Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WSBF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.5M | $27.2M | -1.7% | 8.203% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $25.5M | -0.1% | 7.699% | 0.01% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 1.1M | $19.7M | -2.0% | 5.961% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 700K | $12.6M | — | 3.814% | 0.00% |
| 5 | STATE STREET CORP | 395K | $7.1M | -4.2% | 2.149% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 367K | $6.6M | -1.1% | 1.997% | 0.00% |
| 7 | Fourthstone LLC | 291K | $5.3M | +45.8% | 1.586% | 0.89% |
| 8 | GOLDMAN SACHS GROUP INC | 254K | $4.6M | +41.3% | 1.386% | 0.00% |
| 9 | AMERICAN CENTURY COMPANIES INC | 250K | $4.5M | +25.7% | 1.362% | 0.00% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 225K | $4.1M | +11.5% | 1.224% | 0.00% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 205K | $3.7M | +2.8% | 1.117% | 0.07% |
| 12 | DONALD SMITH & CO., INC. | 176K | $3.2M | +37.8% | 0.959% | 0.06% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 167K | $3.0M | -11.3% | 0.910% | 0.00% |
| 14 | MORGAN STANLEY | 154K | $2.8M | -14.0% | 0.837% | 0.00% |
| 15 | Quantinno Capital Management LP | 141K | $2.5M | +10.0% | 0.770% | 0.00% |
| 16 | NORTHERN TRUST CORP | 140K | $2.5M | +4.8% | 0.763% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 127K | $2.3M | -4.1% | 0.691% | 0.00% |
| 18 | Empowered Funds, LLC | 122K | $2.2M | +11.3% | 0.667% | 0.01% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 93K | $1.7M | — | 0.507% | 0.00% |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | 88K | $1.6M | — | 0.477% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 86K | $1.5M | +13.5% | 0.468% | 0.00% |
| 22 | FMR LLC | 84K | $1.5M | +0.6% | 0.459% | 0.00% |
| 23 | Bank of New York Mellon Corp | 84K | $1.5M | -1.8% | 0.457% | 0.00% |
| 24 | Teton Advisors, LLC | 59K | $1.1M | 0.0% | 0.321% | 0.75% |
| 25 | HSBC HOLDINGS PLC | 48K | $874K | — | 0.262% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WSBF — a direct measure of their conviction.
Filings activity in WSBF during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WSBF position in Q1 2026
Institutions that fully closed their WSBF position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 118 | +9.3% | 45.67% | +5.04 pp | $165M | +12% |
| Q4 2025 | 108 | +10% | 40.63% | +2.87 pp | $146M | +7.6% |
| Q3 2025 | 98 | +5.4% | 37.76% | +3.43 pp | $136M | +10.0% |
| Q2 2025 | 93 | 1.1% | 34.33% | 1.35 pp | $124M | 3.8% |
| Q1 2025 | 94 | +3.3% | 35.68% | +0.19 pp | $129M | +0.5% |
| Q4 2024 | 91 | +4.6% | 35.49% | 4.32 pp | $128M | 11% |
| Q3 2024 | 87 | +6.1% | 39.81% | +5.36 pp | $143M | +16% |
| Q2 2024 | 82 | — | 34.45% | — | $124M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WSBF stock.
Based on Q1 2026 13F filings, institutional ownership of Waterstone Financial, Inc. stands at 45.7%, held across 118 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WSBF, with approximately 1,505,989 shares worth $0.03B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of WSBF, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for WSBF is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in WSBF during Q1 2026, while 13 fully exited. 73 added to existing positions and 18 trimmed.
WSBF institutional ownership rose by 5.04 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 71.2% of all reported 13F value in WSBF, and the top 25 account for 90.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Waterstone Financial, Inc. (WSBF) Institutional Ownership