WSBF · Waterstone Financial, Inc. · Shareholders & Ownership

$19.84 +0.04 (+0.20%)

Russell 2000 member Rebalance outlook locked

Market Cap

$362.24M

17.98M

Volume · Oct 20 47.54K Avg daily vol (3M) 75.15K

Every disclosed holder of WSBF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns WSBF

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	122	9,753,681	54.26%	Yes
Insiders (Forms 3, 4, 5)	8	762,056	4.24%	Yes
13D/G-only blocks	1	2,275,957	12.66%	Yes
Remaining	—	5,185,334	28.84%	Rest
Registered funds (N-PORT, not summed)	146	4,239,566	23.58%	No

Shares outstanding: 17,977,028, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of WSBF

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	PRINCIPAL FINANCIAL GROUP INC 13G CIK 1126328 · Insurance company · Dec 31, 2023 Rule 13d-1(b), qualified institution	2,275,957	12.66%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,641,766	9.13%	+135,777	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	420,427	2.34%	+43,251	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	160,755	0.89%	+29,514	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	55,199	0.31%	+1,360	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	52,486	0.29%	+13,968	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	26,185	0.15%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,417,945	7.89%	+4,443	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	270,141	1.50%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	193,859	1.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	177,610	0.99%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	130,732	0.73%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	121,102	0.67%	-209	Jul 31, 2026	Dimensional ETF Trust, not summed
4	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,051,571	5.85%	-42,900	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	641,005	3.57%	-59,232	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Gordon Douglas S Insider CIK 1343499 · Feb 18, 2026 Director, issuer-wide	579,276	3.22%	—	Feb 18, 2026	Director, issuer-wide
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	458,455	2.55%	-65,693	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	398,372	2.22%	+3,857	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	24,007	0.13%	-8,439	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,100	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	361	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
8.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	197	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,478	2.16%	+21,798	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	341,972	1.90%	+91,887	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	264,845	1.47%	+77,443	May 31, 2026	American Century ETF Trust, not summed
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,089	1.44%	+34,295	Jun 30, 2026	carried, not yet filed for the newest quarter
13	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	221,070	1.23%	+30,945	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	211,375	1.18%	+6,259	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	44,500	0.25%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
14.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	32,647	0.18%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
14.3	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	16,646	0.09%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	197,809	1.10%	+44,178	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	196,657	1.09%	-57,807	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	22,628	0.13%	+301	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	19,308	0.11%	+7,297	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
17	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	169,424	0.94%	+28,013	Jun 30, 2026	carried, not yet filed for the newest quarter
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,095	0.93%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	165,769	0.92%	+3,153	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,590	0.92%	-11,500	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	143,761	0.80%	+3,682	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,567	0.04%	0	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,044	0.02%	-143	Jun 30, 2026	Northern Funds, not summed
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	129,105	0.72%	+2,313	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	71,080	0.40%	-1,090	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,980	0.21%	+3,702	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	11,312	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
22.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	8,861	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	119,139	0.66%	+91,303	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	115,282	0.64%	-7,098	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	115,282	0.64%	+6,259	Jun 30, 2026	EA Series Trust, not summed
25	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	113,777	0.63%	+76,937	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,889	0.57%	+14,238	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Fourthstone LLC 13F CIK 1767803 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,910	0.55%	-192,281	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	96,679	0.54%	+3,601	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	90,564	0.50%	+6,633	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	88,871	0.49%	+4,657	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	167,786	0.93%	+16,584	Jul 31, 2026	Fidelity Salem Street Trust, not summed
30.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	72,975	0.41%	-5,591	May 31, 2026	Fidelity Concord Street Trust, not summed
30.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	72,736	0.40%	+7,235	Jun 30, 2026	Fidelity Covington Trust, not summed
30.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	32,484	0.18%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
30.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	22,824	0.13%	-1,871	May 31, 2026	Fidelity Concord Street Trust, not summed
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	78,027	0.43%	+2,556	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,020	0.42%	+32,373	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Schmidt Stephen J Insider CIK 1336617 · Feb 11, 2025 Director, issuer-wide	70,078	0.39%	0	Feb 11, 2025	Director, issuer-wide
34	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,549	0.36%	-21,376	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JOHN G ULLMAN & ASSOCIATES INC 13F CIK 919530 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	59,748	0.33%	-1,500	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MARTINGALE ASSET MANAGEMENT L P 13F CIK 936944 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,258	0.33%	+21,024	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Teton Advisors, LLC 13F CIK 2086025 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,000	0.33%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	TETON Westwood Mighty Mites Fund Fund S000001084 · Registered fund · Jun 30, 2026 Teton Westwood Funds, not summed	59,000	0.33%	0	Jun 30, 2026	Teton Westwood Funds, not summed
39	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	49,490	0.28%	+1,478	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	43,630	0.24%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,757	0.12%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
40.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	19,798	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
40.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,032	0.01%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
40.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	384	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	43,353	0.24%	-1,847	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,778	0.23%	-2,969	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	37,700	0.21%	+37,700	Jun 30, 2026	carried, not yet filed for the newest quarter
44	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	34,800	0.19%	+200	Jun 30, 2026	carried, not yet filed for the newest quarter
45	STRS OHIO 13F CIK 820478 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	34,400	0.19%	+2,800	Jun 30, 2026	carried, not yet filed for the newest quarter
46	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	33,926	0.19%	-6,779	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Gerke Mark Raymond Insider CIK 1601016 · May 21, 2026 EVP/Chief Financial Officer, issuer-wide	31,915	0.18%	—	May 21, 2026	EVP/Chief Financial Officer, issuer-wide
48	IEQ CAPITAL, LLC 13F CIK 1779789 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,878	0.18%	-258	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	27,362	0.15%	+273	May 31, 2026	American Century ETF Trust, not summed
50	RAPPE KRISTINE A Insider CIK 1278949 · Feb 13, 2025 Director, issuer-wide	27,318	0.15%	0	Feb 13, 2025	Director, issuer-wide

24 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 213 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1569994 CUSIP 94188P101 13F (30d) 13 filings 13 filers Visit website Investor relations