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.
Q2 2026 vs. Q1 2026
How the institutions holding Waterstone Financial, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 123 | 2 | 125 | +4 |
| Shares | 9.41M | 16.0K | 9.77M | +377.9K (+4.0%) |
| Value | $169.7M | $287.9K | $202.5M | +$33.1M (+19.6%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Waterstone Financial, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Algert Global LLC | 37,700 | $781.5K | 0.01% |
| Bailard, Inc. | 22,600 | $468.5K | 0.01% |
| Hillsdale Investment Management Inc. | 20,400 | $422.9K | 0.01% |
| Odyssean, LLC | 19,292 | $399.9K | 0.07% |
| Creative Planning | 13,201 | $273.7K | 0.00% |
| Jump Financial, LLC | 11,600 | $240.5K | 0.00% |
| Sanctuary Advisors, LLC | 10,687 | $221.5K | 0.00% |
| CI Private Wealth, LLC | 10,128 | $210.0K | 0.00% |
| Cerity Partners LLC | 9,903 | $205.3K | 0.00% |
| Federated Hermes, Inc. | 109 | $2.26K | 0.00% |
| Fortitude Family Office, LLC | 45 | $933 | 0.00% |
| Global Retirement Partners, LLC | 22 | $456 | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 9 | $187 | 0.00% |
| Quarry LP | 7 | $145 | 0.00% |
| Caitong International Asset Management Co., Ltd | 5 | $104 | 0.00% |
Sold out (11)
Institutions that held Waterstone Financial, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| XTX Topco Ltd | 17,618 | $317.7K |
| Jane Street Group, LLC | 15,682 | $282.7K |
| Engineers Gate Manager LP | 10,206 | $184.0K |
| Gamco Investors, Inc. Et Al | 10,000 | $180.3K |
| Paladin Partners, LLC | 1,500 | $27.0K |
| Advisory Services Network, LLC | 856 | $15.4K |
| Simplex Trading, LLC | 842 | $15.2K |
| Northwestern Mutual Wealth Management Co | 666 | $12.0K |
| New York State Teachers Retirement System | 316 | $6.00K |
| MAI Capital Management | 144 | $2.60K |
| Root Financial Partners, LLC | 33 | $595 |
Not filed for Q2 2026 yet (2)
Institutions that held Waterstone Financial, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 15,968 | $287.9K |
| Sunbelt Securities, Inc. | 1 | $18 |