Waterstone Financial Inc (WSBF) — Who Owns This Stock? 13F Breakdown (Q2 2026)

WSBF ranks #4084 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

WSBF is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

126 institutions disclose a position in WSBF, but none treat it as a major bet — even Fourthstone LLC, its most concentrated holder, allocates just 1.5% of its own portfolio to it.

Wealth Enhancement Advisory Services, LLC has added to its WSBF position for two straight quarters, increasing it by $104.2K to reach $363.5K today.

Essential Partners LLC has trimmed its WSBF position for two straight quarters, cutting it by $11.1K while still holding $5.9K.

WSBF is down 0.5% today, but institutions show net buying of $11.6M this quarter — a divergence between today's price move and the underlying institutional flow.

WSBF closed its latest fiscal year with net income of $26.4M, and currently trades at a P/E of 13.2.

• Profitable — net income of $26.4M in the latest fiscal year
• Net income improved year over year, from $18.7M to $26.4M
• Generated $24.2M in positive operating cash flow
• Liabilities run 5.47x equity — a highly leveraged balance sheet worth noting