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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.

Q2 2025 vs. Q1 2025

How the institutions holding Waterstone Financial, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WSBF: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders95296+3
Shares9.73M213.6K9.32M−198.3K (−2.1%)
Value$130.8M$2.87M$128.7M+$695.3K (+0.5%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Waterstone Financial, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WSBF in Q2 2025
InstitutionSharesValue% of portfolio
CSM Advisors, LLC197,250$2.73M0.08%
Squarepoint Ops LLC20,108$277.7K0.00%
O'Shaughnessy Asset Management, LLC17,295$238.8K0.00%
Mariner, LLC11,042$152.5K0.00%
Ritholtz Wealth Management10,793$149.1K0.00%
Panagora Asset Management Inc10,324$142.6K0.00%
Gamco Investors, Inc. Et Al10,000$138.1K0.00%
Raymond James Financial Inc2,000$27.6K0.00%
Essential Partners LLC290$4.00K0.00%
IFP Advisors, Inc96$1.49K0.00%
Allworth Financial LP80$1.10K0.00%
Covestor Ltd39$1.00K0.00%
Clearstead Advisors, LLC64$8840.00%
Skopos Labs, Inc.21$2910.00%

Sold out (11)

Institutions that held Waterstone Financial, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (2)

Institutions that held Waterstone Financial, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSBF in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Foundry Partners, LLC203,550$2.74M
Keeley-Teton Advisors, LLC10,000$134.5K