Waterstone Financial WSBF Institutional Ownership

NASDAQ WSBF

$21.09 +0.05 (+0.24%)

At close: Aug 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

119 Institutions

Increased 60 50.4%

Unchanged 23 19.3%

Reduced 36 30.3%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

53.80%

▲+0.82 pp QoQ

Shares Held by Institutions

9.35Mn

of 17.37Mn outstanding

▲+10.65% QoQ

Shares Outstanding

17.37Mn

8.03Mn held outside 13F filers

Institutional Investors

119

filed 13F for Mar 2026

▲+12 vs prior quarter

Net Shares Added (QoQ)

+899.61K

accumulated since last quarter

Value of Holdings

$197.98Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Waterstone Financial, Inc. (NASDAQ:WSBF) appears in 119 institutional 13F filings for the quarter ending March 2026.

These investors held 53.8% of outstanding shares in March 2026, up from 53.0% in December 2025.
They increased total shares held in Waterstone Financial by 10.65% from the prior quarter, while the number of investors in WSBF increased 26.6% year over year.
Of these 119 funds, 60 grew their exposure to Waterstone Financial, 36 cut back, and 23 maintained positions.
The aggregate institutional position in Waterstone Financial amounted to 9.35Mn shares as of March 2026, up by 899.6K shares quarter on quarter, and down 734.11K shares year over year.
BlackRock, Inc. holds the largest position in WSBF at 1.51Mn shares as of March 31, 2026, or 8.67% of shares outstanding.
The most significant purchases of WSBF for the quarter ending March 2026 came from VANGUARD CAPITAL MANAGEMENT LLC (700.24K), VANGUARD FIDUCIARY TRUST CO (93.08K), Fourthstone LLC (91.49K), VANGUARD PORTFOLIO MANAGEMENT LLC (87.65K), AMERICAN CENTURY COMPANIES INC (51.08K).
Leading sellers of Waterstone Financial shares for the quarter ending March 2026 were Goldman Sachs Group Inc (105.66K), Empowered Funds, LLC (97.52K), HSBC HOLDINGS PLC (43.94K), BlackRock, Inc. (26.73K), Morgan Stanley (24.99K).
Per Business Quant, the top 10 investors in WSBF for the quarter ending March 2026 include BlackRock, Inc. (1.51Mn), DIMENSIONAL FUND ADVISORS LP (1.41Mn), RENAISSANCE TECHNOLOGIES LLC (1.09Mn), VANGUARD CAPITAL MANAGEMENT LLC (700.24K), State Street Corp (394.52K), GEODE CAPITAL MANAGEMENT, LLC (366.68K), Fourthstone LLC (291.19K), Goldman Sachs Group Inc (254.46K), AMERICAN CENTURY COMPANIES INC (250.08K), AQR CAPITAL MANAGEMENT LLC (224.79K).

Form 13F Holdings

119 Institutional Holders

Report period 31 Mar, 2026

Total shares held 9.35Mn

Of outstanding 53.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,505,989	8.67%	▼26,734	-1.74%	$27.15Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,413,502	8.14%	▼1,647	-0.12%	$25.49Mn
3	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,094,471	6.30%	▼22,765	-2.04%	$19.73Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	700,237	4.03%	▲700,237	0.00%	$12.63Mn
5	State Street Corp	0000093751	394,515	2.27%	▼17,287	-4.20%	$7.11Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	366,680	2.11%	▼3,983	-1.07%	$6.61Mn
7	Fourthstone LLC	0001767803	291,191	1.68%	▲91,489	+45.81%	$5.25Mn
8	Goldman Sachs Group Inc	0000886982	254,464	1.46%	▼105,658	-29.34%	$4.59Mn
9	AMERICAN CENTURY COMPANIES INC	0000748054	250,085	1.44%	▲51,080	+25.67%	$4.51Mn
10	AQR CAPITAL MANAGEMENT LLC	0001167557	224,794	1.29%	▲23,090	+11.45%	$4.05Mn
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	205,116	1.18%	▲5,500	+2.76%	$3.70Mn
12	CSM Advisors, LLC	0001863523	190,125	1.09%	▼1,170	-0.61%	$3.43K
13	DONALD SMITH & CO., INC.	0000814375	176,090	1.01%	▲48,320	+37.82%	$3.17Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	167,095	0.96%	▼21,397	-11.35%	$3.01Mn
15	Morgan Stanley	0000895421	153,631	0.88%	▼24,993	-13.99%	$2.77Mn
16	Quantinno Capital Management LP	0001759654	141,411	0.81%	▲12,808	+9.96%	$2.55Mn
17	Northern Trust Corp	0000073124	140,079	0.81%	▲6,411	+4.80%	$2.53Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	126,792	0.73%	▼5,479	-4.14%	$2.29Mn
19	Empowered Funds, LLC	0001592828	122,380	0.70%	▼97,520	-44.35%	$2.21Mn
20	VANGUARD FIDUCIARY TRUST CO	0000933478	93,078	0.54%	▲93,078	0.00%	$1.68Mn

Showing 1 to 20 of 119 holders