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Algert Global’s Waterstone Financial WSBF Stock Holding History

Algert Global’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$782K Buy
+37,700
New +$703K 0.01% 1011
2022
Q2 		– Sell
-19,514
Closed -$377K – 1409
2022
Q1 		$377K Buy
19,514
+2,291
+13% +$46.3K 0.02% 908
2021
Q4 		$376K Buy
17,223
+3,480
+25% +$73.6K 0.05% 647
2021
Q3 		$282K Buy
+13,743
New +$273K 0.04% 786

Other funds holding WSBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Algert Global's WSBF Position: Q2 2026 in Review

Algert Global opened a new position in Waterstone Financial (WSBF) in Q2 2026: 37,700 shares worth $782K. The stake represents 0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Algert Global previously reported a position in WSBF as recently as Q1 2022.

Algert Global first reported a position in WSBF in Q3 2021 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Algert Global held 37,700 shares of Waterstone Financial worth $782K as of Q2 2026.
  • Waterstone Financial was a new Algert Global position in Q2 2026.
  • Waterstone Financial made up 0.01% of Algert Global's portfolio in Q2 2026, its #1011 holding.
  • Algert Global first reported a position in Waterstone Financial in Q3 2021 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.