WSBF Institutional Ownership, Buyers - Waterstone Financial, Inc.

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Waterstone Financial, Inc. include CSM Advisors, LLC, Ritholtz Wealth Management, Gamco Investors, Inc. Et Al, Raymond James Financial Inc, NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6, Hartland & Co., LLC, and Skopos Labs, Inc. .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Type	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-08-14	13F	Mariner, LLC		11,042		152
2025-08-13	13F	Arrowstreet Capital, Limited Partnership		190,766	30.53	2,634	34.05
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		479	75.46	7	100.00
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		1,171	3.35	14	-6.67
2025-08-14	13F	Aqr Capital Management Llc		81,381	78.49	1,124	83.20
2025-08-14	13F	Quantinno Capital Management LP		48,225	65.15	666	69.64
2025-08-29	NP	BSVO - EA Bridgeway Omni Small-Cap Value ETF		91,662	9.66	1,266	12.54
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		15,094	0.61	195	-7.58
2025-07-09	13F	Massmutual Trust Co Fsb/adv		508	8.32	7	16.67
2025-08-14	13F	Two Sigma Advisers, Lp		54,282	88.60	750	93.54
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		9,631	5.07	117	-7.20
2025-08-12	13F	Charles Schwab Investment Management Inc		143,992	0.35	1,989	3.06
2025-08-14	13F/A	Skopos Labs, Inc.		21		0
2025-07-25	13F	Cwm, Llc		4,623	9.34	0
2025-08-13	13F	First Trust Advisors Lp		12,174	4.30	168	7.69
2025-08-14	13F	Goldman Sachs Group Inc		123,057	16.37	1,699	19.48
2025-08-14	13F	Citadel Advisors Llc		99,322	23.84	1,372	27.18
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF		43,161	4.90	596	7.78
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF		119,305	2.58	1,444	-9.64
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,882	60.37	136	65.85
2025-08-14	13F	Bank Of America Corp /de/		37,012	44.66	511	48.55
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV		3,889	25.49	54	29.27
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		5,198	10.53	72	12.70
2025-08-05	13F	Bank of New York Mellon Corp		79,371	1.83	1,096	4.58
2025-08-14	13F	Two Sigma Investments, Lp		64,155	212.34	886	220.65
2025-08-26	NP	QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,174	4.97	168	8.39
2025-07-28	NP	VCSLX - Small Cap Index Fund		6,838	11.31	88	2.33
2025-08-15	13F	Great West Life Assurance Co /can/		1,396	19.01	0
2025-08-13	13F	Hsbc Holdings Plc		55,028	265.63	768	276.47
2025-08-07	13F	CSM Advisors, LLC		197,250		3
2025-08-14	13F	D. E. Shaw & Co., Inc.		54,988	19.03	759	22.22
2025-08-12	13F	Rhumbline Advisers		26,848	6.66	371	9.47
2025-08-07	13F	Los Angeles Capital Management Llc		15,840	7.72	219	10.66
2025-08-08	13F	Hartland & Co., LLC		64		1
2025-08-11	13F	Cornerstone Planning Group LLC		133	111.11	2
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-06-18	NP	NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6		1,087		13
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-14	13F	Fmr Llc		61,495	3.41	849	6.26
2025-08-11	13F	Vanguard Group Inc		943,736	0.77	13,033	3.46
2025-08-11	13F	Empowered Funds, LLC		91,790	9.81	1,268	12.72
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio		24,999	102.90	345	109.09
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB		3,394	19.05	47	21.05
2025-08-08	13F/A	Sterling Capital Management LLC		454	63.31	6	100.00
2025-04-29	NP	SCAP - InfraCap Small Cap Income ETF		6,332	24.16	89	17.11
2025-08-13	13F	Panagora Asset Management Inc		10,324		143
2025-08-14	13F/A	Barclays Plc		38,530	101.17	1
2025-07-22	13F	Gsa Capital Partners Llp		41,684	42.07	1
2025-08-12	13F	American Century Companies Inc		159,875	3.58	2,208	6.36
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,511	19.35	21	17.65
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		161,933	1.80	1,959	-10.34
2025-08-07	13F	Allworth Financial LP		80		1
2025-08-14	13F	Fourthstone LLC		63,194	176.72	873	184.04
2025-08-08	13F	Geode Capital Management, Llc		406,749	1.02	5,618	3.71
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,675	1.47	244	4.27
2025-07-07	13F	Versant Capital Management, Inc		2,205	21.82	30	25.00
2025-07-28	NP	AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,158	23.23	299	13.26
2025-08-14	13F	Royal Bank Of Canada		16,902	0.95	233	3.56
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		66	6.45	1
2025-08-15	13F	Tower Research Capital LLC (TRC)		2,123	83.33	29	93.33
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		1,828	2.58	22	-8.33
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		3,558	22.18	49	25.64
2025-08-13	13F	Gamco Investors, Inc. Et Al		10,000		138
2025-08-04	13F	Strs Ohio		37,000	4.52	511	7.14
2025-08-14	13F	Raymond James Financial Inc		2,000		28
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,039	14.08	37	0.00
2025-08-15	13F	Morgan Stanley		185,140	1.57	2,557	4.28
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		3,075	13.59	42	16.67
2025-08-11	13F	Covestor Ltd		39		0
2025-07-24	NP	FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		34,721	5.51	449	-3.24
2025-08-14	13F	Wells Fargo & Company/mn		10,146	5.10	140	8.53
2025-04-01	NP	PKW - Invesco BuyBack Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,839	33.75	149	24.37
2025-08-14	13F	State Of Wisconsin Investment Board		28,400	30.88	392	34.71
2025-04-29	NP	AUERX - Auer Growth Fund		21,000	268.42	295	163.39
2025-08-12	13F	O'shaughnessy Asset Management, Llc		17,295		239
2025-08-27	13F/A	Squarepoint Ops LLC		20,108		278
2025-07-24	13F	IFP Advisors, Inc		96		1
2025-09-04	13F/A	Advisor Group Holdings, Inc.		2,504	11.29	34	13.33
2025-08-29	NP	DHS - WisdomTree U.S. High Dividend Fund N/A		10,983	2.00	152	4.86
2025-08-14	13F	Alliancebernstein L.p.		20,880	1.46	288	4.35
2025-08-11	13F	Rothschild Investment Llc		45	350.00	1
2025-08-14	13F	Bridgeway Capital Management Inc		438,837	1.90	6,060	4.63
2025-08-14	13F	UBS Group AG		46,874	41.87	647	45.72
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		80,134	8.90	1,035	0.00
2025-08-28	NP	ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		49,949	2.63	690	5.35
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		4,032	9.51	56	12.24
2025-08-13	13F	EverSource Wealth Advisors, LLC		1,875	557.89	26	733.33
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		21	10.53	0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB		4,770	14.39	66	16.07
2025-07-28	13F	Ritholtz Wealth Management		10,793		149

WSBF / Waterstone Financial, Inc. - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers

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