Waterstone Financial (WSBF) Long-Term Investments (2012 - 2026)
Waterstone Financial's Long-Term Investments came in at $19.23 million for Q2 2026, down 5.5% from $20.35 million a year earlier but up 2.5% from the prior quarter.
Waterstone Financial (WSBF) Long-Term Investments (2012 - 2026) Analysis & Trends
At the end of FY2025, Waterstone Financial's Long-Term Investments was $19.8 million, down 2.4% from FY2024.
- Long-Term Investments carries a five-year compound annual growth rate of -5.8% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $20.3 million in FY2024 (-2.8%), $20.88 million in FY2023 (+20.3%), $17.36 million in FY2022 (-29.0%) and $24.44 million in FY2021 (-8.5%).
- The five-year range for quarterly Long-Term Investments is $15.75 million (Q3 2022) to $26.8 million (Q2 2023).
- Year-over-year, Long-Term Investments increased in 1 of the last eight quarters, with an average decline of 6.2%.
- The fastest year-over-year change in Long-Term Investments over five years came in Q2 2023 (growth of 64.4%), and the weakest in Q2 2022 (a decline of 38.6%).
- Business Quant data shows WSBF's Long-Term Investments at $18.76 million (Q1 2026), $19.8 million (Q4 2025) and $20.71 million (Q3 2025) in the three quarters before Q2 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | Waterstone Financial | 353.39 Mn | 145.66 Mn | - | 19.23 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 19.23 Mn |
| Mar 31, 2026 | 18.76 Mn |
| Dec 31, 2025 | 19.80 Mn |
| Sep 30, 2025 | 20.71 Mn |
| Jun 30, 2025 | 20.35 Mn |
| Mar 31, 2025 | 18.35 Mn |
| Dec 31, 2024 | 20.30 Mn |
| Sep 30, 2024 | 21.68 Mn |
| Jun 30, 2024 | 23.22 Mn |
| Mar 31, 2024 | 21.98 Mn |
| Dec 31, 2023 | 20.88 Mn |
| Sep 30, 2023 | 23.41 Mn |
| Jun 30, 2023 | 26.80 Mn |
| Mar 31, 2023 | 23.87 Mn |
| Dec 31, 2022 | 17.36 Mn |
| Sep 30, 2022 | 15.75 Mn |
| Jun 30, 2022 | 16.30 Mn |
| Mar 31, 2022 | 24.44 Mn |
| Dec 31, 2021 | 24.44 Mn |
| Sep 30, 2021 | 24.44 Mn |
Waterstone Financial Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=WSBF&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "WSBF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=WSBF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();