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WSBF · Waterstone Financial, Inc.

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$20.98 -0.09 (-0.43%)
Russell 2000 member Rebalance outlook locked
Market Cap
$378.33M
Shares
17.98M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WSBF

150 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 458,455 $9,503,772 0.00%
iShares Russell 2000 ETF 420,427 $8,715,452 0.01%
Avantis U.S. Small Cap Value ETF 264,845 $4,902,281 0.02%
U.S. SMALL CAP VALUE PORTFOLIO 270,141 $4,867,941 0.03%
U.S. Targeted Value Portfolio 193,859 $3,493,339 0.02%
VANGUARD EXTENDED MARKET INDEX FUND 165,769 $3,436,391 0.00%
iShares Russell 2000 Value ETF 160,755 $3,332,451 0.02%
U.S. SMALL CAP PORTFOLIO 177,610 $3,200,532 0.02%
Fidelity Small Cap Index Fund 151,202 $2,724,660 0.01%
EA Bridgeway Omni Small-Cap Value ETF 115,282 $2,389,796 0.10%
U.S. MICRO CAP PORTFOLIO 130,732 $2,355,791 0.03%
Dimensional U.S. Targeted Value ETF 121,311 $2,186,024 0.02%
Dimensional US Small Cap Value ETF 92,648 $1,669,517 0.02%
Fidelity Enhanced Small Cap Core ETF 72,736 $1,507,817 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 78,027 $1,444,280 0.01%
Fidelity Extended Market Index Fund 72,975 $1,350,767 0.00%
Schwab U.S. Small-Cap ETF 71,080 $1,315,691 0.01%
iShares Core S&P Total U.S. Stock Market ETF 55,199 $1,144,275 0.00%
Dimensional U.S. Small Cap ETF 62,320 $1,123,006 0.01%
iShares Micro-Cap ETF 52,486 $1,088,035 0.07%
Dimensional U.S. Core Equity 2 ETF 60,100 $1,083,002 0.00%
TETON Westwood Mighty Mites Fund 59,000 $1,063,770 0.59%
Omni Small-Cap Value Fund 44,500 $922,485 0.07%
U.S. CORE EQUITY 1 PORTFOLIO 38,477 $693,356 0.00%
Ultra-Small Company Market Fund 32,647 $676,772 0.46%
U.S. CORE EQUITY 2 PORTFOLIO 33,378 $601,472 0.00%
Fidelity Total Market Index Fund 32,484 $601,279 0.00%
Schwab Small-Cap Index Fund 33,278 $599,670 0.01%
Master Small Cap Index Series 26,185 $542,815 0.01%
Avantis U.S. Small Cap Equity ETF 27,362 $506,471 0.02%
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF 24,007 $497,665 0.20%
Fidelity Small Cap Value Index Fund 21,308 $441,715 0.02%
Fidelity Series Total Market Index Fund 22,824 $422,472 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 22,628 $418,844 0.04%
Goldman Sachs Absolute Return Tracker Fund 19,308 $400,255 0.01%
Nuveen Small Cap Blend Index Fund 21,757 $392,061 0.01%
Diversified Equity Alpha Master Portfolio 18,526 $384,044 0.01%
Strategic Advisers U.S. Total Stock Fund 20,699 $383,138 0.00%
EQ/2000 Managed Volatility Portfolio 18,179 $376,851 0.01%
Nuveen Equity Index Fund 19,798 $356,760 0.00%
Ultra-Small Company Fund 16,646 $345,072 0.35%
AUER GROWTH 18,000 $333,180 0.42%
EQ/Small Company Index Portfolio 15,320 $317,584 0.02%
WisdomTree U.S. SmallCap Dividend Fund 14,586 $302,368 0.01%
Dimensional U.S. Marketwide Value ETF 15,874 $286,049 0.00%
U.S. VECTOR EQUITY PORTFOLIO 15,709 $283,076 0.01%
Fidelity Nasdaq Composite Index Fund 14,143 $261,787 0.00%
WisdomTree U.S. High Dividend Fund 11,327 $234,809 0.02%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 11,681 $216,215 0.02%
LVIP State Street Small-Cap Index Fund 10,380 $215,177 0.01%
Showing 1–50 of 150 positions
Key facts CIK 1569994 CUSIP 94188P101 13F (30d) 97 filings 97 filers Visit website

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