Waterstone Financial WSBF Institutional Ownership

NASDAQ WSBF

$19.66 -0.32 (-1.60%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

123 Institutions

Increased 67 54.5%

Unchanged 28 22.8%

Reduced 28 22.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.12%

▲+3.30 pp QoQ

Shares Held by Institutions

9.78Mn

of 17.11Mn outstanding

▲+5.82% QoQ

Shares Outstanding

17.11Mn

7.34Mn held outside 13F filers

Institutional Investors

123

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+537.64K

accumulated since last quarter

Value of Holdings

$195.31Mn

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 30 Jun, 2026

Waterstone Financial, Inc. (NASDAQ:WSBF) appears in 123 institutional 13F filings for the quarter ending June 2026.

These investors held 57.1% of outstanding shares in June 2026, up from 53.8% in March 2026.
Their total shares held in WSBF increased 5.82% from the prior quarter, while the number of investors in Waterstone Financial increased 32.26% year over year.
Among the 123 funds, 67 bought more Waterstone Financial shares, 28 sold down, and 28 held their ground.
Institutional investors collectively held 9.78Mn shares in Waterstone Financial as of June 2026, up by 537.64K shares quarter on quarter, and up 795.01K shares year over year.
BlackRock, Inc. leads ownership in WSBF with 1.64Mn shares as of June 30, 2026, equal to 9.59% of outstanding shares.
Leading buyers of Waterstone Financial shares for the quarter ending June 2026 were BlackRock, Inc. (135.78K), Sixth Street Partners Management Company, L.P. (129.1K), AMERICAN CENTURY COMPANIES INC (91.89K), Qube Research & Technologies Ltd (91.3K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (76.94K).
The biggest sellers of Waterstone Financial for the quarter ending June 2026 included Fourthstone LLC (192.28K), VANGUARD CAPITAL MANAGEMENT LLC (59.23K), Goldman Sachs Group Inc (57.81K), RENAISSANCE TECHNOLOGIES LLC (42.9K), TWO SIGMA INVESTMENTS, LP (21.38K).
Per Business Quant data, the top 10 holders of Waterstone Financial for the quarter ending June 2026 are BlackRock, Inc. (1.64Mn), DIMENSIONAL FUND ADVISORS LP (1.42Mn), RENAISSANCE TECHNOLOGIES LLC (1.05Mn), VANGUARD CAPITAL MANAGEMENT LLC (641.0K), State Street Corp (398.37K), GEODE CAPITAL MANAGEMENT, LLC (388.48K), AMERICAN CENTURY COMPANIES INC (341.97K), AQR CAPITAL MANAGEMENT LLC (259.09K), CSM Advisors, LLC (221.07K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (211.38K).

Form 13F Holdings

123 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.78Mn

Of outstanding 57.12%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,641,766	9.59%	▲135,777	+9.02%	$34.03Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,417,945	8.29%	▲4,443	+0.31%	$29.39Mn
3	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,051,571	6.14%	▼42,900	-3.92%	$21.80Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	641,005	3.75%	▼59,232	-8.46%	$13.29Mn
5	State Street Corp	0000093751	398,372	2.33%	▲3,857	+0.98%	$8.26Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	388,478	2.27%	▲21,798	+5.94%	$8.05Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	341,972	2.00%	▲91,887	+36.74%	$7.09Mn
8	AQR CAPITAL MANAGEMENT LLC	0001167557	259,088	1.51%	▲34,294	+15.26%	$5.37Mn
9	CSM Advisors, LLC	0001863523	221,070	1.29%	▲30,945	+16.28%	$4.58K
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	211,375	1.24%	▲6,259	+3.05%	$4.38Mn
11	Morgan Stanley	0000895421	197,809	1.16%	▲44,178	+28.76%	$4.10Mn
12	Goldman Sachs Group Inc	0000886982	196,657	1.15%	▼57,807	-22.72%	$4.08Mn
13	Quantinno Capital Management LP	0001759654	169,424	0.99%	▲28,013	+19.81%	$3.51Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	167,095	0.98%	0	0.00%	$3.46Mn
15	DONALD SMITH & CO., INC.	0000814375	164,590	0.96%	▼11,500	-6.53%	$3.41Mn
16	Northern Trust Corp	0000073124	143,761	0.84%	▲3,682	+2.63%	$2.98Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	129,105	0.75%	▲2,313	+1.82%	$2.68Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	129,105	0.75%	▲129,105	0.00%	$2.68Mn
18	Qube Research & Technologies Ltd	0001729829	119,139	0.70%	▲91,303	+328.00%	$2.47Mn
19	Empowered Funds, LLC	0001592828	115,282	0.67%	▼7,098	-5.80%	$2.39Mn

Showing 1 to 20 of 123 holders