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Dean Capital Management’s Waterstone Financial WSBF Stock Holding History

Dean Capital Management’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
2025
Q1 		– Sell
-33,819
Closed -$455K – 138
2024
Q4 		$455K Sell
33,819
-33,560
-50% -$494K 0.19% 133
2024
Q3 		$990K Buy
67,379
+15,835
+31% +$229K 0.42% 123
2024
Q2 		$659K Sell
51,544
-1,496
-3% -$17.9K 0.85% 52
2024
Q1 		$645K Sell
53,040
-4,364
-8% -$55.5K 0.38% 112
2023
Q4 		$815K Sell
57,404
-2,246
-4% -$26.6K 0.5% 103
2023
Q3 		$653K Sell
59,650
-6,261
-9% -$82.1K 0.49% 107
2023
Q2 		$955K Sell
65,911
-7,562
-10% -$108K 1.27% 39
2023
Q1 		$1.11M Sell
73,473
-545
-0.7% -$8.79K 1.45% 34
2022
Q4 		$1.28M Buy
74,018
+6,760
+10% +$113K 1.7% 28
2022
Q3 		$1.09M Sell
67,258
-30,903
-31% -$543K 1.63% 33
2022
Q2 		$1.67M Buy
98,161
+7,524
+8% +$129K 1.47% 30
2022
Q1 		$1.75M Hold
90,637
– – 1.52% 33
2021
Q4 		$1.98M Buy
90,637
+4,121
+5% +$87.2K 1.7% 27
2021
Q3 		$1.77M Sell
86,516
-7,617
-8% -$152K 1.64% 30
2021
Q2 		$1.85M Sell
94,133
-9,745
-9% -$196K 1.7% 22
2021
Q1 		$2.12M Sell
103,878
-871
-0.8% -$17.2K 1.43% 35
2020
Q4 		$1.97M Buy
104,749
+64,606
+161% +$1.13M 1.17% 20
2020
Q3 		$622K Buy
40,143
+5,743
+17% +$86.2K 0.64% 84
2020
Q2 		$510K Buy
34,400
+7,930
+30% +$112K 0.6% 104
2020
Q1 		$385K Buy
+26,470
New +$449K 0.57% 104

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dean Capital Management's WSBF Position: Q1 2025 in Review

Dean Capital Management sold out of Waterstone Financial (WSBF) in Q1 2025, closing a stake of 33,819 shares — an estimated $455K sold.

Dean Capital Management first reported a position in WSBF in Q1 2020 and held it in 20 quarters. The position peaked at $2.12M in Q1 2021. 95 funds tracked by Wall St. Rank hold WSBF as of Q1 2025.

  • Dean Capital Management reported no remaining Waterstone Financial position as of Q1 2025 after selling out during the quarter.
  • Dean Capital Management sold 33,819 Waterstone Financial shares in Q1 2025, an estimated $455K.
  • Dean Capital Management first reported a position in Waterstone Financial in Q1 2020 and held it in 20 quarters.
  • Dean Capital Management's Waterstone Financial position peaked at $2.12M in Q1 2021.
  • 95 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2025.

Based on Dean Capital Management's 13F filing for Q1 2025, filed 16 May 2025.