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, Q3 2025
Institutional positions in Waterstone Financial, Inc. as of Sep 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
- 102
- +7 vs. Q2 2025
- Shares held
- 9.16M
- −100.6K (−1.1%) vs. Q2 2025
- Total value
- $142.8M
- +$15.0M (+11.7%) vs. Q2 2025
- New holders
- 14
- 38 more added
- Sold out
- 7
- 31 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,576,826 | $24.6M | 0.00% | −140,454−8.2% | Reduced |
| Dimensional Fund Advisors LP | 1,427,285 | $22.3M | 0.00% | −7,262−0.5% | Reduced |
| Renaissance Technologies LLC | 1,151,636 | $18.0M | 0.02% | +16,700+1.5% | Added |
| Vanguard Group Inc | 909,118 | $14.2M | 0.00% | −34,618−3.7% | Reduced |
| State Street Corp | 423,293 | $6.60M | 0.00% | −13,076−3.0% | Reduced |
| Geode Capital Management, LLC | 383,746 | $5.99M | 0.00% | −23,003−5.7% | Reduced |
| Bridgeway Capital Management, LLC | 245,758 | $3.83M | 0.08% | −193,079−44.0% | Reduced |
| CSM Advisors, LLC | 191,010 | $2.98M | 0.08% | −6,240−3.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 190,766 | $2.98M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 171,254 | $2.67M | 0.00% | +48,197+39.2% | Added |
| Morgan Stanley | 168,006 | $2.62M | 0.00% | −17,134−9.3% | Reduced |
| American Century Companies Inc | 166,984 | $2.60M | 0.00% | +7,109+4.4% | Added |
| AQR Capital Management LLC | 165,876 | $2.59M | 0.00% | +84,495+103.8% | Added |
| Northern Trust Corp | 142,422 | $2.22M | 0.00% | −11,469−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 132,384 | $2.07M | 0.00% | −11,608−8.1% | Reduced |
| Fourthstone LLC | 128,559 | $2.01M | 0.36% | +65,365+103.4% | Added |
| Quantinno Capital Management LP | 111,914 | $1.75M | 0.00% | +63,689+132.1% | Added |
| Empowered Funds, LLC | 98,722 | $1.54M | 0.02% | +6,932+7.6% | Added |
| Bank of New York Mellon Corp | 80,352 | $1.25M | 0.00% | +981+1.2% | Added |
| Two Sigma Investments, LP | 80,260 | $1.25M | 0.00% | +16,105+25.1% | Added |
| FMR LLC | 67,949 | $1.06M | 0.00% | +6,454+10.5% | Added |
| Citadel Advisors LLC | 64,879 | $1.01M | 0.00% | −34,443−34.7% | Reduced |
| Two Sigma Advisers, LP | 61,382 | $957.6K | 0.00% | +7,100+13.1% | Added |
| Teton Advisors, LLC | 59,000 | $920.4K | 0.57% | +59,000 | New |
| John G Ullman & Associates Inc | 56,498 | $881.4K | 0.12% | +5,398+10.6% | Added |
| JPMorgan Chase & Co | 51,901 | $809.7K | 0.00% | −21,768−29.5% | Reduced |
| HSBC Holdings PLC | 51,788 | $798.1K | 0.00% | −3,240−5.9% | Reduced |
| D. E. Shaw & Co., Inc. | 50,955 | $794.9K | 0.00% | −4,033−7.3% | Reduced |
| Nuveen, LLC | 43,295 | $675.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 41,575 | $648.6K | 0.00% | +6,703+19.2% | Added |
| STRS Ohio | 37,000 | $577.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,730 | $526.2K | 0.00% | −3,282−8.9% | Reduced |
| Jane Street Group, LLC | 31,086 | $484.9K | 0.00% | +9,323+42.8% | Added |
| Barclays PLC | 30,174 | $470.7K | 0.00% | −8,356−21.7% | Reduced |
| Marshall Wace, LLP | 28,431 | $443.5K | 0.00% | +28,431 | New |
| Millennium Management LLC | 27,654 | $431.4K | 0.00% | +9,041+48.6% | Added |
| O'Shaughnessy Asset Management, LLC | 26,904 | $419.7K | 0.00% | +9,609+55.6% | Added |
| State of Wisconsin Investment Board | 26,000 | $405.6K | 0.00% | −2,400−8.5% | Reduced |
| Russell Investments Group, Ltd. | 25,329 | $395.1K | 0.00% | +22,273+728.8% | Added |
| Ieq Capital, LLC | 24,348 | $379.8K | 0.00% | +24,348 | New |
| Commonwealth Equity Services, LLC | 23,688 | $370.0K | 0.00% | −32−0.1% | Reduced |
| Invesco Ltd. | 23,475 | $366.2K | 0.00% | −6,202−20.9% | Reduced |
| Rhumbline Advisers | 23,380 | $364.7K | 0.00% | −3,468−12.9% | Reduced |
| Gsa Capital Partners LLP | 23,190 | $362.0K | 0.03% | −18,494−44.4% | Reduced |
| Alliancebernstein L.P. | 20,880 | $325.7K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 17,423 | $271.8K | 0.01% | +6,630+61.4% | Added |
| HRT Financial LP | 17,363 | $270.0K | 0.00% | +17,363 | New |
| RMB Capital Management, LLC | 16,489 | $257.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 15,695 | $244.8K | 0.00% | +5,088+48.0% | Added |
| Mariner, LLC | 14,654 | $228.6K | 0.00% | +3,612+32.7% | Added |
| Wells Fargo & Company | 13,089 | $204.2K | 0.00% | +2,943+29.0% | Added |
| CWM, LLC | 12,165 | $190.0K | 0.00% | +7,542+163.1% | Added |
| Farther Finance Advisors, LLC | 11,317 | $176.5K | 0.00% | +66+0.6% | Added |
| Brandywine Global Investment Management, LLC | 10,670 | $166.5K | 0.00% | +10,670 | New |
| Mercer Global Advisors Inc | 10,590 | $165.2K | 0.00% | +10,590 | New |
| First Trust Advisors LP | 10,305 | $160.8K | 0.00% | −1,869−15.4% | Reduced |
| Panagora Asset Management Inc | 10,280 | $160.4K | 0.00% | −44−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $156.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,955 | $155.3K | 0.00% | −36,919−78.8% | Reduced |
| MetLife Investment Management | 9,607 | $149.9K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 8,853 | $138.1K | 0.00% | +8,853 | New |
| SRS Capital Advisors, Inc. | 7,618 | $118.8K | 0.00% | +7,618 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,385 | $115.2K | 0.00% | −1,265−14.6% | Reduced |
| BNP Paribas Arbitrage, SA | 5,724 | $89.3K | 0.00% | +526+10.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $88.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,724 | $42.5K | 0.01% | +519+23.5% | Added |
| Advisor Group Holdings, Inc. | 2,636 | $39.8K | 0.00% | +132+5.3% | Added |
| EverSource Wealth Advisors, LLC | 2,219 | $34.6K | 0.00% | +344+18.3% | Added |
| The PNC Financial Services Group, Inc. | 2,111 | $32.9K | 0.00% | −383−15.4% | Reduced |
| New York State Common Retirement Fund | 2,046 | $31.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,932 | $30.1K | 0.00% | +1,932 | New |
| Ameritas Investment Partners, Inc. | 1,822 | $28.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,764 | $27.5K | 0.00% | +1,764 | New |
| Legal & General Group Plc | 1,471 | $22.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,395 | $22.0K | 0.00% | −1−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,392 | $21.7K | 0.00% | −731−34.4% | Reduced |
| Simplex Trading, LLC | 1,362 | $21.0K | 0.00% | +1,362 | New |
| California State Teachers Retirement System | 1,194 | $18.6K | 0.00% | +1+0.1% | Added |
| Sterling Capital Management LLC | 1,062 | $16.6K | 0.00% | +608+133.9% | Added |
| Royal Bank of Canada | 1,057 | $16.0K | 0.00% | −15,845−93.7% | Reduced |
| Point72 (DIFC) Ltd | 859 | $13.4K | 0.00% | +859 | New |
| Essential Partners LLC | 838 | $13.1K | 0.00% | +548+189.0% | Added |
| Amalgamated Bank | 744 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 508 | $7.92K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 487 | $7.60K | 0.00% | −5,075−91.2% | Reduced |
| Optiver Holding B.V. | 276 | $4.31K | 0.00% | +276 | New |
| Smartleaf Asset Management LLC | 210 | $3.29K | 0.00% | +52+32.9% | Added |
| Allworth Financial LP | 200 | $3.12K | 0.00% | +120+150.0% | Added |
| GAMMA Investing LLC | 195 | $3.04K | 0.00% | +47+31.8% | Added |
| Rothschild Investment LLC | 135 | $2.11K | 0.00% | +90+200.0% | Added |
| IFP Advisors, Inc | 124 | $1.93K | 0.00% | +28+29.2% | Added |
| Private Wealth Management Group, LLC | 120 | $1.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 102 | $1.59K | 0.00% | +38+59.4% | Added |
| SBI Securities Co., Ltd. | 96 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $1.16K | 0.00% | −117−88.0% | Reduced |
| Covestor Ltd | 64 | $1.00K | 0.00% | +25+64.1% | Added |
| True Wealth Design, LLC | 63 | $983 | 0.00% | +41+186.4% | Added |
| Nisa Investment Advisors, LLC | 60 | $936 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $11 | 0.00% | +1 | New |