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 |
|---|---|---|---|---|---|
| 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% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $24 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 3 | $50 | 0.00% | −99−97.1% | Reduced |
| MAI Capital Management | 5 | $83 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 8 | $133 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 22 | $364 | 0.00% | +22 | New |
| Nisa Investment Advisors, LLC | 60 | $993 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $1.00K | 0.00% | −29−45.3% | Reduced |
| True Wealth Design, LLC | 65 | $1.08K | 0.00% | +2+3.2% | Added |
| UBS Asset Management Americas Inc | 75 | $1.24K | 0.00% | +75 | New |
| SBI Securities Co., Ltd. | 95 | $1.57K | 0.00% | −1−1.0% | Reduced |
| Signaturefd, LLC | 102 | $1.69K | 0.00% | +102 | New |
| Private Wealth Management Group, LLC | 120 | $1.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 140 | $2.32K | 0.00% | −1,792−92.8% | Reduced |
| Rothschild Investment LLC | 152 | $2.52K | 0.00% | +17+12.6% | Added |
| GAMMA Investing LLC | 180 | $2.98K | 0.00% | −15−7.7% | Reduced |
| Cornerstone Planning Group LLC | 176 | $3.00K | 0.00% | +160+1,000.0% | Added |
| Smartleaf Asset Management LLC | 210 | $3.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 222 | $3.67K | 0.00% | +98+79.0% | Added |
| Allworth Financial LP | 256 | $4.24K | 0.00% | +56+28.0% | Added |
| Brown Brothers Harriman & Co | 273 | $4.52K | 0.00% | +273 | New |
| Optiver Holding B.V. | 276 | $4.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 460 | $7.61K | 0.00% | −7,158−94.0% | Reduced |
| Amalgamated Bank | 477 | $8.00K | 0.00% | −267−35.9% | Reduced |
| Massmutual Trust Co FSB | 504 | $8.34K | 0.00% | −4−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 686 | $11.4K | 0.00% | −706−50.7% | Reduced |
| Royal Bank of Canada | 796 | $13.0K | 0.00% | −261−24.7% | Reduced |
| Sterling Capital Management LLC | 875 | $14.5K | 0.00% | −187−17.6% | Reduced |
| California State Teachers Retirement System | 932 | $15.4K | 0.00% | −262−21.9% | Reduced |
| Essential Partners LLC | 1,029 | $17.0K | 0.01% | +191+22.8% | Added |
| State of Alaska, Department of Revenue | 1,159 | $19.0K | 0.00% | +1,159 | New |
| Legal & General Group Plc | 1,158 | $19.2K | 0.00% | −313−21.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,233 | $20.4K | 0.00% | −589−32.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,281 | $21.2K | 0.00% | +1,281 | New |
| Great West Life Assurance Co | 1,420 | $23.0K | 0.00% | +25+1.8% | Added |
| UBS Group AG | 1,481 | $24.5K | 0.00% | −8,474−85.1% | Reduced |
| Paladin Partners, LLC | 1,500 | $24.8K | 0.02% | +1,500 | New |
| EverSource Wealth Advisors, LLC | 1,938 | $32.1K | 0.00% | −281−12.7% | Reduced |
| New York State Common Retirement Fund | 2,046 | $33.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,264 | $37.5K | 0.00% | −372−14.1% | Reduced |
| Simplex Trading, LLC | 2,306 | $38.2K | 0.00% | +944+69.3% | Added |
| The PNC Financial Services Group, Inc. | 2,313 | $38.3K | 0.00% | +202+9.6% | Added |
| Citigroup Inc | 2,463 | $40.8K | 0.00% | +1,976+405.7% | Added |
| Versant Capital Management, Inc | 2,472 | $40.9K | 0.01% | −252−9.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,312 | $54.8K | 0.00% | −2,353−41.5% | Reduced |
| Farther Finance Advisors, LLC | 3,388 | $56.1K | 0.00% | −7,929−70.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,057 | $116.8K | 0.00% | −328−4.4% | Reduced |
| SG Americas Securities, LLC | 7,621 | $126.0K | 0.00% | +7,621 | New |
| BNP Paribas Arbitrage, SA | 8,142 | $134.8K | 0.00% | +2,418+42.2% | Added |
| MetLife Investment Management | 8,825 | $146.1K | 0.00% | −782−8.1% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $165.5K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,045 | $166.2K | 0.01% | +10,045 | New |
| Brandywine Global Investment Management, LLC | 10,670 | $176.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,946 | $181.2K | 0.00% | −53,933−83.1% | Reduced |
| Qube Research & Technologies Ltd | 11,526 | $190.8K | 0.00% | +11,526 | New |
| Wealth Enhancement Advisory Services, LLC | 11,446 | $191.7K | 0.00% | +11,446 | New |
| Canada Pension Plan Investment Board | 12,200 | $201.9K | 0.00% | +12,200 | New |
| Susquehanna International Group, LLP | 12,842 | $212.5K | 0.00% | +12,842 | New |
| Mercer Global Advisors Inc | 14,117 | $233.6K | 0.00% | +3,527+33.3% | Added |
| CWM, LLC | 14,152 | $234.0K | 0.00% | +1,987+16.3% | Added |
| RMB Capital Management, LLC | 15,295 | $253.1K | 0.00% | −1,194−7.2% | Reduced |
| Millennium Management LLC | 16,886 | $279.5K | 0.00% | −10,768−38.9% | Reduced |
| Wells Fargo & Company | 17,764 | $294.0K | 0.00% | +4,675+35.7% | Added |
| Invesco Ltd. | 19,114 | $316.3K | 0.00% | −4,361−18.6% | Reduced |
| Martingale Asset Management L P | 19,417 | $321.4K | 0.01% | +19,417 | New |
| Mariner, LLC | 19,480 | $321.7K | 0.00% | +4,826+32.9% | Added |
| Rhumbline Advisers | 20,625 | $341.4K | 0.00% | −2,755−11.8% | Reduced |
| Jane Street Group, LLC | 21,475 | $355.4K | 0.00% | −9,611−30.9% | Reduced |
| Gsa Capital Partners LLP | 21,616 | $358.0K | 0.03% | −1,574−6.8% | Reduced |
| Ritholtz Wealth Management | 21,637 | $358.1K | 0.01% | +4,214+24.2% | Added |
| Commonwealth Equity Services, LLC | 23,438 | $387.9K | 0.00% | −250−1.1% | Reduced |
| Russell Investments Group, Ltd. | 24,704 | $408.8K | 0.00% | −625−2.5% | Reduced |
| Alliancebernstein L.P. | 25,880 | $428.3K | 0.00% | +5,000+23.9% | Added |
| O'Shaughnessy Asset Management, LLC | 28,998 | $479.9K | 0.00% | +2,094+7.8% | Added |
| Ieq Capital, LLC | 29,563 | $489.3K | 0.00% | +5,215+21.4% | Added |
| Barclays PLC | 30,924 | $511.8K | 0.00% | +750+2.5% | Added |
| STRS Ohio | 33,300 | $551.1K | 0.00% | −3,700−10.0% | Reduced |
| State of Wisconsin Investment Board | 33,500 | $554.4K | 0.00% | +7,500+28.8% | Added |
| Bank of America Corp | 34,588 | $572.4K | 0.00% | +858+2.5% | Added |
| JPMorgan Chase & Co | 41,590 | $688.3K | 0.00% | −10,311−19.9% | Reduced |
| Nuveen, LLC | 43,295 | $716.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 45,975 | $758.6K | 0.00% | −5,813−11.2% | Reduced |
| D. E. Shaw & Co., Inc. | 45,929 | $760.1K | 0.00% | −5,026−9.9% | Reduced |
| Two Sigma Advisers, LP | 47,382 | $784.2K | 0.00% | −14,000−22.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 49,839 | $824.8K | 0.00% | +8,264+19.9% | Added |
| Teton Advisors, LLC | 59,000 | $976.5K | 0.68% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 63,248 | $1.05M | 0.14% | +6,750+11.9% | Added |
| Two Sigma Investments, LP | 75,706 | $1.25M | 0.00% | −4,554−5.7% | Reduced |
| FMR LLC | 83,682 | $1.38M | 0.00% | +15,733+23.2% | Added |
| Bank of New York Mellon Corp | 85,509 | $1.42M | 0.00% | +5,157+6.4% | Added |
| Empowered Funds, LLC | 109,950 | $1.82M | 0.03% | +11,228+11.4% | Added |
| Donald Smith & Co., Inc. | 127,770 | $2.11M | 0.04% | +127,770 | New |
| Quantinno Capital Management LP | 128,603 | $2.13M | 0.00% | +16,689+14.9% | Added |
| Charles Schwab Investment Management Inc | 132,271 | $2.19M | 0.00% | −113−0.1% | Reduced |
| Northern Trust Corp | 133,668 | $2.21M | 0.00% | −8,754−6.1% | Reduced |
| Morgan Stanley | 178,624 | $2.96M | 0.00% | +10,618+6.3% | Added |
| Goldman Sachs Group Inc | 180,061 | $2.98M | 0.00% | +8,807+5.1% | Added |