Waterstone Financial, Inc. (WSBF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

17,671,000Shares Outstanding

9,451,433Shares held by institutions

$172,110,595Value of institutional holdings

53.49%Institutional ownership %

3.38%Shares Changed QoQ

107No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Waterstone Financial, Inc. (NASDAQ:WSBF) has 107 institutional investors with active 13F positions as of December 2025.

Collectively, these holders controlled 52.2% of Waterstone Financial's outstanding shares in December 2025, up from 52.0% in September 2025.
Their total shares held in WSBF increased 1.48% quarter over quarter, and separately, investors owning Waterstone Financial increased 17.58% from a year ago.
Of these 107 holders, 45 added to their stakes in Waterstone Financial, 49 trimmed positions, and 13 made no changes.
The aggregate institutional position in Waterstone Financial amounted to 9.23Mn shares as of December 2025, up by 134.27K shares quarter on quarter, and down 1.41Mn shares year over year.
BlackRock, Inc. leads ownership in WSBF with 1.53Mn shares as of December 31, 2025, equal to 8.67% of outstanding shares.
The most significant purchases of WSBF for the quarter ending December 2025 came from Goldman Sachs Group Inc (188.87K), DONALD SMITH & CO., INC. (127.77K), Empowered Funds, LLC (121.18K), Fourthstone LLC (71.14K), HSBC HOLDINGS PLC (40.16K).
Leading sellers of Waterstone Financial shares for the quarter ending December 2025 were Jpmorgan Chase & Co (62.21K), CITADEL ADVISORS LLC (53.93K), Barclays Plc (50.25K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (46.14K), BlackRock, Inc. (44.1K).
Business Quant data shows the 10 biggest positions in Waterstone Financial as of December 2025 are held by BlackRock, Inc. (1.53Mn), DIMENSIONAL FUND ADVISORS LP (1.42Mn), RENAISSANCE TECHNOLOGIES LLC (1.12Mn), VANGUARD GROUP INC (885.97K), State Street Corp (411.8K), GEODE CAPITAL MANAGEMENT, LLC (370.66K), Goldman Sachs Group Inc (360.12K), Empowered Funds, LLC (219.9K), AQR CAPITAL MANAGEMENT LLC (201.7K), Fourthstone LLC (199.7K).

107 Institutional Holders

9,451,433 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,532,723	-44,103	-2.80%	$25,366,573.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,415,149	-12,136	-0.85%	$23,420,408.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	1,117,236	-34,400	-2.99%	$18,490,256.00
VANGUARD GROUP INC	31 Dec, 2025	885,971	-23,147	-2.55%	$14,662,820.00
State Street Corp	31 Dec, 2025	411,802	-11,491	-2.71%	$6,815,323.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	370,663	-13,083	-3.41%	$6,135,372.00
Goldman Sachs Group Inc	31 Dec, 2025	360,122	188,868	110.29%	$5,960,008.00
Empowered Funds, LLC	31 Dec, 2025	219,900	121,178	122.75%	$3,639,346.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	201,704	35,828	21.60%	$3,338,195.00
Fourthstone LLC	31 Dec, 2025	199,702	71,143	55.34%	$3,305,068.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	199,616	-46,142	-18.78%	$3,303,645.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	199,005	32,021	19.18%	$3,293,540.00
CSM Advisors, LLC	31 Dec, 2025	191,295	285	0.15%	$3,167.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	188,492	-2,274	-1.19%	$3,119,543.00
Morgan Stanley	31 Dec, 2025	178,624	10,618	6.32%	$2,956,244.00
Northern Trust Corp	31 Dec, 2025	133,668	-8,754	-6.15%	$2,212,206.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	132,271	-113	-0.09%	$2,189,085.00
Quantinno Capital Management LP	31 Dec, 2025	128,603	16,689	14.91%	$2,128,380.00
DONALD SMITH & CO., INC.	31 Dec, 2025	127,770	127,770	0.00%	$2,114,594.00
HSBC HOLDINGS PLC	31 Dec, 2025	91,950	40,162	77.55%	$1,517,176.00

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