Waterstone FinancialWSBF
13F holders, Q2 2026 (June 30)125holders +2
14new positions
11sold out
4famous investors
$20.72avg. 13F price*
At the end of Q2 2026, 125 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 2 from Q1 2026. 14 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($34.0M), Dimensional Fund Advisors LP ($29.4M) and Renaissance Technologies ($21.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Waterstone Financial Inc.
- CUSIP
- 94188P101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.2M |
| Exits | 11 | $1.0M |
All 13F filers, Q1 2026 → Q2 2026: 882,548 shares bought and 504,709 shares sold, net +377,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| BlackRock, Inc. | 0.00% | Add +9.0% | 1,641,766 | $34.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 1,417,945 | $29.4M |
| Renaissance Technologies | 0.03% | Reduce -3.9% | 1,051,571 | $21.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -8.5% | 641,005 | $13.3M |
| State Street Corp. | 0.00% | Add +1.0% | 398,372 | $8.3M |
| Geode Capital Management, LLC | 0.00% | Add +5.9% | 388,478 | $8.1M |
| American Century Companies Inc. | 0.00% | Add +36.7% | 341,972 | $7.1M |
| AQR Capital Management | 0.00% | Add +15.3% | 259,089 | $5.4M |
| CSM Advisors, LLC | 0.10% | Add +16.3% | 221,070 | $4.6M |
| Bridgeway Capital Management, LLC | 0.08% | Add +3.0% | 211,375 | $4.4M |
| Morgan Stanley | 0.00% | Add +28.8% | 197,809 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.7% | 196,657 | $4.1M |
| Quantinno Capital Management LP | 0.00% | Add +19.8% | 169,424 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 167,095 | $3.5M |
| Donald Smith & Co., Inc. | 0.06% | Reduce -6.5% | 164,590 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 143,761 | $3.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.8% | 129,105 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +328.0% | 119,139 | $2.5M |
| Empowered Funds, LLC | 0.01% | Reduce -5.8% | 115,282 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +208.8% | 113,777 | $2.4M |
| Vanguard Portfolio Management LLC | 0.00% | Add +16.2% | 101,889 | $2.1M |
| Fourthstone LLC | 1.46% | Reduce -66.0% | 98,910 | $2.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.9% | 96,679 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +7.9% | 90,564 | $1.9M |
| FMR LLC | 0.00% | Add +5.5% | 88,871 | $1.8M |
| Ritholtz Wealth Management | 0.02% | Add +74.2% | 76,020 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.9% | 64,549 | $1.3M |
| John G Ullman & Associates Inc. | 0.15% | Reduce -2.5% | 59,748 | $1.2M |
| Martingale Asset Management L P | 0.03% | Add +55.0% | 59,258 | $1.2M |
| Teton Advisors, LLC | 0.71% | No change | 59,000 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +3.1% | 49,490 | $1.0M |
| Nuveen, LLC | 0.00% | No change | 43,630 | $904K |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 43,353 | $899K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -6.6% | 41,778 | $866K |
| Algert Global LLC | 0.01% | New | 37,700 | $782K |
| State of Wisconsin Investment Board | 0.00% | Add +0.6% | 34,800 | $721K |
| STRS Ohio | 0.00% | Add +8.9% | 34,400 | $713K |
| D. E. Shaw & Co. | 0.00% | Reduce -16.6% | 33,926 | $703K |
| Ieq Capital, LLC | 0.00% | Reduce -0.8% | 31,878 | $661K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.4% | 27,201 | $564K |
| Citadel Advisors | 0.00% | Reduce -31.3% | 27,092 | $562K |
| Alliancebernstein L.P. | 0.00% | Add +2.4% | 26,505 | $478K |
| Bailard, Inc. | 0.01% | New | 22,600 | $468K |
| Mariner, LLC | 0.00% | Add +4.9% | 22,417 | $465K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.3% | 21,769 | $451K |
| Hillsdale Investment Management Inc. | 0.01% | New | 20,400 | $423K |
| Rhumbline Advisers | 0.00% | Add +2.0% | 19,509 | $404K |
| Odyssean, LLC | 0.07% | New | 19,292 | $400K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.4% | 18,660 | $387K |
| Franklin Resources Inc. | 0.00% | Add +22.0% | 18,543 | $384K |
| Invesco Ltd. | 0.00% | Add +1.1% | 17,469 | $362K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.1% | 16,824 | $332K |
| Curi Capital, LLC | 0.00% | Add +0.5% | 15,207 | $315K |
| Deutsche Bank AG | 0.00% | Add +329.5% | 14,808 | $307K |
| Wells Fargo & Company | 0.00% | Add +108.7% | 13,509 | $280K |
| Creative Planning | 0.00% | New | 13,201 | $274K |
| Canada Pension Plan Investment Board | 0.00% | No change | 12,200 | $253K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.2% | 11,748 | $242K |
| Jump Financial, LLC | 0.00% | New | 11,600 | $240K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.6% | 11,203 | $233K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -3.4% | 10,980 | $228K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,687 | $222K |
| Corient Private Wealth LP | 0.00% | New | 10,128 | $210K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Add +0.4% | 10,109 | $210K |
| Cerity Partners LLC | 0.00% | New | 9,903 | $205K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +6.0% | 9,726 | $201K |
| Barclays PLC | 0.00% | Reduce -21.8% | 9,162 | $190K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,825 | $183K |
| Arax Advisory Partners | 0.00% | Add +1254.0% | 8,151 | $169K |
| New York State Common Retirement Fund | 0.00% | Add +244.4% | 7,046 | $146K |
| Citigroup Inc. | 0.00% | Add +261.7% | 6,995 | $145K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.7% | 6,960 | $144K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 6,818 | $141K |
| PNC Financial Services Group, Inc. | 0.00% | Add +145.3% | 5,903 | $122K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +68.4% | 5,577 | $116K |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.6% | 4,855 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.5% | 3,270 | $68K |
| Versant Capital Management, Inc | 0.00% | No change | 2,472 | $51K |
| UBS Group AG | 0.00% | Reduce -74.3% | 1,998 | $41K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.0% | 1,997 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -39.9% | 1,492 | $31K |
| Legal & General Group Plc | 0.00% | No change | 1,441 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,233 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.8% | 1,186 | $25K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,159 | $24K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,080 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.3% | 999 | $21K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 777 | $16K |
| Royal Bank of Canada | 0.00% | Add +122.7% | 795 | $16K |
| State of Wyoming | 0.00% | Add +289.1% | 677 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 504 | $10K |
| Allworth Financial LP | 0.00% | Add +49.0% | 456 | $9K |
| IFP Advisors, Inc | 0.00% | Add +95.8% | 421 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 342 | $7K |
| Essential Partners LLC | 0.00% | Reduce -64.9% | 331 | $7K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.2% | 306 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 273 | $6K |
| JPL Wealth Management, LLC | 0.00% | No change | 220 | $5K |
| Rothschild Investment LLC | 0.00% | Add +17.4% | 216 | $4K |
| California State Teachers Retirement System | 0.00% | Reduce -74.5% | 209 | $4K |
"% of holder's portfolio" is WSBF's weight in each manager's 13F, not the share of Waterstone Financial Inc. the manager owns.