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 |
|---|---|---|---|---|---|
| FMR LLC | 88,871 | $1.84M | 0.00% | +4,657+5.5% | Added |
| Bank of New York Mellon Corp | 90,564 | $1.88M | 0.00% | +6,633+7.9% | Added |
| Vanguard Fiduciary Trust Co | 96,679 | $2.00M | 0.00% | +3,601+3.9% | Added |
| Fourthstone LLC | 98,910 | $2.05M | 1.46% | −192,281−66.0% | Reduced |
| Vanguard Portfolio Management LLC | 101,889 | $2.11M | 0.00% | +14,238+16.2% | Added |
| O'Shaughnessy Asset Management, LLC | 113,777 | $2.36M | 0.01% | +76,937+208.8% | Added |
| Empowered Funds, LLC | 115,282 | $2.39M | 0.01% | −7,098−5.8% | Reduced |
| Qube Research & Technologies Ltd | 119,139 | $2.47M | 0.00% | +91,303+328.0% | Added |
| Charles Schwab Investment Management Inc | 129,105 | $2.68M | 0.00% | +2,313+1.8% | Added |
| Northern Trust Corp | 143,761 | $2.98M | 0.00% | +3,682+2.6% | Added |
| Donald Smith & Co., Inc. | 164,590 | $3.41M | 0.06% | −11,500−6.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 167,095 | $3.46M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 169,424 | $3.51M | 0.00% | +28,013+19.8% | Added |
| Goldman Sachs Group Inc | 196,657 | $4.08M | 0.00% | −57,807−22.7% | Reduced |
| Morgan Stanley | 197,809 | $4.10M | 0.00% | +44,178+28.8% | Added |
| Bridgeway Capital Management, LLC | 211,375 | $4.38M | 0.08% | +6,259+3.1% | Added |
| CSM Advisors, LLC | 221,070 | $4.58M | 0.10% | +30,945+16.3% | Added |
| AQR Capital Management LLC | 259,089 | $5.37M | 0.00% | +34,295+15.3% | Added |
| American Century Companies Inc | 341,972 | $7.09M | 0.00% | +91,887+36.7% | Added |
| Geode Capital Management, LLC | 388,478 | $8.05M | 0.00% | +21,798+5.9% | Added |
| State Street Corp | 398,372 | $8.26M | 0.00% | +3,857+1.0% | Added |
| Vanguard Capital Management LLC | 641,005 | $13.3M | 0.00% | −59,232−8.5% | Reduced |
| Renaissance Technologies LLC | 1,051,571 | $21.8M | 0.03% | −42,900−3.9% | Reduced |
| Dimensional Fund Advisors LP | 1,417,945 | $29.4M | 0.01% | +4,443+0.3% | Added |
| BlackRock, Inc. | 1,641,766 | $34.0M | 0.00% | +135,777+9.0% | Added |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,618−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,682−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Paladin Partners, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −666−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |