WSBF Institutional Ownership & Shareholders
WATERSTONE FINANCIAL INC (WSBF) is currently held by 120 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $202.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WSBF tracked by InsiderSet, reporting ownership valued at approximately $34.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.77M, representing an estimated loss of -3.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed WSBF value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in WATERSTONE FINANCIAL INC (WSBF).
This page ranks the largest institutional WSBF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
120
Total Reported Value
$202.66M
Largest Holder
Blackrock, Inc.
Largest Position
$34.03M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,641,766 | $34,033,818 | $32,769,649 | -$1,264,169 | -3.71% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,417,945 | $29,393,837 | $28,302,182 | -$1,091,655 | -3.71% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 1,051,571 | $21,799,067 | $20,989,357 | -$809,710 | -3.71% |
| Vanguard Capital Management Llc | 0.00% | 641,005 | $13,288,034 | $12,794,460 | -$493,574 | -3.71% | |
| State Street Corp | 0.00% | 398,372 | $8,258,252 | $7,951,505 | -$306,747 | -3.71% | |
| Geode Capital Management, Llc | 0.00% | 388,478 | $8,054,414 | $7,754,021 | -$300,393 | -3.73% | |
| American Century Companies Inc | 0.00% | 341,972 | $7,089,089 | $6,825,761 | -$263,328 | -3.71% | |
| Aqr Capital Management Llc | 0.00% | 259,088 | $5,370,889 | $5,171,396 | -$199,493 | -3.71% | |
| Csm Advisors, Llc | 0.10% | 221,070 | $4,583,000 | $4,412,557 | -$170,443 | -3.72% | |
| Bridgeway Capital Management, Llc | 0.08% | 211,375 | $4,381,804 | $4,219,045 | -$162,759 | -3.71% | |
| Morgan Stanley | 0.00% | 197,809 | $4,100,599 | $3,948,268 | -$152,331 | -3.71% | |
| Goldman Sachs Group Inc | 0.00% | 196,657 | $4,076,703 | $3,925,274 | -$151,429 | -3.71% | |
| Quantinno Capital Management Lp | 0.00% | 169,424 | $3,512,160 | $3,381,703 | -$130,457 | -3.71% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 167,095 | $3,463,879 | $3,335,216 | -$128,663 | -3.71% | |
| Donald Smith & Co. | Donald G. Smith | 0.06% | 164,590 | $3,411,951 | $3,285,216 | -$126,735 | -3.71% |
| Northern Trust Corp | 0.00% | 143,761 | $2,980,166 | $2,869,470 | -$110,696 | -3.71% | |
| Charles Schwab Investment Management Inc | 0.00% | 129,105 | $2,676,347 | $2,576,936 | -$99,411 | -3.71% | |
| Qube Research & Technologies Ltd | 0.00% | 119,139 | $2,469,751 | $2,378,014 | -$91,737 | -3.71% | |
| Empowered Funds, Llc | 0.01% | 115,282 | $2,389,796 | $2,301,029 | -$88,767 | -3.71% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 113,777 | $2,358,597 | $2,270,989 | -$87,608 | -3.71% | |
| Vanguard Portfolio Management Llc | 0.00% | 101,889 | $2,112,159 | $2,033,704 | -$78,455 | -3.71% | |
| Fourthstone Llc | 1.46% | 98,910 | $2,054,944 | $1,974,244 | -$80,700 | -3.93% | |
| Vanguard Fiduciary Trust Co | 0.00% | 96,679 | $2,004,156 | $1,929,713 | -$74,443 | -3.71% | |
| Bank Of New York Mellon Corp | 0.00% | 90,564 | $1,877,388 | $1,807,657 | -$69,731 | -3.71% | |
| Fmr Llc | 0.00% | 88,871 | $1,842,294 | $1,773,865 | -$68,429 | -3.71% | |
| Ritholtz Wealth Management | 0.02% | 76,020 | $1,575,885 | $1,517,359 | -$58,526 | -3.71% | |
| Two Sigma Investments, Lp | 0.00% | 64,549 | $1,338,101 | $1,288,398 | -$49,703 | -3.71% | |
| John G Ullman & Associates Inc | 0.15% | 59,748 | $1,238,576 | $1,192,570 | -$46,006 | -3.71% | |
| Martingale Asset Management L P | 0.03% | 59,258 | $1,228,419 | $1,182,790 | -$45,629 | -3.71% | |
| Teton Advisors, Llc | 0.71% | 59,000 | $1,223,070 | $1,177,640 | -$45,430 | -3.71% | |
| Hsbc Holdings Plc | 0.00% | 49,490 | $1,022,958 | $987,820 | -$35,138 | -3.43% | |
| Nuveen, Llc | 0.00% | 43,630 | $904,450 | $870,855 | -$33,595 | -3.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 45,949 | $903,360 | $917,142 | +$13,782 | +1.53% | |
| Bank Of America Corp | 0.00% | 43,353 | $898,708 | $865,326 | -$33,382 | -3.71% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 41,778 | $866,058 | $833,889 | -$32,169 | -3.71% | |
| Strs Ohio | 0.00% | 43,000 | $845,380 | $858,280 | +$12,900 | +1.53% | |
| Algert Global Llc | 0.01% | 37,700 | $781,521 | $752,492 | -$29,029 | -3.71% | |
| State Of Wisconsin Investment Board | 0.00% | 34,800 | $721,404 | $694,608 | -$26,796 | -3.71% | |
| D. E. Shaw & Co., Inc. | 0.00% | 33,926 | $703,286 | $677,163 | -$26,123 | -3.71% | |
| Ieq Capital, Llc | 0.00% | 31,878 | $660,826 | $636,285 | -$24,541 | -3.71% | |
| Russell Investments Group, Ltd. | 0.00% | 27,201 | $563,881 | $542,932 | -$20,949 | -3.72% | |
| Citadel Advisors Llc | 0.00% | 27,092 | $561,617 | $540,756 | -$20,861 | -3.71% | |
| Alliancebernstein L.P. | 0.00% | 26,505 | $477,885 | $529,040 | +$51,155 | +10.70% | |
| Mariner, Llc | 0.00% | 22,417 | $464,698 | $447,443 | -$17,255 | -3.71% | |
| Mercer Global Advisors Inc | 0.00% | 21,769 | $451,271 | $434,509 | -$16,762 | -3.71% | |
| Hillsdale Investment Management Inc. | 0.01% | 20,400 | $422,892 | $407,184 | -$15,708 | -3.71% | |
| Rhumbline Advisers | 0.00% | 19,509 | $404,436 | $389,400 | -$15,036 | -3.72% | |
| Odyssean, Llc | 0.07% | 19,292 | $399,923 | $385,068 | -$14,855 | -3.71% | |
| Creative Planning | 0.00% | 18,624 | $366,147 | $371,735 | +$5,588 | +1.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,563 | $363,467 | $370,517 | +$7,050 | +1.94% |
Frequently asked questions about WSBF
Who are the largest institutional holders of WSBF?
The largest institutional holders of WSBF reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Renaissance Technologies LLC, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported WSBF position.
What is WSBF institutional ownership?
This page tracks WSBF positions reported by institutional investment managers through SEC Form 13F. WATERSTONE FINANCIAL INC (WSBF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WSBF?
InsiderSet currently tracks 120 institutional managers reporting WSBF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WSBF shareholders.
How much WSBF stock do institutions own?
Institutional investment managers disclosed approximately $202.66M in WSBF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WSBF institutional ownership last updated?
The latest WSBF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WSBF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WSBF position after the reporting date.
Are institutions buying or selling WSBF?
Institutional buying and selling can be analyzed by comparing WSBF positions across consecutive 13F reporting periods. InsiderSet's WSBF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSBF ownership changes.
How has WSBF institutional ownership changed over time?
InsiderSet tracks WSBF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.