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Legato Capital Management’s Waterstone Financial WSBF Stock Holding History

Legato Capital Management’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
Q1 		– Sell
-21,267
Closed -$286K – 627
2024
Q4 		$286K Sell
21,267
-20,718
-49% -$305K 0.04% 503
2024
Q3 		$617K Sell
41,985
-9,559
-19% -$138K 0.08% 407
2024
Q2 		$659K Sell
51,544
-1,496
-3% -$17.9K 0.09% 367
2024
Q1 		$645K Sell
53,040
-4,364
-8% -$55.5K 0.08% 381
2023
Q4 		$815K Sell
57,404
-2,246
-4% -$26.6K 0.11% 311
2023
Q3 		$653K Sell
59,650
-6,261
-9% -$82.1K 0.09% 335
2023
Q2 		$955K Sell
65,911
-7,562
-10% -$108K 0.13% 270
2023
Q1 		$1.11M Sell
73,473
-545
-0.7% -$8.79K 0.2% 168
2022
Q4 		$1.28M Buy
+74,018
New +$1.24M 0.24% 132

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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legato Capital Management's WSBF Position: Q1 2025 in Review

Legato Capital Management sold out of Waterstone Financial (WSBF) in Q1 2025, closing a stake of 21,267 shares — an estimated $286K sold.

Legato Capital Management first reported a position in WSBF in Q4 2022 and held it in 9 quarters. The position peaked at $1.28M in Q4 2022. 95 funds tracked by Wall St. Rank hold WSBF as of Q1 2025.

  • Legato Capital Management reported no remaining Waterstone Financial position as of Q1 2025 after selling out during the quarter.
  • Legato Capital Management sold 21,267 Waterstone Financial shares in Q1 2025, an estimated $286K.
  • Legato Capital Management first reported a position in Waterstone Financial in Q4 2022 and held it in 9 quarters.
  • Legato Capital Management's Waterstone Financial position peaked at $1.28M in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2025.

Based on Legato Capital Management's 13F filing for Q1 2025, filed 6 May 2025.