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
Q2 		$2.39M Sell
115,282
-7,098
-6% -$132K 0.01% 1090
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Empowered Funds's WSBF Position: Q2 2026 in Review

Empowered Funds reduced its Waterstone Financial (WSBF) stake by 5.8% in Q2 2026, selling an estimated $132K and leaving 115,282 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #1090.

Empowered Funds first reported a position in WSBF in Q2 2023 and has held it in 13 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Empowered Funds held 115,282 shares of Waterstone Financial worth $2.39M as of Q2 2026.
  • Empowered Funds sold 7,098 Waterstone Financial shares in Q2 2026, an estimated $132K.
  • Waterstone Financial made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1090 holding.
  • Empowered Funds first reported a position in Waterstone Financial in Q2 2023 and has held it in 13 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.