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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | +45 | New |
| Quent Capital, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $135 | 0.00% | −30−75.0% | Reduced |
| US Bancorp | 14 | $188 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $404 | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 63 | $770 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 60 | $807 | 0.00% | +60 | New |
| SBI Securities Co., Ltd. | 96 | $1.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 102 | $1.37K | 0.00% | +46+82.1% | Added |
| Private Wealth Management Group, LLC | 120 | $1.61K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 127 | $1.71K | 0.00% | +127 | New |
| Boston Private Wealth LLC | 161 | $2.17K | 0.00% | +161 | New |
| GAMMA Investing LLC | 174 | $2.34K | 0.00% | +160+1,142.9% | Added |
| Sterling Capital Management LLC | 278 | $3.74K | 0.00% | −238−46.1% | Reduced |
| EverSource Wealth Advisors, LLC | 285 | $3.83K | 0.00% | +3+1.1% | Added |
| Smartleaf Asset Management LLC | 408 | $5.49K | 0.00% | +61+17.6% | Added |
| Massmutual Trust Co FSB | 469 | $6.31K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 660 | $8.88K | 0.00% | +660 | New |
| Amalgamated Bank | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,158 | $15.6K | 0.00% | +260+29.0% | Added |
| Great West Life Assurance Co | 1,173 | $16.0K | 0.00% | +147+14.3% | Added |
| California State Teachers Retirement System | 1,193 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,370 | $18.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,471 | $19.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,705 | $22.0K | 0.00% | +1,705 | New |
| Versant Capital Management, Inc | 1,810 | $24.3K | 0.00% | +134+8.0% | Added |
| Ameritas Investment Partners, Inc. | 1,822 | $24.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,046 | $27.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,250 | $30.3K | 0.00% | +112+5.2% | Added |
| Russell Investments Group, Ltd. | 3,187 | $42.9K | 0.00% | +2,385+297.4% | Added |
| CWM, LLC | 4,228 | $57.0K | 0.00% | +614+17.0% | Added |
| The PNC Financial Services Group, Inc. | 4,595 | $61.8K | 0.00% | −311−6.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,703 | $63.3K | 0.00% | +2,680+132.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $76.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,880 | $106.0K | 0.00% | −116−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,546 | $128.4K | 0.00% | +390+4.3% | Added |
| MetLife Investment Management | 9,607 | $129.2K | 0.00% | +533+5.9% | Added |
| Wells Fargo & Company | 9,654 | $129.8K | 0.00% | +213+2.3% | Added |
| Keeley-Teton Advisors, LLC | 10,000 | $134.5K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,607 | $142.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 11,144 | $149.9K | 0.00% | −1,420−11.3% | Reduced |
| Farther Finance Advisors, LLC | 11,359 | $152.4K | 0.00% | −62−0.5% | Reduced |
| First Trust Advisors LP | 11,672 | $157.0K | 0.00% | −99−0.8% | Reduced |
| Los Angeles Capital Management LLC | 14,705 | $197.8K | 0.00% | −2,170−12.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,750 | $198.4K | 0.00% | +14,750 | New |
| HSBC Holdings PLC | 15,050 | $204.2K | 0.00% | +15,050 | New |
| Trexquant Investment LP | 16,236 | $218.4K | 0.00% | +16,236 | New |
| RMB Capital Management, LLC | 16,489 | $221.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,743 | $225.0K | 0.00% | −1,054−5.9% | Reduced |
| Barclays PLC | 19,153 | $257.6K | 0.00% | −5,034−20.8% | Reduced |
| Hillsdale Investment Management Inc. | 20,300 | $273.0K | 0.01% | +20,300 | New |
| Two Sigma Investments, LP | 20,540 | $276.3K | 0.00% | −3,935−16.1% | Reduced |
| Alliancebernstein L.P. | 20,580 | $276.8K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,700 | $291.9K | 0.00% | −2,500−10.3% | Reduced |
| Fourthstone LLC | 22,837 | $307.2K | 0.08% | −14,674−39.1% | Reduced |
| Commonwealth Equity Services, LLC | 24,144 | $325.0K | 0.00% | −69−0.3% | Reduced |
| Susquehanna International Group, LLP | 24,330 | $327.2K | 0.00% | +9,691+66.2% | Added |
| Rhumbline Advisers | 25,172 | $338.6K | 0.00% | −1,480−5.6% | Reduced |
| Bank of America Corp | 25,585 | $344.1K | 0.00% | −5,967−18.9% | Reduced |
| Jane Street Group, LLC | 25,843 | $347.6K | 0.00% | +5,928+29.8% | Added |
| Two Sigma Advisers, LP | 28,782 | $387.1K | 0.00% | −4,200−12.7% | Reduced |
| Millennium Management LLC | 28,837 | $387.9K | 0.00% | +6,955+31.8% | Added |
| Quantinno Capital Management LP | 29,200 | $392.7K | 0.00% | +14,116+93.6% | Added |
| Gsa Capital Partners LLP | 29,341 | $395.0K | 0.04% | +7,529+34.5% | Added |
| UBS Group AG | 33,040 | $444.4K | 0.00% | +22,169+203.9% | Added |
| STRS Ohio | 35,400 | $476.1K | 0.00% | −2,800−7.3% | Reduced |
| Invesco Ltd. | 35,477 | $477.2K | 0.00% | −14,353−28.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 45,410 | $610.8K | 0.00% | +15,093+49.8% | Added |
| AQR Capital Management LLC | 45,595 | $613.3K | 0.00% | +6,512+16.7% | Added |
| D. E. Shaw & Co., Inc. | 46,197 | $621.4K | 0.00% | +8,977+24.1% | Added |
| Teton Advisors, Inc. | 59,000 | $793.5K | 0.50% | −1,000−1.7% | Reduced |
| FMR LLC | 59,469 | $799.9K | 0.00% | −2,799−4.5% | Reduced |
| Nuveen, LLC | 62,484 | $840.4K | 0.00% | +62,484 | New |
| Bank of New York Mellon Corp | 77,942 | $1.05M | 0.00% | +1,195+1.6% | Added |
| Citadel Advisors LLC | 80,201 | $1.08M | 0.00% | +38,293+91.4% | Added |
| JPMorgan Chase & Co | 80,573 | $1.08M | 0.00% | −5,055−5.9% | Reduced |
| Empowered Funds, LLC | 83,591 | $1.12M | 0.02% | +5,818+7.5% | Added |
| John G Ullman & Associates Inc | 92,711 | $1.25M | 0.19% | −15,631−14.4% | Reduced |
| Goldman Sachs Group Inc | 105,748 | $1.42M | 0.00% | −12,067−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 143,486 | $1.93M | 0.00% | −1,247−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 146,148 | $1.97M | 0.00% | +35,439+32.0% | Added |
| American Century Companies Inc | 154,347 | $2.08M | 0.00% | +1,206+0.8% | Added |
| Northern Trust Corp | 159,690 | $2.15M | 0.00% | −3,861−2.4% | Reduced |
| Morgan Stanley | 182,279 | $2.45M | 0.00% | −12,044−6.2% | Reduced |
| Foundry Partners, LLC | 203,550 | $2.74M | 0.14% | −1,240−0.6% | Reduced |
| Geode Capital Management, LLC | 402,641 | $5.42M | 0.00% | +6,274+1.6% | Added |
| Bridgeway Capital Management, LLC | 430,638 | $5.79M | 0.15% | −882−0.2% | Reduced |
| State Street Corp | 450,396 | $6.06M | 0.00% | −6,258−1.4% | Reduced |
| rhino investment partners, Inc | 555,513 | $7.47M | 1.84% | −187,720−25.3% | Reduced |
| Vanguard Group Inc | 936,566 | $12.6M | 0.00% | −6,183−0.7% | Reduced |
| Renaissance Technologies LLC | 1,156,036 | $15.5M | 0.02% | −36,800−3.1% | Reduced |
| Dimensional Fund Advisors LP | 1,481,762 | $19.9M | 0.00% | −31,565−2.1% | Reduced |
| BlackRock, Inc. | 1,788,458 | $24.1M | 0.00% | +231,644+14.9% | Added |
| 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 |