Creative Planning’s Waterstone Financial WSBF Stock Holding History

Creative Planning’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	$274K	Buy	+13,201	New	+$246K	﹤0.01%	3643
2017 Q3	–	Sell	-4,476	Closed	-$84K	–	3726
2017 Q2	$84K	Sell	4,476 -109	-2%	-$2.05K	﹤0.01%	2120
2017 Q1	$84K	Hold	4,585	–	–	﹤0.01%	2077
2016 Q4	$84K	Hold	4,585	–	–	﹤0.01%	1991
2016 Q3	$78K	Sell	4,585 -76	-2%	-$1.24K	﹤0.01%	2025
2016 Q2	$71K	Buy	4,661 +1,097	+31%	+$15.7K	﹤0.01%	1896
2016 Q1	$49K	Buy	3,564 +1,557	+78%	+$21.4K	﹤0.01%	2126
2015 Q4	$28K	Hold	2,007	–	–	﹤0.01%	2601
2015 Q3	$27K	Buy	+2,007	New	+$26.2K	﹤0.01%	2501
2015 Q2	–	Sell	-2,007	Closed	-$26K	–	3035
2015 Q1	$26K	Hold	2,007	–	–	﹤0.01%	2527
2014 Q4	$26K	Hold	2,007	–	–	﹤0.01%	2474
2014 Q3	$23K	Hold	2,007	–	–	﹤0.01%	2461
2014 Q2	$23K	Buy	+2,007	New	+$21.5K	﹤0.01%	2408
2014 Q1	–	Sell	-2,008	Closed	-$20K	–	3772
2013 Q4	$20K	Hold	2,008	–	–	﹤0.01%	2195
2013 Q3	$19K	Buy	2,008 +110	+6%	+$1.05K	﹤0.01%	2136
2013 Q2	$18K	Buy	+1,898	New	+$14.6K	﹤0.01%	2000

Other funds holding WSBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Creative Planning's WSBF Position: Q2 2026 in Review

Creative Planning opened a new position in Waterstone Financial (WSBF) in Q2 2026: 13,201 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #3643 among its holdings. This is a return to the name: Creative Planning previously reported a position in WSBF as recently as Q2 2017.

Creative Planning first reported a position in WSBF in Q2 2013 and has held it in 16 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

Creative Planning held 13,201 shares of Waterstone Financial worth $274K as of Q2 2026.
Waterstone Financial was a new Creative Planning position in Q2 2026.
Waterstone Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3643 holding.
Creative Planning first reported a position in Waterstone Financial in Q2 2013 and has held it in 16 quarters since.
126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.