CoreCap Advisors
WSBF icon

CoreCap Advisors’s Waterstone Financial WSBF Stock Holding History

CoreCap 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
Q3 		$256 Hold
13
– – ﹤0.01% 2916
2026
Q2 		$269 Buy
13
+5
+63% +$93 ﹤0.01% 2966
2026
Q1 		$144 Buy
+8
New +$142 ﹤0.01% 2800

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Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CoreCap Advisors's WSBF Position: Q3 2026 in Review

CoreCap Advisors held its Waterstone Financial (WSBF) position steady in Q3 2026 at 13 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

CoreCap Advisors first reported a position in WSBF in Q1 2026 and has held it in 3 quarters since. The position peaked at $269 in Q2 2026. 13 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

  • CoreCap Advisors held 13 shares of Waterstone Financial worth $256 as of Q3 2026.
  • CoreCap Advisors left its Waterstone Financial share count unchanged in Q3 2026.
  • Waterstone Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2916 holding.
  • CoreCap Advisors first reported a position in Waterstone Financial in Q1 2026 and has held it in 3 quarters since.
  • CoreCap Advisors's Waterstone Financial position peaked at $269 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.