WATERSTONE FINANCIAL INC (WSBF) Institutional Ownership Changes & 13F Activity
WATERSTONE FINANCIAL INC (WSBF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fourthstone Llc, Qube Research & Technologies Ltd, Goldman Sachs Group Inc, Aqr Capital Management Llc, and Csm Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -12,368 | -31.3% | 27,092 | $561.62K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +10,128 | — | 10,128 | $209.96K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -612 | -74.5% | 209 | $4.33K | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +4,538 | +26.3% | 21,769 | $451.27K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Sell | -7,098 | -5.8% | 115,282 | $2.39M | Q2 2026 | Aug 17, 2026 |
| Fourthstone Llc | Sell | -192,281 | -66.0% | 98,910 | $2.05M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +91,303 | +328.0% | 119,139 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -57,807 | -22.7% | 196,657 | $4.08M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +34,294 | +15.3% | 259,088 | $5.37M | Q2 2026 | Aug 14, 2026 |
| Csm Advisors, Llc | Buy | +30,945 | +16.3% | 221,070 | $4.58M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -21,376 | -24.9% | 64,549 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Odyssean, Llc | Buy | +19,292 | — | 19,292 | $399.92K | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +17,469 | — | 17,469 | $362.13K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +9,903 | — | 9,903 | $205.29K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +7,036 | +108.7% | 13,509 | $280.04K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -6,779 | -16.7% | 33,926 | $703.29K | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +6,259 | +3.1% | 211,375 | $4.38M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -2,551 | -21.8% | 9,162 | $189.93K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +2,313 | +1.8% | 129,105 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -1,847 | -4.1% | 43,353 | $898.71K | Q2 2026 | Aug 14, 2026 |
| Hsbc Holdings Plc | Buy | +1,478 | +3.1% | 49,490 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,085 | -47.8% | 1,186 | $24.58K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +625 | +2.4% | 26,505 | $477.88K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +438 | +122.7% | 795 | $16.00K | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +393 | +3.6% | 11,203 | $233.00K | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Sell | -267 | -3.7% | 6,960 | $144.28K | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Buy | +200 | +0.6% | 34,800 | $721.40K | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Buy | +68 | +0.4% | 15,207 | $315.24K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +18 | +10.0% | 198 | $4.03K | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Buy | +7 | — | 7 | $145.00 | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about WSBF activity
Which institutional owners are buying WSBF?
Institutional owners buying WSBF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WSBF activity?
"Buy" means an investor increased their reported position in WSBF compared to the prior reporting period. This reflects growing exposure to WATERSTONE FINANCIAL INC (WSBF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WSBF increasing?
Institutional interest in WSBF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WSBF Institutional Insights
- WSBF Overview
- WSBF 13F Institutional Holders
- WSBF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- WSBF Insider Trading & SEC Form 4 Activity
- WSBF Articles
- Top Institutional Investor Stock Rankings