Waterstone Financial Inc
$21.03-0.7%
+$11.6M
Net Activity
+5.16% total shares
Institutions Holding
126
Popularity Rank
#4076
Avg Weight
0.02%
Total Value
$205.2M
Market Cap
$375.7M
126 institutions currently hold WSBF, with 71 net buyers and 41 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
41
Net Buying Institutions
71
Top 5 by Value
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Across its top 20 institutional holders, WSBF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 37/100).
WSBF ranks #4076 out of 37501 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.
BlackRock has added to its WSBF position for two straight quarters, increasing it by $8.7M to reach $34.0M today.
JPMorgan has trimmed its WSBF position for two straight quarters, cutting it by $446.3K while still holding $242.0K.
WSBF is down 0.7% 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 14.2.
+$22.3M
Total Buy Value
$10.5M
Total Sell Value
71
Net Buyers
41
Net Sellers
WSBF
Q2 2026
Top 5 Institutional Movers
+$6.9M
+$3.9M
-$3.2M
+$2.6M
WSBF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$172K
Total Est. Value
8K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Ryan Gordon | 2026-08-14 | $172K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
Waterstone Financial issued a press release on July 23, 2026, announcing its financial results for the quarter and six months ended June 30, 2026. The release is attached as an exhibit to this 8-K filing. For retail investors, this is a routine earnings disclosure; however, the filing excerpt doesn't include specific figures, so the actual performance impact isn't discernible from this text alone.
View Full Filing (SEC EDGAR)94188P101
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Access WSBF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/WSBFCLI
npx alphasmo stocks get WSBF