Waterstone FinancialWSBF
13F holders, Q1 2026 (March 31)123holders +11
19new positions
8sold out
5famous investors
$18.03avg. 13F price*
At the end of Q1 2026, 123 institutions reported holding Waterstone Financial Inc. (WSBF) in their 13F filings, up 11 from Q4 2025. 19 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($27.2M), Dimensional Fund Advisors LP ($25.5M) and Renaissance Technologies ($19.7M). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $1.5M |
| Exits | 8 | $986K |
All 13F filers, Q4 2025 → Q1 2026: 547,158 shares bought and 271,254 shares sold, net +275,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 1,505,989 | $27.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.1% | 1,413,502 | $25.5M |
| Renaissance Technologies | 0.03% | Reduce -2.0% | 1,094,471 | $19.7M |
| Vanguard Capital Management LLC | 0.00% | — | 700,237 | $12.6M |
| State Street Corp. | 0.00% | Reduce -4.2% | 394,515 | $7.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 366,680 | $6.6M |
| Fourthstone LLC | 0.89% | Add +45.8% | 291,191 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.3% | 254,464 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +25.7% | 250,085 | $4.5M |
| AQR Capital Management | 0.00% | Add +11.4% | 224,794 | $4.1M |
| Bridgeway Capital Management, LLC | 0.07% | Add +2.8% | 205,116 | $3.7M |
| CSM Advisors, LLC | 0.08% | Reduce -0.6% | 190,125 | $3.4M |
| Donald Smith & Co., Inc. | 0.06% | Add +37.8% | 176,090 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -11.3% | 167,095 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -14.0% | 153,631 | $2.8M |
| Quantinno Capital Management LP | 0.00% | Add +10.0% | 141,411 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +4.8% | 140,079 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.1% | 126,792 | $2.3M |
| Empowered Funds, LLC | 0.01% | Add +11.3% | 122,380 | $2.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 93,078 | $1.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 87,651 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +13.5% | 85,925 | $1.5M |
| FMR LLC | 0.00% | Add +0.6% | 84,214 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.9% | 83,931 | $1.5M |
| John G Ullman & Associates Inc. | 0.15% | Reduce -3.2% | 61,248 | $1.1M |
| Teton Advisors, LLC | 0.75% | No change | 59,000 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +4.4% | 48,012 | $874K |
| Bank of America Corp. | 0.00% | Add +30.7% | 45,200 | $815K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -10.2% | 44,747 | $807K |
| Ritholtz Wealth Management | 0.01% | Add +101.7% | 43,647 | $787K |
| Nuveen, LLC | 0.00% | Add +0.8% | 43,630 | $787K |
| D. E. Shaw & Co. | 0.00% | Reduce -11.4% | 40,705 | $734K |
| Citadel Advisors | 0.00% | Add +260.5% | 39,460 | $711K |
| Martingale Asset Management L P | 0.02% | Add +96.9% | 38,234 | $689K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +27.0% | 36,840 | $664K |
| State of Wisconsin Investment Board | 0.00% | Add +3.3% | 34,600 | $624K |
| Ieq Capital, LLC | 0.00% | Add +8.7% | 32,136 | $579K |
| STRS Ohio | 0.00% | Reduce -5.1% | 31,600 | $570K |
| Qube Research & Technologies Ltd | 0.00% | Add +141.5% | 27,836 | $502K |
| Alliancebernstein L.P. | 0.00% | No change | 25,880 | $428K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 23,438 | $423K |
| Mariner, LLC | 0.00% | Add +9.7% | 21,367 | $385K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.4% | 21,058 | $383K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.3% | 19,941 | $360K |
| Rhumbline Advisers | 0.00% | Reduce -7.3% | 19,120 | $345K |
| XTX Topco Ltd | 0.01% | New | 17,618 | $318K |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 17,273 | $311K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.1% | 17,231 | $311K |
| Cwm, LLC | 0.00% | Add +12.8% | 15,968 | $288K |
| Jane Street Group, LLC | 0.00% | Reduce -27.0% | 15,682 | $283K |
| Franklin Resources Inc. | 0.00% | New | 15,199 | $274K |
| Curi Capital, LLC | 0.00% | Reduce -1.0% | 15,139 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.4% | 14,240 | $259K |
| Canada Pension Plan Investment Board | 0.00% | No change | 12,200 | $220K |
| Barclays PLC | 0.00% | Reduce -62.1% | 11,713 | $211K |
| Los Angeles Capital Management LLC | 0.00% | New | 11,368 | $205K |
| T. Rowe Price Associates Inc. | 0.00% | New | 10,810 | $195K |
| Engineers Gate Manager LP | 0.00% | New | 10,206 | $184K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Add +0.2% | 10,065 | $181K |
| GAMCO Investors | 0.00% | No change | 10,000 | $180K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 9,177 | $168K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,825 | $159K |
| UBS Group AG | 0.00% | Add +425.1% | 7,777 | $140K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.4% | 7,227 | $130K |
| Vanguard Global Advisers, LLC | 0.00% | — | 6,818 | $123K |
| Wells Fargo & Company | 0.00% | Reduce -63.6% | 6,473 | $117K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.9% | 6,036 | $109K |
| Deutsche Bank AG | 0.00% | New | 3,448 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 3,390 | $62K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,312 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +261.9% | 2,483 | $45K |
| Versant Capital Management, Inc | 0.00% | No change | 2,472 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 2,406 | $43K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 2,271 | $41K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +51.3% | 2,148 | $39K |
| New York State Common Retirement Fund | 0.00% | No change | 2,046 | $37K |
| Citigroup Inc. | 0.00% | Reduce -21.5% | 1,934 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.2% | 1,895 | $34K |
| Paladin Partners, LLC | 0.02% | No change | 1,500 | $27K |
| Legal & General Group Plc | 0.00% | Add +24.4% | 1,441 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,233 | $22K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,159 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -15.7% | 1,080 | $19K |
| Essential Partners LLC | 0.01% | Reduce -8.4% | 943 | $17K |
| Advisory Services Network, LLC | 0.00% | New | 856 | $15K |
| Simplex Trading, LLC | 0.00% | Reduce -63.5% | 842 | $15K |
| California State Teachers Retirement System | 0.00% | Reduce -11.9% | 821 | $15K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +936.0% | 777 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 666 | $12K |
| Arax Advisory Partners | 0.00% | Add +30.9% | 602 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 504 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 503 | $9K |
| Harbour Investments, Inc. | 0.00% | New | 339 | $6K |
| New York State Teachers Retirement System | 0.00% | New | 316 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -55.1% | 357 | $6K |
| Allworth Financial LP | 0.00% | Add +19.5% | 306 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 273 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 220 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -3.1% | 215 | $4K |
| GAMMA Investing LLC | 0.00% | Add +10.0% | 198 | $4K |
"% of holder's portfolio" is WSBF's weight in each manager's 13F, not the share of Waterstone Financial Inc. the manager owns.