Who Owns Waterstone Financial, Inc. (WSBF)?Hedge Fund & Institutional Holders

$17.42-0.22 (-1.25%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2000000180000004e+235T

% of Float Held

8.8976258335353e+235%

QoQ Change in Holders

+11 / -2

Price History

$11.86$13.59$15.31$17.04$18.76Sep 24Jun 25Mar 26

WSBF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
DONALD SMITH & CO., INC.New Position+128K+$2.1B
FMR LLCIncreased+16K+$998.9M
STRS OHIONew Position+33K+$551.0M
AQR CAPITAL MANAGEMENT LLCIncreased+36K+$412.3M
AMERICAN CENTURY COMPANIES INCIncreased+32K+$395.0M
RITHOLTZ WEALTH MANAGEMENTNew Position+22K+$358.0M
BEESE FULMER INVESTMENT MANAGEMENT, INC.New Position+10K+$166.0M
MassMutual Private Wealth & Trust, FSBNew Position+504+$8.0M
Cornerstone Planning Group LLCNew Position+176+$2.0M
Fourthstone LLCIncreased+71K+$1.3M
SBI Securities Co., Ltd.New Position+95+$1.0M
True Wealth Design, LLCNew Position+65+$1.0M
Private Wealth Management Group, LLCNew Position+120+$1.0M
CWM, LLCNew Position+14K+$234K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+11K+$191K

WSBF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHERN TRUST CORPDecreased-9K-$1.2B
CITADEL ADVISORS LLCDecreased-54K-$1.0B
TWO SIGMA ADVISERS, LPDecreased-14K-$957.6M
BRIDGEWAY CAPITAL MANAGEMENT, LLCDecreased-46K-$833.8M
JPMORGAN CHASE & CODecreased-10K-$807.0M
D. E. Shaw & Co., Inc.Decreased-5K-$794.9M
JANE STREET GROUP, LLCDecreased-10K-$484.9M
MARSHALL WACE, LLPClosed Position-28K-$443.5M
MILLENNIUM MANAGEMENT LLCDecreased-11K-$431.4M
Russell Investments Group, Ltd.Decreased-625-$395.1M
RHUMBLINE ADVISERSDecreased-3K-$364.7M
LEIGH BALDWIN & CO., LLCClosed Position-4K-$301.4M
DIMENSIONAL FUND ADVISORS LPDecreased-12K-$265.7M
Curi Capital, LLCDecreased-1K-$257.2M
TWO SIGMA INVESTMENTS, LPDecreased-5K-$252.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP1,367,677$22.0B0.00%Share
2RENAISSANCE TECHNOLOGIES LLC1,117,236$18.0B0.03%Share
3BRIDGEWAY CAPITAL MANAGEMENT, LLC199,616$3.0B0.06%Share
4AMERICAN CENTURY COMPANIES INC199,005$3.0B0.00%Share
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP188,492$3.0B0.00%Share
6AQR CAPITAL MANAGEMENT LLC192,650$3.0B0.00%Share
7DONALD SMITH & CO., INC.127,770$2.1B0.04%Share
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC132,271$2.0B0.00%Share
9GOLDMAN SACHS GROUP INC131,083$2.0B0.00%Share
10FMR LLC83,657$1.0B0.00%Share
11TWO SIGMA INVESTMENTS, LP75,706$1.0B0.00%Share
12NORTHERN TRUST CORP120,692$1.0B0.00%Share
13HSBC HOLDINGS PLC45,975$758.0M0.00%Share
14STRS OHIO33,300$551.0M0.00%Share
15RITHOLTZ WEALTH MANAGEMENT21,637$358.0M0.01%Share
16Invesco Ltd.12,844$212.0M0.00%Share
17BEESE FULMER INVESTMENT MANAGEMENT, INC.10,045$166.0M0.01%Share
18GAMCO INVESTORS, INC. ET AL10,000$165.0M0.00%Share
19Invesco Ltd.3,980$65.0M0.00%Share
20Farther Finance Advisors, LLC3,388$56.0M0.00%Share
21Invesco Ltd.2,180$36.0M0.00%Share
22UBS Group AG1,443$23.0M0.00%Share
23VANGUARD GROUP INC785,936$13.0M0.00%Share
24BlackRock, Inc.688,607$11.0M0.00%Share
25BlackRock, Inc.658,761$10.0M0.00%Share
26MassMutual Private Wealth & Trust, FSB504$8.0M0.00%Share
27STATE STREET CORP411,802$6.0M0.00%Share
28Optiver Holding B.V.276$4.0M0.00%Share
29Fourthstone LLC199,702$3.3M0.62%Share
30CSM Advisors, LLC191,295$3.2M0.09%Share
31Quantinno Capital Management LP128,603$2.0M0.00%Share
32Cornerstone Planning Group LLC176$2.0M0.00%Share
33GAMMA Investing LLC180$2.0M0.00%Share
34MORGAN STANLEY134,310$2.0M0.00%Share
35SBI Securities Co., Ltd.95$1.0M0.00%Share
36Empowered Funds, LLC109,023$1.0M0.01%Share
37VANGUARD GROUP INC93,217$1.0M0.00%Share
38BlackRock, Inc.79,894$1.0M0.00%Share
39BlackRock, Inc.71,006$1.0M0.00%Share
40True Wealth Design, LLC65$1.0M0.00%Share
41Invesco Ltd.110$1.0M0.00%Share
42Private Wealth Management Group, LLC120$1.0M0.00%Share
43Teton Advisors, LLC59,000$976K0.68%Share
44CWM, LLC14,152$234K0.00%Share
45WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,446$191K0.00%Share
46SG Americas Securities, LLC7,621$126K0.00%Share
47Versant Capital Management, Inc2,472$40K0.01%Share
48State of Alaska, Department of Revenue1,159$19K0.00%Share
49EverSource Wealth Advisors, LLC665$11K0.00%Share
50EverSource Wealth Advisors, LLC641$10K0.00%Share

WSBF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025109$63.6B+27
Q3 202582$78.2B+3
Q2 202579$63.0B-14
Q1 202593$104.8B+3
Q4 202490$1.1T+14
Q3 202476$2.9T+3
Q2 202473$2.5T-1
Q1 202474$1.9T—

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As of Q4 2025, 50 institutional investors hold WSBF (Waterstone Financial, Inc.). The largest holder is DIMENSIONAL FUND ADVISORS LP with $22.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own WSBF?

As of Q4 2025, 50 institutional investors report holding WSBF (Waterstone Financial, Inc.) in their 13F filings.

Who is the largest institutional holder of WSBF?

The largest institutional holder of WSBF is DIMENSIONAL FUND ADVISORS LP with $22.0B in shares.

Is institutional ownership of WSBF increasing or decreasing?

This quarter, 11 institutions opened new positions in WSBF and 2 closed their positions.