Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Waterstone Financial, Inc.

CIK 0001569994WSBF· quarter ending 2026-06-30

Shares outstanding

17,977,028

as of 2026-07-31 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

9,774,818

54.4% of shares outstanding

Holders

125

+2 vs 2026-03-31 · 15 new, 13 exited

Value

$202.5M

shares +3.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	WSBF · NASDAQ	17,977,028	9,774,818	54.4%	125	94188P101

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	94188P101	COM	125	9,774,818	17,977,028	54.4%	$202.5M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (125 of 125 · 94188P101)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	1,641,766	9.13%	$34.0M	+135,777 (+9.0%)
2	DIMENSIONAL FUND ADVISORS LP	1,417,945	7.89%	$29.4M	+4,443 (+0.3%)
3	RENAISSANCE TECHNOLOGIES LLC	1,051,571	5.85%	$21.8M	-42,900 (-3.9%)
4	VANGUARD CAPITAL MANAGEMENT LLC	641,005	3.57%	$13.3M	-59,232 (-8.5%)
5	STATE STREET CORP	398,372	2.22%	$8.3M	+3,857 (+1.0%)
6	GEODE CAPITAL MANAGEMENT, LLC	388,478	2.16%	$8.1M	+21,798 (+5.9%)
7	AMERICAN CENTURY COMPANIES INC	341,972	1.90%	$7.1M	+91,887 (+36.7%)
8	AQR CAPITAL MANAGEMENT LLC	259,089	1.44%	$5.4M	+34,295 (+15.3%)
9	CSM Advisors, LLC	221,070	1.23%	$4.6M	+30,945 (+16.3%)
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC	211,375	1.18%	$4.4M	+6,259 (+3.1%)
11	MORGAN STANLEY	197,809	1.10%	$4.1M	+44,178 (+28.8%)
12	GOLDMAN SACHS GROUP INC	196,657	1.09%	$4.1M	-57,807 (-22.7%)
13	Quantinno Capital Management LP	169,424	0.94%	$3.5M	+28,013 (+19.8%)
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	167,095	0.93%	$3.5M	—
15	DONALD SMITH & CO., INC.	164,590	0.92%	$3.4M	-11,500 (-6.5%)
16	NORTHERN TRUST CORP	143,761	0.80%	$3.0M	+3,682 (+2.6%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	129,105	0.72%	$2.7M	+2,313 (+1.8%)
18	Qube Research & Technologies Ltd	119,139	0.66%	$2.5M	+91,303 (+328.0%)
19	Empowered Funds, LLC	115,282	0.64%	$2.4M	-7,098 (-5.8%)
20	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	113,777	0.63%	$2.4M	+76,937 (+208.8%)
21	VANGUARD PORTFOLIO MANAGEMENT LLC	101,889	0.57%	$2.1M	+14,238 (+16.2%)
22	Fourthstone LLC	98,910	0.55%	$2.1M	-192,281 (-66.0%)
23	VANGUARD FIDUCIARY TRUST CO	96,679	0.54%	$2.0M	+3,601 (+3.9%)
24	Bank of New York Mellon Corp	90,564	0.50%	$1.9M	+6,633 (+7.9%)
25	FMR LLC	88,871	0.49%	$1.8M	+4,657 (+5.5%)
26	RITHOLTZ WEALTH MANAGEMENT	76,020	0.42%	$1.6M	+32,373 (+74.2%)
27	TWO SIGMA INVESTMENTS, LP	64,549	0.36%	$1.3M	-21,376 (-24.9%)
28	JOHN G ULLMAN & ASSOCIATES INC	59,748	0.33%	$1.2M	-1,500 (-2.4%)
29	MARTINGALE ASSET MANAGEMENT L P	59,258	0.33%	$1.2M	+21,024 (+55.0%)
30	Teton Advisors, LLC	59,000	0.33%	$1.2M	—
31	HSBC HOLDINGS PLC	49,490	0.28%	$1.0M	+1,478 (+3.1%)
32	Nuveen, LLC	43,630	0.24%	$904K	—
33	BANK OF AMERICA CORP /DE/	43,353	0.24%	$899K	-1,847 (-4.1%)
34	Connor, Clark & Lunn Investment Management Ltd.	41,778	0.23%	$866K	-2,969 (-6.6%)
35	ALGERT GLOBAL LLC	37,700	0.21%	$782K	NEW
36	STATE OF WISCONSIN INVESTMENT BOARD	34,800	0.19%	$721K	+200 (+0.6%)
37	STRS OHIO	34,400	0.19%	$713K	+2,800 (+8.9%)
38	D. E. Shaw & Co., Inc.	33,926	0.19%	$703K	-6,779 (-16.7%)
39	IEQ CAPITAL, LLC	31,878	0.18%	$661K	-258 (-0.8%)
40	Russell Investments Group, Ltd.	27,201	0.15%	$564K	+7,260 (+36.4%)
41	CITADEL ADVISORS LLC	27,092	0.15%	$562K	-12,368 (-31.3%)
42	ALLIANCEBERNSTEIN L.P.	26,505	0.15%	$478K	+625 (+2.4%)
43	BAILARD, INC.	22,600	0.13%	$468K	NEW
44	Mariner, LLC	22,417	0.12%	$465K	+1,050 (+4.9%)
45	MERCER GLOBAL ADVISORS INC /ADV	21,769	0.12%	$451K	+4,538 (+26.3%)
46	Hillsdale Investment Management Inc.	20,400	0.11%	$423K	NEW
47	RHUMBLINE ADVISERS	19,509	0.11%	$404K	+389 (+2.0%)
48	Odyssean, LLC	19,292	0.11%	$400K	NEW
49	COMMONWEALTH EQUITY SERVICES, LLC	18,660	0.10%	$387K	-4,778 (-20.4%)
50	FRANKLIN RESOURCES INC	18,543	0.10%	$384K	+3,344 (+22.0%)
51	Invesco Ltd.	17,469	0.10%	$362K	+196 (+1.1%)
52	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16,824	0.09%	$332K	+2,584 (+18.1%)
53	Curi Capital, LLC	15,207	0.08%	$315K	+68 (+0.4%)
54	DEUTSCHE BANK AG\	14,808	0.08%	$307K	+11,360 (+329.5%)
55	WELLS FARGO & COMPANY/MN	13,509	0.08%	$280K	+7,036 (+108.7%)
56	Creative Planning	13,201	0.07%	$274K	NEW
57	CANADA PENSION PLAN INVESTMENT BOARD	12,200	0.07%	$253K	—
58	JPMORGAN CHASE & CO	11,748	0.07%	$242K	-9,310 (-44.2%)
59	Jump Financial, LLC	11,600	0.06%	$240K	NEW
60	PRICE T ROWE ASSOCIATES INC /MD/	11,203	0.06%	$233K	+393 (+3.6%)
61	LOS ANGELES CAPITAL MANAGEMENT LLC	10,980	0.06%	$228K	-388 (-3.4%)
62	Sanctuary Advisors, LLC	10,687	0.06%	$222K	NEW
63	Corient Private Wealth LP	10,128	0.06%	$210K	NEW
64	BEESE FULMER INVESTMENT MANAGEMENT, INC.	10,109	0.06%	$210K	+44 (+0.4%)
65	Cerity Partners LLC	9,903	0.06%	$205K	NEW
66	Eurizon Capital SGR S.p.A.	9,726	0.05%	$201K	+549 (+6.0%)
67	BARCLAYS PLC	9,162	0.05%	$190K	-2,551 (-21.8%)
68	MetLife Investment Management, LLC	8,825	0.05%	$183K	—
69	Arax Advisory Partners	8,151	0.05%	$169K	+7,549 (+1254.0%)
70	NEW YORK STATE COMMON RETIREMENT FUND	7,046	0.04%	$146K	+5,000 (+244.4%)
71	CITIGROUP INC	6,995	0.04%	$145K	+5,061 (+261.7%)
72	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,960	0.04%	$144K	-267 (-3.7%)
73	Vanguard Global Advisers, LLC	6,818	0.04%	$141K	—
74	PNC Financial Services Group, Inc.	5,903	0.03%	$122K	+3,497 (+145.3%)
75	Police & Firemen's Retirement System of New Jersey	5,577	0.03%	$116K	+2,265 (+68.4%)
76	BNP PARIBAS FINANCIAL MARKETS	4,855	0.03%	$101K	-1,181 (-19.6%)
77	Farther Finance Advisors, LLC	3,270	0.02%	$68K	-120 (-3.5%)
78	Versant Capital Management, Inc	2,472	0.01%	$51K	—
79	UBS Group AG	1,998	0.01%	$41K	-5,779 (-74.3%)
80	CANADA LIFE ASSURANCE Co	1,997	0.01%	$41K	-151 (-7.0%)
81	Tower Research Capital LLC (TRC)	1,492	0.01%	$31K	-991 (-39.9%)
82	Legal & General Group Plc	1,441	0.01%	$30K	—
83	Ameritas Investment Partners, Inc.	1,233	0.01%	$26K	—
84	OSAIC HOLDINGS, INC.	1,186	0.01%	$25K	-1,085 (-47.8%)
85	State of Alaska, Department of Revenue	1,159	0.01%	$24K	—
86	Pinnacle Wealth Planning Services, Inc.	1,080	0.01%	$22K	—
87	EverSource Wealth Advisors, LLC	999	0.01%	$21K	-896 (-47.3%)
88	ROYAL BANK OF CANADA	795	0.00%	$16K	+438 (+122.7%)
89	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	777	0.00%	$16K	—
90	State of Wyoming	677	0.00%	$14K	+503 (+289.1%)
91	MassMutual Private Wealth & Trust, FSB	504	0.00%	$10K	—
92	Allworth Financial LP	456	0.00%	$9K	+150 (+49.0%)
93	IFP Advisors, Inc	421	0.00%	$9K	+206 (+95.8%)
94	HARBOUR INVESTMENTS, INC.	342	0.00%	$7K	+3 (+0.9%)
95	Essential Partners LLC	331	0.00%	$7K	-612 (-64.9%)
96	Sterling Capital Management LLC	306	0.00%	$6K	-197 (-39.2%)
97	BROWN BROTHERS HARRIMAN & CO	273	0.00%	$6K	—
98	JPL Wealth Management, LLC	220	0.00%	$5K	—
99	ROTHSCHILD INVESTMENT LLC	216	0.00%	$4K	+32 (+17.4%)
100	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	209	0.00%	$4K	-612 (-74.5%)
101	JONES FINANCIAL COMPANIES LLLP	198	0.00%	$4K	+18 (+10.0%)
102	GAMMA Investing LLC	194	0.00%	$4K	-4 (-2.0%)
103	Cornerstone Planning Group LLC	176	0.00%	$3K	—
104	Smartleaf Asset Management LLC	168	0.00%	$3K	—
105	Optiver Holding B.V.	156	0.00%	$3K	—
106	Private Wealth Management Group, LLC	120	0.00%	$2K	—
107	FEDERATED HERMES, INC.	109	0.00%	$2K	NEW
108	SIGNATUREFD, LLC	102	0.00%	$2K	—
109	SBI Securities Co., Ltd.	95	0.00%	$2K	—
110	True Wealth Design, LLC	65	0.00%	$1K	—
111	NISA INVESTMENT ADVISORS, LLC	60	0.00%	$1K	—
112	Fortitude Family Office, LLC	45	0.00%	$933	NEW
113	Avion Wealth	45	0.00%	$0	—
114	Global Retirement Partners, LLC	22	0.00%	$456	NEW
115	Covestor Ltd	19	0.00%	$0	-9 (-32.1%)
116	Basecamp Wealth Advisors LLC	16	0.00%	$332	+7 (+77.8%)
117	SJS Investment Consulting Inc.	16	0.00%	$332	+1 (+6.7%)
118	Capital Advisors, Ltd. LLC	14	0.00%	$0	—
119	CoreCap Advisors, LLC	13	0.00%	$269	+5 (+62.5%)
120	Wealth Enhancement Trust Services, Inc.	9	0.00%	$187	NEW
121	Quarry LP	7	0.00%	$145	NEW
122	Caitong International Asset Management Co., Ltd	5	0.00%	$104	NEW
123	Keating Financial Advisory Services, Inc.	1	0.00%	$21	—
124	HUNTINGTON NATIONAL BANK	1	0.00%	$21	—
125	Torren Management, LLC	1	0.00%	$30	—

Exited since 2026-03-31 (13 filers; largest 13 shown)

XTX Topco Ltd	−17,618
CWM, LLC	−15,968
JANE STREET GROUP, LLC	−15,682
Engineers Gate Manager LP	−10,206
GAMCO INVESTORS, INC. ET AL	−10,000
Paladin Partners, LLC	−1,500
Advisory Services Network, LLC	−856
SIMPLEX TRADING, LLC	−842
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−666
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	−316
MAI Capital Management	−144
Root Financial Partners, LLC	−33
Sunbelt Securities, Inc.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G/A	2026-01-21	2025-12-31	1,306,996	7.1%
The Vanguard Group	SCHEDULE 13G/A	2025-01-31	2024-12-31	942,749	4.86%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.