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Waterstone Financial (WSBF) Institutional Ownership

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$14.72 -0.05 (-0.34%)
Closing price 04:00 PM Eastern
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$14.71 -0.01 (-0.07%)
As of 04:57 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

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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%
5/29/2025Rhumbline Advisers25,172$339K0.0%-5.6%0.130%
5/28/2025Strs Ohio35,400$476K0.0%N/A0.183%
5/19/2025Jane Street Group LLC25,843$348K0.0%+29.8%0.134%
5/16/2025Empowered Funds LLC83,591$1.12M0.0%+7.5%0.433%
5/16/2025Goldman Sachs Group Inc.105,748$1.42M0.0%-10.2%0.547%
5/16/2025Bridgeway Capital Management LLC430,638$5.79M0.1%-0.2%2.229%
5/16/2025AQR Capital Management LLC45,595$613K0.0%+16.7%0.236%
5/15/2025Royal Bank of Canada16,743$225K0.0%-5.9%0.087%
5/15/2025Trexquant Investment LP16,236$218K0.0%N/A0.084%
5/14/2025Teton Advisors Inc.59,000$794K0.5%-1.7%0.305%
5/14/2025Rhino Investment Partners Inc555,513$7.47M1.8%-25.3%2.875%
5/14/2025Hsbc Holdings PLC15,050$204K0.0%N/A0.078%
5/13/2025American Century Companies Inc.154,347$2.08M0.0%+0.8%0.799%
5/13/2025Russell Investments Group Ltd.3,187$43K0.0%+297.4%0.016%
5/12/2025Nuveen LLC62,484$840K0.0%N/A0.323%
5/12/2025Invesco Ltd.35,477$477K0.0%-28.8%0.184%
5/12/2025Connor Clark & Lunn Investment Management Ltd.45,410$611K0.0%+49.8%0.235%
5/9/2025Charles Schwab Investment Management Inc.143,486$1.93M0.0%-0.9%0.743%
5/6/2025John G Ullman & Associates Inc.92,711$1.25M0.2%-14.4%0.480%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH14,750$198K0.0%N/A0.076%
5/5/2025Foundry Partners LLC203,550$2.74M0.1%-0.6%1.054%
4/29/2025Bank of New York Mellon Corp77,942$1.05M0.0%+1.6%0.403%
4/8/2025Rhumbline Advisers25,172$339K0.0%-5.6%0.130%
4/7/2025GAMMA Investing LLC2,340$31K0.0%+16,614.3%0.012%
2/17/2025Quantinno Capital Management LP15,084$203K0.0%N/A0.078%
2/17/2025Millennium Management LLC21,882$294K0.0%+108.7%0.113%
2/17/2025Deutsche Bank AG10,607$143K0.0%N/A0.055%
2/17/2025D. E. Shaw & Co. Inc.37,220$500K0.0%+11.5%0.192%
2/17/2025Dean Capital Management33,819$455K0.2%-49.8%0.175%
2/17/2025Bridgeway Capital Management LLC431,520$5.80M0.1%+0.9%2.228%
2/17/2025Bank of America Corp DE31,552$424K0.0%+8.0%0.163%
2/17/2025BNP Paribas Financial Markets2,023$27K0.0%-44.2%0.010%
2/14/2025Rhino Investment Partners Inc743,233$9.99M2.2%-4.0%3.836%
2/14/2025Jane Street Group LLC19,915$268K0.0%-31.5%0.103%
2/14/2025Northern Trust Corp163,551$2.20M0.0%+3.2%0.844%
2/14/2025MetLife Investment Management LLC9,074$122K0.0%-16.7%0.047%
2/14/2025Curi RMB Capital LLC16,489$222K0.0%-9.4%0.085%
2/14/2025Dimensional Fund Advisors LP1,513,327$20.34M0.0%-0.3%7.812%
2/13/2025Dean Investment Associates LLC50,176$674K0.1%-53.1%0.259%
2/13/2025Fourthstone LLC37,511$504K0.1%N/A0.194%
2/13/2025Teton Advisors Inc.60,000$806K0.4%-4.8%0.310%
2/13/2025Barclays PLC24,187$325K0.0%+16.1%0.125%
2/13/2025Renaissance Technologies LLC1,192,836$16.03M0.0%-2.7%6.158%
2/13/2025Wells Fargo & Company MN9,441$127K0.0%+27.8%0.049%
2/12/2025Arrowstreet Capital Limited Partnership110,709$1.49M0.0%+8.4%0.572%
2/12/2025JPMorgan Chase & Co.85,628$1.15M0.0%+64.9%0.442%
2/11/2025American Century Companies Inc.153,141$2.06M0.0%-1.4%0.791%
2/10/2025Commonwealth Equity Services LLC24,213$325K0.0%+27.5%0.125%
2/10/2025Connor Clark & Lunn Investment Management Ltd.30,317$407K0.0%-2.5%0.157%
2/6/2025Proficio Capital Partners LLC27,135$365K0.0%N/A0.140%
2/6/2025Charles Schwab Investment Management Inc.144,733$1.95M0.0%-1.5%0.747%
2/5/2025John G Ullman & Associates Inc.108,342$1.46M0.2%+19.3%0.559%
2/5/2025Proficio Capital Partners LLC27,135$365K0.0%N/A0.140%
2/4/2025Los Angeles Capital Management LLC16,875$227K0.0%-19.5%0.087%
2/4/2025Bank of New York Mellon Corp76,747$1.03M0.0%-6.5%0.396%
1/29/2025Legato Capital Management LLC21,267$286K0.0%-49.3%0.110%
1/28/2025Empowered Funds LLC77,773$1.05M0.0%+5.0%0.401%
12/26/2024JPMorgan Chase & Co.51,913$763K0.0%+73.0%0.268%
11/19/2024Barclays PLC20,824$306K0.0%+242.1%0.107%
11/16/2024Geode Capital Management LLC396,430$5.83M0.0%-2.1%2.047%
11/15/2024Barclays PLC20,824$306K0.0%+242.1%0.108%
11/15/2024Dean Investment Associates LLC107,095$1.57M0.2%-23.3%0.553%
11/15/2024Jane Street Group LLC29,082$428K0.0%+33.6%0.150%
11/15/2024State Street Corp462,234$6.80M0.0%+0.8%2.386%
11/13/2024FMR LLC71,039$1.04M0.0%+26.6%0.367%
11/12/2024Charles Schwab Investment Management Inc.146,942$2.16M0.0%-3.4%0.758%
11/9/2024John 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%
11/8/2024Connor Clark & Lunn Investment Management Ltd.31,108$457K0.0%+79.9%0.161%
11/6/2024Empowered Funds LLC74,068$1.09M0.0%+5.3%0.381%
11/5/2024GSA Capital Partners LLP19,816$291K0.0%N/A0.102%
11/4/2024Los Angeles Capital Management LLC20,975$308K0.0%-11.0%0.108%
8/15/2024AQR Capital Management LLC42,506$544K0.0%+223.5%0.218%
8/14/2024ProShare Advisors LLC2,326$30K0.0%N/A0.012%
8/9/2024Renaissance Technologies LLC1,261,236$16.13M0.0%-1.9%6.422%
8/9/2024Dimensional 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.


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This page (NASDAQ:WSBF) was last updated on 9/12/2025 by MarketBeat.com Staff
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