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Waterstone Financial Inc (WSBF)

CUSIP: 94188P101 | NYSE | Financial Services · Banks - Regional | Small Cap | 406 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,421,942
0.0% of portfolio›$28.0M
Bank of New York Mellon Corp96,341
0.0% of portfolio›$1.9M
John G Ullman & Associates Inc59,582
0.2% of portfolio›$1.2M
Commonwealth Equity Services, LLC45,949
0.0% of portfolio›$903.4K
Strs Ohio43,000
0.0% of portfolio›$845.4K
Creative Planning18,624
0.0% of portfolio›$366.1K
Wealth Enhancement Advisory Services, LLC18,563
0.0% of portfolio›$363.5K
D'Orazio & Associates, Inc.10,170
0.0% of portfolio›$199.9K
Beese Fulmer Investment Management, Inc.10,083
0.0% of portfolio›$198.2K
Farther Finance Advisors, LLC3,335
0.0% of portfolio›$65.6K
Citigroup Inc2,883
0.0% of portfolio›$56.7K
Versant Capital Management, Inc2,472
0.0% of portfolio›$48.6K
State of Alaska, Department of Revenue1,159
0.0% of portfolio›$22
Pinnacle Wealth Planning Services, Inc.1,080
0.0% of portfolio›$21.2K
EverSource Wealth Advisors, LLC1,014
0.0% of portfolio›$19.9K
State of Wyoming508
0.0% of portfolio›$10.0K
IFP Advisors, Inc432
0.0% of portfolio›$8.5K
Essential Partners LLC301
0.0% of portfolio›$5.9K
Sterling Capital Management LLC299
0.0% of portfolio›$5.9K
MassMutual Private Wealth & Trust, FSB296
0.0% of portfolio›$5.8K
Larson Financial Group LLC271
0.0% of portfolio›$5.3K
Gamma Investing LLC270
0.0% of portfolio›$5.3K
SJS Investment Consulting Inc.138
0.0% of portfolio›$2.7K
Private Wealth Management Group, LLC115
0.0% of portfolio›$2.3K
Signaturefd, LLC102
0.0% of portfolio›$2.0K
SBI Securities Co., Ltd.95
0.0% of portfolio›$1.9K
Nisa Investment Advisors, LLC74
0.0% of portfolio›$1.5K
True Wealth Design, LLC65
0.0% of portfolio›$1.3K
Covestor Ltd50
0.0% of portfolio›$1
Root Financial Partners, LLC47
0.0% of portfolio›$924
Fortitude Family Office, LLC45
0.0% of portfolio›$885
Caitong International Asset Management Co., Ltd19
0.0% of portfolio›$374
Provenance Wealth Advisors, LLC16
0.0% of portfolio›$315
Capital Advisors, Ltd. LLC14
0.0% of portfolio›$0
CoreCap Advisors, LLC13
0.0% of portfolio›$256
Hughes Financial Services, LLC1
0.0% of portfolio›$20
Torren Management, LLC1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,421,942$28.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
96,341$1.9M0.0%CoreLowNew York, NY2026-11-05
John G Ullman & Associates Inc
59,582$1.2M0.2%CoreLowCorning, NY2026-11-04
Commonwealth Equity Services, LLC
45,949$903.4K0.0%ETFLowWaltham, MA2026-11-02
Strs Ohio
43,000$845.4K0.0%CoreMediumColumbus, OH2026-10-30
Creative Planning
18,624$366.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
18,563$363.5K0.0%CoreLowPlymouth, MN2026-10-13
D'Orazio & Associates, Inc.
10,170$199.9K0.0%ETFLowVienna, VA2026-11-04
Beese Fulmer Investment Management, Inc.
10,083$198.2K0.0%CoreLowCanton, OH2026-10-23
Farther Finance Advisors, LLC
3,335$65.6K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
2,883$56.7K0.0%CoreMediumNew York, NY2026-11-04
Versant Capital Management, Inc
2,472$48.6K0.0%GARPLowPhoenix, AZ2026-10-02
State of Alaska, Department of Revenue
1,159$220.0%CoreVery LowJuneau, AK2026-10-15
Pinnacle Wealth Planning Services, Inc.
1,080$21.2K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
1,014$19.9K0.0%CoreMediumBirmingham, AL2026-11-04
State of Wyoming
508$10.0K0.0%ValueHighCheyenne, WY2026-10-28
IFP Advisors, Inc
432$8.5K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
301$5.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Sterling Capital Management LLC
299$5.9K0.0%GARPMediumCharlotte, NC2026-10-22
MassMutual Private Wealth & Trust, FSB
296$5.8K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
271$5.3K0.0%GrowthLowSt Louis, MO2026-11-05
Gamma Investing LLC
270$5.3K0.0%IndexVery LowFoster City, CA2026-10-08
SJS Investment Consulting Inc.
138$2.7K0.0%ETFVery LowSylvania, OH2026-10-26
Private Wealth Management Group, LLC
115$2.3K0.0%ETFLowPrinceton, NJ2026-10-19
Signaturefd, LLC
102$2.0K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
95$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
74$1.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
True Wealth Design, LLC
65$1.3K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
50$10.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
47$9240.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
45$8850.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
19$3740.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
16$3150.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
14$00.0%ETFLowShaker Heights, OH2026-10-27
CoreCap Advisors, LLC
13$2560.0%ETFMediumSouthfield, MI2026-10-08
Hughes Financial Services, LLC
1$200.0%ETFLowHerndon, VA2026-10-30
Torren Management, LLC
1$290.0%ETFMediumSan Diego, CA2026-10-29