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Dean Investment Associates’s Waterstone Financial WSBF Stock Holding History

Dean Investment Associates’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
-50,176
Closed -$674K – 220
2024
Q4 		$674K Sell
50,176
-56,919
-53% -$838K 0.1% 199
2024
Q3 		$1.57M Sell
107,095
-32,599
-23% -$472K 0.21% 177
2024
Q2 		$1.79M Sell
139,694
-15,219
-10% -$182K 0.25% 161
2024
Q1 		$1.89M Sell
154,913
-14,669
-9% -$186K 0.26% 159
2023
Q4 		$2.41M Buy
169,582
+20,639
+14% +$244K 0.34% 118
2023
Q3 		$1.63M Sell
148,943
-16,449
-10% -$216K 0.27% 159
2023
Q2 		$2.4M Sell
165,392
-29,195
-15% -$417K 0.39% 94
2023
Q1 		$2.94M Buy
194,587
+8,073
+4% +$130K 0.47% 86
2022
Q4 		$3.22M Buy
186,514
+25,116
+16% +$421K 0.55% 72
2022
Q3 		$2.61M Buy
161,398
+19,391
+14% +$341K 0.53% 76
2022
Q2 		$2.42M Buy
142,007
+9,055
+7% +$156K 0.47% 81
2022
Q1 		$2.57M Sell
132,952
-1,184
-0.9% -$23.9K 0.46% 88
2021
Q4 		$2.93M Buy
134,136
+812
+0.6% +$17.2K 0.52% 72
2021
Q3 		$2.73M Sell
133,324
-10,350
-7% -$206K 0.52% 73
2021
Q2 		$2.83M Buy
143,674
+28,955
+25% +$582K 0.52% 67
2021
Q1 		$2.34M Sell
114,719
-8,884
-7% -$176K 0.44% 90
2020
Q4 		$2.33M Buy
123,603
+40,687
+49% +$711K 0.48% 69
2020
Q3 		$1.28M Sell
82,916
-14,438
-15% -$217K 0.31% 127
2020
Q2 		$1.44M Sell
97,354
-49,161
-34% -$696K 0.35% 123
2020
Q1 		$2.13M Buy
+146,515
New +$2.49M 0.46% 96

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 Investment Associates's WSBF Position: Q1 2025 in Review

Dean Investment Associates sold out of Waterstone Financial (WSBF) in Q1 2025, closing a stake of 50,176 shares — an estimated $674K sold.

Dean Investment Associates first reported a position in WSBF in Q1 2020 and held it in 20 quarters. The position peaked at $3.22M in Q4 2022. 95 funds tracked by Wall St. Rank hold WSBF as of Q1 2025.

  • Dean Investment Associates reported no remaining Waterstone Financial position as of Q1 2025 after selling out during the quarter.
  • Dean Investment Associates sold 50,176 Waterstone Financial shares in Q1 2025, an estimated $674K.
  • Dean Investment Associates first reported a position in Waterstone Financial in Q1 2020 and held it in 20 quarters.
  • Dean Investment Associates's Waterstone Financial position peaked at $3.22M in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2025.

Based on Dean Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.