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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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IEQ Capital's WSBF Position: Q1 2026 in Review

IEQ Capital increased its Waterstone Financial (WSBF) stake by 8.7% in Q1 2026, buying an estimated $45.7K and bringing the position to 32,136 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

IEQ Capital first reported a position in WSBF in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • IEQ Capital held 32,136 shares of Waterstone Financial worth $579K as of Q1 2026.
  • IEQ Capital bought 2,573 Waterstone Financial shares in Q1 2026, an estimated $45.7K.
  • Waterstone Financial made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1242 holding.
  • IEQ Capital first reported a position in Waterstone Financial in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.