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EA Series Trust’s Waterstone Financial WSBF Stock Holding History

EA Series Trust’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
2023
Q2 		$733K Buy
+50,576
New +$722K 0.03% 707

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EA Series Trust's WSBF Position: Q2 2023 in Review

EA Series Trust opened a new position in Waterstone Financial (WSBF) in Q2 2023: 50,576 shares worth $733K. The stake represents 0.03% of the portfolio and ranks #707 among its holdings.

93 funds tracked by Wall St. Rank hold WSBF as of Q2 2023.

  • EA Series Trust held 50,576 shares of Waterstone Financial worth $733K as of Q2 2023.
  • Waterstone Financial was a new EA Series Trust position in Q2 2023.
  • Waterstone Financial made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #707 holding.
  • 93 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.