EWA
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EverSource Wealth Advisors’s Waterstone Financial WSBF Stock Holding History

EverSource Wealth Advisors’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 		$20.7K Sell
999
-896
-47% -$16.7K ﹤0.01% 2403
2026
Q1 		$34.2K Sell
1,895
-43
-2% -$764 ﹤0.01% 2169
2025
Q4 		$32.1K Sell
1,938
-281
-13% -$4.41K ﹤0.01% 2056
2025
Q3 		$34.6K Buy
2,219
+344
+18% +$4.93K ﹤0.01% 1970
2025
Q2 		$25.9K Buy
1,875
+1,590
+558% +$20.4K ﹤0.01% 2094
2025
Q1 		$3.83K Buy
285
+3
+1% +$41 ﹤0.01% 2622
2024
Q4 		$3.79K Hold
282
– – ﹤0.01% 2467
2024
Q3 		$4.14K Hold
282
– – ﹤0.01% 2295
2024
Q2 		$4.21K Hold
282
– – ﹤0.01% 2279
2024
Q1 		$3.2K Hold
282
– – ﹤0.01% 2222
2023
Q4 		$4K Buy
282
+167
+145% +$1.97K ﹤0.01% 1949
2023
Q3 		$1.26K Buy
+115
New +$1.51K ﹤0.01% 2136

Other funds holding WSBF

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EverSource Wealth Advisors's WSBF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Waterstone Financial (WSBF) stake by 47% in Q2 2026, selling an estimated $16.7K and leaving 999 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

EverSource Wealth Advisors first reported a position in WSBF in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.6K in Q3 2025. 35 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • EverSource Wealth Advisors held 999 shares of Waterstone Financial worth $20.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 896 Waterstone Financial shares in Q2 2026, an estimated $16.7K.
  • Waterstone Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2403 holding.
  • EverSource Wealth Advisors first reported a position in Waterstone Financial in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Waterstone Financial position peaked at $34.6K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.