Security Snapshot

Waterstone Financial, Inc. - Common Stock (WSBF) Institutional Ownership

CUSIP: 94188P101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

107

Shares (Excl. Options)

9,190,660

Price

$16.55

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Type / Class
Equity / Common Stock
Symbol
WSBF on Nasdaq
Shares outstanding
18,408,394
Price per share
$18.03
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,190,660
Total reported value
$152,105,586
% of total 13F portfolios
0%
Share change
+43,664
Value change
+$803,448
Number of holders
107
Price from insider filings
$18.03
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • WSBF - Waterstone Financial, Inc. - Common Stock is tracked under CUSIP 94188P101.
  • 107 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 107 to 19 between Q4 2025 and Q1 2026.
  • Reported value moved from $152,105,586 to $2,384,264.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 107 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 94188P101?
CUSIP 94188P101 identifies WSBF - Waterstone Financial, Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Waterstone Financial, Inc. - Common Stock (WSBF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.1% $21,630,784 1,306,996 BlackRock, Inc. 31 Dec 2025
VANGUARD GROUP INC 4.9% $11,982,340 942,749 The Vanguard Group 31 Dec 2024

As of 31 Dec 2025, 107 institutional investors reported holding 9,190,660 shares of Waterstone Financial, Inc. - Common Stock (WSBF). This represents 50% of the company’s total 18,408,394 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Waterstone Financial, Inc. - Common Stock (WSBF) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.3% 1,532,723 -2.8% 0% $25,366,573
DIMENSIONAL FUND ADVISORS LP 7.7% 1,415,149 -0.85% 0% $23,420,408
RENAISSANCE TECHNOLOGIES LLC 6.1% 1,117,236 -3% 0.03% $18,490,256
VANGUARD GROUP INC 4.8% 885,971 -2.5% 0% $14,662,820
STATE STREET CORP 2.2% 411,802 -2.7% 0% $6,815,323
GEODE CAPITAL MANAGEMENT, LLC 2% 370,663 -3.4% 0% $6,135,372
AQR CAPITAL MANAGEMENT LLC 1.1% 201,704 +22% 0% $3,338,195
Fourthstone LLC 1.1% 199,702 +55% 0.62% $3,305,068
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.1% 199,616 -19% 0.07% $3,303,645
AMERICAN CENTURY COMPANIES INC 1.1% 199,005 +19% 0% $3,293,540
CSM Advisors, LLC 1% 191,295 +0.15% 0.09% $3,167,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1% 188,492 -1.2% 0% $3,119,543
GOLDMAN SACHS GROUP INC 0.98% 180,061 +5.1% 0% $2,980,004
MORGAN STANLEY 0.97% 178,624 +6.3% 0% $2,956,244
NORTHERN TRUST CORP 0.73% 133,668 -6.1% 0% $2,212,206
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.72% 132,271 -0.09% 0% $2,189,085
Quantinno Capital Management LP 0.7% 128,603 +15% 0% $2,128,380
DONALD SMITH & CO., INC. 0.69% 127,770 0.04% $2,114,594
Empowered Funds, LLC 0.6% 109,950 +11% 0.03% $1,819,673
Bank of New York Mellon Corp 0.46% 85,509 +6.4% 0% $1,415,167
FMR LLC 0.45% 83,682 +23% 0% $1,384,937
TWO SIGMA INVESTMENTS, LP 0.41% 75,706 -5.7% 0% $1,252,934
JOHN G ULLMAN & ASSOCIATES INC 0.34% 63,248 +12% 0.14% $1,046,754
Teton Advisors, LLC 0.32% 59,000 0% 0.68% $976,450
Connor, Clark & Lunn Investment Management Ltd. 0.27% 49,839 +20% 0% $824,835

Institutional Holders of Waterstone Financial, Inc. - Common Stock (WSBF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 132,090 $2,384,264 +$291,824 $18.03 19
2025 Q4 9,190,660 $152,105,586 +$803,448 $16.55 107
2025 Q3 9,155,941 $142,820,726 -$2,387,605 $15.60 98
2025 Q2 9,316,113 $128,665,732 -$2,519,573 $13.81 92
2025 Q1 9,728,285 $130,848,157 -$355,864 $13.45 93
2024 Q4 9,756,037 $131,121,526 -$2,895,292 $13.44 90
2024 Q3 9,958,062 $146,353,510 +$771,649 $14.70 86
2024 Q2 9,913,579 $126,797,173 -$2,393,091 $12.79 80
2024 Q1 10,079,155 $122,660,673 -$2,929,653 $12.17 82
2023 Q4 10,298,883 $146,245,377 -$803,714 $14.20 84
2023 Q3 10,429,492 $114,201,779 -$10,773,051 $10.95 90
2023 Q2 11,317,678 $163,992,341 -$7,576,845 $14.49 92
2023 Q1 11,777,608 $178,163,339 -$3,088,259 $15.13 100
2022 Q4 11,957,560 $206,141,897 -$1,698,405 $17.24 105
2022 Q3 12,101,058 $195,548,091 -$8,250,771 $16.16 98
2022 Q2 12,582,140 $214,521,274 -$16,121,782 $17.05 93
2022 Q1 13,570,385 $262,450,519 -$8,228,836 $19.34 109
2021 Q4 13,980,912 $305,542,570 -$7,708,578 $21.86 106
2021 Q3 14,167,167 $290,163,034 +$202,705 $20.49 107
2021 Q2 14,156,774 $278,321,556 -$4,265,460 $19.66 100
2021 Q1 14,357,289 $293,175,725 -$1,570,292 $20.42 104
2020 Q4 14,541,059 $273,665,326 -$11,645,874 $18.82 103
2020 Q3 15,189,365 $235,257,655 -$9,886,275 $15.49 97
2020 Q2 15,841,973 $234,791,129 -$767,847 $14.83 108
2020 Q1 15,910,739 $231,691,312 -$11,396,134 $14.54 101
2019 Q4 16,459,882 $312,923,965 +$465,040 $19.03 108
2019 Q3 16,474,054 $282,949,647 +$1,531,092 $17.18 102
2019 Q2 16,383,013 $279,451,820 +$3,949,136 $17.06 100
2019 Q1 16,287,159 $268,379,564 -$6,094,168 $16.46 95
2018 Q4 16,644,018 $278,896,406 -$2,131,225 $16.76 94
2018 Q3 16,766,747 $287,538,375 -$8,893,394 $17.15 93
2018 Q2 17,292,200 $294,875,962 -$2,839,774 $17.05 103
2018 Q1 17,461,816 $302,328,783 +$167,646 $17.30 103
2017 Q4 17,455,190 $297,876,752 +$2,100,084 $17.05 111
2017 Q3 17,230,612 $336,310,643 +$1,360,822 $19.50 104
2017 Q2 17,172,269 $323,952,880 +$10,493,342 $18.85 107
2017 Q1 16,619,468 $303,560,227 +$30,438,384 $18.25 108
2016 Q4 16,428,140 $302,569,636 +$12,473,283 $18.40 112
2016 Q3 15,802,370 $268,714,182 +$29,334,856 $16.99 108
2016 Q2 14,078,947 $215,822,761 +$1,443,608 $15.33 93
2016 Q1 13,991,309 $191,382,000 -$352,442 $13.68 91
2015 Q4 14,014,743 $197,609,955 -$7,204,477 $14.10 92
2015 Q3 14,548,261 $196,104,865 -$6,111,267 $13.48 90
2015 Q2 15,020,641 $198,271,666 -$14,043,062 $13.20 91
2015 Q1 15,833,959 $203,306,143 +$3,305,083 $12.84 80
2014 Q4 15,575,335 $204,796,474 +$7,542,173 $13.15 78
2014 Q3 15,022,196 $173,517,582 -$9,529,946 $11.55 78
2014 Q2 15,854,767 $180,898,155 +$34,838,228 $11.41 81
2014 Q1 12,834,492 $133,327,041 +$131,151,149 $10.39 59
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