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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $18 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $18 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $144 | 0.00% | +8 | New |
| Basecamp Wealth Advisors LLC | 9 | $162 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 15 | $271 | 0.00% | +7+87.5% | Added |
| Root Financial Partners, LLC | 33 | $595 | 0.00% | +33 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | −7−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 60 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 65 | $1.17K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 95 | $1.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $1.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $2.16K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 144 | $2.60K | 0.00% | +139+2,780.0% | Added |
| Optiver Holding B.V. | 156 | $2.81K | 0.00% | −120−43.5% | Reduced |
| Smartleaf Asset Management LLC | 168 | $3.06K | 0.00% | −42−20.0% | Reduced |
| State of Wyoming | 174 | $3.14K | 0.00% | +174 | New |
| Cornerstone Planning Group LLC | 176 | $3.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180 | $3.26K | 0.00% | +180 | New |
| Rothschild Investment LLC | 184 | $3.32K | 0.00% | +32+21.1% | Added |
| GAMMA Investing LLC | 198 | $3.57K | 0.00% | +18+10.0% | Added |
| IFP Advisors, Inc | 215 | $3.88K | 0.00% | −7−3.2% | Reduced |
| JPL Wealth Management, LLC | 220 | $3.97K | 0.00% | +220 | New |
| Brown Brothers Harriman & Co | 273 | $4.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 306 | $5.52K | 0.00% | +50+19.5% | Added |
| 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 |
| Harbour Investments, Inc. | 339 | $6.12K | 0.00% | +339 | New |
| Sterling Capital Management LLC | 503 | $9.07K | 0.00% | −372−42.5% | Reduced |
| Massmutual Trust Co FSB | 504 | $9.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 602 | $10.9K | 0.00% | +142+30.9% | Added |
| Northwestern Mutual Wealth Management Co | 666 | $12.0K | 0.00% | +666 | New |
| UBS Asset Management Americas Inc | 777 | $14.0K | 0.00% | +702+936.0% | Added |
| California State Teachers Retirement System | 821 | $14.8K | 0.00% | −111−11.9% | Reduced |
| Simplex Trading, LLC | 842 | $15.2K | 0.00% | −1,464−63.5% | Reduced |
| Advisory Services Network, LLC | 856 | $15.4K | 0.00% | +856 | New |
| Essential Partners LLC | 943 | $17.0K | 0.01% | −86−8.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,080 | $19.5K | 0.00% | −201−15.7% | Reduced |
| State of Alaska, Department of Revenue | 1,159 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,233 | $22.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,441 | $26.0K | 0.00% | +283+24.4% | Added |
| Paladin Partners, LLC | 1,500 | $27.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,895 | $34.2K | 0.00% | −43−2.2% | Reduced |
| Citigroup Inc | 1,934 | $34.9K | 0.00% | −529−21.5% | Reduced |
| New York State Common Retirement Fund | 2,046 | $36.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,148 | $39.0K | 0.00% | +728+51.3% | Added |
| Advisor Group Holdings, Inc. | 2,271 | $40.9K | 0.00% | +7+0.3% | Added |
| The PNC Financial Services Group, Inc. | 2,406 | $43.4K | 0.00% | +93+4.0% | Added |
| Versant Capital Management, Inc | 2,472 | $44.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,483 | $44.8K | 0.00% | +1,797+262.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,312 | $59.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,390 | $61.8K | 0.00% | +2+0.1% | Added |
| Deutsche Bank AG | 3,448 | $62.2K | 0.00% | +3,448 | New |
| BNP Paribas Arbitrage, SA | 6,036 | $108.8K | 0.00% | −2,106−25.9% | Reduced |
| Wells Fargo & Company | 6,473 | $116.7K | 0.00% | −11,291−63.6% | Reduced |
| Vanguard Global Advisers, LLC | 6,818 | $122.9K | 0.00% | +6,818 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,227 | $130.3K | 0.00% | +170+2.4% | Added |
| UBS Group AG | 7,777 | $140.2K | 0.00% | +6,296+425.1% | Added |
| MetLife Investment Management | 8,825 | $159.1K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 9,177 | $167.8K | 0.00% | +9,177 | New |
| Gamco Investors, Inc. Et Al | 10,000 | $180.3K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,065 | $181.5K | 0.01% | +20+0.2% | Added |
| Engineers Gate Manager LP | 10,206 | $184.0K | 0.00% | +10,206 | New |
| Price T Rowe Associates Inc | 10,810 | $195.0K | 0.00% | +10,810 | New |
| Los Angeles Capital Management LLC | 11,368 | $205.0K | 0.00% | +11,368 | New |
| Barclays PLC | 11,713 | $211.2K | 0.00% | −19,211−62.1% | Reduced |
| Canada Pension Plan Investment Board | 12,200 | $220.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,240 | $259.3K | 0.00% | +2,794+24.4% | Added |
| RMB Capital Management, LLC | 15,139 | $273.0K | 0.00% | −156−1.0% | Reduced |
| Franklin Resources Inc | 15,199 | $274.0K | 0.00% | +15,199 | New |
| Jane Street Group, LLC | 15,682 | $282.7K | 0.00% | −5,793−27.0% | Reduced |
| CWM, LLC | 15,968 | $287.9K | 0.00% | +1,816+12.8% | Added |
| Mercer Global Advisors Inc | 17,231 | $310.7K | 0.00% | +3,114+22.1% | Added |
| Invesco Ltd. | 17,273 | $311.4K | 0.00% | −1,841−9.6% | Reduced |
| XTX Topco Ltd | 17,618 | $317.7K | 0.01% | +17,618 | New |
| Rhumbline Advisers | 19,120 | $344.7K | 0.00% | −1,505−7.3% | Reduced |
| Russell Investments Group, Ltd. | 19,941 | $359.5K | 0.00% | −4,763−19.3% | Reduced |
| JPMorgan Chase & Co | 21,058 | $383.3K | 0.00% | −20,532−49.4% | Reduced |
| Mariner, LLC | 21,367 | $385.3K | 0.00% | +1,887+9.7% | Added |
| Commonwealth Equity Services, LLC | 23,438 | $422.6K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 25,880 | $428.3K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 27,836 | $501.9K | 0.00% | +16,310+141.5% | Added |
| STRS Ohio | 31,600 | $569.7K | 0.00% | −1,700−5.1% | Reduced |
| Ieq Capital, LLC | 32,136 | $579.4K | 0.00% | +2,573+8.7% | Added |
| State of Wisconsin Investment Board | 34,600 | $623.8K | 0.00% | +1,100+3.3% | Added |
| O'Shaughnessy Asset Management, LLC | 36,840 | $664.2K | 0.00% | +7,842+27.0% | Added |
| Martingale Asset Management L P | 38,234 | $689.4K | 0.02% | +18,817+96.9% | Added |
| Citadel Advisors LLC | 39,460 | $711.5K | 0.00% | +28,514+260.5% | Added |
| D. E. Shaw & Co., Inc. | 40,705 | $733.9K | 0.00% | −5,224−11.4% | Reduced |
| Nuveen, LLC | 43,630 | $786.6K | 0.00% | +335+0.8% | Added |
| Ritholtz Wealth Management | 43,647 | $787.0K | 0.01% | +22,010+101.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,747 | $806.8K | 0.00% | −5,092−10.2% | Reduced |
| Bank of America Corp | 45,200 | $815.0K | 0.00% | +10,612+30.7% | Added |
| HSBC Holdings PLC | 48,012 | $873.8K | 0.00% | +2,037+4.4% | Added |
| Teton Advisors, LLC | 59,000 | $1.06M | 0.75% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 61,248 | $1.10M | 0.15% | −2,000−3.2% | Reduced |
| Bank of New York Mellon Corp | 83,931 | $1.51M | 0.00% | −1,578−1.8% | Reduced |