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WSBF icon

HRT Financial’s Waterstone Financial WSBF Stock Holding History

HRT Financial’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 		– Sell
-17,363
Closed -$270K – 4156
2025
Q3 		$270K Buy
+17,363
New +$249K ﹤0.01% 2237
2024
Q1 		– Sell
-17,917
Closed -$254K – 3191
2023
Q4 		$254K Buy
+17,917
New +$212K ﹤0.01% 1692
2023
Q3 		– Sell
-16,051
Closed -$232K – 3196
2023
Q2 		$232K Buy
+16,051
New +$229K ﹤0.01% 1768
2022
Q4 		– Sell
-15,345
Closed -$247K – 3252
2022
Q3 		$247K Buy
+15,345
New +$270K ﹤0.01% 2115
2022
Q1 		– Sell
-15,240
Closed -$333K – 3972
2021
Q4 		$333K Buy
15,240
+1,933
+15% +$40.9K ﹤0.01% 2200
2021
Q3 		$272K Sell
13,307
-24,667
-65% -$491K ﹤0.01% 2479
2021
Q2 		$746K Sell
37,974
-636
-2% -$12.8K 0.01% 1415
2021
Q1 		$788K Buy
38,610
+18,134
+89% +$358K 0.01% 1368
2020
Q4 		$385K Buy
+20,476
New +$358K 0.01% 1159
2020
Q3 		– Sell
-15,184
Closed -$225K – 2428
2020
Q2 		$225K Buy
+15,184
New +$215K 0.01% 1105

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FL
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HRT Financial's WSBF Position: Q4 2025 in Review

HRT Financial sold out of Waterstone Financial (WSBF) in Q4 2025, closing a stake of 17,363 shares — an estimated $270K sold.

HRT Financial first reported a position in WSBF in Q2 2020 and held it in 10 quarters. The position peaked at $788K in Q1 2021. 112 funds tracked by Wall St. Rank hold WSBF as of Q4 2025.

  • HRT Financial reported no remaining Waterstone Financial position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 17,363 Waterstone Financial shares in Q4 2025, an estimated $270K.
  • HRT Financial first reported a position in Waterstone Financial in Q2 2020 and held it in 10 quarters.
  • HRT Financial's Waterstone Financial position peaked at $788K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.