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 |
|---|---|---|---|---|---|
| FMR LLC | 84,214 | $1.52M | 0.00% | +532+0.6% | Added |
| Two Sigma Investments, LP | 85,925 | $1.55M | 0.00% | +10,219+13.5% | Added |
| Vanguard Portfolio Management LLC | 87,651 | $1.58M | 0.00% | +87,651 | New |
| Vanguard Fiduciary Trust Co | 93,078 | $1.68M | 0.00% | +93,078 | New |
| Empowered Funds, LLC | 122,380 | $2.21M | 0.01% | +12,430+11.3% | Added |
| Charles Schwab Investment Management Inc | 126,792 | $2.29M | 0.00% | −5,479−4.1% | Reduced |
| Northern Trust Corp | 140,079 | $2.53M | 0.00% | +6,411+4.8% | Added |
| Quantinno Capital Management LP | 141,411 | $2.55M | 0.00% | +12,808+10.0% | Added |
| Morgan Stanley | 153,631 | $2.77M | 0.00% | −24,993−14.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 167,095 | $3.01M | 0.00% | −21,397−11.4% | Reduced |
| Donald Smith & Co., Inc. | 176,090 | $3.17M | 0.06% | +48,320+37.8% | Added |
| CSM Advisors, LLC | 190,125 | $3.43M | 0.08% | −1,170−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 205,116 | $3.70M | 0.07% | +5,500+2.8% | Added |
| AQR Capital Management LLC | 224,794 | $4.05M | 0.00% | +23,090+11.4% | Added |
| American Century Companies Inc | 250,085 | $4.51M | 0.00% | +51,080+25.7% | Added |
| Goldman Sachs Group Inc | 254,464 | $4.59M | 0.00% | +74,403+41.3% | Added |
| Fourthstone LLC | 291,191 | $5.25M | 0.89% | +91,489+45.8% | Added |
| Geode Capital Management, LLC | 366,680 | $6.61M | 0.00% | −3,983−1.1% | Reduced |
| State Street Corp | 394,515 | $7.11M | 0.00% | −17,287−4.2% | Reduced |
| Vanguard Capital Management LLC | 700,237 | $12.6M | 0.00% | +700,237 | New |
| Renaissance Technologies LLC | 1,094,471 | $19.7M | 0.03% | −22,765−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,413,502 | $25.5M | 0.01% | −1,647−0.1% | Reduced |
| BlackRock, Inc. | 1,505,989 | $27.2M | 0.00% | −26,734−1.7% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −47,382−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −21,616−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,886−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,842−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,621−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |