WATERSTONE FINANCIAL INC WSBF
$20.60
-1.4% 52w: $12.82 – $20.89
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data12.8216.8620.89
Jun 20, 2025 Jul 2, 2026
Institutional holders
123
+11 QoQ
13F value
$169.7M
+11.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.2×
$1K calls / $7K puts
Institutional value by quarter
Number of holders
Who owns WSBF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 1.5M | $27.2M | 0.0% | -1.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.4M | $25.5M | 0.0% | -0.1% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 1.1M | $19.7M | 0.0% | -2.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 700.2K | $12.6M | 0.0% | — |
| STATE STREET CORP | Index provider | 394.5K | $7.1M | 0.0% | -4.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 366.7K | $6.6M | 0.0% | -1.1% |
| Fourthstone LLC ★2 | Fundamental diversified | 291.2K | $5.3M | 0.9% | +45.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 254.5K | $4.6M | 0.0% | +41.3% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 250.1K | $4.5M | 0.0% | +25.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 224.8K | $4.1M | 0.0% | +11.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 205.1K | $3.7M | 0.1% | +2.8% |
| CSM Advisors, LLC | Other | 190.1K | $3.4M | 0.1% | -0.6% |
| DONALD SMITH & CO., INC. ★2 | Fundamental diversified | 176.1K | $3.2M | 0.1% | +37.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 167.1K | $3.0M | 0.0% | -11.4% |
| MORGAN STANLEY | Bank broker | 153.6K | $2.8M | 0.0% | -14.0% |
| Quantinno Capital Management LP | Diversified mechanical | 141.4K | $2.5M | 0.0% | +10.0% |
| NORTHERN TRUST CORP | Index provider | 140.1K | $2.5M | 0.0% | +4.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 126.8K | $2.3M | 0.0% | -4.1% |
| Empowered Funds, LLC | Diversified mechanical | 122.4K | $2.2M | 0.0% | +11.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 93.1K | $1.7M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 87.7K | $1.6M | 0.0% | — |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 85.9K | $1.5M | 0.0% | +13.5% |
| FMR LLC | Long only active | 84.2K | $1.5M | 0.0% | +0.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 83.9K | $1.5M | 0.0% | -1.8% |
| JOHN G ULLMAN & ASSOCIATES INC | Other | 61.2K | $1.1M | 0.1% | -3.2% |
| Teton Advisors, LLC | Other | 59.0K | $1.1M | 0.7% | Held |
| HSBC HOLDINGS PLC | Bank broker | 48.0K | $874K | 0.0% | -47.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 45.2K | $815K | 0.0% | +30.7% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 44.7K | $807K | 0.0% | -10.2% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 43.6K | $787K | 0.0% | +101.7% |
| Nuveen, LLC | Diversified mechanical | 43.6K | $787K | 0.0% | +0.8% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 40.7K | $734K | 0.0% | -11.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 39.5K | $711K | 0.0% | +260.5% |
| MARTINGALE ASSET MANAGEMENT L P | Other | 38.2K | $689K | 0.0% | +96.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 36.8K | $664K | 0.0% | +27.0% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 34.6K | $624K | 0.0% | +3.3% |
| IEQ CAPITAL, LLC | Diversified mechanical | 32.1K | $579K | 0.0% | +8.7% |
| STRS OHIO | Diversified mechanical | 31.6K | $570K | 0.0% | -5.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 27.8K | $502K | 0.0% | +141.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 25.9K | $428K | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 23.4K | $423K | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 21.4K | $385K | 0.0% | +9.7% |
| JPMORGAN CHASE & CO | Bank broker | 21.1K | $383K | 0.0% | -49.4% |
| Russell Investments Group, Ltd. | Diversified mechanical | 19.9K | $360K | 0.0% | -19.3% |
| RHUMBLINE ADVISERS | Diversified mechanical | 19.1K | $345K | 0.0% | -7.3% |
| XTX Topco Ltd | Market maker | 17.6K | $318K | 0.0% | New |
| Invesco Ltd. | Index provider | 17.3K | $311K | 0.0% | -9.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 17.2K | $311K | 0.0% | +22.1% |
| CWM, LLC | Wealth advisor | 16.0K | $288K | 0.0% | +12.8% |
| JANE STREET GROUP, LLC | Market maker | 15.7K | $283K | 0.0% | -27.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding WSBF
More financials stocks held by institutions
JPM · JPMorgan Chase & CoBRK/B · BERKSHIRE HATHAWAY INC-CL BBRK/A · BERKSHIRE HATHAWAY INC-CL ABAC · BANK OF AMERICA CORPMS · MORGAN STANLEYUNH · UnitedHealth Group Inc.WFC · WELLS FARGO & COGS · GOLDMAN SACHS GROUP INCAXP · American Express Co.C · CITIGROUP INCSCHW · SCHWAB (CHARLES) CORPCB · CHUBB LTD