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Waterstone Financial (WSBF) Institutional Ownership

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$14.65 +0.39 (+2.73%)
Closing price 08/22/2025 04:00 PM Eastern
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$14.65 0.00 (0.00%)
As of 08/22/2025 05:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Waterstone Financial (NASDAQ:WSBF)

Current
Institutional Ownership
Percentage
62.71%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$14.05M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$7.92M
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WSBF Institutional Buying and Selling by Quarter

Waterstone Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bridgeway Capital Management LLC438,837$6.06M0.1%+1.9%2.349%
8/15/2025 Bank of America Corp DE37,012$511K0.0%+44.7%0.198%
8/14/2025 Jane Street Group LLC21,763$301K0.0%-15.8%0.117%
8/14/2025 Raymond James Financial Inc.2,000$28K0.0%N/A0.011%
8/14/2025 Quantinno Capital Management LP48,225$666K0.0%+65.2%0.258%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,650$119K0.0%-9.4%0.046%
8/14/2025 Fourthstone LLC63,194$873K0.2%+176.7%0.338%
8/13/2025 Gamco Investors INC. ET AL10,000$138K0.0%N/A0.054%
8/13/2025 EverSource Wealth Advisors LLC1,875$26K0.0%+557.9%0.010%
8/13/2025 Invesco Ltd.29,677$410K0.0%-16.3%0.159%
8/13/2025 Arrowstreet Capital Limited Partnership190,766$2.63M0.0%+30.5%1.021%
8/13/2025 Panagora Asset Management Inc.10,324$143K0.0%N/A0.055%
8/13/2025 Hsbc Holdings PLC55,028$768K0.0%+265.6%0.295%
8/12/2025 American Century Companies Inc.159,875$2.21M0.0%+3.6%0.856%
8/12/2025 Rhumbline Advisers26,848$371K0.0%+6.7%0.144%
8/12/2025 JPMorgan Chase & Co.73,669$1.02M0.0%-8.6%0.394%
8/8/2025 Geode Capital Management LLC406,749$5.62M0.0%+1.0%2.108%
8/8/2025 PNC Financial Services Group Inc.2,494$34K0.0%-45.7%0.013%
8/7/2025 CSM Advisors LLC197,250$2.73M0.1%N/A1.022%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.34,872$482K0.0%-23.2%0.181%
8/7/2025 Los Angeles Capital Management LLC15,840$219K0.0%+7.7%0.082%
7/29/2025 John G Ullman & Associates Inc.51,100$706K0.1%-44.9%0.265%
7/28/2025 Ritholtz Wealth Management10,793$149K0.0%N/A0.056%
6/27/2025 Goldman Sachs Group Inc.105,748$1.42M0.0%-10.2%0.548%
5/29/2025 Rhumbline Advisers25,172$339K0.0%-5.6%0.130%
5/28/2025 Strs Ohio35,400$476K0.0%N/A0.183%
5/19/2025 Jane Street Group LLC25,843$348K0.0%+29.8%0.134%
5/16/2025 Empowered Funds LLC83,591$1.12M0.0%+7.5%0.433%
5/16/2025 Goldman Sachs Group Inc.105,748$1.42M0.0%-10.2%0.547%
5/16/2025 Bridgeway Capital Management LLC430,638$5.79M0.1%-0.2%2.229%
5/16/2025 AQR Capital Management LLC45,595$613K0.0%+16.7%0.236%
5/15/2025 Royal Bank of Canada16,743$225K0.0%-5.9%0.087%
5/15/2025 Trexquant Investment LP16,236$218K0.0%N/A0.084%
5/14/2025 Teton Advisors Inc.59,000$794K0.5%-1.7%0.305%
5/14/2025 Rhino Investment Partners Inc555,513$7.47M1.8%-25.3%2.875%
5/14/2025 Hsbc Holdings PLC15,050$204K0.0%N/A0.078%
5/13/2025 American Century Companies Inc.154,347$2.08M0.0%+0.8%0.799%
5/13/2025 Russell Investments Group Ltd.3,187$43K0.0%+297.4%0.016%
5/12/2025 Nuveen LLC62,484$840K0.0%N/A0.323%
5/12/2025 Invesco Ltd.35,477$477K0.0%-28.8%0.184%
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5/12/2025 Connor Clark & Lunn Investment Management Ltd.45,410$611K0.0%+49.8%0.235%
5/9/2025 Charles Schwab Investment Management Inc.143,486$1.93M0.0%-0.9%0.743%
5/6/2025 John G Ullman & Associates Inc.92,711$1.25M0.2%-14.4%0.480%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH14,750$198K0.0%N/A0.076%
5/5/2025Foundry Partners LLC203,550$2.74M0.1%-0.6%1.054%
4/29/2025 Bank of New York Mellon Corp77,942$1.05M0.0%+1.6%0.403%
4/8/2025 Rhumbline Advisers25,172$339K0.0%-5.6%0.130%
4/7/2025 GAMMA Investing LLC2,340$31K0.0%+16,614.3%0.012%
2/17/2025 Quantinno Capital Management LP15,084$203K0.0%N/A0.078%
2/17/2025 Millennium Management LLC21,882$294K0.0%+108.7%0.113%
2/17/2025 Deutsche Bank AG10,607$143K0.0%N/A0.055%
2/17/2025 D. E. Shaw & Co. Inc.37,220$500K0.0%+11.5%0.192%
2/17/2025 Dean Capital Management33,819$455K0.2%-49.8%0.175%
2/17/2025 Bridgeway Capital Management LLC431,520$5.80M0.1%+0.9%2.228%
2/17/2025 Bank of America Corp DE31,552$424K0.0%+8.0%0.163%
2/17/2025 BNP Paribas Financial Markets2,023$27K0.0%-44.2%0.010%
2/14/2025 Rhino Investment Partners Inc743,233$9.99M2.2%-4.0%3.836%
2/14/2025 Jane Street Group LLC19,915$268K0.0%-31.5%0.103%
2/14/2025 Northern Trust Corp163,551$2.20M0.0%+3.2%0.844%
2/14/2025 MetLife Investment Management LLC9,074$122K0.0%-16.7%0.047%
2/14/2025 Curi RMB Capital LLC16,489$222K0.0%-9.4%0.085%
2/14/2025 Dimensional Fund Advisors LP1,513,327$20.34M0.0%-0.3%7.812%
2/13/2025 Dean Investment Associates LLC50,176$674K0.1%-53.1%0.259%
2/13/2025 Fourthstone LLC37,511$504K0.1%N/A0.194%
2/13/2025 Teton Advisors Inc.60,000$806K0.4%-4.8%0.310%
2/13/2025 Barclays PLC24,187$325K0.0%+16.1%0.125%
2/13/2025 Renaissance Technologies LLC1,192,836$16.03M0.0%-2.7%6.158%
2/13/2025 Wells Fargo & Company MN9,441$127K0.0%+27.8%0.049%
2/12/2025 Arrowstreet Capital Limited Partnership110,709$1.49M0.0%+8.4%0.572%
2/12/2025 JPMorgan Chase & Co.85,628$1.15M0.0%+64.9%0.442%
2/11/2025 American Century Companies Inc.153,141$2.06M0.0%-1.4%0.791%
2/10/2025 Commonwealth Equity Services LLC24,213$325K0.0%+27.5%0.125%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.30,317$407K0.0%-2.5%0.157%
2/6/2025 Proficio Capital Partners LLC27,135$365K0.0%N/A0.140%
2/6/2025 Charles Schwab Investment Management Inc.144,733$1.95M0.0%-1.5%0.747%
2/5/2025 John G Ullman & Associates Inc.108,342$1.46M0.2%+19.3%0.559%
2/5/2025 Proficio Capital Partners LLC27,135$365K0.0%N/A0.140%
2/4/2025 Los Angeles Capital Management LLC16,875$227K0.0%-19.5%0.087%
2/4/2025 Bank of New York Mellon Corp76,747$1.03M0.0%-6.5%0.396%
1/29/2025 Legato Capital Management LLC21,267$286K0.0%-49.3%0.110%
1/28/2025 Empowered Funds LLC77,773$1.05M0.0%+5.0%0.401%
12/26/2024 JPMorgan Chase & Co.51,913$763K0.0%+73.0%0.268%
11/19/2024 Barclays PLC20,824$306K0.0%+242.1%0.107%
11/16/2024 Geode Capital Management LLC396,430$5.83M0.0%-2.1%2.047%
11/15/2024 Barclays PLC20,824$306K0.0%+242.1%0.108%
11/15/2024 Dean Investment Associates LLC107,095$1.57M0.2%-23.3%0.553%
11/15/2024 Jane Street Group LLC29,082$428K0.0%+33.6%0.150%
11/15/2024 State Street Corp462,234$6.80M0.0%+0.8%2.386%
11/13/2024 FMR LLC71,039$1.04M0.0%+26.6%0.367%
11/12/2024 Charles Schwab Investment Management Inc.146,942$2.16M0.0%-3.4%0.758%
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11/9/2024 John G Ullman & Associates Inc.90,826$1.34M0.2%+165.0%0.469%
11/9/2024Foundry Partners LLC205,165$3.02M0.1%+19.4%1.059%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.31,108$457K0.0%+79.9%0.161%
11/6/2024 Empowered Funds LLC74,068$1.09M0.0%+5.3%0.381%
11/5/2024 GSA Capital Partners LLP19,816$291K0.0%N/A0.102%
11/4/2024 Los Angeles Capital Management LLC20,975$308K0.0%-11.0%0.108%
8/15/2024 AQR Capital Management LLC42,506$544K0.0%+223.5%0.218%
8/14/2024 ProShare Advisors LLC2,326$30K0.0%N/A0.012%
8/9/2024 Renaissance Technologies LLC1,261,236$16.13M0.0%-1.9%6.422%
8/9/2024 Dimensional Fund Advisors LP1,534,769$19.63M0.0%-5.6%7.815%
(Data available from 1/1/2016 forward)

WSBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSBF shares?

During the previous two years, 75 institutional investors and hedge funds held shares of Waterstone Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($20.34M), Renaissance Technologies LLC ($16.03M), Vanguard Group Inc. ($12.40M), Rhino Investment Partners Inc ($7.47M), State Street Corp ($6.80M), Bridgeway Capital Management LLC ($6.06M), and Geode Capital Management LLC ($5.62M).Learn more on Waterstone Financial's institutional investors.

What percentage of Waterstone Financial's stock is owned by institutional investors?

62.71% of Waterstone Financial's stock is owned by institutional investors. Learn more on WSBF's institutional investor holdings.

Which institutional investors have been buying Waterstone Financial's stock?

Of the 58 institutional investors that purchased Waterstone Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CSM Advisors LLC ($197.25K), John G Ullman & Associates Inc. ($112.77K), Fourthstone LLC ($77.87K), Nuveen LLC ($62.48K), JPMorgan Chase & Co. ($55.62K), Hsbc Holdings PLC ($55.03K), and Proficio Capital Partners LLC ($54.27K).

How much institutional buying is happening at Waterstone Financial?

Institutional investors have bought a total of 1,014,988 shares in the last 24 months. This purchase volume represents approximately $14.05M in transactions.

Which of Waterstone Financial's major shareholders have been selling company stock?

Of the 27 institutional investors that sold Waterstone Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rhino Investment Partners Inc ($219.04K), Dean Investment Associates LLC ($89.52K), John G Ullman & Associates Inc. ($57.24K), Dean Capital Management ($33.56K), Renaissance Technologies LLC ($32.98K), Goldman Sachs Group Inc. ($24.13K), and Legato Capital Management LLC ($20.72K).

How much institutional selling is happening at Waterstone Financial?

Institutional investors have sold a total of 582,719 shares in the last 24 months. This volume of shares sold represents approximately $7.92M in transactions.



This page (NASDAQ:WSBF) was last updated on 8/23/2025 by MarketBeat.com Staff
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