Waterstone Financial Ownership | Who Owns Waterstone Financial?
Waterstone Financial Ownership Summary
Waterstone Financial is owned by 38.42% institutional investors, 19.58% insiders, and 42.00% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.77% of WSBF shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in Waterstone Financial shares.
WSBF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Waterstone Financial | 38.42% | 19.58% | 42.00% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.58M | 8.77% | $24.60M |
| Blackrock | 1.56M | 8.18% | $19.89M |
| Dimensional fund advisors lp | 1.43M | 7.93% | $22.27M |
| Renaissance | 1.15M | 6.40% | $17.97M |
| Vanguard group | 909.12K | 5.05% | $14.18M |
| State street | 423.29K | 2.35% | $6.60M |
| Geode capital management | 383.75K | 2.13% | $5.99M |
| Bridgeway capital management | 245.76K | 1.37% | $3.83M |
| Foundry partners | 204.79K | 1.12% | $2.75M |
| Csm advisors | 191.01K | 1.06% | $2.98M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 59.00K | 0.50% | $814.79K |
| Fourthstone | 128.56K | 0.36% | $2.01M |
| Foundry partners | 204.79K | 0.14% | $2.75M |
| John g ullman & associates | 56.50K | 0.12% | $881.37K |
| Leigh baldwin | 3.73K | 0.09% | $301.39K |
| Csm advisors | 191.01K | 0.08% | $2.98M |
| Bridgeway capital management | 245.76K | 0.08% | $3.83M |
| Gsa capital partners llp | 23.19K | 0.03% | $362.00K |
| Renaissance | 1.15M | 0.02% | $17.97M |
| Empowered funds | 98.72K | 0.02% | $1.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 128.56K | 0.36% | 65.36K |
| Quantinno capital management lp | 111.91K | 0.00% | 63.69K |
| Goldman sachs group | 171.25K | 0.00% | 48.20K |
| Marshall wace, llp | 28.43K | 0.00% | 28.43K |
| Ieq capital | 24.35K | 0.00% | 24.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | - | - | -555.51K |
| Bridgeway capital management | 245.76K | 0.08% | -193.08K |
| Blackrock funding, inc. /de | 1.58M | 0.00% | -140.45K |
| Dean investment associates | - | - | -50.18K |
| Ubs group | 9.96K | - | -36.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 28.43K | 0.00% | 28.43K | $443.52K |
| Ieq capital | 24.35K | 0.00% | 24.35K | $379.83K |
| Hrt financial lp | 17.36K | 0.00% | 17.36K | $270.00K |
| Susquehanna group, llp | 14.64K | - | 14.64K | $196.75K |
| Brandywine global investment management | 10.67K | 0.00% | 10.67K | $166.45K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Us bancorp \de\ | -14.00 |
| Innealta capital | -15.00 |
| Skopos labs | -21.00 |
| Stephens consulting | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 65 | -24.42% | 6,911,404 | -21.01% | 38 | 1.62% | 31 | -36.73% | 18 | -18.18% |
| Jun 30, 2025 | 93 | - | 9,316,153 | -4.24% | 51 | 1.83% | 55 | 34.15% | 22 | -35.29% |
| Mar 31, 2025 | 92 | 1.10% | 9,692,913 | -0.53% | 53 | 1.88% | 41 | 5.13% | 33 | -2.94% |
| Dec 31, 2024 | 43 | -50.00% | 4,221,181 | -57.61% | 23 | 0.78% | 18 | -57.14% | 15 | -37.50% |
| Sep 30, 2024 | 86 | 7.50% | 9,958,063 | 0.45% | 54 | 2.00% | 42 | 20.00% | 24 | -22.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 623.02K | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 527.88K | 2.83% | -11.63K |
| iShares Russell 2000 ETF | 421.44K | 2.26% | - |
| Foundry Partners Micro Cap Value | 303.23K | 1.62% | - |
| DFA US Small Cap Value I | 273.54K | 1.46% | - |
| Bridgeway Small Cap Value | 242.90K | 1.30% | - |
| Bridgeway Small-Cap Value | 242.90K | 1.30% | - |
| DFA US Targeted Value I | 193.86K | 1.04% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 191.98K | 1.03% | -87.48K |
| DFA US Small Cap I | 179.05K | 0.96% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 27, 2025 | Hansen Michael L | - | Sell | $1.21M |
| Aug 13, 2025 | Hansen Michael L | - | Sell | $1.54M |
| Aug 12, 2025 | Hansen Michael L | - | Sell | $491.21K |
| Aug 11, 2025 | Hansen Michael L | - | Sell | $38.05K |
| Jul 25, 2025 | Hansen Michael L | - | Sell | $10.51K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 7 |
| 2025 Q1 | - | 13 |
| 2024 Q4 | - | 199 |
| 2024 Q3 | - | 41 |
WSBF Ownership FAQ
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