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, Q2 2025
Institutional positions in Waterstone Financial, Inc. as of Jun 30, 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
- 96
- +3 vs. Q1 2025
- Shares held
- 9.32M
- −198.3K (−2.1%) vs. Q1 2025
- Total value
- $128.7M
- +$695.3K (+0.5%) vs. Q1 2025
- New holders
- 14
- 42 more added
- Sold out
- 11
- 22 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,717,280 | $23.7M | 0.00% | −71,178−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,434,547 | $19.8M | 0.00% | −47,215−3.2% | Reduced |
| Renaissance Technologies LLC | 1,134,936 | $15.7M | 0.02% | −21,100−1.8% | Reduced |
| Vanguard Group Inc | 943,736 | $13.0M | 0.00% | +7,170+0.8% | Added |
| Bridgeway Capital Management, LLC | 438,837 | $6.06M | 0.14% | +8,199+1.9% | Added |
| State Street Corp | 436,369 | $6.03M | 0.00% | −14,027−3.1% | Reduced |
| Geode Capital Management, LLC | 406,749 | $5.62M | 0.00% | +4,108+1.0% | Added |
| CSM Advisors, LLC | 197,250 | $2.73M | 0.08% | +197,250 | New |
| Arrowstreet Capital, Limited Partnership | 190,766 | $2.63M | 0.00% | +44,618+30.5% | Added |
| Morgan Stanley | 185,140 | $2.56M | 0.00% | +2,861+1.6% | Added |
| American Century Companies Inc | 159,875 | $2.21M | 0.00% | +5,528+3.6% | Added |
| Northern Trust Corp | 153,891 | $2.13M | 0.00% | −5,799−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 143,992 | $1.99M | 0.00% | +506+0.4% | Added |
| Goldman Sachs Group Inc | 123,057 | $1.70M | 0.00% | +17,309+16.4% | Added |
| Citadel Advisors LLC | 99,322 | $1.37M | 0.00% | +19,121+23.8% | Added |
| Empowered Funds, LLC | 91,790 | $1.27M | 0.01% | +8,199+9.8% | Added |
| AQR Capital Management LLC | 81,381 | $1.12M | 0.00% | +35,786+78.5% | Added |
| Bank of New York Mellon Corp | 79,371 | $1.10M | 0.00% | +1,429+1.8% | Added |
| JPMorgan Chase & Co | 73,669 | $1.02M | 0.00% | −6,904−8.6% | Reduced |
| Two Sigma Investments, LP | 64,155 | $886.0K | 0.00% | +43,615+212.3% | Added |
| Fourthstone LLC | 63,194 | $872.7K | 0.17% | +40,357+176.7% | Added |
| FMR LLC | 61,495 | $849.2K | 0.00% | +2,026+3.4% | Added |
| Teton Advisors, Inc. | 59,000 | $814.8K | 0.50% | 00.0% | Unchanged |
| HSBC Holdings PLC | 55,028 | $768.2K | 0.00% | +39,978+265.6% | Added |
| D. E. Shaw & Co., Inc. | 54,988 | $759.4K | 0.00% | +8,791+19.0% | Added |
| Two Sigma Advisers, LP | 54,282 | $749.6K | 0.00% | +25,500+88.6% | Added |
| John G Ullman & Associates Inc | 51,100 | $705.7K | 0.10% | −41,611−44.9% | Reduced |
| Quantinno Capital Management LP | 48,225 | $666.0K | 0.00% | +19,025+65.2% | Added |
| UBS Group AG | 46,874 | $647.3K | 0.00% | +13,834+41.9% | Added |
| Nuveen, LLC | 43,295 | $597.9K | 0.00% | −19,189−30.7% | Reduced |
| Gsa Capital Partners LLP | 41,684 | $576.0K | 0.04% | +12,343+42.1% | Added |
| Barclays PLC | 38,530 | $532.1K | 0.00% | +19,377+101.2% | Added |
| Bank of America Corp | 37,012 | $511.1K | 0.00% | +11,427+44.7% | Added |
| STRS Ohio | 37,000 | $511.0K | 0.00% | +1,600+4.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,872 | $481.6K | 0.00% | −10,538−23.2% | Reduced |
| Invesco Ltd. | 29,677 | $409.8K | 0.00% | −5,800−16.3% | Reduced |
| State of Wisconsin Investment Board | 28,400 | $392.2K | 0.00% | +6,700+30.9% | Added |
| Rhumbline Advisers | 26,848 | $370.8K | 0.00% | +1,676+6.7% | Added |
| Commonwealth Equity Services, LLC | 23,720 | $328.0K | 0.00% | −424−1.8% | Reduced |
| Susquehanna International Group, LLP | 22,813 | $315.0K | 0.00% | −1,517−6.2% | Reduced |
| Jane Street Group, LLC | 21,763 | $300.5K | 0.00% | −4,080−15.8% | Reduced |
| Alliancebernstein L.P. | 20,880 | $288.4K | 0.00% | +300+1.5% | Added |
| Squarepoint Ops LLC | 20,108 | $277.7K | 0.00% | +20,108 | New |
| Millennium Management LLC | 18,613 | $257.0K | 0.00% | −10,224−35.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,295 | $238.8K | 0.00% | +17,295 | New |
| Royal Bank of Canada | 16,902 | $233.0K | 0.00% | +159+0.9% | Added |
| RMB Capital Management, LLC | 16,489 | $227.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,840 | $218.8K | 0.00% | +1,135+7.7% | Added |
| First Trust Advisors LP | 12,174 | $168.1K | 0.00% | +502+4.3% | Added |
| Farther Finance Advisors, LLC | 11,251 | $155.4K | 0.00% | −108−1.0% | Reduced |
| Mariner, LLC | 11,042 | $152.5K | 0.00% | +11,042 | New |
| Ritholtz Wealth Management | 10,793 | $149.1K | 0.00% | +10,793 | New |
| Deutsche Bank AG | 10,607 | $146.5K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,324 | $142.6K | 0.00% | +10,324 | New |
| Wells Fargo & Company | 10,146 | $140.1K | 0.00% | +492+5.1% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $138.1K | 0.00% | +10,000 | New |
| MetLife Investment Management | 9,607 | $132.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,650 | $119.5K | 0.00% | −896−9.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $78.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,562 | $76.8K | 0.00% | −5,582−50.1% | Reduced |
| BNP Paribas Arbitrage, SA | 5,198 | $71.8K | 0.00% | +495+10.5% | Added |
| CWM, LLC | 4,623 | $64.0K | 0.00% | +395+9.3% | Added |
| Russell Investments Group, Ltd. | 3,056 | $42.2K | 0.00% | −131−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,504 | $34.5K | 0.00% | +254+11.3% | Added |
| The PNC Financial Services Group, Inc. | 2,494 | $34.4K | 0.00% | −2,101−45.7% | Reduced |
| Versant Capital Management, Inc | 2,205 | $30.5K | 0.00% | +395+21.8% | Added |
| Tower Research Capital LLC (TRC) | 2,123 | $29.3K | 0.00% | +965+83.3% | Added |
| New York State Common Retirement Fund | 2,046 | $28.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 2,000 | $27.6K | 0.00% | +2,000 | New |
| EverSource Wealth Advisors, LLC | 1,875 | $25.9K | 0.00% | +1,590+557.9% | Added |
| Ameritas Investment Partners, Inc. | 1,822 | $25.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,471 | $20.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,396 | $19.0K | 0.00% | +223+19.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,370 | $18.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,193 | $16.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 508 | $7.01K | 0.00% | +39+8.3% | Added |
| Sterling Capital Management LLC | 454 | $6.27K | 0.00% | +176+63.3% | Added |
| Essential Partners LLC | 290 | $4.00K | 0.00% | +290 | New |
| Smartleaf Asset Management LLC | 158 | $2.20K | 0.00% | −250−61.3% | Reduced |
| GAMMA Investing LLC | 148 | $2.04K | 0.00% | −26−14.9% | Reduced |
| Cornerstone Planning Group LLC | 133 | $1.79K | 0.00% | +70+111.1% | Added |
| N.E.W. Advisory Services LLC | 127 | $1.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $1.66K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $1.49K | 0.00% | +96 | New |
| SBI Securities Co., Ltd. | 96 | $1.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $1.10K | 0.00% | +80 | New |
| Covestor Ltd | 39 | $1.00K | 0.00% | +39 | New |
| Clearstead Advisors, LLC | 64 | $884 | 0.00% | +64 | New |
| Nisa Investment Advisors, LLC | 60 | $829 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $621 | 0.00% | +35+350.0% | Added |
| True Wealth Design, LLC | 22 | $304 | 0.00% | −80−78.4% | Reduced |
| Skopos Labs, Inc. | 21 | $291 | 0.00% | +21 | New |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | 00.0% | Unchanged |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −555,513−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,236−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |