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, Q4 2025
Institutional positions in Waterstone Financial, Inc. as of Dec 31, 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
- 112
- +13 vs. Q3 2025
- Shares held
- 9.19M
- +47.9K (+0.5%) vs. Q3 2025
- Total value
- $152.1M
- +$9.49M (+6.7%) vs. Q3 2025
- New holders
- 18
- 34 more added
- Sold out
- 5
- 47 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,532,723 | $25.4M | 0.00% | −44,103−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,415,149 | $23.4M | 0.00% | −12,136−0.9% | Reduced |
| Renaissance Technologies LLC | 1,117,236 | $18.5M | 0.03% | −34,400−3.0% | Reduced |
| Vanguard Group Inc | 885,971 | $14.7M | 0.00% | −23,147−2.5% | Reduced |
| State Street Corp | 411,802 | $6.82M | 0.00% | −11,491−2.7% | Reduced |
| Geode Capital Management, LLC | 370,663 | $6.14M | 0.00% | −13,083−3.4% | Reduced |
| AQR Capital Management LLC | 201,704 | $3.34M | 0.00% | +35,828+21.6% | Added |
| Fourthstone LLC | 199,702 | $3.31M | 0.62% | +71,143+55.3% | Added |
| Bridgeway Capital Management, LLC | 199,616 | $3.30M | 0.07% | −46,142−18.8% | Reduced |
| American Century Companies Inc | 199,005 | $3.29M | 0.00% | +32,021+19.2% | Added |
| CSM Advisors, LLC | 191,295 | $3.17M | 0.09% | +285+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 188,492 | $3.12M | 0.00% | −2,274−1.2% | Reduced |
| Goldman Sachs Group Inc | 180,061 | $2.98M | 0.00% | +8,807+5.1% | Added |
| Morgan Stanley | 178,624 | $2.96M | 0.00% | +10,618+6.3% | Added |
| Northern Trust Corp | 133,668 | $2.21M | 0.00% | −8,754−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 132,271 | $2.19M | 0.00% | −113−0.1% | Reduced |
| Quantinno Capital Management LP | 128,603 | $2.13M | 0.00% | +16,689+14.9% | Added |
| Donald Smith & Co., Inc. | 127,770 | $2.11M | 0.04% | +127,770 | New |
| Empowered Funds, LLC | 109,950 | $1.82M | 0.03% | +11,228+11.4% | Added |
| Bank of New York Mellon Corp | 85,509 | $1.42M | 0.00% | +5,157+6.4% | Added |
| FMR LLC | 83,682 | $1.38M | 0.00% | +15,733+23.2% | Added |
| Two Sigma Investments, LP | 75,706 | $1.25M | 0.00% | −4,554−5.7% | Reduced |
| John G Ullman & Associates Inc | 63,248 | $1.05M | 0.14% | +6,750+11.9% | Added |
| Teton Advisors, LLC | 59,000 | $976.5K | 0.68% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 49,839 | $824.8K | 0.00% | +8,264+19.9% | Added |
| Two Sigma Advisers, LP | 47,382 | $784.2K | 0.00% | −14,000−22.8% | Reduced |
| D. E. Shaw & Co., Inc. | 45,929 | $760.1K | 0.00% | −5,026−9.9% | Reduced |
| HSBC Holdings PLC | 45,975 | $758.6K | 0.00% | −5,813−11.2% | Reduced |
| Nuveen, LLC | 43,295 | $716.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 41,590 | $688.3K | 0.00% | −10,311−19.9% | Reduced |
| Bank of America Corp | 34,588 | $572.4K | 0.00% | +858+2.5% | Added |
| State of Wisconsin Investment Board | 33,500 | $554.4K | 0.00% | +7,500+28.8% | Added |
| STRS Ohio | 33,300 | $551.1K | 0.00% | −3,700−10.0% | Reduced |
| Barclays PLC | 30,924 | $511.8K | 0.00% | +750+2.5% | Added |
| Ieq Capital, LLC | 29,563 | $489.3K | 0.00% | +5,215+21.4% | Added |
| O'Shaughnessy Asset Management, LLC | 28,998 | $479.9K | 0.00% | +2,094+7.8% | Added |
| Alliancebernstein L.P. | 25,880 | $428.3K | 0.00% | +5,000+23.9% | Added |
| Russell Investments Group, Ltd. | 24,704 | $408.8K | 0.00% | −625−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 23,438 | $387.9K | 0.00% | −250−1.1% | Reduced |
| Ritholtz Wealth Management | 21,637 | $358.1K | 0.01% | +4,214+24.2% | Added |
| Gsa Capital Partners LLP | 21,616 | $358.0K | 0.03% | −1,574−6.8% | Reduced |
| Jane Street Group, LLC | 21,475 | $355.4K | 0.00% | −9,611−30.9% | Reduced |
| Rhumbline Advisers | 20,625 | $341.4K | 0.00% | −2,755−11.8% | Reduced |
| Mariner, LLC | 19,480 | $321.7K | 0.00% | +4,826+32.9% | Added |
| Martingale Asset Management L P | 19,417 | $321.4K | 0.01% | +19,417 | New |
| Invesco Ltd. | 19,114 | $316.3K | 0.00% | −4,361−18.6% | Reduced |
| Wells Fargo & Company | 17,764 | $294.0K | 0.00% | +4,675+35.7% | Added |
| Millennium Management LLC | 16,886 | $279.5K | 0.00% | −10,768−38.9% | Reduced |
| RMB Capital Management, LLC | 15,295 | $253.1K | 0.00% | −1,194−7.2% | Reduced |
| CWM, LLC | 14,152 | $234.0K | 0.00% | +1,987+16.3% | Added |
| Mercer Global Advisors Inc | 14,117 | $233.6K | 0.00% | +3,527+33.3% | Added |
| Susquehanna International Group, LLP | 12,842 | $212.5K | 0.00% | +12,842 | New |
| Canada Pension Plan Investment Board | 12,200 | $201.9K | 0.00% | +12,200 | New |
| Wealth Enhancement Advisory Services, LLC | 11,446 | $191.7K | 0.00% | +11,446 | New |
| Qube Research & Technologies Ltd | 11,526 | $190.8K | 0.00% | +11,526 | New |
| Citadel Advisors LLC | 10,946 | $181.2K | 0.00% | −53,933−83.1% | Reduced |
| Brandywine Global Investment Management, LLC | 10,670 | $176.6K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,045 | $166.2K | 0.01% | +10,045 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $165.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,825 | $146.1K | 0.00% | −782−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 8,142 | $134.8K | 0.00% | +2,418+42.2% | Added |
| SG Americas Securities, LLC | 7,621 | $126.0K | 0.00% | +7,621 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,057 | $116.8K | 0.00% | −328−4.4% | Reduced |
| Farther Finance Advisors, LLC | 3,388 | $56.1K | 0.00% | −7,929−70.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,312 | $54.8K | 0.00% | −2,353−41.5% | Reduced |
| Versant Capital Management, Inc | 2,472 | $40.9K | 0.01% | −252−9.3% | Reduced |
| Citigroup Inc | 2,463 | $40.8K | 0.00% | +1,976+405.7% | Added |
| The PNC Financial Services Group, Inc. | 2,313 | $38.3K | 0.00% | +202+9.6% | Added |
| Simplex Trading, LLC | 2,306 | $38.2K | 0.00% | +944+69.3% | Added |
| Advisor Group Holdings, Inc. | 2,264 | $37.5K | 0.00% | −372−14.1% | Reduced |
| New York State Common Retirement Fund | 2,046 | $33.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,938 | $32.1K | 0.00% | −281−12.7% | Reduced |
| Paladin Partners, LLC | 1,500 | $24.8K | 0.02% | +1,500 | New |
| UBS Group AG | 1,481 | $24.5K | 0.00% | −8,474−85.1% | Reduced |
| Great West Life Assurance Co | 1,420 | $23.0K | 0.00% | +25+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,281 | $21.2K | 0.00% | +1,281 | New |
| Ameritas Investment Partners, Inc. | 1,233 | $20.4K | 0.00% | −589−32.3% | Reduced |
| Legal & General Group Plc | 1,158 | $19.2K | 0.00% | −313−21.3% | Reduced |
| State of Alaska, Department of Revenue | 1,159 | $19.0K | 0.00% | +1,159 | New |
| Essential Partners LLC | 1,029 | $17.0K | 0.01% | +191+22.8% | Added |
| California State Teachers Retirement System | 932 | $15.4K | 0.00% | −262−21.9% | Reduced |
| Sterling Capital Management LLC | 875 | $14.5K | 0.00% | −187−17.6% | Reduced |
| Royal Bank of Canada | 796 | $13.0K | 0.00% | −261−24.7% | Reduced |
| Tower Research Capital LLC (TRC) | 686 | $11.4K | 0.00% | −706−50.7% | Reduced |
| Massmutual Trust Co FSB | 504 | $8.34K | 0.00% | −4−0.8% | Reduced |
| Amalgamated Bank | 477 | $8.00K | 0.00% | −267−35.9% | Reduced |
| SRS Capital Advisors, Inc. | 460 | $7.61K | 0.00% | −7,158−94.0% | Reduced |
| Optiver Holding B.V. | 276 | $4.57K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 273 | $4.52K | 0.00% | +273 | New |
| Allworth Financial LP | 256 | $4.24K | 0.00% | +56+28.0% | Added |
| IFP Advisors, Inc | 222 | $3.67K | 0.00% | +98+79.0% | Added |
| Smartleaf Asset Management LLC | 210 | $3.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 176 | $3.00K | 0.00% | +160+1,000.0% | Added |
| GAMMA Investing LLC | 180 | $2.98K | 0.00% | −15−7.7% | Reduced |
| Rothschild Investment LLC | 152 | $2.52K | 0.00% | +17+12.6% | Added |
| Larson Financial Group LLC | 140 | $2.32K | 0.00% | −1,792−92.8% | Reduced |
| Private Wealth Management Group, LLC | 120 | $1.99K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $1.69K | 0.00% | +102 | New |
| SBI Securities Co., Ltd. | 95 | $1.57K | 0.00% | −1−1.0% | Reduced |
| UBS Asset Management Americas Inc | 75 | $1.24K | 0.00% | +75 | New |