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Basecamp Wealth Advisors’s Waterstone Financial WSBF Stock Holding History

Basecamp Wealth Advisors’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 		$332 Buy
16
+7
+78% +$131 ﹤0.01% 1690
2026
Q1 		$162 Buy
+9
New +$160 ﹤0.01% 1894

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

Basecamp Wealth Advisors's WSBF Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Waterstone Financial (WSBF) stake by 78% in Q2 2026, buying an estimated $131 and bringing the position to 16 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Basecamp Wealth Advisors first reported a position in WSBF in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Basecamp Wealth Advisors held 16 shares of Waterstone Financial worth $332 as of Q2 2026.
  • Basecamp Wealth Advisors bought 7 Waterstone Financial shares in Q2 2026, an estimated $131.
  • Waterstone Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1690 holding.
  • Basecamp Wealth Advisors first reported a position in Waterstone Financial in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.