GAMMA Investing
WSBF icon

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
Q3 		$5.31K Buy
270
+76
+39% +$1.56K ﹤0.01% 3620
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 $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
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

GAMMA Investing's WSBF Position: Q3 2026 in Review

GAMMA Investing increased its Waterstone Financial (WSBF) stake by 39% in Q3 2026, buying an estimated $1.56K and bringing the position to 270 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

GAMMA Investing first reported a position in WSBF in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

  • GAMMA Investing held 270 shares of Waterstone Financial worth $5.31K as of Q3 2026.
  • GAMMA Investing bought 76 Waterstone Financial shares in Q3 2026, an estimated $1.56K.
  • Waterstone Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3620 holding.
  • GAMMA Investing first reported a position in Waterstone Financial in Q4 2024 and has held it in 8 quarters since.
  • 16 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.