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, Q1 2026
Institutional positions in Waterstone Financial, Inc. as of Mar 31, 2026. 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
- 123
- +14 vs. Q4 2025
- Shares held
- 9.41M
- +1.12M (+13.5%) vs. Q4 2025
- Total value
- $169.7M
- +$32.4M (+23.6%) vs. Q4 2025
- New holders
- 23
- 41 more added
- Sold out
- 9
- 35 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,505,989 | $27.2M | 0.00% | −26,734−1.7% | Reduced |
| Dimensional Fund Advisors LP | 1,413,502 | $25.5M | 0.01% | −1,647−0.1% | Reduced |
| Renaissance Technologies LLC | 1,094,471 | $19.7M | 0.03% | −22,765−2.0% | Reduced |
| Vanguard Capital Management LLC | 700,237 | $12.6M | 0.00% | +700,237 | New |
| State Street Corp | 394,515 | $7.11M | 0.00% | −17,287−4.2% | Reduced |
| Geode Capital Management, LLC | 366,680 | $6.61M | 0.00% | −3,983−1.1% | Reduced |
| Fourthstone LLC | 291,191 | $5.25M | 0.89% | +91,489+45.8% | Added |
| Goldman Sachs Group Inc | 254,464 | $4.59M | 0.00% | +74,403+41.3% | Added |
| American Century Companies Inc | 250,085 | $4.51M | 0.00% | +51,080+25.7% | Added |
| AQR Capital Management LLC | 224,794 | $4.05M | 0.00% | +23,090+11.4% | Added |
| Bridgeway Capital Management, LLC | 205,116 | $3.70M | 0.07% | +5,500+2.8% | Added |
| CSM Advisors, LLC | 190,125 | $3.43M | 0.08% | −1,170−0.6% | Reduced |
| Donald Smith & Co., Inc. | 176,090 | $3.17M | 0.06% | +48,320+37.8% | Added |
| Arrowstreet Capital, Limited Partnership | 167,095 | $3.01M | 0.00% | −21,397−11.4% | Reduced |
| Morgan Stanley | 153,631 | $2.77M | 0.00% | −24,993−14.0% | Reduced |
| Quantinno Capital Management LP | 141,411 | $2.55M | 0.00% | +12,808+10.0% | Added |
| Northern Trust Corp | 140,079 | $2.53M | 0.00% | +6,411+4.8% | Added |
| Charles Schwab Investment Management Inc | 126,792 | $2.29M | 0.00% | −5,479−4.1% | Reduced |
| Empowered Funds, LLC | 122,380 | $2.21M | 0.01% | +12,430+11.3% | Added |
| Vanguard Fiduciary Trust Co | 93,078 | $1.68M | 0.00% | +93,078 | New |
| Vanguard Portfolio Management LLC | 87,651 | $1.58M | 0.00% | +87,651 | New |
| Two Sigma Investments, LP | 85,925 | $1.55M | 0.00% | +10,219+13.5% | Added |
| FMR LLC | 84,214 | $1.52M | 0.00% | +532+0.6% | Added |
| Bank of New York Mellon Corp | 83,931 | $1.51M | 0.00% | −1,578−1.8% | Reduced |
| John G Ullman & Associates Inc | 61,248 | $1.10M | 0.15% | −2,000−3.2% | Reduced |
| Teton Advisors, LLC | 59,000 | $1.06M | 0.75% | 00.0% | Unchanged |
| HSBC Holdings PLC | 48,012 | $873.8K | 0.00% | +2,037+4.4% | Added |
| Bank of America Corp | 45,200 | $815.0K | 0.00% | +10,612+30.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,747 | $806.8K | 0.00% | −5,092−10.2% | Reduced |
| Ritholtz Wealth Management | 43,647 | $787.0K | 0.01% | +22,010+101.7% | Added |
| Nuveen, LLC | 43,630 | $786.6K | 0.00% | +335+0.8% | Added |
| D. E. Shaw & Co., Inc. | 40,705 | $733.9K | 0.00% | −5,224−11.4% | Reduced |
| Citadel Advisors LLC | 39,460 | $711.5K | 0.00% | +28,514+260.5% | Added |
| Martingale Asset Management L P | 38,234 | $689.4K | 0.02% | +18,817+96.9% | Added |
| O'Shaughnessy Asset Management, LLC | 36,840 | $664.2K | 0.00% | +7,842+27.0% | Added |
| State of Wisconsin Investment Board | 34,600 | $623.8K | 0.00% | +1,100+3.3% | Added |
| Ieq Capital, LLC | 32,136 | $579.4K | 0.00% | +2,573+8.7% | Added |
| STRS Ohio | 31,600 | $569.7K | 0.00% | −1,700−5.1% | Reduced |
| Qube Research & Technologies Ltd | 27,836 | $501.9K | 0.00% | +16,310+141.5% | Added |
| Alliancebernstein L.P. | 25,880 | $428.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,438 | $422.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 21,367 | $385.3K | 0.00% | +1,887+9.7% | Added |
| JPMorgan Chase & Co | 21,058 | $383.3K | 0.00% | −20,532−49.4% | Reduced |
| Russell Investments Group, Ltd. | 19,941 | $359.5K | 0.00% | −4,763−19.3% | Reduced |
| Rhumbline Advisers | 19,120 | $344.7K | 0.00% | −1,505−7.3% | Reduced |
| XTX Topco Ltd | 17,618 | $317.7K | 0.01% | +17,618 | New |
| Invesco Ltd. | 17,273 | $311.4K | 0.00% | −1,841−9.6% | Reduced |
| Mercer Global Advisors Inc | 17,231 | $310.7K | 0.00% | +3,114+22.1% | Added |
| CWM, LLC | 15,968 | $287.9K | 0.00% | +1,816+12.8% | Added |
| Jane Street Group, LLC | 15,682 | $282.7K | 0.00% | −5,793−27.0% | Reduced |
| Franklin Resources Inc | 15,199 | $274.0K | 0.00% | +15,199 | New |
| RMB Capital Management, LLC | 15,139 | $273.0K | 0.00% | −156−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,240 | $259.3K | 0.00% | +2,794+24.4% | Added |
| Canada Pension Plan Investment Board | 12,200 | $220.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,713 | $211.2K | 0.00% | −19,211−62.1% | Reduced |
| Los Angeles Capital Management LLC | 11,368 | $205.0K | 0.00% | +11,368 | New |
| Price T Rowe Associates Inc | 10,810 | $195.0K | 0.00% | +10,810 | New |
| Engineers Gate Manager LP | 10,206 | $184.0K | 0.00% | +10,206 | New |
| Beese Fulmer Investment Management, Inc. | 10,065 | $181.5K | 0.01% | +20+0.2% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $180.3K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 9,177 | $167.8K | 0.00% | +9,177 | New |
| MetLife Investment Management | 8,825 | $159.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,777 | $140.2K | 0.00% | +6,296+425.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,227 | $130.3K | 0.00% | +170+2.4% | Added |
| Vanguard Global Advisers, LLC | 6,818 | $122.9K | 0.00% | +6,818 | New |
| Wells Fargo & Company | 6,473 | $116.7K | 0.00% | −11,291−63.6% | Reduced |
| BNP Paribas Arbitrage, SA | 6,036 | $108.8K | 0.00% | −2,106−25.9% | Reduced |
| Deutsche Bank AG | 3,448 | $62.2K | 0.00% | +3,448 | New |
| Farther Finance Advisors, LLC | 3,390 | $61.8K | 0.00% | +2+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,312 | $59.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,483 | $44.8K | 0.00% | +1,797+262.0% | Added |
| Versant Capital Management, Inc | 2,472 | $44.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,406 | $43.4K | 0.00% | +93+4.0% | Added |
| Advisor Group Holdings, Inc. | 2,271 | $40.9K | 0.00% | +7+0.3% | Added |
| Great West Life Assurance Co | 2,148 | $39.0K | 0.00% | +728+51.3% | Added |
| New York State Common Retirement Fund | 2,046 | $36.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,934 | $34.9K | 0.00% | −529−21.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,895 | $34.2K | 0.00% | −43−2.2% | Reduced |
| Paladin Partners, LLC | 1,500 | $27.0K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,441 | $26.0K | 0.00% | +283+24.4% | Added |
| Ameritas Investment Partners, Inc. | 1,233 | $22.2K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,159 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,080 | $19.5K | 0.00% | −201−15.7% | Reduced |
| Essential Partners LLC | 943 | $17.0K | 0.01% | −86−8.4% | Reduced |
| Advisory Services Network, LLC | 856 | $15.4K | 0.00% | +856 | New |
| Simplex Trading, LLC | 842 | $15.2K | 0.00% | −1,464−63.5% | Reduced |
| California State Teachers Retirement System | 821 | $14.8K | 0.00% | −111−11.9% | Reduced |
| UBS Asset Management Americas Inc | 777 | $14.0K | 0.00% | +702+936.0% | Added |
| Northwestern Mutual Wealth Management Co | 666 | $12.0K | 0.00% | +666 | New |
| SRS Capital Advisors, Inc. | 602 | $10.9K | 0.00% | +142+30.9% | Added |
| Massmutual Trust Co FSB | 504 | $9.09K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 503 | $9.07K | 0.00% | −372−42.5% | Reduced |
| Harbour Investments, Inc. | 339 | $6.12K | 0.00% | +339 | New |
| Royal Bank of Canada | 357 | $6.00K | 0.00% | −439−55.2% | Reduced |
| New York State Teachers Retirement System | 316 | $6.00K | 0.00% | +316 | New |
| Allworth Financial LP | 306 | $5.52K | 0.00% | +50+19.5% | Added |
| Brown Brothers Harriman & Co | 273 | $4.92K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 220 | $3.97K | 0.00% | +220 | New |
| IFP Advisors, Inc | 215 | $3.88K | 0.00% | −7−3.2% | Reduced |
| GAMMA Investing LLC | 198 | $3.57K | 0.00% | +18+10.0% | Added |