EF
WSBF icon

Empowered Funds’s Waterstone Financial WSBF Stock Holding History

Empowered Funds’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
Q1 		$2.21M Buy
122,380
+12,430
+11% +$221K 0.01% 1057
2025
Q4 		$1.82M Buy
109,950
+11,228
+11% +$176K 0.03% 508
2025
Q3 		$1.54M Buy
98,722
+6,932
+8% +$99.3K 0.02% 1026
2025
Q2 		$1.27M Buy
91,790
+8,199
+10% +$105K 0.01% 1002
2025
Q1 		$1.12M Buy
83,591
+5,818
+7% +$79.3K 0.02% 954
2024
Q4 		$1.05M Buy
77,773
+3,705
+5% +$54.6K 0.02% 960
2024
Q3 		$1.09M Buy
74,068
+3,752
+5% +$54.3K 0.02% 877
2024
Q2 		$899K Buy
70,316
+5,040
+8% +$60.4K 0.02% 895
2024
Q1 		$794K Buy
65,276
+4,900
+8% +$62.3K 0.01% 960
2023
Q4 		$857K Buy
60,376
+5,376
+10% +$63.6K 0.02% 826
2023
Q3 		$602K Buy
55,000
+4,424
+9% +$58K 0.02% 848
2023
Q2 		$733K Buy
+50,576
New +$722K 0.03% 707

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Empowered Funds's WSBF Position: Q1 2026 in Review

Empowered Funds increased its Waterstone Financial (WSBF) stake by 11% in Q1 2026, buying an estimated $221K and bringing the position to 122,380 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #1057.

Empowered Funds first reported a position in WSBF in Q2 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Empowered Funds held 122,380 shares of Waterstone Financial worth $2.21M as of Q1 2026.
  • Empowered Funds bought 12,430 Waterstone Financial shares in Q1 2026, an estimated $221K.
  • Waterstone Financial made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1057 holding.
  • Empowered Funds first reported a position in Waterstone Financial in Q2 2023 and has held it in 12 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.