Waterstone FinancialWSBF
13F holders, Q1 2025 (March 31)95holders +3
11new positions
8sold out
5famous investors
$13.45avg. 13F price*
At the end of Q1 2025, 95 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 3 from Q4 2024. 11 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($24.1M), Dimensional Fund Advisors LP ($19.9M) and Renaissance Technologies ($15.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $930K |
| Exits | 8 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 493,701 shares bought and 517,574 shares sold, net −23,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| BlackRock, Inc. | 0.00% | Add +14.9% | 1,788,458 | $24.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.1% | 1,481,762 | $19.9M |
| Renaissance Technologies | 0.02% | Reduce -3.1% | 1,156,036 | $15.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 936,566 | $12.6M |
| Rhino Investment Partners, Inc | 1.84% | Reduce -25.3% | 555,513 | $7.5M |
| State Street Corp. | 0.00% | Reduce -1.4% | 450,396 | $6.1M |
| Bridgeway Capital Management, LLC | 0.15% | Reduce -0.2% | 430,638 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 402,641 | $5.4M |
| Foundry Partners, LLC | 0.14% | Reduce -0.6% | 203,550 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 182,279 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 159,690 | $2.1M |
| American Century Companies Inc. | 0.00% | Add +0.8% | 154,347 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +32.0% | 146,148 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.9% | 143,486 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.2% | 105,748 | $1.4M |
| John G Ullman & Associates Inc. | 0.19% | Reduce -14.4% | 92,711 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +7.5% | 83,591 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 80,573 | $1.1M |
| Citadel Advisors | 0.00% | Add +91.4% | 80,201 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 77,942 | $1.0M |
| Nuveen, LLC | 0.00% | — | 62,484 | $840K |
| FMR LLC | 0.00% | Reduce -4.5% | 59,469 | $800K |
| Teton Advisors, Inc. | 0.51% | Reduce -1.7% | 59,000 | $794K |
| D. E. Shaw & Co. | 0.00% | Add +24.1% | 46,197 | $621K |
| AQR Capital Management | 0.00% | Add +16.7% | 45,595 | $613K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +49.8% | 45,410 | $611K |
| Invesco Ltd. | 0.00% | Reduce -28.8% | 35,477 | $477K |
| STRS Ohio | 0.00% | Reduce -7.3% | 35,400 | $476K |
| UBS Group AG | 0.00% | Add +203.9% | 33,040 | $444K |
| Gsa Capital Partners LLP | 0.04% | Add +34.5% | 29,341 | $395K |
| Quantinno Capital Management LP | 0.00% | Add +93.6% | 29,200 | $393K |
| Millennium Management | 0.00% | Add +31.8% | 28,837 | $388K |
| Two Sigma Advisers, LP | 0.00% | Reduce -12.7% | 28,782 | $387K |
| Jane Street Group, LLC | 0.00% | Add +29.8% | 25,843 | $348K |
| Bank of America Corp. | 0.00% | Reduce -18.9% | 25,585 | $344K |
| Rhumbline Advisers | 0.00% | Reduce -5.5% | 25,172 | $339K |
| Susquehanna International Group, LLP | 0.00% | Add +66.2% | 24,330 | $327K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 24,144 | $325K |
| Fourthstone LLC | 0.08% | Reduce -39.1% | 22,837 | $307K |
| State of Wisconsin Investment Board | 0.00% | Reduce -10.3% | 21,700 | $292K |
| Alliancebernstein L.P. | 0.00% | No change | 20,580 | $277K |
| Two Sigma Investments, LP | 0.00% | Reduce -16.1% | 20,540 | $276K |
| Hillsdale Investment Management Inc. | 0.01% | New | 20,300 | $273K |
| Barclays PLC | 0.00% | Reduce -20.8% | 19,153 | $258K |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 16,743 | $225K |
| Curi Capital, LLC | 0.01% | No change | 16,489 | $222K |
| Trexquant Investment LP | 0.00% | New | 16,236 | $218K |
| HSBC Holdings PLC | 0.00% | New | 15,050 | $204K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 14,750 | $198K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.9% | 14,705 | $198K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 11,672 | $157K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.5% | 11,359 | $152K |
| Citigroup Inc. | 0.00% | Reduce -11.3% | 11,144 | $150K |
| Deutsche Bank AG | 0.00% | No change | 10,607 | $143K |
| Keeley-Teton Advisors, LLC | 0.02% | No change | 10,000 | $135K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 9,654 | $130K |
| MetLife Investment Management, LLC | 0.00% | Add +5.9% | 9,607 | $129K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 9,546 | $128K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 7,880 | $106K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,665 | $76K |
| BNP Paribas Financial Markets | 0.00% | Add +132.5% | 4,703 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.3% | 4,595 | $62K |
| Cwm, LLC | 0.00% | Add +17.0% | 4,228 | $57K |
| Russell Investments Group, Ltd. | 0.00% | Add +297.4% | 3,187 | $43K |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 2,250 | $30K |
| New York State Common Retirement Fund | 0.00% | No change | 2,046 | $28K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,822 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +8.0% | 1,810 | $24K |
| Acadian Asset Management LLC | 0.00% | New | 1,705 | $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 |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.3% | 1,173 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +28.9% | 1,158 | $16K |
| Amalgamated Bank | 0.00% | No change | 744 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 660 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 469 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +17.6% | 408 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.1% | 285 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 278 | $4K |
| GAMMA Investing LLC | 0.00% | Add +1142.9% | 174 | $2K |
| SVB Wealth LLC | 0.00% | New | 161 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 127 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $2K |
| True Wealth Design, LLC | 0.00% | Add +82.1% | 102 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 96 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | New | 60 | $807 |
| Cornerstone Planning Group LLC | 0.00% | No change | 63 | $770 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $404 |
| US Bancorp \de | 0.00% | No change | 14 | $188 |
| Rothschild Investment LLC | 0.00% | Reduce -75.0% | 10 | $135 |
| 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 |
| Avion Wealth | 0.00% | New | 45 | $0 |
"% of holder's portfolio" is WSBF's weight in each manager's 13F, not the share of Waterstone Financial Inc. the manager owns.