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WSBF

Waterstone Financial, Inc.

Company with tickers: WSBF

CIK
1569994
CUSIP
94188P101
Shares Outstanding
18,053,082
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 119
Total Value: $163,971,912
Total Shares: 9,094,397
Showing 1–100 of 119 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 119 13F filers · Δ vs Dec 31, 2025
Top Holder
16.6%
Jun 2023 → Mar 2026 · range 15.9% – 20.7%
−2.2 pts
Top 5
56.2%
Jun 2023 → Mar 2026 · range 56.2% – 63.6%
−3.3 pts
Top 10
71.4%
Jun 2023 → Mar 2026 · range 71.4% – 80.6%
−0.2 pts
HHI
819
Jun 2023 → Mar 2026 · range 783 – 1,034
Broadly held −131

Quarterly Activity

vs Dec 31, 2025
New
23
Increased
40
Decreased
33
Sold Out
13
Unchanged
23
Holder count: +10
Institutional value: +21.6%
Shares held: +11.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega MORGAN STANLEY +92,412 131,677
Small Fourthstone LLC +91,489 291,191
Mega GOLDMAN SACHS GROUP INC +74,403 254,464
Mega AMERICAN CENTURY COMPANIES INC +51,080 250,085
Mid DONALD SMITH & CO., INC. +48,320 176,090

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mid NORTHERN TRUST CORP −132,740 928
Mega BlackRock, Inc. −26,734 1,505,989
Large RENAISSANCE TECHNOLOGIES LLC −22,765 1,094,471
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP −21,397 167,095
Mega JPMORGAN CHASE & CO −20,532 21,058

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega VANGUARD CAPITAL MANAGEMENT LLC 700,237 $12,625,273
Large Empowered Funds, LLC 122,380 $2,206,510
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 87,651 $1,580,347
Mid XTX Topco Ltd 17,618 $317,652
Mega FRANKLIN RESOURCES INC 15,199 $274,037

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega VANGUARD GROUP INC 93,217 $1,542,741
Small JOHN G ULLMAN & ASSOCIATES INC 63,248 $1,046,754
Large TWO SIGMA ADVISERS, LP 47,382 $784,172
Mid GSA CAPITAL PARTNERS LLP 21,616 $357,744
Mega MILLENNIUM MANAGEMENT LLC 16,886 $279,463
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $27,152,978 16.56% 1,505,989 View
Mega DIMENSIONAL FUND ADVISORS LP $25,485,438 15.54% 1,413,502 View
Large RENAISSANCE TECHNOLOGIES LLC $19,733,312 12.03% 1,094,471 View
Mega VANGUARD CAPITAL MANAGEMENT LLC $12,625,273 7.70% 700,237 View
Mega STATE STREET CORP $7,113,105 4.34% 394,515 View
Mega GEODE CAPITAL MANAGEMENT, LLC $6,611,239 4.03% 366,680 View
Small Fourthstone LLC $5,250,173 3.20% 291,191 View
Mega GOLDMAN SACHS GROUP INC $4,587,985 2.80% 254,464 View
Mega AMERICAN CENTURY COMPANIES INC $4,509,032 2.75% 250,085 View
Mega AQR CAPITAL MANAGEMENT LLC $4,053,034 2.47% 224,794 View
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,698,241 2.26% 205,116 View
Mid CSM Advisors, LLC $3,427,953 2.09% 190,125 View
Mid DONALD SMITH & CO., INC. $3,174,902 1.94% 176,090 View
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,012,722 1.84% 167,095 View
Large Quantinno Capital Management LP $2,549,640 1.55% 141,411 View
Mega MORGAN STANLEY $2,374,136 1.45% 131,677 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,286,059 1.39% 126,792 View
Large Empowered Funds, LLC $2,206,510 1.35% 122,380 View
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,580,347 0.96% 87,651 View
Mega TWO SIGMA INVESTMENTS, LP $1,549,227 0.94% 85,925 View
Mega FMR LLC $1,518,378 0.93% 84,214 View
Mega Bank of New York Mellon Corp $1,513,274 0.92% 83,931 View
Small Teton Advisors, LLC $1,063,770 0.65% 59,000 View
Mega HSBC HOLDINGS PLC $865,656 0.53% 48,012 View
Mega BANK OF AMERICA CORP /DE/ $814,956 0.50% 45,200 View
Large Connor, Clark & Lunn Investment Management Ltd. $806,788 0.49% 44,747 View
Mid RITHOLTZ WEALTH MANAGEMENT $786,955 0.48% 43,647 View
Mega Nuveen, LLC $786,648 0.48% 43,630 View
Mega D. E. Shaw & Co., Inc. $733,911 0.45% 40,705 View
Mega CITADEL ADVISORS LLC $711,463 0.43% 39,460 View
Mid MARTINGALE ASSET MANAGEMENT L P $689,359 0.42% 38,234 View
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $664,225 0.41% 36,840 View
Large STATE OF WISCONSIN INVESTMENT BOARD $623,838 0.38% 34,600 View
Large IEQ CAPITAL, LLC $579,412 0.35% 32,136 View
Large STRS OHIO $569,748 0.35% 31,600 View
Large Qube Research & Technologies Ltd $501,883 0.31% 27,836 View
Mega ALLIANCEBERNSTEIN L.P. $466,616 0.28% 25,880 View
Large COMMONWEALTH EQUITY SERVICES, LLC $422,587 0.26% 23,438 View
Large Mariner, LLC $385,247 0.23% 21,367 View
Mega JPMORGAN CHASE & CO $379,675 0.23% 21,058 View
Large Russell Investments Group, Ltd. $359,534 0.22% 19,941 View
Mega RHUMBLINE ADVISERS $344,733 0.21% 19,120 View
Mid XTX Topco Ltd $317,652 0.19% 17,618 View
Mega Invesco Ltd. $311,431 0.19% 17,273 View
Large MERCER GLOBAL ADVISORS INC /ADV $310,674 0.19% 17,231 View
Large CWM, LLC $287,903 0.18% 15,968 View
Mega JANE STREET GROUP, LLC $282,745 0.17% 15,682 View
Mega FRANKLIN RESOURCES INC $274,037 0.17% 15,199 View
Mid Curi Capital, LLC $272,956 0.17% 15,139 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $256,747 0.16% 14,240 View
Mega CANADA PENSION PLAN INVESTMENT BOARD $219,966 0.13% 12,200 View
Mega BARCLAYS PLC $211,184 0.13% 11,713 View
Large LOS ANGELES CAPITAL MANAGEMENT LLC $204,965 0.13% 11,368 View
Mega PRICE T ROWE ASSOCIATES INC /MD/ $194,904 0.12% 10,810 View
Mid Engineers Gate Manager LP $184,014 0.11% 10,206 View
Mid BEESE FULMER INVESTMENT MANAGEMENT, INC. $181,471 0.11% 10,065 View
Mid GAMCO INVESTORS, INC. ET AL $180,300 0.11% 10,000 View
Large Eurizon Capital SGR S.p.A. $165,461 0.10% 9,177 View
Large MetLife Investment Management, LLC $159,114 0.10% 8,825 View
Mega UBS Group AG $140,218 0.09% 7,777 View
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $130,302 0.08% 7,227 View
Mega Vanguard Global Advisers, LLC $122,928 0.07% 6,818 View
Mega WELLS FARGO & COMPANY/MN $116,708 0.07% 6,473 View
Mega BNP PARIBAS ARBITRAGE, SA $108,829 0.07% 6,036 View
Mega DEUTSCHE BANK AG\ $62,167 0.04% 3,448 View
Mid Farther Finance Advisors, LLC $61,121 0.04% 3,390 View
Large Police & Firemen's Retirement System of New Jersey $59,715 0.04% 3,312 View
Mid Tower Research Capital LLC (TRC) $44,768 0.03% 2,483 View
Small Versant Capital Management, Inc $44,570 0.03% 2,472 View
Mid PNC FINANCIAL SERVICES GROUP, INC. $43,380 0.03% 2,406 View
Mid OSAIC HOLDINGS, INC. $40,946 0.02% 2,271 View
Large CANADA LIFE ASSURANCE Co $38,728 0.02% 2,148 View
Large NEW YORK STATE COMMON RETIREMENT FUND $36,889 0.02% 2,046 View
Mega CITIGROUP INC $34,869 0.02% 1,934 View
Mega Legal & General Group Plc $25,981 0.02% 1,441 View
Mid Ameritas Investment Partners, Inc. $22,230 0.01% 1,233 View
Mid State of Alaska, Department of Revenue $20,896 0.01% 1,159 View
Small Pinnacle Wealth Planning Services, Inc. $19,472 0.01% 1,080 View
Small Essential Partners LLC $17,002 0.01% 943 View
Mid NORTHERN TRUST CORP $16,731 0.01% 928 View
Mid Advisory Services Network, LLC $15,433 0.01% 856 View
Mid SIMPLEX TRADING, LLC $15,181 0.01% 842 View
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $14,802 0.01% 821 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $14,009 0.01% 777 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $12,007 0.01% 666 View
Mid Arax Advisory Partners $10,854 0.01% 602 View
Mid MassMutual Private Wealth & Trust, FSB $9,087 0.01% 504 View
Mid Sterling Capital Management LLC $9,069 0.01% 503 View
Mega ROYAL BANK OF CANADA $6,436 0.00% 357 View
Mid HARBOUR INVESTMENTS, INC. $6,112 0.00% 339 View
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM $5,697 0.00% 316 View
Small EverSource Wealth Advisors, LLC $5,517 0.00% 306 View
Mid Allworth Financial LP $5,517 0.00% 306 View
Large BROWN BROTHERS HARRIMAN & CO $4,922 0.00% 273 View
Small JPL Wealth Management, LLC $3,966 0.00% 220 View
Mid IFP Advisors, Inc $3,876 0.00% 215 View
Mid GAMMA Investing LLC $3,569 0.00% 198 View
Mid ROTHSCHILD INVESTMENT LLC $3,317 0.00% 184 View
Mid JONES FINANCIAL COMPANIES LLLP $3,245 0.00% 180 View
Micro Cornerstone Planning Group LLC $3,173 0.00% 176 View
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