Waterstone FinancialWSBF
13F holders, Q4 2024 (December 31)92holders +4
9new positions
7sold out
5famous investors
$13.44avg. 13F price*
At the end of Q4 2024, 92 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 4 from Q3 2024. 9 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($20.9M), Dimensional Fund Advisors LP ($20.3M) and Renaissance Technologies ($16.0M). 5 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.8M |
| Exits | 7 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 256,210 shares bought and 464,040 shares sold, net −207,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| BlackRock, Inc. | 0.00% | Add +0.2% | 1,556,814 | $20.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.3% | 1,513,327 | $20.3M |
| Renaissance Technologies | 0.02% | Reduce -2.7% | 1,192,836 | $16.0M |
| Vanguard Group Inc. | 0.00% | Reduce -8.1% | 942,749 | $12.7M |
| Rhino Investment Partners, Inc | 2.21% | Reduce -4.0% | 743,233 | $10.0M |
| State Street Corp. | 0.00% | Reduce -1.2% | 456,654 | $6.1M |
| Bridgeway Capital Management, LLC | 0.13% | Add +0.9% | 431,520 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 396,367 | $5.3M |
| Foundry Partners, LLC | 0.14% | Reduce -0.2% | 204,790 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -9.6% | 194,323 | $2.6M |
| Northern Trust Corp. | 0.00% | Add +3.2% | 163,551 | $2.2M |
| American Century Companies Inc. | 0.00% | Reduce -1.4% | 153,141 | $2.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 144,733 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.2% | 117,815 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +8.4% | 110,709 | $1.5M |
| John G Ullman & Associates Inc. | 0.21% | Add +19.3% | 108,342 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +65.0% | 85,628 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +5.0% | 77,773 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 76,747 | $1.0M |
| Nuveen Asset Management, LLC | 0.00% | No change | 66,292 | $891K |
| FMR LLC | 0.00% | Reduce -12.3% | 62,268 | $837K |
| Teton Advisors, Inc. | 0.42% | Reduce -4.8% | 60,000 | $806K |
| Dean Investment Associates, LLC | 0.10% | Reduce -53.1% | 50,176 | $674K |
| Invesco Ltd. | 0.00% | Add +1.1% | 49,830 | $670K |
| Citadel Advisors | 0.00% | New | 41,908 | $563K |
| AQR Capital Management | 0.00% | Add +3.5% | 39,083 | $525K |
| STRS Ohio | 0.00% | Add +8.8% | 38,200 | $513K |
| Fourthstone LLC | 0.10% | New | 37,511 | $504K |
| D. E. Shaw & Co. | 0.00% | Add +11.5% | 37,220 | $500K |
| Dean Capital Management | 0.19% | Reduce -49.8% | 33,819 | $455K |
| Two Sigma Advisers, LP | 0.00% | Reduce -1.8% | 32,982 | $443K |
| Bank of America Corp. | 0.00% | Add +8.1% | 31,552 | $424K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -2.5% | 30,317 | $407K |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 26,652 | $358K |
| Two Sigma Investments, LP | 0.00% | Add +2.8% | 24,475 | $329K |
| State of Wisconsin Investment Board | 0.00% | Reduce -13.3% | 24,200 | $325K |
| Barclays PLC | 0.00% | Add +16.1% | 24,187 | $325K |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.5% | 24,213 | $325K |
| Millennium Management | 0.00% | Add +108.7% | 21,882 | $294K |
| Gsa Capital Partners LLP | 0.02% | Add +10.1% | 21,812 | $293K |
| Legato Capital Management LLC | 0.04% | Reduce -49.4% | 21,267 | $286K |
| Alliancebernstein L.P. | 0.00% | No change | 20,580 | $277K |
| Jane Street Group, LLC | 0.00% | Reduce -31.5% | 19,915 | $268K |
| Royal Bank of Canada | 0.00% | Add +6.6% | 17,797 | $239K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -19.6% | 16,875 | $227K |
| Curi Capital, LLC | 0.01% | Reduce -9.4% | 16,489 | $222K |
| Quantinno Capital Management LP | 0.00% | New | 15,084 | $203K |
| Susquehanna International Group, LLP | 0.00% | New | 14,639 | $197K |
| Quadrature Capital Ltd | 0.00% | New | 14,548 | $196K |
| Citigroup Inc. | 0.00% | Add +6.3% | 12,564 | $169K |
| First Trust Advisors LP | 0.00% | No change | 11,771 | $158K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.1% | 11,421 | $153K |
| UBS Group AG | 0.00% | Reduce -19.0% | 10,871 | $146K |
| Deutsche Bank AG | 0.00% | New | 10,607 | $143K |
| Mariner, LLC | 0.00% | Reduce -1.8% | 10,035 | $135K |
| Keeley-Teton Advisors, LLC | 0.02% | No change | 10,000 | $134K |
| Wells Fargo & Company | 0.00% | Add +27.8% | 9,441 | $127K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.1% | 9,156 | $123K |
| MetLife Investment Management, LLC | 0.00% | Reduce -16.7% | 9,074 | $122K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 7,996 | $107K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,665 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 4,906 | $66K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 3,614 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 2,138 | $29K |
| New York State Common Retirement Fund | 0.00% | No change | 2,046 | $27K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.2% | 2,023 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,822 | $24K |
| Versant Capital Management, Inc | 0.00% | New | 1,676 | $23K |
| Oarsman Capital, Inc. | 0.00% | No change | 1,645 | $22K |
| Legal & General Group Plc | 0.00% | No change | 1,471 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,370 | $18K |
| California State Teachers Retirement System | 0.00% | No change | 1,193 | $16K |
| Arax Advisory Partners | 0.00% | Add +18.9% | 1,135 | $15K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -24.5% | 1,026 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -71.0% | 898 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +123.4% | 802 | $11K |
| Amalgamated Bank | 0.00% | No change | 744 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +892.3% | 516 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +338.3% | 469 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +15.3% | 347 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 282 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 96 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 85 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 63 | $851 |
| True Wealth Design, LLC | 0.00% | New | 56 | $753 |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 40 | $538 |
| US Bancorp \de | 0.00% | No change | 14 | $188 |
| GAMMA Investing LLC | 0.00% | New | 14 | $188 |
| Huntington National Bank | 0.00% | No change | 1 | $13 |
| Quent Capital, LLC | 0.00% | No change | 1 | $9 |
| 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.