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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 21 | $291 | 0.00% | +21 | New |
| True Wealth Design, LLC | 22 | $304 | 0.00% | −80−78.4% | Reduced |
| Rothschild Investment LLC | 45 | $621 | 0.00% | +35+350.0% | Added |
| Nisa Investment Advisors, LLC | 60 | $829 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $884 | 0.00% | +64 | New |
| Covestor Ltd | 39 | $1.00K | 0.00% | +39 | New |
| Allworth Financial LP | 80 | $1.10K | 0.00% | +80 | New |
| SBI Securities Co., Ltd. | 96 | $1.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $1.49K | 0.00% | +96 | New |
| Private Wealth Management Group, LLC | 120 | $1.66K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 127 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $1.79K | 0.00% | +70+111.1% | Added |
| GAMMA Investing LLC | 148 | $2.04K | 0.00% | −26−14.9% | Reduced |
| Smartleaf Asset Management LLC | 158 | $2.20K | 0.00% | −250−61.3% | Reduced |
| Essential Partners LLC | 290 | $4.00K | 0.00% | +290 | New |
| Sterling Capital Management LLC | 454 | $6.27K | 0.00% | +176+63.3% | Added |
| Massmutual Trust Co FSB | 508 | $7.01K | 0.00% | +39+8.3% | Added |
| Amalgamated Bank | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,193 | $16.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,370 | $18.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,396 | $19.0K | 0.00% | +223+19.0% | Added |
| Legal & General Group Plc | 1,471 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,822 | $25.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,875 | $25.9K | 0.00% | +1,590+557.9% | Added |
| Raymond James Financial Inc | 2,000 | $27.6K | 0.00% | +2,000 | New |
| New York State Common Retirement Fund | 2,046 | $28.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,123 | $29.3K | 0.00% | +965+83.3% | Added |
| Versant Capital Management, Inc | 2,205 | $30.5K | 0.00% | +395+21.8% | Added |
| The PNC Financial Services Group, Inc. | 2,494 | $34.4K | 0.00% | −2,101−45.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,504 | $34.5K | 0.00% | +254+11.3% | Added |
| Russell Investments Group, Ltd. | 3,056 | $42.2K | 0.00% | −131−4.1% | Reduced |
| CWM, LLC | 4,623 | $64.0K | 0.00% | +395+9.3% | Added |
| BNP Paribas Arbitrage, SA | 5,198 | $71.8K | 0.00% | +495+10.5% | Added |
| Citigroup Inc | 5,562 | $76.8K | 0.00% | −5,582−50.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $78.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,650 | $119.5K | 0.00% | −896−9.4% | Reduced |
| MetLife Investment Management | 9,607 | $132.7K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $138.1K | 0.00% | +10,000 | New |
| Wells Fargo & Company | 10,146 | $140.1K | 0.00% | +492+5.1% | Added |
| Panagora Asset Management Inc | 10,324 | $142.6K | 0.00% | +10,324 | New |
| Deutsche Bank AG | 10,607 | $146.5K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,793 | $149.1K | 0.00% | +10,793 | New |
| Mariner, LLC | 11,042 | $152.5K | 0.00% | +11,042 | New |
| Farther Finance Advisors, LLC | 11,251 | $155.4K | 0.00% | −108−1.0% | Reduced |
| First Trust Advisors LP | 12,174 | $168.1K | 0.00% | +502+4.3% | Added |
| Los Angeles Capital Management LLC | 15,840 | $218.8K | 0.00% | +1,135+7.7% | Added |
| RMB Capital Management, LLC | 16,489 | $227.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,902 | $233.0K | 0.00% | +159+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 17,295 | $238.8K | 0.00% | +17,295 | New |
| Millennium Management LLC | 18,613 | $257.0K | 0.00% | −10,224−35.5% | Reduced |
| Squarepoint Ops LLC | 20,108 | $277.7K | 0.00% | +20,108 | New |
| Alliancebernstein L.P. | 20,880 | $288.4K | 0.00% | +300+1.5% | Added |
| Jane Street Group, LLC | 21,763 | $300.5K | 0.00% | −4,080−15.8% | Reduced |
| Susquehanna International Group, LLP | 22,813 | $315.0K | 0.00% | −1,517−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 23,720 | $328.0K | 0.00% | −424−1.8% | Reduced |
| Rhumbline Advisers | 26,848 | $370.8K | 0.00% | +1,676+6.7% | Added |
| State of Wisconsin Investment Board | 28,400 | $392.2K | 0.00% | +6,700+30.9% | Added |
| Invesco Ltd. | 29,677 | $409.8K | 0.00% | −5,800−16.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,872 | $481.6K | 0.00% | −10,538−23.2% | Reduced |
| STRS Ohio | 37,000 | $511.0K | 0.00% | +1,600+4.5% | Added |
| Bank of America Corp | 37,012 | $511.1K | 0.00% | +11,427+44.7% | Added |
| Barclays PLC | 38,530 | $532.1K | 0.00% | +19,377+101.2% | Added |
| Gsa Capital Partners LLP | 41,684 | $576.0K | 0.04% | +12,343+42.1% | Added |
| Nuveen, LLC | 43,295 | $597.9K | 0.00% | −19,189−30.7% | Reduced |
| UBS Group AG | 46,874 | $647.3K | 0.00% | +13,834+41.9% | Added |
| Quantinno Capital Management LP | 48,225 | $666.0K | 0.00% | +19,025+65.2% | Added |
| John G Ullman & Associates Inc | 51,100 | $705.7K | 0.10% | −41,611−44.9% | Reduced |
| Two Sigma Advisers, LP | 54,282 | $749.6K | 0.00% | +25,500+88.6% | Added |
| D. E. Shaw & Co., Inc. | 54,988 | $759.4K | 0.00% | +8,791+19.0% | Added |
| HSBC Holdings PLC | 55,028 | $768.2K | 0.00% | +39,978+265.6% | Added |
| Teton Advisors, Inc. | 59,000 | $814.8K | 0.50% | 00.0% | Unchanged |
| FMR LLC | 61,495 | $849.2K | 0.00% | +2,026+3.4% | Added |
| Fourthstone LLC | 63,194 | $872.7K | 0.17% | +40,357+176.7% | Added |
| Two Sigma Investments, LP | 64,155 | $886.0K | 0.00% | +43,615+212.3% | Added |
| JPMorgan Chase & Co | 73,669 | $1.02M | 0.00% | −6,904−8.6% | Reduced |
| Bank of New York Mellon Corp | 79,371 | $1.10M | 0.00% | +1,429+1.8% | Added |
| AQR Capital Management LLC | 81,381 | $1.12M | 0.00% | +35,786+78.5% | Added |
| Empowered Funds, LLC | 91,790 | $1.27M | 0.01% | +8,199+9.8% | Added |
| Citadel Advisors LLC | 99,322 | $1.37M | 0.00% | +19,121+23.8% | Added |
| Goldman Sachs Group Inc | 123,057 | $1.70M | 0.00% | +17,309+16.4% | Added |
| Charles Schwab Investment Management Inc | 143,992 | $1.99M | 0.00% | +506+0.4% | Added |
| Northern Trust Corp | 153,891 | $2.13M | 0.00% | −5,799−3.6% | Reduced |
| American Century Companies Inc | 159,875 | $2.21M | 0.00% | +5,528+3.6% | Added |
| Morgan Stanley | 185,140 | $2.56M | 0.00% | +2,861+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 190,766 | $2.63M | 0.00% | +44,618+30.5% | Added |
| CSM Advisors, LLC | 197,250 | $2.73M | 0.08% | +197,250 | New |
| Geode Capital Management, LLC | 406,749 | $5.62M | 0.00% | +4,108+1.0% | Added |
| State Street Corp | 436,369 | $6.03M | 0.00% | −14,027−3.1% | Reduced |
| Bridgeway Capital Management, LLC | 438,837 | $6.06M | 0.14% | +8,199+1.9% | Added |
| Vanguard Group Inc | 943,736 | $13.0M | 0.00% | +7,170+0.8% | Added |
| Renaissance Technologies LLC | 1,134,936 | $15.7M | 0.02% | −21,100−1.8% | Reduced |
| Dimensional Fund Advisors LP | 1,434,547 | $19.8M | 0.00% | −47,215−3.2% | Reduced |
| BlackRock, Inc. | 1,717,280 | $23.7M | 0.00% | −71,178−4.0% | Reduced |
| 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 |