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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
2026
Q2 		$423K Buy
+20,400
New +$380K 0.01% 463
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Hillsdale Investment Management's WSBF Position: Q2 2026 in Review

Hillsdale Investment Management opened a new position in Waterstone Financial (WSBF) in Q2 2026: 20,400 shares worth $423K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in WSBF as recently as Q1 2025.

Hillsdale Investment Management first reported a position in WSBF in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2020. 125 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Hillsdale Investment Management held 20,400 shares of Waterstone Financial worth $423K as of Q2 2026.
  • Waterstone Financial was a new Hillsdale Investment Management position in Q2 2026.
  • Waterstone Financial made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #463 holding.
  • Hillsdale Investment Management first reported a position in Waterstone Financial in Q4 2015 and has held it in 14 quarters since.
  • Hillsdale Investment Management's Waterstone Financial position peaked at $1.04M in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.