorgan Chase & Co | 85,628 | $1.15M | 0.00% | +33,715+64.9% | Added |
| Empowered Funds, LLC | 77,773 | $1.05M | 0.02% | +3,705+5.0% | Added |
| Bank of New York Mellon Corp | 76,747 | $1.03M | 0.00% | −5,311−6.5% | Reduced |
| Nuveen Asset Management, LLC | 66,292 | $891.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 62,268 | $836.9K | 0.00% | −8,771−12.3% | Reduced |
| Teton Advisors, Inc. | 60,000 | $806.4K | 0.41% | −3,000−4.8% | Reduced |
| Dean Investment Associates, LLC | 50,176 | $674.4K | 0.10% | −56,919−53.1% | Reduced |
| Invesco Ltd. | 49,830 | $669.7K | 0.00% | +554+1.1% | Added |
| Citadel Advisors LLC | 41,908 | $563.2K | 0.00% | +41,908 | New |
| AQR Capital Management LLC | 39,083 | $525.3K | 0.00% | +1,312+3.5% | Added |
| STRS Ohio | 38,200 | $513.4K | 0.00% | +3,100+8.8% | Added |
| Fourthstone LLC | 37,511 | $504.1K | 0.10% | +37,511 | New |
| D. E. Shaw & Co., Inc. | 37,220 | $500.2K | 0.00% | +3,832+11.5% | Added |
| Dean Capital Management | 33,819 | $454.5K | 0.19% | −33,560−49.8% | Reduced |
| Two Sigma Advisers, LP | 32,982 | $443.3K | 0.00% | −600−1.8% | Reduced |
| Bank of America Corp | 31,552 | $424.1K | 0.00% | +2,350+8.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 30,317 | $407.5K | 0.00% | −791−2.5% | Reduced |
| Rhumbline Advisers | 26,652 | $358.2K | 0.00% | −345−1.3% | Reduced |
| Two Sigma Investments, LP | 24,475 | $328.9K | 0.00% | +663+2.8% | Added |
| State of Wisconsin Investment Board | 24,200 | $325.2K | 0.00% | −3,700−13.3% | Reduced |
| Barclays PLC | 24,187 | $325.1K | 0.00% | +3,363+16.1% | Added |
| Commonwealth Equity Services, LLC | 24,213 | $325.0K | 0.00% | +5,226+27.5% | Added |
| Millennium Management LLC | 21,882 | $294.1K | 0.00% | +11,395+108.7% | Added |
| Gsa Capital Partners LLP | 21,812 | $293.0K | 0.02% | +1,996+10.1% | Added |
| Legato Capital Management LLC | 21,267 | $285.8K | 0.04% | −20,718−49.3% | Reduced |
| Alliancebernstein L.P. | 20,580 | $276.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,915 | $267.7K | 0.00% | −9,167−31.5% | Reduced |
| Royal Bank of Canada | 17,797 | $239.0K | 0.00% | +1,098+6.6% | Added |
| Los Angeles Capital Management LLC | 16,875 | $226.8K | 0.00% | −4,100−19.5% | Reduced |
| RMB Capital Management, LLC | 16,489 | $221.6K | 0.01% | −1,705−9.4% | Reduced |
| Quantinno Capital Management LP | 15,084 | $202.7K | 0.00% | +15,084 | New |
| Susquehanna International Group, LLP | 14,639 | $196.7K | 0.00% | +14,639 | New |
| Quadrature Capital Ltd | 14,548 | $195.7K | 0.00% | +14,548 | New |
| Citigroup Inc | 12,564 | $168.9K | 0.00% | +745+6.3% | Added |
| First Trust Advisors LP | 11,771 | $158.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,421 | $153.5K | 0.01% | −8−0.1% | Reduced |
| UBS Group AG | 10,871 | $146.1K | 0.00% | −2,553−19.0% | Reduced |
| Deutsche Bank AG | 10,607 | $142.6K | 0.00% | +10,607 | New |
| Mariner, LLC | 10,035 | $134.9K | 0.00% | −186−1.8% | Reduced |
| Keeley-Teton Advisors, LLC | 10,000 | $134.4K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,441 | $126.9K | 0.00% | +2,055+27.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,156 | $123.1K | 0.00% | +186+2.1% | Added |
| MetLife Investment Management | 9,074 | $122.0K | 0.00% | −1,818−16.7% | Reduced |
| Corebridge Financial, Inc. | 7,996 | $107.5K | 0.00% | −604−7.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $76.1K | 0.00% | +5,665 | New |
| The PNC Financial Services Group, Inc. | 4,906 | $65.9K | 0.00% | −164−3.2% | Reduced |
| CWM, LLC | 3,614 | $49.0K | 0.00% | −26−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,138 | $28.7K | 0.00% | −20−0.9% | Reduced |
| New York State Common Retirement Fund | 2,046 | $27.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,023 | $27.2K | 0.00% | −1,602−44.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,822 | $24.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,676 | $22.5K | 0.00% | +1,676 | New |
| Oarsman Capital, Inc. | 1,645 | $22.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,471 | $19.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,370 | $18.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,193 | $16.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,135 | $15.3K | 0.00% | +180+18.8% | Added |
| Great West Life Assurance Co | 1,026 | $14.0K | 0.00% | −333−24.5% | Reduced |
| Tower Research Capital LLC (TRC) | 898 | $12.1K | 0.00% | −2,193−70.9% | Reduced |
| Russell Investments Group, Ltd. | 802 | $10.8K | 0.00% | +443+123.4% | Added |
| Amalgamated Bank | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 516 | $6.93K | 0.00% | +464+892.3% | Added |
| Massmutual Trust Co FSB | 469 | $6.30K | 0.00% | +362+338.3% | Added |
| Smartleaf Asset Management LLC | 347 | $4.61K | 0.00% | +46+15.3% | Added |
| EverSource Wealth Advisors, LLC | 282 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $1.61K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 96 | $1.29K | 0.00% | +96 | New |
| Bessemer Group Inc | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $851 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 56 | $753 | 0.00% | +56 | New |
| Rothschild Investment LLC | 40 | $538 | 0.00% | +30+300.0% | Added |
| US Bancorp | 14 | $188 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14 | $188 | 0.00% | +14 | New |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −108,971−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −13,881−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −45−100.0% | Sold out |