Marshall Wace’s Waterstone Financial WSBF Stock Holding History

Marshall Wace’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 Q4	–	Sell	-28,431	Closed	-$444K	–	3544
2025 Q3	$444K	Buy	+28,431	New	+$407K	﹤0.01%	2274

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Wace's WSBF Position: Q4 2025 in Review

Marshall Wace sold out of Waterstone Financial (WSBF) in Q4 2025, closing a stake of 28,431 shares — an estimated $444K sold.

Marshall Wace first reported a position in WSBF in Q3 2025 and held it in 1 quarter. The position peaked at $444K in Q3 2025. 112 funds tracked by Wall St. Rank hold WSBF as of Q4 2025.

Marshall Wace reported no remaining Waterstone Financial position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 28,431 Waterstone Financial shares in Q4 2025, an estimated $444K.
Marshall Wace first reported a position in Waterstone Financial in Q3 2025 and held it in 1 quarter.
Marshall Wace's Waterstone Financial position peaked at $444K in Q3 2025.
112 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.