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Waterstone Financial (WSBF) Institutional Ownership

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$18.29 -0.12 (-0.65%)
As of 02:53 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)
42
Total
Institutional Inflows
(last 12 months)
$15.08M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$9.61M
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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
5/7/2026 Dimensional Fund Advisors LP1,413,502$25.49M0.0%-0.1%7.783%
5/6/2026 John G Ullman & Associates Inc.61,248$1.10M0.1%-3.2%0.337%
5/5/2026 Bank of New York Mellon Corp83,931$1.51M0.0%-1.8%0.462%
4/30/2026 Hsbc Holdings PLC48,012$874K0.0%+4.4%0.264%
4/25/2026 Strs Ohio31,600$570K0.0%-5.1%0.174%
4/20/2026 Ritholtz Wealth Management43,647$787K0.0%+101.7%0.240%
3/20/2026 Hsbc Holdings PLC45,975$759K0.0%-11.2%0.250%
2/19/2026 Invesco Ltd.19,114$316K0.0%-18.6%0.104%
2/18/2026Mercer Global Advisors Inc. ADV14,117$234K0.0%+33.3%0.076%
2/18/2026Empowered Funds LLC109,950$1.82M0.0%+11.4%0.596%
2/18/2026Millennium Management LLC16,886$279K0.0%-38.9%0.091%
2/18/2026Bridgeway Capital Management LLC199,616$3.30M0.1%-18.8%1.081%
2/17/2026AQR Capital Management LLC201,704$3.34M0.0%+21.6%1.093%
2/17/2026 Russell Investments Group Ltd.24,704$409K0.0%-2.5%0.134%
2/17/2026State of Wisconsin Investment Board33,500$554K0.0%+28.8%0.181%
2/16/2026Mariner LLC19,480$322K0.0%+32.9%0.106%
2/16/2026Barclays PLC30,924$512K0.0%+2.5%0.168%
2/13/2026Fourthstone LLC199,702$3.31M0.6%+55.3%1.082%
2/13/2026 Police & Firemen s Retirement System of New Jersey3,312$55K0.0%-41.5%0.018%
2/13/2026State Street Corp411,802$6.82M0.0%-2.7%2.231%
2/13/2026Ieq Capital LLC29,563$489K0.0%+21.4%0.160%
2/13/2026Martingale Asset Management L P19,417$321K0.0%N/A0.105%
2/13/2026 Wells Fargo & Company MN17,764$294K0.0%+35.7%0.096%
2/12/2026 Jane Street Group LLC21,475$355K0.0%-30.9%0.116%
2/12/2026MetLife Investment Management LLC8,825$146K0.0%-8.1%0.048%
2/12/2026Renaissance Technologies LLC1,117,236$18.49M0.0%-3.0%6.052%
2/12/2026 Dimensional Fund Advisors LP1,415,149$23.42M0.0%-0.9%7.666%
2/11/2026Empowered Funds LLC109,950$1.82M0.0%+11.4%0.596%
2/11/2026Donald Smith & CO. Inc.127,770$2.12M0.0%N/A0.692%
2/11/2026Simplex Trading LLC2,306$38K0.0%+69.3%0.012%
2/11/2026O Shaughnessy Asset Management LLC28,998$480K0.0%+7.8%0.157%
2/10/2026Goldman Sachs Group Inc.180,061$2.98M0.0%+5.1%0.975%
2/9/2026Geode Capital Management LLC370,663$6.14M0.0%-3.4%2.008%
2/5/2026 John G Ullman & Associates Inc.63,248$1.05M0.1%+11.9%0.343%
2/5/2026 Beese Fulmer Investment Management Inc.10,045$166K0.0%N/A0.054%
2/2/2026 Strs Ohio33,300$551K0.0%-10.0%0.180%
1/26/2026CWM LLC14,152$234K0.0%+16.3%0.077%
1/23/2026 Farther Finance Advisors LLC3,388$56K0.0%-70.1%0.018%
1/23/2026 Ritholtz Wealth Management21,637$358K0.0%+24.2%0.117%
1/9/2026 SG Americas Securities LLC7,621$126K0.0%N/A0.041%
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1/8/2026 Wealth Enhancement Advisory Services LLC11,446$192K0.0%N/A0.062%
1/1/2026JPMorgan Chase & Co.51,901$810K0.0%-29.5%0.281%
11/17/2025Mercer Global Advisors Inc. ADV10,590$165K0.0%N/A0.057%
11/17/2025Millennium Management LLC27,654$431K0.0%+48.6%0.150%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,385$115K0.0%-14.6%0.040%
11/17/2025Larson Financial Group LLC1,932$30K0.0%N/A0.010%
11/17/2025Citadel Advisors LLC64,879$1.01M0.0%-34.7%0.352%
11/17/2025CSM Advisors LLC191,010$2.98M0.1%-3.2%1.035%
11/17/2025Bank of America Corp DE33,730$526K0.0%-8.9%0.183%
11/14/2025Two Sigma Investments LP80,260$1.25M0.0%+25.1%0.435%
11/14/2025Bridgeway Capital Management LLC245,758$3.83M0.1%-44.0%1.332%
11/13/2025 Russell Investments Group Ltd.25,329$395K0.0%+728.8%0.136%
11/13/2025First Trust Advisors LP10,305$161K0.0%-15.4%0.055%
11/12/2025Teton Advisors LLC59,000$920K0.6%N/A0.316%
11/12/2025 Dimensional Fund Advisors LP1,427,285$22.27M0.0%-0.5%7.641%
11/7/2025 GSA Capital Partners LLP23,190$362K0.0%-44.4%0.124%
11/7/2025Vanguard Group Inc.909,118$14.18M0.0%-3.7%4.867%
11/7/2025JPMorgan Chase & Co.51,901$810K0.0%-29.5%0.278%
11/6/2025 Rhumbline Advisers23,380$365K0.0%-12.9%0.125%
11/5/2025 John G Ullman & Associates Inc.56,498$881K0.1%+10.6%0.302%
10/28/2025 Ritholtz Wealth Management17,423$272K0.0%+61.4%0.093%
10/15/2025CWM LLC12,165$190K0.0%+163.1%0.065%
8/15/2025Bridgeway Capital Management LLC438,837$6.06M0.1%+1.9%2.349%
8/15/2025Bank 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%
8/14/2025Raymond James Financial Inc.2,000$28K0.0%N/A0.011%
8/14/2025Quantinno Capital Management LP48,225$666K0.0%+65.2%0.258%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,650$119K0.0%-9.4%0.046%
8/14/2025Fourthstone LLC63,194$873K0.2%+176.7%0.338%
8/13/2025Gamco Investors INC. ET AL10,000$138K0.0%N/A0.054%
8/13/2025EverSource Wealth Advisors LLC1,875$26K0.0%+557.9%0.010%
8/13/2025 Invesco Ltd.29,677$410K0.0%-16.3%0.159%
8/13/2025Arrowstreet Capital Limited Partnership190,766$2.63M0.0%+30.5%1.021%
8/13/2025Panagora Asset Management Inc.10,324$143K0.0%N/A0.055%
8/13/2025 Hsbc Holdings PLC55,028$768K0.0%+265.6%0.295%
8/12/2025American Century Companies Inc.159,875$2.21M0.0%+3.6%0.856%
8/12/2025 Rhumbline Advisers26,848$371K0.0%+6.7%0.144%
8/12/2025JPMorgan Chase & Co.73,669$1.02M0.0%-8.6%0.394%
8/8/2025Geode 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%
8/7/2025CSM 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%
6/27/2025Goldman 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%
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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%


WSBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Waterstone Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($25.49M), Renaissance Technologies LLC ($18.49M), Vanguard Group Inc. ($14.18M), Rhino Investment Partners Inc ($7.47M), State Street Corp ($6.82M), Geode Capital Management LLC ($6.14M), and AQR Capital Management LLC ($3.34M).Learn more on Waterstone Financial's institutional investors.

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

Of the 59 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), Fourthstone LLC ($149.01K), Donald Smith & CO. Inc. ($127.77K), John G Ullman & Associates Inc. ($86.22K), AQR Capital Management LLC ($71.71K), Nuveen LLC ($62.48K), and Teton Advisors LLC ($59K).

Institutional investors have bought a total of 997,475 shares in the last 24 months. This purchase volume represents approximately $15.08M in transactions.

Of the 29 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: Bridgeway Capital Management LLC ($240.10K), JPMorgan Chase & Co. ($50.44K), John G Ullman & Associates Inc. ($43.61K), Vanguard Group Inc. ($34.62K), Citadel Advisors LLC ($34.44K), Renaissance Technologies LLC ($34.40K), and Goldman Sachs Group Inc. ($24.13K).

Institutional investors have sold a total of 617,155 shares in the last 24 months. This volume of shares sold represents approximately $9.61M in transactions.


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This page (NASDAQ:WSBF) was last updated on 5/14/2026 by MarketBeat.com Staff.
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