Global Retirement Partners’s Waterstone Financial WSBF Stock Holding History

Global Retirement 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
2025 Q4	$364	Buy	+22	New	+$345	﹤0.01%	4048

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Retirement Partners's WSBF Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Waterstone Financial (WSBF) in Q4 2025: 22 shares worth $364. The stake represents ﹤0.01% of the portfolio and ranks #4048 among its holdings.

112 funds tracked by Wall St. Rank hold WSBF as of Q4 2025.

Global Retirement Partners held 22 shares of Waterstone Financial worth $364 as of Q4 2025.
Waterstone Financial was a new Global Retirement Partners position in Q4 2025.
Waterstone Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4048 holding.
112 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.