HIM
WSBF icon

Hillsdale Investment Management’s Waterstone Financial WSBF Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-20,300
Closed -$273K – 725
2025
Q1 		$273K Buy
+20,300
New +$277K 0.01% 396
2021
Q3 		– Sell
-3,750
Closed -$74K – 645
2021
Q2 		$74K Buy
3,750
+950
+34% +$19.1K 0.01% 441
2021
Q1 		$57K Sell
2,800
-52,400
-95% -$1.04M ﹤0.01% 443
2020
Q4 		$1.04M Sell
55,200
-170
-0.3% -$2.97K 0.1% 209
2020
Q3 		$858K Buy
55,370
+2,170
+4% +$32.6K 0.08% 221
2020
Q2 		$789K Buy
+53,200
New +$754K 0.07% 220
2017
Q3 		– Sell
-50
Closed -$1K – 532
2017
Q2 		$1K Sell
50
-60
-55% -$1.13K ﹤0.01% 458
2017
Q1 		$2K Sell
110
-170
-61% -$3.11K ﹤0.01% 454
2016
Q4 		$5K Sell
280
-150
-35% -$2.65K ﹤0.01% 395
2016
Q3 		$7K Sell
430
-70
-14% -$1.14K ﹤0.01% 404
2016
Q2 		$8K Sell
500
-130
-21% -$1.86K ﹤0.01% 413
2016
Q1 		$9K Buy
630
+100
+19% +$1.37K ﹤0.01% 385
2015
Q4 		$7K Buy
+530
New +$7.24K ﹤0.01% 402

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's WSBF Position: Q2 2025 in Review

Hillsdale Investment Management sold out of Waterstone Financial (WSBF) in Q2 2025, closing a stake of 20,300 shares — an estimated $273K sold.

Hillsdale Investment Management first reported a position in WSBF in Q4 2015 and held it in 13 quarters. The position peaked at $1.04M in Q4 2020. 96 funds tracked by Wall St. Rank hold WSBF as of Q2 2025.

  • Hillsdale Investment Management reported no remaining Waterstone Financial position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 20,300 Waterstone Financial shares in Q2 2025, an estimated $273K.
  • Hillsdale Investment Management first reported a position in Waterstone Financial in Q4 2015 and held it in 13 quarters.
  • Hillsdale Investment Management's Waterstone Financial position peaked at $1.04M in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.