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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.

Institutional holdersQ2 2026: 125 institutions
Q1 2021: 109 institutionsQ2 2021: 104 institutionsQ3 2021: 110 institutionsQ4 2021: 110 institutionsQ1 2022: 114 institutionsQ2 2022: 97 institutionsQ3 2022: 100 institutionsQ4 2022: 106 institutionsQ1 2023: 101 institutionsQ2 2023: 93 institutionsQ3 2023: 92 institutionsQ4 2023: 88 institutionsQ1 2024: 86 institutionsQ2 2024: 82 institutionsQ3 2024: 88 institutionsQ4 2024: 92 institutionsQ1 2025: 95 institutionsQ2 2025: 96 institutionsQ3 2025: 102 institutionsQ4 2025: 112 institutionsQ1 2026: 123 institutionsQ2 2026: 125 institutions
Value heldQ2 2026: $202.5M
Q1 2021: $293.5MQ2 2021: $278.3MQ3 2021: $290.2MQ4 2021: $305.6MQ1 2022: $262.5MQ2 2022: $214.5MQ3 2022: $195.6MQ4 2022: $206.1MQ1 2023: $178.2MQ2 2023: $164.0MQ3 2023: $114.2MQ4 2023: $146.2MQ1 2024: $122.9MQ2 2024: $126.8MQ3 2024: $146.4MQ4 2024: $131.1MQ1 2025: $130.8MQ2 2025: $128.7MQ3 2025: $142.8MQ4 2025: $152.1MQ1 2026: $169.7MQ2 2026: $202.5M
Institutions holding WSBF and their total value by quarter
QuarterHoldersValue
Q2 2026125$202.5M
Q1 2026123$169.7M
Q4 2025112$152.1M
Q3 2025102$142.8M
Q2 202596$128.7M
Q1 202595$130.8M
Q4 202492$131.1M
Q3 202488$146.4M
Q2 202482$126.8M
Q1 202486$122.9M
Q4 202388$146.2M
Q3 202392$114.2M
Q2 202393$164.0M
Q1 2023101$178.2M
Q4 2022106$206.1M
Q3 2022100$195.6M
Q2 202297$214.5M
Q1 2022114$262.5M
Q4 2021110$305.6M
Q3 2021110$290.2M
Q2 2021104$278.3M
Q1 2021109$293.5M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Waterstone Financial, Inc.; share changes are against Q1 2026.

Institutions holding WSBF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Jones Financial Companies LLLP198$4.03K0.00%+18+10.0%Added
GAMMA Investing LLC194$4.02K0.00%−4−2.0%Reduced
Smartleaf Asset Management LLC168$3.46K0.00%00.0%Unchanged
Cornerstone Planning Group LLC176$3.44K0.00%00.0%Unchanged
Optiver Holding B.V.156$3.23K0.00%00.0%Unchanged
Private Wealth Management Group, LLC120$2.49K0.00%00.0%Unchanged
Federated Hermes, Inc.109$2.26K0.00%+109New
Signaturefd, LLC102$2.11K0.00%00.0%Unchanged
SBI Securities Co., Ltd.95$1.97K0.00%00.0%Unchanged
True Wealth Design, LLC65$1.35K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC60$1.24K0.00%00.0%Unchanged
Fortitude Family Office, LLC45$9330.00%+45New
Global Retirement Partners, LLC22$4560.00%+22New
SJS Investment Consulting Inc.16$3320.00%+1+6.7%Added
Basecamp Wealth Advisors LLC16$3320.00%+7+77.8%Added
CoreCap Advisors, LLC13$2690.00%+5+62.5%Added
Wealth Enhancement Trust Services, Inc.9$1870.00%+9New
Quarry LP7$1450.00%+7New
Caitong International Asset Management Co., Ltd5$1040.00%+5New
Torren Management, LLC1$300.00%00.0%Unchanged
Huntington National Bank1$210.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.1$210.00%00.0%Unchanged
Covestor Ltd19$00.00%−9−32.1%Reduced
Capital Advisors, Ltd. LLC14$00.00%00.0%Unchanged
Avion Wealth45$00.00%00.0%Unchanged
XTX Topco Ltd0$00.00%−17,618−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,682−100.0%Sold out
Engineers Gate Manager LP0$00.00%−10,206−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−10,000−100.0%Sold out
Paladin Partners, LLC0$00.00%−1,500−100.0%Sold out
Advisory Services Network, LLC0$00.00%−856−100.0%Sold out
Simplex Trading, LLC0$00.00%−842−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−666−100.0%Sold out
New York State Teachers Retirement System0$00.00%−316−100.0%Sold out
MAI Capital Management0$00.00%−144−100.0%Sold out
Root Financial Partners, LLC0$00.00%−33−100.0%Sold out
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed