Waterstone Financial Ownership | Who Owns Waterstone Financial?

Waterstone Financial Ownership Summary

Waterstone Financial is owned by 15.66% institutional investors, 18.78% insiders, and 65.56% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.44% 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	15.66%	18.78%	65.56%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.51M	8.44%	$27.15M
Blackrock	1.56M	8.18%	$19.89M
Dimensional fund advisors lp	1.41M	7.92%	$25.49M
Renaissance	1.09M	6.14%	$19.73M
Vanguard group	885.97K	4.97%	$14.66M
State street	394.51K	2.21%	$7.11M
Geode capital management	366.68K	2.06%	$6.61M
Fourthstone	291.19K	1.63%	$5.25M
Goldman sachs group	254.46K	1.43%	$4.59M
American century companies	250.09K	1.40%	$4.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fourthstone	291.19K	0.89%	$5.25M
Teton advisors	59.00K	0.50%	$814.79K
John g ullman & associates	61.25K	0.15%	$1.10M
Foundry partners	204.79K	0.14%	$2.75M
Csm advisors	190.13K	0.08%	$3.43M
Bridgeway capital management	205.12K	0.07%	$3.70M
Donald smith	176.09K	0.06%	$3.17M
Renaissance	1.09M	0.03%	$19.73M
Martingale asset management l p	38.23K	0.02%	$689.36K
Keeley-teton advisors	10.00K	0.02%	$134.40K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	93.08K	0.00%	93.08K
Fourthstone	291.19K	0.89%	91.49K
Goldman sachs group	254.46K	0.00%	74.40K
American century companies	250.09K	0.00%	51.08K
Donald smith	176.09K	0.06%	48.32K

Top Sellers

Holder	Shares	% Assets	Change
Rhino investment partners	-	-	-555.51K
Dean investment associates	-	-	-50.18K
Dean capital management	-	-	-33.82K
Marshall wace, llp	-	-	-28.43K
Exchange traded concepts	-	-	-27.41K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	93.08K	0.00%	93.08K	$1.68M
Xtx topco	17.62K	0.01%	17.62K	$317.65K
Franklin resources	15.20K	0.00%	15.20K	$274.04K
Los angeles capital management	11.37K	0.00%	11.37K	$204.97K
Price t rowe associates inc /md/	10.81K	-	10.81K	$195.00K

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 %
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%
Mar 31, 2025	92	1.10%	9,692,913	-0.53%	53	1.88%	41	5.13%	33	-2.94%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	623.02K	3.23%	-
Vanguard Total Stock Mkt Idx Inv	508.16K	2.81%	-15.99K
iShares Russell 2000 ETF	362.42K	2.01%	3.06K
CS McKee Micro Cap Value	303.23K	1.68%	-
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%	-
Bridgeway Small-Cap Value	242.90K	1.30%	-
Avantis US Small Cap Value ETF	232.99K	1.29%	-
DFA US Targeted Value I	193.86K	1.07%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 21, 2026	Gerke Mark Raymond	EVP/Chief Financial Officer	Sell	$183.44K
Feb 18, 2026	Gordon Douglas S	-	Sell	$52.16K
Feb 06, 2026	Gordon Douglas S	-	Sell	$123.56K
Feb 04, 2026	Gordon Douglas S	-	Sell	$278.26K
Feb 05, 2026	Gordon Douglas S	-	Sell	$341.57K

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 15.66%, followed by 18.78% insiders and 65.56% retail investors. The average institutional ownership in Waterstone Financial's industry, Regional Banks Stocks, is 38.44%, which Waterstone Financial falls below.

Who owns the most shares of Waterstone Financial?

Waterstone Financial’s largest shareholders are Blackrock funding, inc. /de (1.51M shares, 8.44%), Blackrock (1.56M shares, 8.18%), and Dimensional fund advisors lp (1.41M shares, 7.92%). Together, they hold 24.55% 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 0.89% of its assets in 291.19K Waterstone Financial shares, valued at 5.25M$.

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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