Waterstone FinancialWSBF
13F holders, Q2 2025 (June 30)96holders +1
13new positions
11sold out
6famous investors
$13.81avg. 13F price*
At the end of Q2 2025, 96 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 1 from Q1 2025. 13 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($23.7M), Dimensional Fund Advisors LP ($19.8M) and Renaissance Technologies ($15.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.9M |
| Exits | 11 | $8.3M |
All 13F filers, Q1 2025 → Q2 2025: 687,420 shares bought and 886,030 shares sold, net −198,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 1,717,280 | $23.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.2% | 1,434,547 | $19.8M |
| Renaissance Technologies | 0.02% | Reduce -1.8% | 1,134,936 | $15.7M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 943,736 | $13.0M |
| Bridgeway Capital Management, LLC | 0.14% | Add +1.9% | 438,837 | $6.1M |
| State Street Corp. | 0.00% | Reduce -3.1% | 436,369 | $6.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.0% | 406,749 | $5.6M |
| CSM Advisors, LLC | 0.08% | New | 197,250 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +30.5% | 190,766 | $2.6M |
| Morgan Stanley | 0.00% | Add +1.6% | 185,140 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +3.6% | 159,875 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.6% | 153,891 | $2.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 143,992 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.4% | 123,057 | $1.7M |
| Citadel Advisors | 0.00% | Add +23.8% | 99,322 | $1.4M |
| Empowered Funds, LLC | 0.01% | Add +9.8% | 91,790 | $1.3M |
| AQR Capital Management | 0.00% | Add +78.5% | 81,381 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 79,371 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 73,669 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Add +212.3% | 64,155 | $886K |
| Fourthstone LLC | 0.17% | Add +176.7% | 63,194 | $873K |
| FMR LLC | 0.00% | Add +3.4% | 61,495 | $849K |
| Teton Advisors, Inc. | 0.52% | No change | 59,000 | $815K |
| HSBC Holdings PLC | 0.00% | Add +265.6% | 55,028 | $768K |
| D. E. Shaw & Co. | 0.00% | Add +19.0% | 54,988 | $759K |
| Two Sigma Advisers, LP | 0.00% | Add +88.6% | 54,282 | $750K |
| John G Ullman & Associates Inc. | 0.10% | Reduce -44.9% | 51,100 | $706K |
| Quantinno Capital Management LP | 0.00% | Add +65.2% | 48,225 | $666K |
| UBS Group AG | 0.00% | Add +41.9% | 46,874 | $647K |
| Nuveen, LLC | 0.00% | Reduce -30.7% | 43,295 | $598K |
| Gsa Capital Partners LLP | 0.04% | Add +42.1% | 41,684 | $576K |
| Barclays PLC | 0.00% | Add +101.2% | 38,530 | $532K |
| Bank of America Corp. | 0.00% | Add +44.7% | 37,012 | $511K |
| STRS Ohio | 0.00% | Add +4.5% | 37,000 | $511K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -23.2% | 34,872 | $482K |
| Invesco Ltd. | 0.00% | Reduce -16.4% | 29,677 | $410K |
| State of Wisconsin Investment Board | 0.00% | Add +30.9% | 28,400 | $392K |
| Rhumbline Advisers | 0.00% | Add +6.7% | 26,848 | $371K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 23,720 | $328K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.2% | 22,813 | $315K |
| Jane Street Group, LLC | 0.00% | Reduce -15.8% | 21,763 | $301K |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 20,880 | $288K |
| Squarepoint Ops LLC | 0.00% | New | 20,108 | $278K |
| Millennium Management | 0.00% | Reduce -35.5% | 18,613 | $257K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 17,295 | $239K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 16,902 | $233K |
| Curi Capital, LLC | 0.00% | No change | 16,489 | $228K |
| Los Angeles Capital Management LLC | 0.00% | Add +7.7% | 15,840 | $219K |
| First Trust Advisors LP | 0.00% | Add +4.3% | 12,174 | $168K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.9% | 11,251 | $155K |
| Mariner, LLC | 0.00% | New | 11,042 | $152K |
| Ritholtz Wealth Management | 0.00% | New | 10,793 | $149K |
| Deutsche Bank AG | 0.00% | No change | 10,607 | $146K |
| Panagora Asset Management Inc. | 0.00% | New | 10,324 | $143K |
| Wells Fargo & Company | 0.00% | Add +5.1% | 10,146 | $140K |
| GAMCO Investors | 0.00% | New | 10,000 | $138K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,607 | $133K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.4% | 8,650 | $119K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,665 | $78K |
| Citigroup Inc. | 0.00% | Reduce -50.1% | 5,562 | $77K |
| BNP Paribas Financial Markets | 0.00% | Add +10.5% | 5,198 | $72K |
| Cwm, LLC | 0.00% | Add +9.3% | 4,623 | $64K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.1% | 3,056 | $42K |
| Osaic Holdings, Inc. | 0.00% | Add +11.3% | 2,504 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.7% | 2,494 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +21.8% | 2,205 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +83.3% | 2,123 | $29K |
| New York State Common Retirement Fund | 0.00% | No change | 2,046 | $28K |
| Raymond James Financial Inc. | 0.00% | New | 2,000 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +557.9% | 1,875 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,822 | $25K |
| Legal & General Group Plc | 0.00% | No change | 1,471 | $20K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +19.0% | 1,396 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,370 | $19K |
| California State Teachers Retirement System | 0.00% | No change | 1,193 | $16K |
| Amalgamated Bank | 0.00% | No change | 744 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.3% | 508 | $7K |
| Sterling Capital Management LLC | 0.00% | Add +63.3% | 454 | $6K |
| Essential Partners LLC | 0.00% | — | 290 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -61.3% | 158 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -14.9% | 148 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +111.1% | 133 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 127 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $2K |
| IFP Advisors, Inc | 0.00% | New | 96 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 96 | $1K |
| Allworth Financial LP | 0.00% | New | 80 | $1K |
| Covestor Ltd | 0.00% | New | 39 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 64 | $884 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 60 | $829 |
| Rothschild Investment LLC | 0.00% | Add +350.0% | 45 | $621 |
| True Wealth Design, LLC | 0.00% | Reduce -78.4% | 22 | $304 |
| Brooklyn Investment Group | 0.00% | New | 21 | $291 |
| Huntington National Bank | 0.00% | No change | 1 | $14 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 14 | $0 |
| Avion Wealth | 0.00% | No change | 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.