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WSBF

Waterstone Financial, Inc.
$19.98 +0.28 (+1.42%) At close · Jul 16
Market Cap
$354.74M
Shares
18,053,082

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 122
Total Value: $168,235,477
Total Shares: 9,327,860
Showing 1–100 of 122 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding WSBF

All superinvestors →
Mario Gabelli $180,300

Holder Concentration

Across 122 13F filers
Top Holder
16.1%
Jun 2023 → Mar 2026 · range 15.6% – 18.4%
of institutional value
Top 5
54.8%
Jun 2023 → Mar 2026 · range 54.8% – 61.5%
of institutional value
Top 10
69.7%
Jun 2023 → Mar 2026 · range 69.7% – 78.4%
of institutional value
HHI
782
Jun 2023 → Mar 2026 · range 764 – 923
Broadly held
Showing 100 of 122
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $27,152,978 16.14% 1,505,989
Mega DIMENSIONAL FUND ADVISORS LP $25,485,438 15.15% 1,413,502
Large RENAISSANCE TECHNOLOGIES LLC $19,733,312 11.73% 1,094,471
Mega VANGUARD CAPITAL MANAGEMENT LLC $12,625,273 7.50% 700,237
Mega STATE STREET CORP $7,113,105 4.23% 394,515
Mega GEODE CAPITAL MANAGEMENT, LLC $6,611,239 3.93% 366,680
Small Fourthstone LLC $5,250,173 3.12% 291,191
Mega GOLDMAN SACHS GROUP INC $4,587,985 2.73% 254,464
Mega AMERICAN CENTURY COMPANIES INC $4,509,032 2.68% 250,085
Mega AQR CAPITAL MANAGEMENT LLC $4,053,034 2.41% 224,794
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $3,698,241 2.20% 205,116
Mid CSM Advisors, LLC $3,427,953 2.04% 190,125
Mid DONALD SMITH & CO., INC. $3,174,902 1.89% 176,090
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,012,722 1.79% 167,095
Mega MORGAN STANLEY $2,769,964 1.65% 153,631
Large Quantinno Capital Management LP $2,549,640 1.52% 141,411
Mega NORTHERN TRUST CORP Bank $2,525,623 1.50% 140,079
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,286,059 1.36% 126,792
Large Empowered Funds, LLC $2,206,510 1.31% 122,380
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,678,196 1.00% 93,078
Mega TWO SIGMA INVESTMENTS, LP $1,549,227 0.92% 85,925
Mega FMR LLC $1,518,378 0.90% 84,214
Mega Bank of New York Mellon Corp Bank $1,513,274 0.90% 83,931
Small JOHN G ULLMAN & ASSOCIATES INC $1,104,301 0.66% 61,248
Small Teton Advisors, LLC $1,063,770 0.63% 59,000
Mega HSBC HOLDINGS PLC $865,656 0.51% 48,012
Mega BANK OF AMERICA CORP /DE/ Bank $814,956 0.48% 45,200
Large Connor, Clark & Lunn Investment Management Ltd. $806,788 0.48% 44,747
Mid RITHOLTZ WEALTH MANAGEMENT $786,955 0.47% 43,647
Mega Nuveen, LLC $786,648 0.47% 43,630
Mega D. E. Shaw & Co., Inc. $733,911 0.44% 40,705
Mega CITADEL ADVISORS LLC $711,463 0.42% 39,460
Mid MARTINGALE ASSET MANAGEMENT L P $689,359 0.41% 38,234
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $664,225 0.39% 36,840
Large STATE OF WISCONSIN INVESTMENT BOARD $623,838 0.37% 34,600
Large IEQ CAPITAL, LLC $579,412 0.34% 32,136
Large STRS OHIO $569,748 0.34% 31,600
Large Qube Research & Technologies Ltd $501,883 0.30% 27,836
Mega ALLIANCEBERNSTEIN L.P. $466,616 0.28% 25,880
Large COMMONWEALTH EQUITY SERVICES, LLC $422,587 0.25% 23,438
Large Mariner, LLC $385,247 0.23% 21,367
Mega JPMORGAN CHASE & CO $379,675 0.23% 21,058
Large Russell Investments Group, Ltd. $359,534 0.21% 19,941
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $348,761 0.21% 16,824
Mega RHUMBLINE ADVISERS $344,733 0.20% 19,120
Mid XTX Topco Ltd $317,652 0.19% 17,618
Mega Invesco Ltd. $311,431 0.19% 17,273
Large MERCER GLOBAL ADVISORS INC /ADV $310,674 0.18% 17,231
Large CWM, LLC $287,903 0.17% 15,968
Mega JANE STREET GROUP, LLC $282,745 0.17% 15,682
Mega FRANKLIN RESOURCES INC $274,037 0.16% 15,199
Mid Curi Capital, LLC $272,956 0.16% 15,139
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $219,966 0.13% 12,200
Mega BARCLAYS PLC $211,184 0.13% 11,713
Large LOS ANGELES CAPITAL MANAGEMENT LLC $204,965 0.12% 11,368
Mega PRICE T ROWE ASSOCIATES INC /MD/ $194,904 0.12% 10,810
Mid Engineers Gate Manager LP $184,014 0.11% 10,206
Mid BEESE FULMER INVESTMENT MANAGEMENT, INC. $181,471 0.11% 10,065
Mid GAMCO INVESTORS, INC. ET AL $180,300 0.11% 10,000
Large Eurizon Capital SGR S.p.A. $165,461 0.10% 9,177
Large MetLife Investment Management, LLC $159,114 0.09% 8,825
Mega UBS Group AG $140,218 0.08% 7,777
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $130,302 0.08% 7,227
Mega Vanguard Global Advisers, LLC $122,928 0.07% 6,818
Mega WELLS FARGO & COMPANY/MN $116,708 0.07% 6,473
Mega BNP PARIBAS ARBITRAGE, SA $108,829 0.06% 6,036
Mega DEUTSCHE BANK AG\ Bank $62,167 0.04% 3,448
Mid Farther Finance Advisors, LLC $61,121 0.04% 3,390
Large Police & Firemen's Retirement System of New Jersey Pension $59,715 0.04% 3,312
Small Versant Capital Management, Inc $51,244 0.03% 2,472
Mid Tower Research Capital LLC (TRC) $44,768 0.03% 2,483
Mega PNC FINANCIAL SERVICES GROUP, INC. $43,380 0.03% 2,406
Large OSAIC HOLDINGS, INC. $40,946 0.02% 2,271
Large CANADA LIFE ASSURANCE Co Insurance $38,728 0.02% 2,148
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $36,889 0.02% 2,046
Mega CITIGROUP INC $34,869 0.02% 1,934
Mid EverSource Wealth Advisors, LLC $34,164 0.02% 1,895
Micro Paladin Partners, LLC $27,045 0.02% 1,500
Mega Legal & General Group Plc $25,981 0.02% 1,441
Mid Ameritas Investment Partners, Inc. $22,230 0.01% 1,233
Mid State of Alaska, Department of Revenue $20,896 0.01% 1,159
Small Pinnacle Wealth Planning Services, Inc. $19,472 0.01% 1,080
Small Essential Partners LLC $17,002 0.01% 943
Mid Advisory Services Network, LLC $15,433 0.01% 856
Mid SIMPLEX TRADING, LLC $15,181 0.01% 842
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $14,802 0.01% 821
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $14,009 0.01% 777
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $12,007 0.01% 666
Mid Arax Advisory Partners $10,854 0.01% 602
Mid MassMutual Private Wealth & Trust, FSB $10,447 0.01% 504
Mid Sterling Capital Management LLC $9,069 0.01% 503
Mega ROYAL BANK OF CANADA Bank $6,436 0.00% 357
Mid HARBOUR INVESTMENTS, INC. $6,112 0.00% 339
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $5,697 0.00% 316
Mid Allworth Financial LP $5,517 0.00% 306
Large BROWN BROTHERS HARRIMAN & CO $4,922 0.00% 273
Mid GAMMA Investing LLC $4,021 0.00% 194
Small JPL Wealth Management, LLC $3,966 0.00% 220
Mid IFP Advisors, Inc $3,876 0.00% 215
Mid ROTHSCHILD INVESTMENT LLC $3,317 0.00% 184
Key facts CIK 1569994 CUSIP 94188P101 13F (30d) 11 filings 10 filers Visit website Investor relations

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