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, Q2 2026
Institutional positions in Waterstone Financial, Inc. as of Jun 30, 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
- 125
- +4 vs. Q1 2026
- Shares held
- 9.77M
- +377.9K (+4.0%) vs. Q1 2026
- Total value
- $202.5M
- +$33.1M (+19.6%) vs. Q1 2026
- New holders
- 15
- 52 more added
- Sold out
- 11
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 19 | $0 | 0.00% | −9−32.1% | Reduced |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $104 | 0.00% | +5 | New |
| Quarry LP | 7 | $145 | 0.00% | +7 | New |
| Wealth Enhancement Trust Services, Inc. | 9 | $187 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 13 | $269 | 0.00% | +5+62.5% | Added |
| SJS Investment Consulting Inc. | 16 | $332 | 0.00% | +1+6.7% | Added |
| Basecamp Wealth Advisors LLC | 16 | $332 | 0.00% | +7+77.8% | Added |
| Global Retirement Partners, LLC | 22 | $456 | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 45 | $933 | 0.00% | +45 | New |
| Nisa Investment Advisors, LLC | 60 | $1.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 65 | $1.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 95 | $1.97K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $2.11K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 109 | $2.26K | 0.00% | +109 | New |
| Private Wealth Management Group, LLC | 120 | $2.49K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 156 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 176 | $3.44K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 168 | $3.46K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 194 | $4.02K | 0.00% | −4−2.0% | Reduced |
| Jones Financial Companies LLLP | 198 | $4.03K | 0.00% | +18+10.0% | Added |
| California State Teachers Retirement System | 209 | $4.33K | 0.00% | −612−74.5% | Reduced |
| Rothschild Investment LLC | 216 | $4.48K | 0.00% | +32+17.4% | Added |
| JPL Wealth Management, LLC | 220 | $4.56K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 273 | $5.66K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 306 | $6.34K | 0.00% | −197−39.2% | Reduced |
| Essential Partners LLC | 331 | $6.86K | 0.00% | −612−64.9% | Reduced |
| Harbour Investments, Inc. | 342 | $7.08K | 0.00% | +3+0.9% | Added |
| IFP Advisors, Inc | 421 | $8.73K | 0.00% | +206+95.8% | Added |
| Allworth Financial LP | 456 | $9.45K | 0.00% | +150+49.0% | Added |
| Massmutual Trust Co FSB | 504 | $10.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 677 | $14.0K | 0.00% | +503+289.1% | Added |
| Royal Bank of Canada | 795 | $16.0K | 0.00% | +438+122.7% | Added |
| UBS Asset Management Americas Inc | 777 | $16.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 999 | $20.7K | 0.00% | −896−47.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,080 | $22.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,159 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,186 | $24.6K | 0.00% | −1,085−47.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,233 | $25.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,441 | $29.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,492 | $30.9K | 0.00% | −991−39.9% | Reduced |
| Great West Life Assurance Co | 1,997 | $41.0K | 0.00% | −151−7.0% | Reduced |
| UBS Group AG | 1,998 | $41.4K | 0.00% | −5,779−74.3% | Reduced |
| Versant Capital Management, Inc | 2,472 | $51.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,270 | $67.8K | 0.00% | −120−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 4,855 | $100.6K | 0.00% | −1,181−19.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,577 | $115.6K | 0.00% | +2,265+68.4% | Added |
| The PNC Financial Services Group, Inc. | 5,903 | $122.4K | 0.00% | +3,497+145.3% | Added |
| Vanguard Global Advisers, LLC | 6,818 | $141.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,960 | $144.3K | 0.00% | −267−3.7% | Reduced |
| Citigroup Inc | 6,995 | $145.0K | 0.00% | +5,061+261.7% | Added |
| New York State Common Retirement Fund | 7,046 | $146.1K | 0.00% | +5,000+244.4% | Added |
| SRS Capital Advisors, Inc. | 8,151 | $169.0K | 0.00% | +7,549+1,254.0% | Added |
| MetLife Investment Management | 8,825 | $182.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,162 | $189.9K | 0.00% | −2,551−21.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 9,726 | $200.5K | 0.00% | +549+6.0% | Added |
| Cerity Partners LLC | 9,903 | $205.3K | 0.00% | +9,903 | New |
| Beese Fulmer Investment Management, Inc. | 10,109 | $209.6K | 0.01% | +44+0.4% | Added |
| CI Private Wealth, LLC | 10,128 | $210.0K | 0.00% | +10,128 | New |
| Sanctuary Advisors, LLC | 10,687 | $221.5K | 0.00% | +10,687 | New |
| Los Angeles Capital Management LLC | 10,980 | $227.6K | 0.00% | −388−3.4% | Reduced |
| Price T Rowe Associates Inc | 11,203 | $233.0K | 0.00% | +393+3.6% | Added |
| Jump Financial, LLC | 11,600 | $240.5K | 0.00% | +11,600 | New |
| JPMorgan Chase & Co | 11,748 | $242.0K | 0.00% | −9,310−44.2% | Reduced |
| Canada Pension Plan Investment Board | 12,200 | $252.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,201 | $273.7K | 0.00% | +13,201 | New |
| Wells Fargo & Company | 13,509 | $280.0K | 0.00% | +7,036+108.7% | Added |
| Deutsche Bank AG | 14,808 | $307.0K | 0.00% | +11,360+329.5% | Added |
| RMB Capital Management, LLC | 15,207 | $315.2K | 0.00% | +68+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,824 | $332.4K | 0.00% | +2,584+18.1% | Added |
| Invesco Ltd. | 17,469 | $362.1K | 0.00% | +196+1.1% | Added |
| Franklin Resources Inc | 18,543 | $384.4K | 0.00% | +3,344+22.0% | Added |
| Commonwealth Equity Services, LLC | 18,660 | $386.8K | 0.00% | −4,778−20.4% | Reduced |
| Odyssean, LLC | 19,292 | $399.9K | 0.07% | +19,292 | New |
| Rhumbline Advisers | 19,509 | $404.4K | 0.00% | +389+2.0% | Added |
| Hillsdale Investment Management Inc. | 20,400 | $422.9K | 0.01% | +20,400 | New |
| Mercer Global Advisors Inc | 21,769 | $451.3K | 0.00% | +4,538+26.3% | Added |
| Mariner, LLC | 22,417 | $464.7K | 0.00% | +1,050+4.9% | Added |
| Bailard, Inc. | 22,600 | $468.5K | 0.01% | +22,600 | New |
| Alliancebernstein L.P. | 26,505 | $477.9K | 0.00% | +625+2.4% | Added |
| Citadel Advisors LLC | 27,092 | $561.6K | 0.00% | −12,368−31.3% | Reduced |
| Russell Investments Group, Ltd. | 27,201 | $563.9K | 0.00% | +7,260+36.4% | Added |
| Ieq Capital, LLC | 31,878 | $660.8K | 0.00% | −258−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 33,926 | $703.3K | 0.00% | −6,779−16.7% | Reduced |
| STRS Ohio | 34,400 | $713.1K | 0.00% | +2,800+8.9% | Added |
| State of Wisconsin Investment Board | 34,800 | $721.4K | 0.00% | +200+0.6% | Added |
| Algert Global LLC | 37,700 | $781.5K | 0.01% | +37,700 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 41,778 | $866.1K | 0.00% | −2,969−6.6% | Reduced |
| Bank of America Corp | 43,353 | $898.7K | 0.00% | −1,847−4.1% | Reduced |
| Nuveen, LLC | 43,630 | $904.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 49,490 | $1.02M | 0.00% | +1,478+3.1% | Added |
| Teton Advisors, LLC | 59,000 | $1.22M | 0.71% | 00.0% | Unchanged |
| Martingale Asset Management L P | 59,258 | $1.23M | 0.03% | +21,024+55.0% | Added |
| John G Ullman & Associates Inc | 59,748 | $1.24M | 0.15% | −1,500−2.4% | Reduced |
| Two Sigma Investments, LP | 64,549 | $1.34M | 0.00% | −21,376−24.9% | Reduced |
| Ritholtz Wealth Management | 76,020 | $1.58M | 0.02% | +32,373+74.2% | Added |