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Waterstone Financial Ownership | Who Owns Waterstone Financial?

OverviewRevenueFinancialsChart

Waterstone Financial Ownership Summary

Waterstone Financial is owned by 52.12% institutional investors, 18.89% insiders, and 28.99% retail investors. Blackrock is the largest institutional shareholder, holding 8.18% of WSBF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in Waterstone Financial shares.

WSBF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWaterstone Financial52.12%18.89%28.99%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv623.02K3.22%-
iShares Russell 2000 ETF491.91K2.54%-1.11K
Foundry Partners Micro Cap Value303.23K1.56%47.67K
DFA US Small Cap Value I296.00K1.52%920.00
Vanguard Institutional Extnd Mkt Idx Tr279.94K1.44%-
Bridgeway Small Cap Value250.40K1.29%-
Bridgeway Small-Cap Value250.40K1.29%-
DFA US Targeted Value I196.90K1.01%-
DFA US Small Cap I192.12K0.99%-
Fidelity Small Cap Index167.26K0.86%-1.36K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 12, 2024Schmidt Stephen J-Sell$6.77K
Nov 12, 2024Schmidt Stephen J-Sell$2.21K
Nov 12, 2024Schmidt Stephen J-Sell$11.86K
Nov 12, 2024Schmidt Stephen J-Sell$2.63K
Nov 12, 2024Schmidt Stephen J-Sell$63.14

Insider Transactions Trends

DateBuySell
2024 Q4-135
2024 Q3-41
2024 Q2--
2024 Q1--
2023 Q44-

WSBF Ownership FAQ

Who Owns Waterstone Financial?

Waterstone Financial shareholders are primarily institutional investors at 52.12%, followed by 18.89% insiders and 28.99% retail investors. The average institutional ownership in Waterstone Financial's industry, Regional Banks Stocks, is 49.46%, which Waterstone Financial exceeds.

Who owns the most shares of Waterstone Financial?

Waterstone Financial’s largest shareholders are Blackrock (1.56M shares, 8.18%), Dimensional fund advisors lp (1.53M shares, 8.07%), and Renaissance (1.26M shares, 6.63%). Together, they hold 22.88% 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 1.67% of its assets in 729.42K Waterstone Financial shares, valued at 9.33M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Waterstone Financial shares, with 3.22% of its total shares outstanding invested in 623.02K Waterstone Financial shares.

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