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IEQ Capital’s Waterstone Financial WSBF Stock Holding History

IEQ Capital’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 		$661K Sell
31,878
-258
-0.8% -$4.81K ﹤0.01% 1281
2026
Q1 		$579K Buy
32,136
+2,573
+9% +$45.7K ﹤0.01% 1242
2025
Q4 		$489K Buy
29,563
+5,215
+21% +$81.8K ﹤0.01% 1339
2025
Q3 		$380K Buy
+24,348
New +$349K ﹤0.01% 1419

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 $3.37T AUM 44.26% 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

IEQ Capital's WSBF Position: Q2 2026 in Review

IEQ Capital reduced its Waterstone Financial (WSBF) stake by 0.8% in Q2 2026, selling an estimated $4.81K and leaving 31,878 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

IEQ Capital first reported a position in WSBF in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • IEQ Capital held 31,878 shares of Waterstone Financial worth $661K as of Q2 2026.
  • IEQ Capital sold 258 Waterstone Financial shares in Q2 2026, an estimated $4.81K.
  • Waterstone Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1281 holding.
  • IEQ Capital first reported a position in Waterstone Financial in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.