IEQ Capital
WSBF icon

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
Q3 		$705K Buy
35,852
+3,974
+12% +$81.8K ﹤0.01% 1211
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 $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
CSM Advisors
CSM Advisors Warrendale, Pennsylvania $4.64B AUM 32.55% 1-Year Est. Return

IEQ Capital's WSBF Position: Q3 2026 in Review

IEQ Capital increased its Waterstone Financial (WSBF) stake by 12% in Q3 2026, buying an estimated $81.8K and bringing the position to 35,852 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

IEQ Capital first reported a position in WSBF in Q3 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

  • IEQ Capital held 35,852 shares of Waterstone Financial worth $705K as of Q3 2026.
  • IEQ Capital bought 3,974 Waterstone Financial shares in Q3 2026, an estimated $81.8K.
  • Waterstone Financial made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1211 holding.
  • IEQ Capital first reported a position in Waterstone Financial in Q3 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.