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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
WSBF on Nasdaq
Shares outstanding
18,408,394
Price per share
$16.55
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,155,940
Total reported value
$142,820,743
% of total 13F portfolios
0%
Share change
-160,630
Value change
-$2,387,614
Number of holders
98
Price from insider filings
$16.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025, 98 institutional investors reported holding 9,155,940 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. 8.6% 1,576,826 -8.2% 0% $24,598,491
DIMENSIONAL FUND ADVISORS LP 7.8% 1,427,285 -0.51% 0% $22,265,692
RENAISSANCE TECHNOLOGIES LLC 6.3% 1,151,636 +1.5% 0.02% $17,965,522
VANGUARD GROUP INC 4.9% 909,118 -3.7% 0% $14,182,241
STATE STREET CORP 2.3% 423,293 -3% 0% $6,603,371
GEODE CAPITAL MANAGEMENT, LLC 2.1% 383,746 -5.7% 0% $5,987,329
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.3% 245,758 -44% 0.08% $3,833,825
CSM Advisors, LLC 1% 191,010 -3.2% 0.08% $2,978,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1% 190,766 0% 0% $2,975,950
GOLDMAN SACHS GROUP INC 0.93% 171,254 +39% 0% $2,671,562
MORGAN STANLEY 0.91% 168,006 -9.3% 0% $2,620,904
AMERICAN CENTURY COMPANIES INC 0.91% 166,984 +4.4% 0% $2,604,954
AQR CAPITAL MANAGEMENT LLC 0.9% 165,876 +104% 0% $2,587,670
NORTHERN TRUST CORP 0.77% 142,422 -7.5% 0% $2,221,783
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.72% 132,384 -8.1% 0% $2,065,190
Fourthstone LLC 0.7% 128,559 +103% 0.36% $2,005,520
Quantinno Capital Management LP 0.61% 111,914 +132% 0% $1,745,858
Empowered Funds, LLC 0.54% 98,722 +7.6% 0.02% $1,540,063
Bank of New York Mellon Corp 0.44% 80,352 +1.2% 0% $1,253,492
TWO SIGMA INVESTMENTS, LP 0.44% 80,260 +25% 0% $1,252,056
FMR LLC 0.37% 67,949 +10% 0% $1,060,005
CITADEL ADVISORS LLC 0.35% 64,879 -35% 0% $1,012,112
TWO SIGMA ADVISERS, LP 0.33% 61,382 +13% 0% $957,559
Teton Advisors, LLC 0.32% 59,000 0% 0.57% $920,400
JOHN G ULLMAN & ASSOCIATES INC 0.31% 56,498 +11% 0.12% $881,369

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
2025 Q4 22,458 $373,845 +$315,092 $16.55 9
2025 Q3 9,155,940 $142,820,743 -$2,387,614 $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