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 2025
Institutional positions in Waterstone Financial, Inc. as of Mar 31, 2025. 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
- 95
- +4 vs. Q4 2024
- Shares held
- 9.73M
- +38.6K (+0.4%) vs. Q4 2024
- Total value
- $130.8M
- +$617.1K (+0.5%) vs. Q4 2024
- New holders
- 12
- 30 more added
- Sold out
- 8
- 34 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,788,458 | $24.1M | 0.00% | +231,644+14.9% | Added |
| Dimensional Fund Advisors LP | 1,481,762 | $19.9M | 0.00% | −31,565−2.1% | Reduced |
| Renaissance Technologies LLC | 1,156,036 | $15.5M | 0.02% | −36,800−3.1% | Reduced |
| Vanguard Group Inc | 936,566 | $12.6M | 0.00% | −6,183−0.7% | Reduced |
| rhino investment partners, Inc | 555,513 | $7.47M | 1.84% | −187,720−25.3% | Reduced |
| State Street Corp | 450,396 | $6.06M | 0.00% | −6,258−1.4% | Reduced |
| Bridgeway Capital Management, LLC | 430,638 | $5.79M | 0.15% | −882−0.2% | Reduced |
| Geode Capital Management, LLC | 402,641 | $5.42M | 0.00% | +6,274+1.6% | Added |
| Foundry Partners, LLC | 203,550 | $2.74M | 0.14% | −1,240−0.6% | Reduced |
| Morgan Stanley | 182,279 | $2.45M | 0.00% | −12,044−6.2% | Reduced |
| Northern Trust Corp | 159,690 | $2.15M | 0.00% | −3,861−2.4% | Reduced |
| American Century Companies Inc | 154,347 | $2.08M | 0.00% | +1,206+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 146,148 | $1.97M | 0.00% | +35,439+32.0% | Added |
| Charles Schwab Investment Management Inc | 143,486 | $1.93M | 0.00% | −1,247−0.9% | Reduced |
| Goldman Sachs Group Inc | 105,748 | $1.42M | 0.00% | −12,067−10.2% | Reduced |
| John G Ullman & Associates Inc | 92,711 | $1.25M | 0.19% | −15,631−14.4% | Reduced |
| Empowered Funds, LLC | 83,591 | $1.12M | 0.02% | +5,818+7.5% | Added |
| JPMorgan Chase & Co | 80,573 | $1.08M | 0.00% | −5,055−5.9% | Reduced |
| Citadel Advisors LLC | 80,201 | $1.08M | 0.00% | +38,293+91.4% | Added |
| Bank of New York Mellon Corp | 77,942 | $1.05M | 0.00% | +1,195+1.6% | Added |
| Nuveen, LLC | 62,484 | $840.4K | 0.00% | +62,484 | New |
| FMR LLC | 59,469 | $799.9K | 0.00% | −2,799−4.5% | Reduced |
| Teton Advisors, Inc. | 59,000 | $793.5K | 0.50% | −1,000−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 46,197 | $621.4K | 0.00% | +8,977+24.1% | Added |
| AQR Capital Management LLC | 45,595 | $613.3K | 0.00% | +6,512+16.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 45,410 | $610.8K | 0.00% | +15,093+49.8% | Added |
| Invesco Ltd. | 35,477 | $477.2K | 0.00% | −14,353−28.8% | Reduced |
| STRS Ohio | 35,400 | $476.1K | 0.00% | −2,800−7.3% | Reduced |
| UBS Group AG | 33,040 | $444.4K | 0.00% | +22,169+203.9% | Added |
| Gsa Capital Partners LLP | 29,341 | $395.0K | 0.04% | +7,529+34.5% | Added |
| Quantinno Capital Management LP | 29,200 | $392.7K | 0.00% | +14,116+93.6% | Added |
| Millennium Management LLC | 28,837 | $387.9K | 0.00% | +6,955+31.8% | Added |
| Two Sigma Advisers, LP | 28,782 | $387.1K | 0.00% | −4,200−12.7% | Reduced |
| Jane Street Group, LLC | 25,843 | $347.6K | 0.00% | +5,928+29.8% | Added |
| Bank of America Corp | 25,585 | $344.1K | 0.00% | −5,967−18.9% | Reduced |
| Rhumbline Advisers | 25,172 | $338.6K | 0.00% | −1,480−5.6% | Reduced |
| Susquehanna International Group, LLP | 24,330 | $327.2K | 0.00% | +9,691+66.2% | Added |
| Commonwealth Equity Services, LLC | 24,144 | $325.0K | 0.00% | −69−0.3% | Reduced |
| Fourthstone LLC | 22,837 | $307.2K | 0.08% | −14,674−39.1% | Reduced |
| State of Wisconsin Investment Board | 21,700 | $291.9K | 0.00% | −2,500−10.3% | Reduced |
| Alliancebernstein L.P. | 20,580 | $276.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,540 | $276.3K | 0.00% | −3,935−16.1% | Reduced |
| Hillsdale Investment Management Inc. | 20,300 | $273.0K | 0.01% | +20,300 | New |
| Barclays PLC | 19,153 | $257.6K | 0.00% | −5,034−20.8% | Reduced |
| Royal Bank of Canada | 16,743 | $225.0K | 0.00% | −1,054−5.9% | Reduced |
| RMB Capital Management, LLC | 16,489 | $221.8K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,236 | $218.4K | 0.00% | +16,236 | New |
| HSBC Holdings PLC | 15,050 | $204.2K | 0.00% | +15,050 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,750 | $198.4K | 0.00% | +14,750 | New |
| Los Angeles Capital Management LLC | 14,705 | $197.8K | 0.00% | −2,170−12.9% | Reduced |
| First Trust Advisors LP | 11,672 | $157.0K | 0.00% | −99−0.8% | Reduced |
| Farther Finance Advisors, LLC | 11,359 | $152.4K | 0.00% | −62−0.5% | Reduced |
| Citigroup Inc | 11,144 | $149.9K | 0.00% | −1,420−11.3% | Reduced |
| Deutsche Bank AG | 10,607 | $142.7K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 10,000 | $134.5K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,654 | $129.8K | 0.00% | +213+2.3% | Added |
| MetLife Investment Management | 9,607 | $129.2K | 0.00% | +533+5.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,546 | $128.4K | 0.00% | +390+4.3% | Added |
| Corebridge Financial, Inc. | 7,880 | $106.0K | 0.00% | −116−1.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $76.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,703 | $63.3K | 0.00% | +2,680+132.5% | Added |
| The PNC Financial Services Group, Inc. | 4,595 | $61.8K | 0.00% | −311−6.3% | Reduced |
| CWM, LLC | 4,228 | $57.0K | 0.00% | +614+17.0% | Added |
| Russell Investments Group, Ltd. | 3,187 | $42.9K | 0.00% | +2,385+297.4% | Added |
| Advisor Group Holdings, Inc. | 2,250 | $30.3K | 0.00% | +112+5.2% | Added |
| New York State Common Retirement Fund | 2,046 | $27.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,822 | $24.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,810 | $24.3K | 0.00% | +134+8.0% | Added |
| Acadian Asset Management LLC | 1,705 | $22.0K | 0.00% | +1,705 | New |
| 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 |
| Great West Life Assurance Co | 1,173 | $16.0K | 0.00% | +147+14.3% | Added |
| Tower Research Capital LLC (TRC) | 1,158 | $15.6K | 0.00% | +260+29.0% | Added |
| Amalgamated Bank | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 660 | $8.88K | 0.00% | +660 | New |
| Massmutual Trust Co FSB | 469 | $6.31K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 408 | $5.49K | 0.00% | +61+17.6% | Added |
| EverSource Wealth Advisors, LLC | 285 | $3.83K | 0.00% | +3+1.1% | Added |
| Sterling Capital Management LLC | 278 | $3.74K | 0.00% | −238−46.1% | Reduced |
| GAMMA Investing LLC | 174 | $2.34K | 0.00% | +160+1,142.9% | Added |
| Boston Private Wealth LLC | 161 | $2.17K | 0.00% | +161 | New |
| N.E.W. Advisory Services LLC | 127 | $1.71K | 0.00% | +127 | New |
| Private Wealth Management Group, LLC | 120 | $1.61K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 102 | $1.37K | 0.00% | +46+82.1% | Added |
| SBI Securities Co., Ltd. | 96 | $1.29K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 60 | $807 | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 63 | $770 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $404 | 0.00% | +30 | New |
| US Bancorp | 14 | $188 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $135 | 0.00% | −30−75.0% | Reduced |
| 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 |
| Avion Wealth | 45 | $0 | 0.00% | +45 | New |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −50,176−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −33,819−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −21,267−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,548−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,035−100.0% | Sold out |