IFP Advisors’s Waterstone Financial WSBF Stock Holding History

IFP Advisors’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	$8.49K	Buy	432 +11	+3%	+$226	﹤0.01%	3504
2026 Q2	$8.73K	Buy	421 +206	+96%	+$3.84K	﹤0.01%	3481
2026 Q1	$3.88K	Sell	215 -7	-3%	-$124	﹤0.01%	3671
2025 Q4	$3.67K	Buy	222 +98	+79%	+$1.54K	﹤0.01%	3571
2025 Q3	$1.93K	Buy	124 +28	+29%	+$401	﹤0.01%	3710
2025 Q2	$1.49K	Buy	+96	New	+$1.23K	﹤0.01%	4031
2022 Q4	–	Sell	-27	Closed	-$2K	–	4865
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	4430
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	4214
2022 Q1	$2K	Buy	+27	New	+$545	﹤0.01%	4212

Other funds holding WSBF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's WSBF Position: Q3 2026 in Review

IFP Advisors increased its Waterstone Financial (WSBF) stake by 2.6% in Q3 2026, buying an estimated $226 and bringing the position to 432 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

IFP Advisors first reported a position in WSBF in Q1 2022 and has held it in 9 quarters since. The position peaked at $8.73K in Q2 2026. 13 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

IFP Advisors held 432 shares of Waterstone Financial worth $8.49K as of Q3 2026.
IFP Advisors bought 11 Waterstone Financial shares in Q3 2026, an estimated $226.
Waterstone Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3504 holding.
IFP Advisors first reported a position in Waterstone Financial in Q1 2022 and has held it in 9 quarters since.
IFP Advisors's Waterstone Financial position peaked at $8.73K in Q2 2026.
13 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.