Waterstone Financial WSBF Institutional Ownership

NASDAQ WSBF

$19.62 -0.22 (-1.11%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

122 Institutions

Increased 66 54.1%

Unchanged 28 23.0%

Reduced 28 23.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

53.67%

▲+2.14 pp QoQ

Shares Held by Institutions

9.65Mn

of 17.98Mn outstanding

▲+3.17% QoQ

Shares Outstanding

17.98Mn

8.33Mn held outside 13F filers

Institutional Investors

122

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+296.47K

accumulated since last quarter

Value of Holdings

$191.38Mn

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

Updated Oct 11, 2026

Waterstone Financial, Inc. (NASDAQ:WSBF) was held by 122 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 53.67% of Waterstone Financial's outstanding shares at the end of Q2 2026, up from 51.53% in Q1 2026.
Total holdings of WSBF shares rose 3.17% from Q1 2026, and the holder count rose 32.61% from Q2 2025.
Of these 122 holders, 66 added to their positions, 28 reduced their stakes and 28 left their positions unchanged.
Institutional investors held 9.65Mn shares of Waterstone Financial in total at the end of Q2 2026, up 296.46K from the prior quarter and up 665.9K from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Waterstone Financial with 1.64Mn shares, or 9.13% of shares outstanding.
Among existing holders, the largest additions to Waterstone Financial in Q2 2026 came from BlackRock, Inc. (+135.78K shares), American Century Companies Inc (+91.89K shares), Qube Research & Technologies Ltd (+91.3K shares), O'shaughnessy Asset Management, LLC (+76.94K shares) and Morgan Stanley (+44.18K shares).
The biggest cuts to WSBF positions during Q2 2026 came from Fourthstone LLC (-192.28K shares), Vanguard Capital Management LLC (-59.23K shares), Goldman Sachs Group Inc (-57.81K shares), Renaissance Technologies LLC (-42.9K shares) and Two Sigma Investments, LP (-21.38K shares).
Per Business Quant, the top 10 investors in WSBF for the quarter ended June 30, 2026 were BlackRock, Inc. (1.64Mn shares), Dimensional Fund Advisors LP (1.42Mn shares), Renaissance Technologies LLC (1.05Mn shares), Vanguard Capital Management LLC (641K shares), State Street Corp (398.37K shares), Geode Capital Management, LLC (388.48K shares), American Century Companies Inc (341.97K shares), AQR Capital Management LLC (259.09K shares), CSM Advisors, LLC (221.07K shares) and Bridgeway Capital Management, LLC (211.38K shares).

Form 13F Holdings

122 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.65Mn

Of outstanding 53.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,641,766	9.13%	▲135,777	+9.02%	$34.03Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,417,945	7.89%	▲4,443	+0.31%	$29.39Mn
3	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,051,571	5.85%	▼42,900	-3.92%	$21.80Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	641,005	3.57%	▼59,232	-8.46%	$13.29Mn
5	State Street Corp	0000093751	398,372	2.22%	▲3,857	+0.98%	$8.26Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	388,478	2.16%	▲21,798	+5.94%	$8.05Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	341,972	1.90%	▲91,887	+36.74%	$7.09Mn
8	AQR CAPITAL MANAGEMENT LLC	0001167557	259,088	1.44%	▲34,294	+15.26%	$5.37Mn
9	CSM Advisors, LLC	0001863523	221,070	1.23%	▲30,945	+16.28%	$4.58K
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	211,375	1.18%	▲6,259	+3.05%	$4.38Mn
11	Morgan Stanley	0000895421	197,809	1.10%	▲44,178	+28.76%	$4.10Mn
12	Goldman Sachs Group Inc	0000886982	196,657	1.09%	▼57,807	-22.72%	$4.08Mn
13	Quantinno Capital Management LP	0001759654	169,424	0.94%	▲28,013	+19.81%	$3.51Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	167,095	0.93%	0	0.00%	$3.46Mn
15	DONALD SMITH & CO., INC.	0000814375	164,590	0.92%	▼11,500	-6.53%	$3.41Mn
16	Northern Trust Corp	0000073124	143,761	0.80%	▲3,682	+2.63%	$2.98Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	129,105	0.72%	▲2,313	+1.82%	$2.68Mn
18	Qube Research & Technologies Ltd	0001729829	119,139	0.66%	▲91,303	+328.00%	$2.47Mn
19	Empowered Funds, LLC	0001592828	115,282	0.64%	▼7,098	-5.80%	$2.39Mn
20	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0001423442	113,777	0.63%	▲76,937	+208.84%	$2.36Mn

Showing 1 to 20 of 122 holders