Waterstone Financial Ownership | Who Owns Waterstone Financial?

Waterstone Financial Ownership Summary

Waterstone Financial is owned by 56.95% institutional investors, 18.71% insiders, and 24.34% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.45% 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	56.95%	18.71%	24.34%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.79%	12.57%	30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.64M	9.45%	$34.03M
Blackrock	1.56M	8.18%	$19.89M
Dimensional fund advisors lp	1.42M	8.16%	$29.39M
Renaissance	1.05M	6.05%	$21.80M
Vanguard group	885.97K	4.97%	$14.66M
Vanguard capital management	641.00K	3.69%	$13.29M
State street	398.37K	2.29%	$8.26M
Geode capital management	388.48K	2.24%	$8.05M
American century companies	341.97K	1.97%	$7.09M
Aqr capital management	259.09K	1.49%	$5.37M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	98.91K	1.46%	$2.05M
Teton advisors	59.00K	0.50%	$814.79K
John g ullman & associates	59.75K	0.15%	$1.24M
Foundry partners	204.79K	0.14%	$2.75M
Csm advisors	221.07K	0.10%	$4.58M
Bridgeway capital management	211.38K	0.08%	$4.38M
Donald smith	164.59K	0.06%	$3.41M
Renaissance	1.05M	0.03%	$21.80M
Martingale asset management l p	59.26K	0.03%	$1.23M
Ritholtz wealth management	76.02K	0.02%	$1.58M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	1.64M	0.00%	135.78K
Sixth street partners management company	129.10K	0.00%	129.10K
American century companies	341.97K	0.00%	91.89K
Qube research	119.14K	0.00%	91.30K
O'shaughnessy asset management	113.78K	0.01%	76.94K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-555.51K
Fourthstone	98.91K	1.46%	-192.28K
Vanguard capital management	641.00K	0.00%	-59.23K
Goldman sachs group	196.66K	0.00%	-57.81K
Dean investment associates	-	-	-50.18K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	129.10K	0.00%	129.10K	$2.68M
Algert global	37.70K	0.01%	37.70K	$781.52K
Bailard	22.60K	0.01%	22.60K	$468.50K
Hillsdale investment management	20.40K	0.01%	20.40K	$422.89K
Creative planning	13.20K	0.00%	13.20K	$273.66K

Sold Out

Holder	Change
Quent capital	-1.00
Clearstead advisors	-3.00
Nelson, van denburg & campbell wealth management group	-4.00
Us bancorp \de\	-14.00
Innealta capital	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	122	0.83%	9,894,658	5.12%	56	1.94%	68	6.25%	28	-20.00%
Mar 31, 2026	50	-53.70%	2,792,813	-69.61%	15	0.59%	24	-52.00%	13	-72.34%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	623.02K	3.23%	-
Vanguard MStar Total Stk Mkt Idx Invest	458.45K	2.55%	-
Vanguard Morn Total Stk Mkt Idx Investor	458.45K	2.54%	-49.70K
Vanguard Total Stock Mkt Idx Inv	458.45K	2.54%	-49.70K
iShares Russell 2000 ETF	413.46K	2.30%	-7.30K
CS McKee Micro Cap Value	358.55K	1.99%	55.32K
Avantis US Small Cap Value ETF	321.93K	1.79%	850.00
Foundry Partners Micro Cap Value	303.23K	1.62%	-
DFA US Small Cap Value I	270.14K	1.50%	-
Bridgeway Small-Cap Value	242.90K	1.30%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 13, 2026	Gordon Ryan J	EVP/Chief Credit Officer	Sell	$27.44K
Aug 13, 2026	Gordon Ryan J	EVP/Chief Credit Officer	Sell	$131.88K
Aug 13, 2026	Gordon Ryan J	EVP/Chief Credit Officer	Sell	$13.08K
May 21, 2026	Gerke Mark Raymond	EVP/Chief Financial Officer	Sell	$183.44K
Feb 18, 2026	Gordon Douglas S	-	Sell	$52.16K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	1
2026 Q1	-	8
2025 Q4	-	1
2025 Q3	-	7
2025 Q1	-	13

WSBF Ownership FAQ

Who Owns Waterstone Financial?

Waterstone Financial shareholders are primarily institutional investors at 56.95%, followed by 18.71% insiders and 24.34% retail investors. The average institutional ownership in Waterstone Financial's industry, Regional Banks Stocks, is 56.79%, which Waterstone Financial exceeds.

Who owns the most shares of Waterstone Financial?

Waterstone Financial’s largest shareholders are Blackrock funding, inc. /de (1.64M shares, 9.45%), Blackrock (1.56M shares, 8.18%), and Dimensional fund advisors lp (1.42M shares, 8.16%). Together, they hold 25.79% 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 1.46% of its assets in 98.91K Waterstone Financial shares, valued at 2.05M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools