Waterstone FinancialWSBF
13F holders, Q4 2025 (December 31)112holders +10
16new positions
5sold out
6famous investors
$16.55avg. 13F price*
At the end of Q4 2025, 112 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 10 from Q3 2025. 16 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($25.4M), Dimensional Fund Advisors LP ($23.4M) and Renaissance Technologies ($18.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $3.6M |
| Exits | 5 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 485,050 shares bought and 438,646 shares sold, net +46,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 1,532,723 | $25.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.8% | 1,415,149 | $23.4M |
| Renaissance Technologies | 0.03% | Reduce -3.0% | 1,117,236 | $18.5M |
| Vanguard Group Inc. | 0.00% | Reduce -2.5% | 885,971 | $14.7M |
| State Street Corp. | 0.00% | Reduce -2.7% | 411,802 | $6.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.4% | 370,663 | $6.1M |
| AQR Capital Management | 0.00% | Add +21.6% | 201,704 | $3.3M |
| Fourthstone LLC | 0.62% | Add +55.3% | 199,702 | $3.3M |
| Bridgeway Capital Management, LLC | 0.07% | Reduce -18.8% | 199,616 | $3.3M |
| American Century Companies Inc. | 0.00% | Add +19.2% | 199,005 | $3.3M |
| CSM Advisors, LLC | 0.09% | Add +0.1% | 191,295 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -1.2% | 188,492 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.1% | 180,061 | $3.0M |
| Morgan Stanley | 0.00% | Add +6.3% | 178,624 | $3.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 133,668 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 132,271 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +14.9% | 128,603 | $2.1M |
| Donald Smith & Co., Inc. | 0.04% | New | 127,770 | $2.1M |
| Empowered Funds, LLC | 0.03% | Add +11.4% | 109,950 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +6.4% | 85,509 | $1.4M |
| FMR LLC | 0.00% | Add +23.1% | 83,682 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -5.7% | 75,706 | $1.3M |
| John G Ullman & Associates Inc. | 0.14% | Add +11.9% | 63,248 | $1.0M |
| Teton Advisors, LLC | 0.68% | No change | 59,000 | $976K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +19.9% | 49,839 | $825K |
| Two Sigma Advisers, LP | 0.00% | Reduce -22.8% | 47,382 | $784K |
| D. E. Shaw & Co. | 0.00% | Reduce -9.9% | 45,929 | $760K |
| HSBC Holdings PLC | 0.00% | Reduce -11.2% | 45,975 | $759K |
| Nuveen, LLC | 0.00% | No change | 43,295 | $717K |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.9% | 41,590 | $688K |
| Bank of America Corp. | 0.00% | Add +2.5% | 34,588 | $572K |
| State of Wisconsin Investment Board | 0.00% | Add +28.9% | 33,500 | $554K |
| STRS Ohio | 0.00% | Reduce -10.0% | 33,300 | $551K |
| Barclays PLC | 0.00% | Add +2.5% | 30,924 | $512K |
| Ieq Capital, LLC | 0.00% | Add +21.4% | 29,563 | $489K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.8% | 28,998 | $480K |
| Alliancebernstein L.P. | 0.00% | Add +23.9% | 25,880 | $428K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 24,704 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 23,438 | $388K |
| Ritholtz Wealth Management | 0.01% | Add +24.2% | 21,637 | $358K |
| Gsa Capital Partners LLP | 0.03% | Reduce -6.8% | 21,616 | $358K |
| Jane Street Group, LLC | 0.00% | Reduce -30.9% | 21,475 | $355K |
| Rhumbline Advisers | 0.00% | Reduce -11.8% | 20,625 | $341K |
| Mariner, LLC | 0.00% | Add +32.9% | 19,480 | $322K |
| Martingale Asset Management L P | 0.01% | New | 19,417 | $321K |
| Invesco Ltd. | 0.00% | Reduce -18.6% | 19,114 | $316K |
| Wells Fargo & Company | 0.00% | Add +35.7% | 17,764 | $294K |
| Millennium Management | 0.00% | Reduce -38.9% | 16,886 | $279K |
| Curi Capital, LLC | 0.00% | Reduce -7.2% | 15,295 | $253K |
| Cwm, LLC | 0.00% | Add +16.3% | 14,152 | $234K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.3% | 14,117 | $234K |
| Susquehanna International Group, LLP | 0.00% | New | 12,842 | $213K |
| Canada Pension Plan Investment Board | 0.00% | New | 12,200 | $202K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,446 | $192K |
| Qube Research & Technologies Ltd | 0.00% | New | 11,526 | $191K |
| Citadel Advisors | 0.00% | Reduce -83.1% | 10,946 | $181K |
| Brandywine Global Investment Management, LLC | 0.00% | No change | 10,670 | $177K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 10,045 | $166K |
| GAMCO Investors | 0.00% | No change | 10,000 | $166K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.1% | 8,825 | $146K |
| BNP Paribas Financial Markets | 0.00% | Add +42.2% | 8,142 | $135K |
| SG Americas Securities, LLC | 0.00% | New | 7,621 | $126K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.4% | 7,057 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.1% | 3,388 | $56K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -41.5% | 3,312 | $55K |
| Versant Capital Management, Inc | 0.01% | Reduce -9.3% | 2,472 | $41K |
| Citigroup Inc. | 0.00% | Add +405.8% | 2,463 | $41K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.6% | 2,313 | $38K |
| Simplex Trading, LLC | 0.00% | Add +69.3% | 2,306 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.1% | 2,264 | $37K |
| New York State Common Retirement Fund | 0.00% | No change | 2,046 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.7% | 1,938 | $32K |
| Paladin Partners, LLC | 0.02% | — | 1,500 | $25K |
| UBS Group AG | 0.00% | Reduce -85.1% | 1,481 | $25K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.8% | 1,420 | $23K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,281 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -32.3% | 1,233 | $20K |
| Legal & General Group Plc | 0.00% | Reduce -21.3% | 1,158 | $19K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,159 | $19K |
| Essential Partners LLC | 0.01% | Add +22.8% | 1,029 | $17K |
| California State Teachers Retirement System | 0.00% | Reduce -21.9% | 932 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -17.6% | 875 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -24.7% | 796 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.7% | 686 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.8% | 504 | $8K |
| Amalgamated Bank | 0.00% | Reduce -35.9% | 477 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -94.0% | 460 | $8K |
| Optiver Holding B.V. | 0.00% | No change | 276 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 273 | $5K |
| Allworth Financial LP | 0.00% | Add +28.0% | 256 | $4K |
| IFP Advisors, Inc | 0.00% | Add +79.0% | 222 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 210 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1000.0% | 176 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -7.7% | 180 | $3K |
| Rothschild Investment LLC | 0.00% | Add +12.6% | 152 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -92.8% | 140 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $2K |
| Signaturefd, LLC | 0.00% | New | 102 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.0% | 95 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 75 | $1K |
"% of holder's portfolio" is WSBF's weight in each manager's 13F, not the share of Waterstone Financial Inc. the manager owns.