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Essential Partners’s Waterstone Financial WSBF Stock Holding History

Essential Partners’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 		$6.86K Sell
331
-612
-65% -$11.4K ﹤0.01% 1389
2026
Q1 		$17K Sell
943
-86
-8% -$1.53K 0.01% 996
2025
Q4 		$17K Buy
1,029
+191
+23% +$3K 0.01% 971
2025
Q3 		$13.1K Buy
838
+548
+189% +$7.85K ﹤0.01% 1060
2025
Q2 		$4K Buy
+290
New +$3.71K ﹤0.01% 1122

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

Essential Partners's WSBF Position: Q2 2026 in Review

Essential Partners reduced its Waterstone Financial (WSBF) stake by 65% in Q2 2026, selling an estimated $11.4K and leaving 331 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Essential Partners first reported a position in WSBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $17K in Q4 2025. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Essential Partners held 331 shares of Waterstone Financial worth $6.86K as of Q2 2026.
  • Essential Partners sold 612 Waterstone Financial shares in Q2 2026, an estimated $11.4K.
  • Waterstone Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1389 holding.
  • Essential Partners first reported a position in Waterstone Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Waterstone Financial position peaked at $17K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.