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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
Q3 		$5.92K Sell
301
-30
-9% -$617 ﹤0.01% 1434
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's WSBF Position: Q3 2026 in Review

Essential Partners reduced its Waterstone Financial (WSBF) stake by 9.1% in Q3 2026, selling an estimated $617 and leaving 301 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Essential Partners first reported a position in WSBF in Q2 2025 and has held it in 6 quarters since. The position peaked at $17K in Q4 2025. 13 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

  • Essential Partners held 301 shares of Waterstone Financial worth $5.92K as of Q3 2026.
  • Essential Partners sold 30 Waterstone Financial shares in Q3 2026, an estimated $617.
  • Waterstone Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1434 holding.
  • Essential Partners first reported a position in Waterstone Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Waterstone Financial position peaked at $17K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.