Who owns Waterstone Financial, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WSBF from SEC Form 13F filings across 125 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 125 institutions disclosed 9.9M shares of Waterstone Financial, Inc. worth $200.2M — about 57.8% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
125
13F holders
$200.2M
value, 2026 filers
57.8%
of shares outstanding (9.9M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WSBF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.6M | $34.0M | 0.0% | 9.6% | +9.0% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $29.4M | 0.0% | 8.3% | +0.3% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 1.1M | $21.8M | 0.0% | 6.1% | -3.9% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 641,005 | $13.3M | 0.0% | 3.7% | -8.5% |
| 5 | STATE STREET CORP | 398,372 | $8.3M | 0.0% | 2.3% | +1.0% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 388,478 | $8.1M | 0.0% | 2.3% | +5.9% |
| 7 | AMERICAN CENTURY COMPANIES INC | 341,972 | $7.1M | 0.0% | 2% | +36.7% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 259,089 | $5.4M | 0.0% | 1.5% | +15.3% |
| 9 | CSM Advisors, LLC | 221,070 | $4,583 | 0.1% | 1.3% | +16.3% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 211,375 | $4.4M | 0.1% | 1.2% | +3.1% |
| 11 | MORGAN STANLEY | 197,809 | $4.1M | 0.0% | 1.2% | +28.8% |
| 12 | GOLDMAN SACHS GROUP INC | 196,657 | $4.1M | 0.0% | 1.1% | -22.7% |
| 13 | Quantinno Capital Management LP | 169,424 | $3.5M | 0.0% | 1% | +19.8% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 167,095 | $3.5M | 0.0% | 1% | 0.0% |
| 15 | DONALD SMITH & CO., INC. | 164,590 | $3.4M | 0.1% | 1% | -6.5% |
| 16 | NORTHERN TRUST CORP | 143,761 | $3.0M | 0.0% | 0.8% | +2.6% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 129,105 | $2.7M | 0.0% | 0.8% | +1.8% |
| 18 | Sixth Street Partners Management Company, L.P.NEW | 129,105 | $2.7M | 0.5% | 0.8% | new |
| 19 | Qube Research & Technologies Ltd | 119,139 | $2.5M | 0.0% | 0.7% | +328.0% |
| 20 | Empowered Funds, LLC | 115,282 | $2.4M | 0.0% | 0.7% | -5.8% |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113,777 | $2.4M | 0.0% | 0.7% | +208.8% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 101,889 | $2.1M | 0.0% | 0.6% | +16.2% |
| 23 | Fourthstone LLC | 98,910 | $2.1M | 1.5% | 0.6% | -66.0% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 96,679 | $2.0M | 0.0% | 0.6% | +3.9% |
| 25 | Bank of New York Mellon Corp | 90,564 | $1.9M | 0.0% | 0.5% | +7.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.