Latest Period
Q1 2026
Security Snapshot
Waterstone Financial, Inc. - Common Stock (WSBF) Institutional Ownership
CUSIP: 94188P101
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
118
Shares (Excl. Options)
9,411,318
Price
$18.03
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- Security type / class
- Equity / Common Stock
- Symbol
- WSBF on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 9,411,318
- Total 13F value
- $169,666,443
- Portfolio coverage rank
- 0%
- Share change
- +230,614
- Value change
- +$4,316,606
- Number of holders
- 118
- Shares outstanding
- 18,408,394
- SEC-reported price per share
- $18.27
- Insider filing price
- $18.27
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WSBF - Waterstone Financial, Inc. - Common Stock is tracked under CUSIP 94188P101.
- 118 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 108 to 118 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $152,122,616 to $169,666,443.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 118 institutions filings for Q1 2026.
Security key
94188P101
Latest holder period
Q1 2026
13F holders
118
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
WSBF full holder history
Waterstone Financial, Inc. SEC filings
Waterstone Financial, Inc. company facts
Waterstone Financial, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 94188P101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
WSBF
| 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 Mar 2026, 118 institutional investors reported holding 9,411,318 shares of Waterstone Financial, Inc. - Common Stock (WSBF). This represents 51% of the company’s total 18,408,394 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
46%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8.2% | 1,505,989 | -1.7% | 0% | $27,152,987 |
| DIMENSIONAL FUND ADVISORS LP | 7.7% | 1,413,502 | -0.12% | 0.01% | $25,485,979 |
| RENAISSANCE TECHNOLOGIES LLC | 5.9% | 1,094,471 | -2% | 0.03% | $19,733,312 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 700,237 | 0% | 0% | $12,625,273 |
| STATE STREET CORP | 2.1% | 394,515 | -4.2% | 0% | $7,113,105 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 366,680 | -1.1% | 0% | $6,612,269 |
| Fourthstone LLC | 1.6% | 291,191 | +46% | 0.89% | $5,250,174 |
| GOLDMAN SACHS GROUP INC | 1.4% | 254,464 | +41% | 0% | $4,587,984 |
| AMERICAN CENTURY COMPANIES INC | 1.4% | 250,085 | +26% | 0% | $4,509,041 |
| AQR CAPITAL MANAGEMENT LLC | 1.2% | 224,794 | +11% | 0% | $4,053,037 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.1% | 205,116 | +2.8% | 0.07% | $3,698,241 |
| CSM Advisors, LLC | 1% | 190,125 | -0.61% | 0.08% | $3,428,000 |
| DONALD SMITH & CO., INC. | 0.96% | 176,090 | +38% | 0.06% | $3,174,903 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.91% | 167,095 | -11% | 0% | $3,012,723 |
| MORGAN STANLEY | 0.83% | 153,630 | -14% | 0% | $2,769,955 |
| Quantinno Capital Management LP | 0.77% | 141,411 | +10% | 0% | $2,549,640 |
| NORTHERN TRUST CORP | 0.76% | 140,079 | +4.8% | 0% | $2,525,624 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.69% | 126,792 | -4.1% | 0% | $2,286,060 |
| Empowered Funds, LLC | 0.66% | 122,380 | +11% | 0.01% | $2,206,512 |
| VANGUARD FIDUCIARY TRUST CO | 0.51% | 93,078 | 0% | 0% | $1,678,196 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.48% | 87,651 | 0% | 0% | $1,580,348 |
| TWO SIGMA INVESTMENTS, LP | 0.47% | 85,925 | +13% | 0% | $1,549,228 |
| FMR LLC | 0.46% | 84,214 | +0.64% | 0% | $1,518,377 |
| Bank of New York Mellon Corp | 0.46% | 83,931 | -1.8% | 0% | $1,513,277 |
| JOHN G ULLMAN & ASSOCIATES INC | 0.33% | 61,248 | -3.2% | 0.15% | $1,104,301 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 9,411,318 | $169,666,443 | +$4,316,606 | $18.03 | 118 |
| 2025 Q4 | 9,191,689 | $152,122,616 | +$806,609 | $16.55 | 108 |
| 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 |