Waterstone Financial Ownership | Who Owns Waterstone Financial?

Waterstone Financial Ownership Summary

Waterstone Financial is owned by 42.59% institutional investors, 19.58% insiders, and 37.84% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.78% 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	42.59%	19.58%	37.84%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.53M	8.78%	$25.37M
Blackrock	1.56M	8.18%	$19.89M
Dimensional fund advisors lp	1.42M	8.10%	$23.42M
Renaissance	1.12M	6.40%	$18.49M
Vanguard group	885.97K	4.97%	$14.66M
State street	423.29K	2.35%	$6.60M
Geode capital management	370.66K	2.12%	$6.14M
Bridgeway capital management	245.76K	1.37%	$3.83M
Fourthstone	199.70K	1.14%	$3.31M
Foundry partners	204.79K	1.12%	$2.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	199.70K	0.62%	$3.31M
Teton advisors	59.00K	0.50%	$814.79K
John g ullman & associates	63.25K	0.14%	$1.05M
Foundry partners	204.79K	0.14%	$2.75M
Csm advisors	191.29K	0.09%	$3.17M
Bridgeway capital management	245.76K	0.08%	$3.83M
Donald smith	127.77K	0.04%	$2.11M
Gsa capital partners llp	21.62K	0.03%	$358.00K
Renaissance	1.12M	0.03%	$18.49M
Keeley-teton advisors	10.00K	0.02%	$134.40K

Top Buyers

Holder	Shares	% Assets	Change
Donald smith	127.77K	0.04%	127.77K
Fourthstone	199.70K	0.62%	71.14K
Quantinno capital management lp	111.91K	0.00%	63.69K
Russell investments group	25.33K	0.00%	22.27K
Two sigma investments, lp	80.26K	0.00%	16.11K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-555.51K
Bridgeway capital management	245.76K	0.08%	-193.08K
Dean investment associates	-	-	-50.18K
Blackrock funding, inc. /de	1.53M	0.00%	-44.10K
Renaissance	1.12M	0.03%	-34.40K

New Positions

Holder	Shares	% Assets	Change	Value
Donald smith	127.77K	0.04%	127.77K	$2.11M
Susquehanna group, llp	14.64K	-	14.64K	$196.75K
Wealth enhancement advisory services	11.45K	0.00%	11.45K	$191.72K
Mercer global advisors inc /adv	10.59K	0.00%	10.59K	$165.20K
Beese fulmer investment management	10.04K	0.01%	10.04K	$166.25K

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 %
Dec 31, 2025	78	-22.00%	7,595,904	-17.07%	42	1.64%	38	-32.14%	30	7.14%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	623.02K	3.23%	-
Vanguard Total Stock Mkt Idx Inv	524.15K	2.85%	-
iShares Russell 2000 ETF	382.31K	2.08%	-98.45K
CS McKee Micro Cap Value	303.23K	1.65%	-
Foundry Partners Micro Cap Value	303.23K	1.62%	-
DFA US Small Cap Value I	270.14K	1.47%	-3.40K
Bridgeway Small Cap Value	242.90K	1.30%	-
Bridgeway Small-Cap Value	242.90K	1.30%	-
DFA US Targeted Value I	193.86K	1.06%	-
Avantis US Small Cap Value ETF	185.95K	1.01%	1.95K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 18, 2026	Gordon Douglas S	-	Sell	$52.16K
Feb 06, 2026	Gordon Douglas S	-	Sell	$123.56K
Feb 05, 2026	Gordon Douglas S	-	Sell	$341.57K
Feb 04, 2026	Gordon Douglas S	-	Sell	$278.26K
Feb 04, 2026	Lawton Patrick S	-	Sell	$358.91K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	8
2025 Q4	-	1
2025 Q3	-	7
2025 Q1	-	13
2024 Q4	-	199

WSBF Ownership FAQ

Who Owns Waterstone Financial?

Waterstone Financial shareholders are primarily institutional investors at 42.59%, followed by 19.58% insiders and 37.83% retail investors. The average institutional ownership in Waterstone Financial's industry, Regional Banks Stocks, is 31.54%, which Waterstone Financial exceeds.

Who owns the most shares of Waterstone Financial?

Waterstone Financial’s largest shareholders are Blackrock funding, inc. /de (1.53M shares, 8.78%), Blackrock (1.56M shares, 8.18%), and Dimensional fund advisors lp (1.42M shares, 8.10%). Together, they hold 25.06% of Waterstone Financial’s total shares outstanding.

Does Blackrock own Waterstone Financial?

Yes, BlackRock owns 8.18% of Waterstone Financial, totaling 1.56M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 19.89M$. In the last quarter, BlackRock decreased its holdings by -15.184K shares, a -0.97% change.

Who is Waterstone Financial’s biggest shareholder by percentage of total assets invested?

Fourthstone is Waterstone Financial’s biggest shareholder by percentage of total assets invested, with 0.62% of its assets in 199.7K Waterstone Financial shares, valued at 3.31M$.

Who is the top mutual fund holder of Waterstone Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Waterstone Financial shares, with 3.23% of its total shares outstanding invested in 623.02K Waterstone Financial shares.

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