Waterstone Financial Ownership | Who Owns Waterstone Financial?
Waterstone Financial Ownership Summary
Waterstone Financial is owned by 51.79% institutional investors, 19.68% insiders, and 28.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.55% 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 | 51.79% | 19.68% | 28.53% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.72M | 9.55% | $23.72M |
| Dimensional fund advisors lp | 1.51M | 8.25% | $20.34M |
| Blackrock | 1.56M | 8.18% | $19.89M |
| Renaissance | 1.19M | 6.50% | $16.03M |
| Vanguard group | 942.75K | 5.14% | $12.67M |
| State street | 456.65K | 2.49% | $6.14M |
| Bridgeway capital management | 431.52K | 2.35% | $5.80M |
| Geode capital management | 396.37K | 2.16% | $5.33M |
| Foundry partners | 204.79K | 1.12% | $2.75M |
| Csm advisors | 197.25K | 1.10% | $2.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 59.00K | 0.50% | $814.79K |
| Foundry partners | 204.79K | 0.14% | $2.75M |
| Bridgeway capital management | 431.52K | 0.13% | $5.80M |
| John g ullman & associates | 51.10K | 0.10% | $705.69K |
| Fourthstone | 37.51K | 0.10% | $504.15K |
| Csm advisors | 197.25K | 0.08% | $2.73M |
| Renaissance | 1.19M | 0.02% | $16.03M |
| Gsa capital partners llp | 21.81K | 0.02% | $293.00K |
| Keeley-teton advisors | 10.00K | 0.02% | $134.40K |
| Empowered funds | 91.79K | 0.01% | $1.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Csm advisors | 197.25K | 0.08% | 197.25K |
| Arrowstreet capital, limited partnership | 190.77K | 0.00% | 44.62K |
| Fourthstone | 37.51K | 0.10% | 37.51K |
| Jpmorgan chase | 85.63K | 0.00% | 33.72K |
| Quantinno capital management lp | 15.08K | 0.00% | 15.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | - | - | -555.51K |
| Brandywine global investment management | - | - | -108.97K |
| Vanguard group | 942.75K | 0.00% | -82.70K |
| Blackrock funding, inc. /de | 1.72M | 0.00% | -71.18K |
| Dean investment associates | - | - | -50.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Csm advisors | 197.25K | 0.08% | 197.25K | $2.73M |
| Fourthstone | 37.51K | 0.10% | 37.51K | $504.15K |
| Quantinno capital management lp | 15.08K | 0.00% | 15.08K | $202.73K |
| Susquehanna group, llp | 14.64K | - | 14.64K | $196.75K |
| Deutsche bank ag\ | 10.61K | 0.00% | 10.61K | $142.56K |
Sold Out
| Holder | Change |
|---|---|
| Quent capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Us bancorp \de\ | -14.00 |
| Innealta capital | -15.00 |
| Stephens consulting | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 80 | -6.98% | 9,913,579 | -1.78% | 52 | 2.08% | 35 | 12.90% | 31 | -18.42% |
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 | 412.37K | 2.21% | -7.88K |
| Foundry Partners Micro Cap Value | 303.23K | 1.62% | - |
| DFA US Small Cap Value I | 273.54K | 1.46% | -5.03K |
| Bridgeway Small Cap Value | 242.90K | 1.30% | - |
| Bridgeway Small-Cap Value | 242.90K | 1.30% | - |
| DFA US Targeted Value I | 193.86K | 1.03% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 191.98K | 1.03% | -87.48K |
| DFA US Small Cap I | 179.05K | 0.95% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 12, 2025 | Hansen Michael L | - | Sell | $491.21K |
| Aug 13, 2025 | Hansen Michael L | - | Sell | $1.54M |
| Aug 11, 2025 | Hansen Michael L | - | Sell | $38.05K |
| Jul 25, 2025 | Hansen Michael L | - | Sell | $10.51K |
| Jul 25, 2025 | Hansen Michael L | - | Sell | $1.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 7 |
| 2025 Q1 | - | 13 |
| 2024 Q4 | - | 199 |
| 2024 Q3 | - | 41 |
| 2024 Q2 | - | - |
WSBF Ownership FAQ
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