Waterstone FinancialWSBF
13F holders, Q3 2025 (September 30)102holders +6
13new positions
7sold out
6famous investors
$15.60avg. 13F price*
At the end of Q3 2025, 102 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 6 from Q2 2025. 13 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($24.6M), Dimensional Fund Advisors LP ($22.3M) and Renaissance Technologies ($18.0M). 6 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Waterstone Financial Inc.
- CUSIP
- 94188P101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.8M |
| Exits | 7 | $860K |
All 13F filers, Q2 2025 → Q3 2025: 528,541 shares bought and 688,189 shares sold, net −159,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| BlackRock, Inc. | 0.00% | Reduce -8.2% | 1,576,826 | $24.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.5% | 1,427,285 | $22.3M |
| Renaissance Technologies | 0.02% | Add +1.5% | 1,151,636 | $18.0M |
| Vanguard Group Inc. | 0.00% | Reduce -3.7% | 909,118 | $14.2M |
| State Street Corp. | 0.00% | Reduce -3.0% | 423,293 | $6.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -5.7% | 383,746 | $6.0M |
| Bridgeway Capital Management, LLC | 0.08% | Reduce -44.0% | 245,758 | $3.8M |
| CSM Advisors, LLC | 0.08% | Reduce -3.2% | 191,010 | $3.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 190,766 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.2% | 171,254 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 168,006 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +4.5% | 166,984 | $2.6M |
| AQR Capital Management | 0.00% | Add +103.8% | 165,876 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 142,422 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.1% | 132,384 | $2.1M |
| Fourthstone LLC | 0.36% | Add +103.4% | 128,559 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +132.1% | 111,914 | $1.7M |
| Empowered Funds, LLC | 0.02% | Add +7.5% | 98,722 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 80,352 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +25.1% | 80,260 | $1.3M |
| FMR LLC | 0.00% | Add +10.5% | 67,949 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -34.7% | 64,879 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Add +13.1% | 61,382 | $958K |
| Teton Advisors, LLC | 0.57% | — | 59,000 | $920K |
| John G Ullman & Associates Inc. | 0.12% | Add +10.6% | 56,498 | $881K |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.6% | 51,901 | $810K |
| HSBC Holdings PLC | 0.00% | Reduce -5.9% | 51,788 | $798K |
| D. E. Shaw & Co. | 0.00% | Reduce -7.3% | 50,955 | $795K |
| Nuveen, LLC | 0.00% | No change | 43,295 | $675K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +19.2% | 41,575 | $649K |
| STRS Ohio | 0.00% | No change | 37,000 | $577K |
| Bank of America Corp. | 0.00% | Reduce -8.9% | 33,730 | $526K |
| Jane Street Group, LLC | 0.00% | Add +42.8% | 31,086 | $485K |
| Barclays PLC | 0.00% | Reduce -21.7% | 30,174 | $471K |
| Marshall Wace, LLP | 0.00% | New | 28,431 | $444K |
| Millennium Management | 0.00% | Add +48.6% | 27,654 | $431K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +55.6% | 26,904 | $420K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.4% | 26,000 | $406K |
| Russell Investments Group, Ltd. | 0.00% | Add +728.8% | 25,329 | $395K |
| Ieq Capital, LLC | 0.00% | New | 24,348 | $380K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 23,688 | $370K |
| Invesco Ltd. | 0.00% | Reduce -20.9% | 23,475 | $366K |
| Rhumbline Advisers | 0.00% | Reduce -12.9% | 23,380 | $365K |
| Gsa Capital Partners LLP | 0.03% | Reduce -44.4% | 23,190 | $362K |
| Alliancebernstein L.P. | 0.00% | No change | 20,880 | $326K |
| Ritholtz Wealth Management | 0.01% | Add +61.4% | 17,423 | $272K |
| HRT Financial LP | 0.00% | New | 17,363 | $270K |
| Curi Capital, LLC | 0.00% | No change | 16,489 | $257K |
| Deutsche Bank AG | 0.00% | Add +48.0% | 15,695 | $245K |
| Mariner, LLC | 0.00% | Add +32.7% | 14,654 | $229K |
| Wells Fargo & Company | 0.00% | Add +29.0% | 13,089 | $204K |
| Cwm, LLC | 0.00% | Add +163.1% | 12,165 | $190K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.6% | 11,317 | $177K |
| Brandywine Global Investment Management, LLC | 0.00% | New | 10,670 | $166K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,590 | $165K |
| First Trust Advisors LP | 0.00% | Reduce -15.3% | 10,305 | $161K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.4% | 10,280 | $160K |
| GAMCO Investors | 0.00% | No change | 10,000 | $156K |
| UBS Group AG | 0.00% | Reduce -78.8% | 9,955 | $155K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,607 | $150K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 8,853 | $138K |
| Arax Advisory Partners | 0.00% | New | 7,618 | $119K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.6% | 7,385 | $115K |
| BNP Paribas Financial Markets | 0.00% | Add +10.1% | 5,724 | $89K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,665 | $88K |
| Versant Capital Management, Inc | 0.01% | Add +23.5% | 2,724 | $42K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 2,636 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.4% | 2,219 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.4% | 2,111 | $33K |
| New York State Common Retirement Fund | 0.00% | No change | 2,046 | $32K |
| Larson Financial Group LLC | 0.00% | New | 1,932 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,822 | $28K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 1,764 | $28K |
| Legal & General Group Plc | 0.00% | No change | 1,471 | $23K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.1% | 1,395 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.4% | 1,392 | $22K |
| Simplex Trading, LLC | 0.00% | New | 1,362 | $21K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 1,194 | $19K |
| Sterling Capital Management LLC | 0.00% | Add +133.9% | 1,062 | $17K |
| Royal Bank of Canada | 0.00% | Reduce -93.8% | 1,057 | $16K |
| Point72 (DIFC) Ltd | 0.00% | New | 859 | $13K |
| Essential Partners LLC | 0.00% | Add +189.0% | 838 | $13K |
| Amalgamated Bank | 0.00% | No change | 744 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 508 | $8K |
| Citigroup Inc. | 0.00% | Reduce -91.2% | 487 | $8K |
| Optiver Holding B.V. | 0.00% | New | 276 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +32.9% | 210 | $3K |
| Allworth Financial LP | 0.00% | Add +150.0% | 200 | $3K |
| GAMMA Investing LLC | 0.00% | Add +31.8% | 195 | $3K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 135 | $2K |
| IFP Advisors, Inc | 0.00% | Add +29.2% | 124 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +59.4% | 102 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 96 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -88.0% | 16 | $1K |
| Covestor Ltd | 0.00% | Add +64.1% | 64 | $1K |
| True Wealth Design, LLC | 0.00% | Add +186.4% | 63 | $983 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 60 | $936 |
| Huntington National Bank | 0.00% | No change | 1 | $16 |
| Quent Capital, LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is WSBF's weight in each manager's 13F, not the share of Waterstone Financial Inc. the manager owns.