Waterstone Financial, Inc. (WSBF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

17,835,075Shares Outstanding

125,738Shares held by institutions

$2,285,917Value of institutional holdings

50.67%Institutional ownership %

1.31%Shares Changed QoQ

104No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 104 institutions have reported a stake in Waterstone Financial, Inc. (NASDAQ:WSBF) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in Waterstone Financial edged down to 50.7% in December 2025, compared to 51.0% in September 2025.
Quarterly data indicates a 1.31% shift in institutional share volume, and the annual owner count reflects an increase of 14.29%.
Among the 104 institutional holders of Waterstone Financial, 46 added to their stakes while 45 trimmed their positions and 13 held steady.
Collectively, institutional investors increased their stake in Waterstone Financial to 9.04Mn shares as of December 2025, a change that is up by 116.72K shares quarter on quarter and down 1.36Mn shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Waterstone Financial as of December 31, 2025, with a position of 1.53Mn shares, representing 8.59% of the company's outstanding stock.
Among the most significant buyers of Waterstone Financial during December 2025 were DONALD SMITH & CO., INC. (127.77K), Fourthstone LLC (71.14K), AQR CAPITAL MANAGEMENT LLC (35.83K), AMERICAN CENTURY COMPANIES INC (32.02K), MARTINGALE ASSET MANAGEMENT L P (19.42K).
Leading sellers of Waterstone Financial stock in December 2025 included CITADEL ADVISORS LLC (53.93K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (46.14K), BlackRock, Inc. (44.10K), RENAISSANCE TECHNOLOGIES LLC (34.40K), VANGUARD GROUP INC (23.15K).
The top 10 institutional holders of Waterstone Financial for the quarter ending December 2025 included BlackRock, Inc. (1.53Mn), DIMENSIONAL FUND ADVISORS LP (1.42Mn), RENAISSANCE TECHNOLOGIES LLC (1.12Mn), VANGUARD GROUP INC (885.97K), STATE STREET CORP (411.80K), GEODE CAPITAL MANAGEMENT, LLC (370.66K), AQR CAPITAL MANAGEMENT LLC (201.70K), Fourthstone LLC (199.70K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (199.62K), AMERICAN CENTURY COMPANIES INC (199.00K).

104 Institutional Holders

125,738 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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	180,061	8,807	5.14%	$2,980,004.00
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
Empowered Funds, LLC	31 Dec, 2025	109,950	11,228	11.37%	$1,819,673.00
Bank of New York Mellon Corp	31 Dec, 2025	85,509	5,157	6.42%	$1,415,167.00

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