D'Orazio & Associates’s Waterstone Financial WSBF Stock Holding History

D'Orazio & 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
2026 Q3	$200K	Buy	+10,170	New	+$209K	0.02%	307

Other funds holding WSBF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D'Orazio & Associates's WSBF Position: Q3 2026 in Review

D'Orazio & Associates opened a new position in Waterstone Financial (WSBF) in Q3 2026: 10,170 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings.

46 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

D'Orazio & Associates held 10,170 shares of Waterstone Financial worth $200K as of Q3 2026.
Waterstone Financial was a new D'Orazio & Associates position in Q3 2026.
Waterstone Financial made up 0.02% of D'Orazio & Associates's portfolio in Q3 2026, its #307 holding.
46 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.