GI
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GAMMA Investing’s Waterstone Financial WSBF Stock Holding History

GAMMA Investing’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 		$4.02K Sell
194
-4
-2% -$75 ﹤0.01% 3562
2026
Q1 		$3.57K Buy
198
+18
+10% +$320 ﹤0.01% 3494
2025
Q4 		$2.98K Sell
180
-15
-8% -$235 ﹤0.01% 3480
2025
Q3 		$3.04K Buy
195
+47
+32% +$674 ﹤0.01% 3335
2025
Q2 		$2.04K Sell
148
-26
-15% -$333 ﹤0.01% 3396
2025
Q1 		$2.34K Buy
174
+160
+1,143% +$2.18K ﹤0.01% 3369
2024
Q4 		$188 Buy
+14
New +$206 ﹤0.01% 3710

Other funds holding WSBF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

GAMMA Investing's WSBF Position: Q2 2026 in Review

GAMMA Investing reduced its Waterstone Financial (WSBF) stake by 2% in Q2 2026, selling an estimated $75 and leaving 194 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

GAMMA Investing first reported a position in WSBF in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • GAMMA Investing held 194 shares of Waterstone Financial worth $4.02K as of Q2 2026.
  • GAMMA Investing sold 4 Waterstone Financial shares in Q2 2026, an estimated $75.
  • Waterstone Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3562 holding.
  • GAMMA Investing first reported a position in Waterstone Financial in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.