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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $11 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 60 | $936 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $983 | 0.00% | +41+186.4% | Added |
| Covestor Ltd | 64 | $1.00K | 0.00% | +25+64.1% | Added |
| Cornerstone Planning Group LLC | 16 | $1.16K | 0.00% | −117−88.0% | Reduced |
| SBI Securities Co., Ltd. | 96 | $1.50K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 102 | $1.59K | 0.00% | +38+59.4% | Added |
| Private Wealth Management Group, LLC | 120 | $1.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $1.93K | 0.00% | +28+29.2% | Added |
| Rothschild Investment LLC | 135 | $2.11K | 0.00% | +90+200.0% | Added |
| GAMMA Investing LLC | 195 | $3.04K | 0.00% | +47+31.8% | Added |
| Allworth Financial LP | 200 | $3.12K | 0.00% | +120+150.0% | Added |
| Smartleaf Asset Management LLC | 210 | $3.29K | 0.00% | +52+32.9% | Added |
| Optiver Holding B.V. | 276 | $4.31K | 0.00% | +276 | New |
| Citigroup Inc | 487 | $7.60K | 0.00% | −5,075−91.2% | Reduced |
| Massmutual Trust Co FSB | 508 | $7.92K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 744 | $12.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 838 | $13.1K | 0.00% | +548+189.0% | Added |
| Point72 (DIFC) Ltd | 859 | $13.4K | 0.00% | +859 | New |
| Royal Bank of Canada | 1,057 | $16.0K | 0.00% | −15,845−93.7% | Reduced |
| Sterling Capital Management LLC | 1,062 | $16.6K | 0.00% | +608+133.9% | Added |
| California State Teachers Retirement System | 1,194 | $18.6K | 0.00% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,362 | $21.0K | 0.00% | +1,362 | New |
| Tower Research Capital LLC (TRC) | 1,392 | $21.7K | 0.00% | −731−34.4% | Reduced |
| Great West Life Assurance Co | 1,395 | $22.0K | 0.00% | −1−0.1% | Reduced |
| Legal & General Group Plc | 1,471 | $22.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,764 | $27.5K | 0.00% | +1,764 | New |
| Ameritas Investment Partners, Inc. | 1,822 | $28.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,932 | $30.1K | 0.00% | +1,932 | New |
| New York State Common Retirement Fund | 2,046 | $31.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,111 | $32.9K | 0.00% | −383−15.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,219 | $34.6K | 0.00% | +344+18.3% | Added |
| Advisor Group Holdings, Inc. | 2,636 | $39.8K | 0.00% | +132+5.3% | Added |
| Versant Capital Management, Inc | 2,724 | $42.5K | 0.01% | +519+23.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,665 | $88.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,724 | $89.3K | 0.00% | +526+10.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,385 | $115.2K | 0.00% | −1,265−14.6% | Reduced |
| SRS Capital Advisors, Inc. | 7,618 | $118.8K | 0.00% | +7,618 | New |
| Cubist Systematic Strategies, LLC | 8,853 | $138.1K | 0.00% | +8,853 | New |
| MetLife Investment Management | 9,607 | $149.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,955 | $155.3K | 0.00% | −36,919−78.8% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $156.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,280 | $160.4K | 0.00% | −44−0.4% | Reduced |
| First Trust Advisors LP | 10,305 | $160.8K | 0.00% | −1,869−15.4% | Reduced |
| Mercer Global Advisors Inc | 10,590 | $165.2K | 0.00% | +10,590 | New |
| Brandywine Global Investment Management, LLC | 10,670 | $166.5K | 0.00% | +10,670 | New |
| Farther Finance Advisors, LLC | 11,317 | $176.5K | 0.00% | +66+0.6% | Added |
| CWM, LLC | 12,165 | $190.0K | 0.00% | +7,542+163.1% | Added |
| Wells Fargo & Company | 13,089 | $204.2K | 0.00% | +2,943+29.0% | Added |
| Mariner, LLC | 14,654 | $228.6K | 0.00% | +3,612+32.7% | Added |
| Deutsche Bank AG | 15,695 | $244.8K | 0.00% | +5,088+48.0% | Added |
| RMB Capital Management, LLC | 16,489 | $257.2K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,363 | $270.0K | 0.00% | +17,363 | New |
| Ritholtz Wealth Management | 17,423 | $271.8K | 0.01% | +6,630+61.4% | Added |
| Alliancebernstein L.P. | 20,880 | $325.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 23,190 | $362.0K | 0.03% | −18,494−44.4% | Reduced |
| Rhumbline Advisers | 23,380 | $364.7K | 0.00% | −3,468−12.9% | Reduced |
| Invesco Ltd. | 23,475 | $366.2K | 0.00% | −6,202−20.9% | Reduced |
| Commonwealth Equity Services, LLC | 23,688 | $370.0K | 0.00% | −32−0.1% | Reduced |
| Ieq Capital, LLC | 24,348 | $379.8K | 0.00% | +24,348 | New |
| Russell Investments Group, Ltd. | 25,329 | $395.1K | 0.00% | +22,273+728.8% | Added |
| State of Wisconsin Investment Board | 26,000 | $405.6K | 0.00% | −2,400−8.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,904 | $419.7K | 0.00% | +9,609+55.6% | Added |
| Millennium Management LLC | 27,654 | $431.4K | 0.00% | +9,041+48.6% | Added |
| Marshall Wace, LLP | 28,431 | $443.5K | 0.00% | +28,431 | New |
| Barclays PLC | 30,174 | $470.7K | 0.00% | −8,356−21.7% | Reduced |
| Jane Street Group, LLC | 31,086 | $484.9K | 0.00% | +9,323+42.8% | Added |
| Bank of America Corp | 33,730 | $526.2K | 0.00% | −3,282−8.9% | Reduced |
| STRS Ohio | 37,000 | $577.2K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 41,575 | $648.6K | 0.00% | +6,703+19.2% | Added |
| Nuveen, LLC | 43,295 | $675.4K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 50,955 | $794.9K | 0.00% | −4,033−7.3% | Reduced |
| HSBC Holdings PLC | 51,788 | $798.1K | 0.00% | −3,240−5.9% | Reduced |
| JPMorgan Chase & Co | 51,901 | $809.7K | 0.00% | −21,768−29.5% | Reduced |
| John G Ullman & Associates Inc | 56,498 | $881.4K | 0.12% | +5,398+10.6% | Added |
| Teton Advisors, LLC | 59,000 | $920.4K | 0.57% | +59,000 | New |
| Two Sigma Advisers, LP | 61,382 | $957.6K | 0.00% | +7,100+13.1% | Added |
| Citadel Advisors LLC | 64,879 | $1.01M | 0.00% | −34,443−34.7% | Reduced |
| FMR LLC | 67,949 | $1.06M | 0.00% | +6,454+10.5% | Added |
| Two Sigma Investments, LP | 80,260 | $1.25M | 0.00% | +16,105+25.1% | Added |
| Bank of New York Mellon Corp | 80,352 | $1.25M | 0.00% | +981+1.2% | Added |
| Empowered Funds, LLC | 98,722 | $1.54M | 0.02% | +6,932+7.6% | Added |
| Quantinno Capital Management LP | 111,914 | $1.75M | 0.00% | +63,689+132.1% | Added |
| Fourthstone LLC | 128,559 | $2.01M | 0.36% | +65,365+103.4% | Added |
| Charles Schwab Investment Management Inc | 132,384 | $2.07M | 0.00% | −11,608−8.1% | Reduced |
| Northern Trust Corp | 142,422 | $2.22M | 0.00% | −11,469−7.5% | Reduced |
| AQR Capital Management LLC | 165,876 | $2.59M | 0.00% | +84,495+103.8% | Added |
| American Century Companies Inc | 166,984 | $2.60M | 0.00% | +7,109+4.4% | Added |
| Morgan Stanley | 168,006 | $2.62M | 0.00% | −17,134−9.3% | Reduced |
| Goldman Sachs Group Inc | 171,254 | $2.67M | 0.00% | +48,197+39.2% | Added |
| Arrowstreet Capital, Limited Partnership | 190,766 | $2.98M | 0.00% | 00.0% | Unchanged |
| CSM Advisors, LLC | 191,010 | $2.98M | 0.08% | −6,240−3.2% | Reduced |
| Bridgeway Capital Management, LLC | 245,758 | $3.83M | 0.08% | −193,079−44.0% | Reduced |
| Geode Capital Management, LLC | 383,746 | $5.99M | 0.00% | −23,003−5.7% | Reduced |
| State Street Corp | 423,293 | $6.60M | 0.00% | −13,076−3.0% | Reduced |
| Vanguard Group Inc | 909,118 | $14.2M | 0.00% | −34,618−3.7% | Reduced |
| Renaissance Technologies LLC | 1,151,636 | $18.0M | 0.02% | +16,700+1.5% | Added |