WSBF Waterstone Financial
Waterstone Financial (WSBF) Institutional Ownership
What the institutions did with WSBF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.6M | 16.8% |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 14.5% |
| RENAISSANCE TECHNOLOGIES LLC | 1.1M | 10.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 641.0K | 6.6% |
| STATE STREET CORP | 398.4K | 4.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 388.5K | 4.0% |
| AMERICAN CENTURY COMPANIES INC | 342.0K | 3.5% |
| AQR CAPITAL MANAGEMENT LLC | 259.1K | 2.7% |
| CSM Advisors, LLC | 221.1K | 2.3% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 211.4K | 2.2% |
| MORGAN STANLEY | 197.8K | 2.0% |
| GOLDMAN SACHS GROUP INC | 196.7K | 2.0% |
| Quantinno Capital Management LP | 169.4K | 1.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 167.1K | 1.7% |
| DONALD SMITH & CO., INC. | 164.6K | 1.7% |
| NORTHERN TRUST CORP | 143.8K | 1.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 129.1K | 1.3% |
| Qube Research & Technologies Ltd | 119.1K | 1.2% |
| Empowered Funds, LLC | 115.3K | 1.2% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113.8K | 1.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 101.9K | 1.0% |
| Fourthstone LLC | 98.9K | 1.0% |
| VANGUARD FIDUCIARY TRUST CO | 96.7K | 1.0% |
| Bank of New York Mellon Corp | 90.6K | 0.9% |
| FMR LLC | 88.9K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Fourthstone LLC | Reduced | 291.2K | 98.9K | -192.3K |
| BlackRock, Inc. | Increased | 1.5M | 1.6M | +135.8K |
| AMERICAN CENTURY COMPANIES INC | Increased | 250.1K | 342.0K | +91.9K |
| Qube Research & Technologies Ltd | Increased | 27.8K | 119.1K | +91.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Increased | 36.8K | 113.8K | +76.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 700.2K | 641.0K | -59.2K |
| GOLDMAN SACHS GROUP INC | Reduced | 254.5K | 196.7K | -57.8K |
| MORGAN STANLEY | Increased | 153.6K | 197.8K | +44.2K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 1.1M | 1.1M | -42.9K |
| ALGERT GLOBAL LLC | New | 0 | 37.7K | +37.7K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 224.8K | 259.1K | +34.3K |
| RITHOLTZ WEALTH MANAGEMENT | Increased | 43.6K | 76.0K | +32.4K |
| CSM Advisors, LLC | Increased | 190.1K | 221.1K | +30.9K |
| Quantinno Capital Management LP | Increased | 141.4K | 169.4K | +28.0K |
| BAILARD, INC. | New | 0 | 22.6K | +22.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 366.7K | 388.5K | +21.8K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 85.9K | 64.5K | -21.4K |
| MARTINGALE ASSET MANAGEMENT L P | Increased | 38.2K | 59.3K | +21.0K |
| Hillsdale Investment Management Inc. | New | 0 | 20.4K | +20.4K |
| Odyssean, LLC | New | 0 | 19.3K | +19.3K |
| XTX Topco Ltd | Sold Out | 17.6K | 0 | -17.6K |
| JANE STREET GROUP, LLC | Sold Out | 15.7K | 0 | -15.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 87.7K | 101.9K | +14.2K |
| Creative Planning | New | 0 | 13.2K | +13.2K |
| CITADEL ADVISORS LLC | Reduced | 39.5K | 27.1K | -12.4K |
| Jump Financial, LLC | New | 0 | 11.6K | +11.6K |
| DONALD SMITH & CO., INC. | Reduced | 176.1K | 164.6K | -11.5K |
| DEUTSCHE BANK AG\ | Increased | 3.4K | 14.8K | +11.4K |
| Sanctuary Advisors, LLC | New | 0 | 10.7K | +10.7K |
| Engineers Gate Manager LP | Sold Out | 10.2K | 0 | -10.2K |
| Corient Private Wealth LP | New | 0 | 10.1K | +10.1K |
| GAMCO INVESTORS, INC. ET AL | Sold Out | 10.0K | 0 | -10.0K |
| Cerity Partners LLC | New | 0 | 9.9K | +9.9K |
| JPMORGAN CHASE & CO | Reduced | 21.1K | 11.7K | -9.3K |
| Arax Advisory Partners | Increased | 602 | 8.2K | +7.5K |
| Russell Investments Group, Ltd. | Increased | 19.9K | 27.2K | +7.3K |
| Empowered Funds, LLC | Reduced | 122.4K | 115.3K | -7.1K |
| WELLS FARGO & COMPANY/MN | Increased | 6.5K | 13.5K | +7.0K |
| D. E. Shaw & Co., Inc. | Reduced | 40.7K | 33.9K | -6.8K |
| Bank of New York Mellon Corp | Increased | 83.9K | 90.6K | +6.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 205.1K | 211.4K | +6.3K |
| UBS Group AG | Reduced | 7.8K | 2.0K | -5.8K |
| CITIGROUP INC | Increased | 1.9K | 7.0K | +5.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | Increased | 2.0K | 7.0K | +5.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 23.4K | 18.7K | -4.8K |
| FMR LLC | Increased | 84.2K | 88.9K | +4.7K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 17.2K | 21.8K | +4.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.4M | 1.4M | +4.4K |
| STATE STREET CORP | Increased | 394.5K | 398.4K | +3.9K |
| NORTHERN TRUST CORP | Increased | 140.1K | 143.8K | +3.7K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 93.1K | 96.7K | +3.6K |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 2.4K | 5.9K | +3.5K |
| FRANKLIN RESOURCES INC | Increased | 15.2K | 18.5K | +3.3K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 44.7K | 41.8K | -3.0K |
| STRS OHIO | Increased | 31.6K | 34.4K | +2.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 14.2K | 16.8K | +2.6K |
| BARCLAYS PLC | Reduced | 11.7K | 9.2K | -2.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 126.8K | 129.1K | +2.3K |
| Police & Firemen's Retirement System of New Jersey | Increased | 3.3K | 5.6K | +2.3K |
| BANK OF AMERICA CORP /DE/ | Reduced | 45.2K | 43.4K | -1.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.