Company · Ownership research

Waterstone Financial, Inc. WSBF

CIK 0001569994 · CUSIP 94188P101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 94188P101 (WSBF), not CUSIP 94188P901 (WSBF), and does not merge CUSIPs.

This page lists the top 20 of 87 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$19.79M 1,626,096 shares	0.01%	-26.26K(-1.60%)Reduced	SEC filing ↗ May 10, 2024	▾
02	BlackRock Inc. CIK 1364742 · View history	$19.12M 1,570,696 shares	0.00%	-102.41K(-6.10%)Reduced	SEC filing ↗ May 10, 2024	▾
03	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$15.65M 1,286,236 shares	0.02%	+13.10K(+1.00%)Added	SEC filing ↗ May 13, 2024	▾
04	VANGUARD GROUP INC CIK 102909 · View history	$12.40M 1,018,828 shares	0.00%	+3.53K(+0.30%)Added	SEC filing ↗ May 10, 2024	▾
05	Rhino Investment Partners, Inc CIK 1828776 · View history	$7.46M 612,754 shares	1.44%	+77.27K(+14.40%)Added	SEC filing ↗ May 10, 2024	▾
06	STATE STREET CORP CIK 93751 · View history	$5.76M 472,903 shares	0.00%	-12.19K(-2.50%)Reduced	SEC filing ↗ May 15, 2024	▾
07	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$4.92M 403,876 shares	0.10%	+24.90K(+6.60%)Added	SEC filing ↗ May 15, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.91M 403,103 shares	0.00%	+5.53K(+1.40%)Added	SEC filing ↗ May 13, 2024	▾
09	MORGAN STANLEY CIK 895421 · Amended · View history	$2.38M 195,683 shares	0.00%	-26.66K(-12.00%)Reduced	SEC filing ↗ Oct 17, 2024	▾
10	Brandywine Global Investment Management, LLC CIK 829108 · View history	$2.15M 176,471 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2024	▾
11	NORTHERN TRUST CORP CIK 73124 · View history	$2.15M 176,258 shares	0.00%	-4.68K(-2.60%)Reduced	SEC filing ↗ May 14, 2024	▾
12	Foundry Partners, LLC CIK 1573913 · View history	$1.97M 161,860 shares	0.11%	-810(-0.50%)Reduced	SEC filing ↗ May 8, 2024	▾
13	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$1.91M 156,592 shares	0.00%	-287(-0.20%)Reduced	SEC filing ↗ May 14, 2024	▾
14	DEAN INVESTMENT ASSOCIATES, LLC CIK 846797 · View history	$1.89M 154,913 shares	0.26%	-14.67K(-8.70%)Reduced	SEC filing ↗ May 14, 2024	▾
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$1.84M 151,323 shares	0.00%	+3.14K(+2.10%)Added	SEC filing ↗ May 9, 2024	▾
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$1.39M 113,951 shares	0.00%	+63.63K(+126.40%)Added	SEC filing ↗ May 15, 2024	▾
17	Invesco Ltd. CIK 914208 · View history	$1.18M 96,703 shares	0.00%	+49.43K(+104.50%)Added	SEC filing ↗ May 14, 2024	▾
18	GOLDMAN SACHS GROUP INC CIK 886982 · View history	$1.08M 89,121 shares	0.00%	-15.88K(-15.10%)Reduced	SEC filing ↗ May 15, 2024	▾
19	Bank of New York Mellon Corp CIK 1390777 · View history	$1.06M 87,052 shares	0.00%	-15.72K(-15.30%)Reduced	SEC filing ↗ Apr 25, 2024	▾
20	Nuveen Asset Management, LLC CIK 1521019 · View history	$806.77K 66,292 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2024	▾

Showing 20 / 87 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

10,093,643

Not deduplicated across managers

Disclosed value

$122.88M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Waterstone Financial, Inc. · Q1 2024

Explore all 87 reporting institutions.

This page includes 20 of 87 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.