Waterstone FinancialWSBF
13F holders, Q1 2024 (March 31)85holders
4famous investors
$12.17avg. 13F price*
At the end of Q1 2024, 85 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings. The largest holders were Dimensional Fund Advisors LP ($19.8M), BlackRock Inc. ($19.1M) and Renaissance Technologies ($15.7M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Waterstone Financial Inc.
- CUSIP
- 94188P101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.2M |
| Exits | 11 | $1.5M |
Ownership 85 holders
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.6% | 1,626,096 | $19.8M |
| BlackRock Inc. | 0.00% | Reduce -6.1% | 1,570,696 | $19.1M |
| Renaissance Technologies | 0.02% | Add +1.0% | 1,286,236 | $15.7M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 1,018,828 | $12.4M |
| Rhino Investment Partners, Inc | 1.44% | Add +14.4% | 612,754 | $7.5M |
| State Street Corp. | 0.00% | Reduce -2.5% | 472,903 | $5.8M |
| Bridgeway Capital Management, LLC | 0.10% | Add +6.6% | 403,876 | $4.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 403,103 | $4.9M |
| Morgan Stanley | 0.00% | Reduce -12.0% | 195,683 | $2.4M |
| Brandywine Global Investment Management, LLC | 0.02% | No change | 176,471 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 176,258 | $2.1M |
| Foundry Partners, LLC | 0.11% | Reduce -0.5% | 161,860 | $2.0M |
| American Century Companies Inc. | 0.00% | Reduce -0.2% | 156,592 | $1.9M |
| Dean Investment Associates, LLC | 0.26% | Reduce -8.7% | 154,913 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.1% | 151,323 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +126.4% | 113,951 | $1.4M |
| Invesco Ltd. | 0.00% | Add +104.5% | 96,703 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.1% | 89,121 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.3% | 87,052 | $1.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 66,292 | $807K |
| Empowered Funds, LLC | 0.01% | Add +8.1% | 65,276 | $794K |
| Teton Advisors, Inc. | 0.28% | No change | 63,000 | $767K |
| Dean Capital Management | 0.38% | Reduce -7.6% | 53,040 | $645K |
| Legato Capital Management LLC | 0.08% | Reduce -7.6% | 53,040 | $645K |
| FMR LLC | 0.00% | Reduce -0.4% | 52,184 | $635K |
| John G Ullman & Associates Inc. | 0.09% | Reduce -23.3% | 46,222 | $563K |
| Two Sigma Advisers, LP | 0.00% | Reduce -22.4% | 43,082 | $524K |
| STRS Ohio | 0.00% | Add +4.9% | 42,900 | $522K |
| Two Sigma Investments, LP | 0.00% | Reduce -3.6% | 37,256 | $453K |
| JPMorgan Chase & Co. | 0.00% | Add +22.5% | 35,459 | $432K |
| State of Wisconsin Investment Board | 0.00% | Reduce -22.0% | 33,600 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.2% | 32,210 | $392K |
| Exchange Traded Concepts, LLC | 0.01% | Add +7.7% | 30,693 | $374K |
| Gsa Capital Partners LLP | 0.03% | New | 29,169 | $355K |
| Rhumbline Advisers | 0.00% | Reduce -9.5% | 28,926 | $352K |
| Bank of America Corp. | 0.00% | Reduce -35.4% | 27,124 | $330K |
| Quadrature Capital Ltd | 0.00% | New | 22,555 | $274K |
| Los Angeles Capital Management LLC | 0.00% | Add +87.0% | 22,375 | $272K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +46.8% | 21,732 | $264K |
| BHZ Capital Management, LP | 0.43% | Reduce -32.5% | 21,568 | $262K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 18,420 | $224K |
| Curi Capital, LLC | 0.01% | No change | 18,194 | $221K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 14,429 | $218K |
| UBS Group AG | 0.00% | Reduce -6.1% | 17,781 | $216K |
| Citadel Advisors | 0.00% | Reduce -58.0% | 17,388 | $212K |
| Royal Bank of Canada | 0.00% | Reduce -20.3% | 15,389 | $187K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 13,881 | $169K |
| AQR Capital Management | 0.00% | Reduce -28.8% | 13,140 | $160K |
| Barclays PLC | 0.00% | Reduce -48.3% | 12,995 | $158K |
| Deutsche Bank AG | 0.00% | No change | 12,914 | $157K |
| Federated Hermes, Inc. | 0.00% | Reduce -90.7% | 12,404 | $151K |
| D. E. Shaw & Co. | 0.00% | New | 12,371 | $151K |
| Denali Advisors LLC | 0.04% | No change | 11,900 | $145K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.1% | 11,269 | $135K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 10,767 | $131K |
| First Trust Advisors LP | 0.00% | Reduce -5.2% | 10,092 | $123K |
| Keeley-Teton Advisors, LLC | 0.01% | No change | 10,000 | $122K |
| Arnhold LLC | 0.01% | New | 10,000 | $122K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,876 | $120K |
| American International Group, Inc. | 0.00% | Reduce -2.2% | 8,555 | $104K |
| BNP Paribas Financial Markets | 0.00% | Add +62.9% | 8,398 | $102K |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 8,068 | $98K |
| Wells Fargo & Company | 0.00% | Add +2.7% | 6,150 | $75K |
| Citigroup Inc. | 0.00% | Add +33.8% | 3,781 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.6% | 3,678 | $45K |
| nVerses Capital, LLC | 0.09% | New | 3,100 | $38K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,299 | $28K |
| Cwm, LLC | 0.00% | Reduce -20.0% | 2,197 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -38.5% | 2,115 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,822 | $22K |
| California State Teachers Retirement System | 0.00% | Reduce -39.7% | 1,745 | $21K |
| Legal & General Group Plc | 0.00% | No change | 1,471 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +400.0% | 1,370 | $17K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.8% | 1,205 | $15K |
| Metropolitan Life Insurance Co | 0.00% | No change | 1,016 | $12K |
| Amalgamated Bank | 0.00% | Reduce -57.0% | 744 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 282 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +105.0% | 123 | $1K |
| Avion Wealth | 0.00% | No change | 45 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 63 | $772 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -67.7% | 42 | $512 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 23 | $280 |
| Avior Wealth Management, LLC | 0.00% | New | 4 | $48 |
| Huntington National Bank | 0.00% | Reduce -98.5% | 1 | $12 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 14 | $0 |
"% of holder's portfolio" is WSBF's weight in each manager's 13F, not the share of Waterstone Financial Inc. the manager owns.