Security key
94188P101
Waterstone Financial, Inc. - Common Stock (WSBF)
CUSIP: 94188P101
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 18,408,394
- Total 13F shares
- 9,411,318
- Share change
- +230,614
- Total reported value
- $169,666,443
- Price per share
- $18.03
- Number of holders
- 118
- Value change
- +$4,316,606
- Number of buys
- 59
- Number of sells
- 42
Report period
Q1 2026
Institutions
118
Top holders
10
WSBF full security history
Previous quarter: Q4 2025
Waterstone Financial, Inc. SEC filings
Waterstone Financial, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 94188P101
Recent filing periods:
Top shareholders of WSBF - Waterstone Financial, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.1%
from 13D/G
|
1,532,723
|
$25,366,573 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
13D/G
|
Company · The Vanguard Group |
4.9%
from 13D/G
|
885,971
|
$14,662,820 | — | 31 Dec 2025 | |
| Douglas S. Gordon |
3/4/5
|
Director |
3.4%
|
632,771
|
$11,407,043 | -$795,552 | 18 Feb 2026 | |
| Julie Ann Glynn |
3/4/5
|
EVP/Chief Retail Officer |
0.05%
|
9,071
|
$169,523 | -$380,774 | 02 Feb 2026 | |
| Laura Ellen Piotrowski |
3/4/5
|
Director |
0.05%
|
8,798
|
$123,875 | — | 22 Jul 2025 | |
| Molly A. Mulroy |
3/4/5
|
Director |
0.05%
|
8,798
|
$123,875 | — | 22 Jul 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
7.7%
|
1,415,149
|
$23,420,408 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
6.1%
|
1,117,236
|
$18,490,256 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
411,802
|
$6,815,323 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
370,663
|
$6,135,372 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.1%
|
201,704
|
$3,338,195 | — | 31 Dec 2025 | |
| Fourthstone LLC |
13F
|
Company |
1.1%
|
199,702
|
$3,305,068 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
199,616
|
$3,303,645 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.1%
|
199,005
|
$3,293,540 | — | 31 Dec 2025 | |
| CSM Advisors, LLC |
13F
|
Company |
1%
|
191,295
|
$3,167,000 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1%
|
188,492
|
$3,119,543 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.98%
|
180,061
|
$2,980,004 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.97%
|
178,624
|
$2,956,244 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.73%
|
133,668
|
$2,212,206 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.72%
|
132,271
|
$2,189,085 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
0.7%
|
128,603
|
$2,128,380 | — | 31 Dec 2025 | |
| DONALD SMITH & CO., INC. |
13F
|
Company |
0.69%
|
127,770
|
$2,114,594 | — | 31 Dec 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.6%
|
109,950
|
$1,819,673 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.46%
|
85,509
|
$1,415,167 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.45%
|
83,682
|
$1,384,937 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.41%
|
75,706
|
$1,252,934 | — | 31 Dec 2025 | |
| JOHN G ULLMAN & ASSOCIATES INC |
13F
|
Company |
0.34%
|
63,248
|
$1,046,754 | — | 31 Dec 2025 | |
| Teton Advisors, LLC |
13F
|
Company |
0.32%
|
59,000
|
$976,450 | — | 31 Dec 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.27%
|
49,839
|
$824,835 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.26%
|
47,382
|
$784,172 | — | 31 Dec 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.25%
|
45,975
|
$758,588 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.25%
|
45,929
|
$760,125 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.24%
|
43,295
|
$716,532 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.23%
|
41,590
|
$688,314 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.19%
|
34,588
|
$572,432 | — | 31 Dec 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.18%
|
33,500
|
$554,425 | — | 31 Dec 2025 | |
| STRS OHIO |
13F
|
Company |
0.18%
|
33,300
|
$551,115 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.17%
|
30,924
|
$511,792 | — | 31 Dec 2025 | |
| IEQ CAPITAL, LLC |
13F
|
Company |
0.16%
|
29,563
|
$489,274 | — | 31 Dec 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.16%
|
28,998
|
$479,917 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.14%
|
25,880
|
$428,314 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.13%
|
24,704
|
$408,842 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.13%
|
23,438
|
$387,900 | — | 31 Dec 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
0.12%
|
21,637
|
$358,086 | — | 31 Dec 2025 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.12%
|
21,616
|
$358,000 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.12%
|
21,475
|
$355,411 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.11%
|
20,625
|
$341,354 | — | 31 Dec 2025 | |
| Mariner, LLC |
13F
|
Company |
0.11%
|
19,480
|
$321,669 | — | 31 Dec 2025 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.11%
|
19,417
|
$321,352 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.1%
|
19,114
|
$316,337 | — | 31 Dec 2025 |
Institutional Holders of Waterstone Financial, Inc. - Common Stock (WSBF) as of Q1 2026
As of 31 Mar 2026,
Waterstone Financial, Inc. - Common Stock (WSBF) was held by
118 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,411,318 shares.
The largest 10 holders included
BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, RENAISSANCE TECHNOLOGIES LLC, VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, Fourthstone LLC, GOLDMAN SACHS GROUP INC, AMERICAN CENTURY COMPANIES INC, and AQR CAPITAL MANAGEMENT LLC.
This page lists
118
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
108
Q1 2026 holders
118
Holder diff
10
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.