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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
Q2 		$269 Buy
13
+5
+63% +$93 ﹤0.01% 2966
2026
Q1 		$144 Buy
+8
New +$142 ﹤0.01% 2800

Other funds holding WSBF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

CoreCap Advisors's WSBF Position: Q2 2026 in Review

CoreCap Advisors increased its Waterstone Financial (WSBF) stake by 63% in Q2 2026, buying an estimated $93 and bringing the position to 13 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

CoreCap Advisors first reported a position in WSBF in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • CoreCap Advisors held 13 shares of Waterstone Financial worth $269 as of Q2 2026.
  • CoreCap Advisors bought 5 Waterstone Financial shares in Q2 2026, an estimated $93.
  • Waterstone Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2966 holding.
  • CoreCap Advisors first reported a position in Waterstone Financial in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.