Waterstone Financial Ownership | Who Owns Waterstone Financial?

Waterstone Financial Ownership Summary

Waterstone Financial is owned by 23.00% institutional investors, 18.89% insiders, and 58.10% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.48% of WSBF shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in Waterstone Financial shares.

WSBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Waterstone Financial	23.00%	18.89%	58.10%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.56M	8.48%	$20.92M
Dimensional fund advisors lp	1.51M	8.25%	$20.34M
Blackrock	1.56M	8.18%	$19.89M
Renaissance	1.19M	6.50%	$16.03M
Vanguard group	942.75K	5.14%	$12.67M
Rhino investment partners	743.23K	4.05%	$9.99M
State street	456.65K	2.49%	$6.14M
Bridgeway capital management	431.52K	2.35%	$5.80M
Geode capital management	396.37K	2.16%	$5.33M
Foundry partners	204.79K	1.12%	$2.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rhino investment partners	743.23K	2.21%	$9.99M
Teton advisors	60.00K	0.41%	$806.40K
John g ullman & associates	108.34K	0.21%	$1.46M
Dean capital management	33.82K	0.19%	$454.53K
Foundry partners	204.79K	0.14%	$2.75M
Bridgeway capital management	431.52K	0.13%	$5.80M
Fourthstone	37.51K	0.10%	$504.15K
Dean investment associates	50.18K	0.10%	$674.37K
Legato capital management	21.27K	0.04%	$285.83K
Renaissance	1.19M	0.02%	$16.03M

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	37.51K	0.10%	37.51K
Jpmorgan chase	85.63K	0.00%	33.72K
Proficio capital partners	27.14K	0.00%	27.14K
John g ullman & associates	108.34K	0.21%	17.52K
Quantinno capital management lp	15.08K	0.00%	15.08K

Top Sellers

Holder	Shares	% Assets	Change
Brandywine global investment management	-	-	-108.97K
Vanguard group	942.75K	0.00%	-82.70K
Dean investment associates	50.18K	0.10%	-56.92K
Dean capital management	33.82K	0.19%	-33.56K
Renaissance	1.19M	0.02%	-32.98K

New Positions

Holder	Shares	% Assets	Change	Value
Fourthstone	37.51K	0.10%	37.51K	$504.15K
Proficio capital partners	27.14K	0.00%	27.14K	$27.14K
Quantinno capital management lp	15.08K	0.00%	15.08K	$202.73K
Susquehanna group, llp	14.64K	-	14.64K	$196.75K
Quadrature capital	14.55K	0.00%	14.55K	$195.67K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-4.00
Innealta capital	-15.00
Voisard asset management group	-31.00
Avion wealth	-45.00
Winch advisory services	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	43	-50.00%	4,221,181	-57.61%	23	0.78%	18	-57.14%	15	-37.50%
Sep 30, 2024	86	7.50%	9,958,063	0.45%	54	2.00%	42	20.00%	24	-22.58%
Jun 30, 2024	80	-6.98%	9,913,579	-1.78%	52	2.08%	35	12.90%	31	-18.42%
Mar 31, 2024	86	-	10,093,629	-1.65%	50	1.90%	31	-34.04%	38	40.74%
Dec 31, 2023	86	-5.49%	10,263,447	-1.19%	51	1.98%	47	20.51%	27	-12.90%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	623.02K	3.23%	-
Vanguard Total Stock Mkt Idx Inv	539.51K	2.79%	-
iShares Russell 2000 ETF	501.47K	2.60%	-4.34K
Foundry Partners Micro Cap Value	303.23K	1.57%	-
DFA US Small Cap Value I	289.51K	1.50%	-5.47K
Vanguard Institutional Extnd Mkt Idx Tr	279.94K	1.45%	-
Bridgeway Small Cap Value	250.40K	1.29%	-
Bridgeway Small-Cap Value	250.40K	1.29%	-
DFA US Targeted Value I	193.86K	1.00%	-
DFA US Small Cap I	186.57K	0.97%	-5.55K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 28, 2025	Gerke Mark Raymond	EVP/Chief Financial Officer	Sell	$38.73K
Feb 28, 2025	Lawton Patrick S	-	Sell	$526.06K
Feb 13, 2025	RAPPE KRISTINE A	-	Sell	$316.14K
Feb 11, 2025	Schmidt Stephen J	-	Sell	$85.64K
Feb 04, 2025	Schmidt Stephen J	-	Sell	$30.21K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	11
2024 Q4	-	199
2024 Q3	-	41
2024 Q2	-	-
2024 Q1	-	-

WSBF Ownership FAQ

Who Owns Waterstone Financial?

Waterstone Financial shareholders are primarily institutional investors at 23.00%, followed by 18.89% insiders and 58.11% retail investors. The average institutional ownership in Waterstone Financial's industry, Regional Banks Stocks, is 42.21%, which Waterstone Financial falls below.

Who owns the most shares of Waterstone Financial?

Waterstone Financial’s largest shareholders are Blackrock funding, inc. /de (1.56M shares, 8.48%), Dimensional fund advisors lp (1.51M shares, 8.25%), and Blackrock (1.56M shares, 8.18%). Together, they hold 24.91% of Waterstone Financial’s total shares outstanding.

Does Blackrock own Waterstone Financial?

Yes, BlackRock owns 8.18% of Waterstone Financial, totaling 1.56M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 19.89M$. In the last quarter, BlackRock decreased its holdings by -15.184K shares, a -0.97% change.

Who is Waterstone Financial’s biggest shareholder by percentage of total assets invested?

Rhino investment partners is Waterstone Financial’s biggest shareholder by percentage of total assets invested, with 2.21% of its assets in 743.23K Waterstone Financial shares, valued at 9.99M$.

Who is the top mutual fund holder of Waterstone Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Waterstone Financial shares, with 3.23% of its total shares outstanding invested in 623.02K Waterstone Financial shares.

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