13FBOX
WATERSTONE FINL INC · 13F Institutional Holdings
Options Calculator Rankings

WATERSTONE FINL INC

WSBF
Institutions
122
Combined AUM (Q2 2026)
$202.4M
Combined Shares (Q2 2026)
9.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+918,967
67 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-529,667
44 · 15 Exit · ≈
⚖️ Net
+389,300
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$202.4M
Institutions
122
New Buys
15
Adds
52
Reduces
29
Exits
15
Unchanged
26
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#48$34.0M1.6M$27.2M1.5M+135,777+9.02%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#17$29.4M1.4M$25.5M1.4M+4,443+0.31%Add
RENAISSANCE TECHNOLOGIES LLC
0.03%0.03%#8$21.8M1.1M$19.7M1.1M-42,900-3.92%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#64$13.3M641,005$12.6M700,237-59,232-8.46%Reduce
STATE STREET CORP
<0.01%<0.01%#67$8.3M398,372$7.1M394,515+3,857+0.98%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#54$8.1M388,478$6.6M366,680+21,798+5.94%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#22$7.1M341,972$4.5M250,085+91,887+36.74%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#28$5.4M259,089$4.1M224,794+34,295+15.26%Add
CSM Advisors, LLC
0.1%0.09%#4$4.6M221,070$3.4M190,125+30,945+16.28%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.08%0.07%#5$4.4M211,375$3.7M205,116+6,259+3.05%Add
MORGAN STANLEY
<0.01%<0.01%#68$4.1M197,809$2.6M168,006+29,803+17.74%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#58$4.1M196,657$4.6M254,464-57,807-22.72%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#20$3.5M169,424$2.5M141,411+28,013+19.81%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#30$3.5M167,095$3.0M167,09500.00%Unchanged
DONALD SMITH & CO., INC.
0.06%0.06%#7$3.4M164,590$3.2M176,090-11,500-6.53%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#59$3.0M143,761$2.5M140,079+3,682+2.63%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#57$2.7M129,105$2.3M126,792+2,313+1.82%Add
Qube Research & Technologies Ltd
<0.01%<0.01%#25$2.5M119,139$501,88327,836+91,303+328.00%Add
Empowered Funds, LLC
0.01%0.01%#11$2.4M115,282$2.2M122,380-7,098-5.80%Reduce
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%<0.01%#13$2.4M113,777$664,22536,840+76,937+208.84%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#83$2.1M101,889$1.6M87,651+14,238+16.24%Add
Fourthstone LLC
1.46%0.89%#1$2.1M98,910$5.3M291,191-192,281-66.03%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#51$2.0M96,679$1.7M93,078+3,601+3.87%Add
Bank of New York Mellon Corp
<0.01%<0.01%#62$1.9M90,564$1.5M83,931+6,633+7.90%Add
FMR LLC
<0.01%<0.01%#85$1.8M88,871$1.5M84,214+4,657+5.53%Add
RITHOLTZ WEALTH MANAGEMENT
0.02%0.01%#10$1.6M76,020$786,95643,647+32,373+74.17%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#35$1.3M64,549$1.5M85,925-21,376-24.88%Reduce
JOHN G ULLMAN & ASSOCIATES INC
0.15%#3$1.2M59,748$00+59,748New Buy
MARTINGALE ASSET MANAGEMENT L P
0.03%0.02%#9$1.2M59,258$689,36038,234+21,024+54.99%Add
Teton Advisors, LLC
0.71%0.75%#2$1.2M59,000$1.1M59,00000.00%Unchanged
HSBC HOLDINGS PLC
<0.01%<0.01%#55$1.0M49,490$873,81848,012+1,478+3.08%Add
Nuveen, LLC
<0.01%<0.01%#69$904,45043,630$786,64943,63000.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#92$898,70843,353$814,95645,200-1,847-4.09%Reduce
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#29$866,05841,778$806,78844,747-2,969-6.64%Reduce
ALGERT GLOBAL LLC
0.01%#16$781,52137,700$00+37,700New Buy
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#31$721,40434,800$623,83834,600+200+0.58%Add
STRS OHIO
<0.01%<0.01%#24$713,11234,400$569,74831,600+2,800+8.86%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#60$703,28633,926$733,91140,705-6,779-16.65%Reduce
IEQ CAPITAL, LLC
<0.01%<0.01%#23$660,82631,878$579,40432,136-258-0.80%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#52$563,88127,201$359,54719,941+7,260+36.41%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#89$561,61727,092$711,46439,460-12,368-31.34%Reduce
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#74$477,88526,505$428,31425,880+625+2.41%Add
BAILARD, INC.
0.01%#15$468,49822,600$00+22,600New Buy
Mariner, LLC
<0.01%<0.01%#50$464,69822,417$385,26721,367+1,050+4.91%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#44$451,27121,769$310,67517,231+4,538+26.34%Add
Hillsdale Investment Management Inc.
0.01%#14$422,89220,400$00+20,400New Buy
RHUMBLINE ADVISERS
<0.01%<0.01%#63$404,43619,509$344,74519,120+389+2.03%Add
Odyssean, LLC
0.07%#6$399,92319,292$00+19,292New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#49$386,82018,660$422,59023,438-4,778-20.39%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#86$384,39718,543$274,03815,199+3,344+22.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow