Mercer Global Advisors
WSBF icon

Mercer Global Advisors’s Waterstone Financial WSBF Stock Holding History

Mercer Global 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
Q2 		$451K Buy
21,769
+4,538
+26% +$84.6K ﹤0.01% 2388
2026
Q1 		$311K Buy
17,231
+3,114
+22% +$55.4K ﹤0.01% 2387
2025
Q4 		$234K Buy
14,117
+3,527
+33% +$55.3K ﹤0.01% 2437
2025
Q3 		$165K Buy
+10,590
New +$152K ﹤0.01% 2434

Other funds holding WSBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Mercer Global Advisors's WSBF Position: Q2 2026 in Review

Mercer Global Advisors increased its Waterstone Financial (WSBF) stake by 26% in Q2 2026, buying an estimated $84.6K and bringing the position to 21,769 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Mercer Global Advisors first reported a position in WSBF in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Mercer Global Advisors held 21,769 shares of Waterstone Financial worth $451K as of Q2 2026.
  • Mercer Global Advisors bought 4,538 Waterstone Financial shares in Q2 2026, an estimated $84.6K.
  • Waterstone Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2388 holding.
  • Mercer Global Advisors first reported a position in Waterstone Financial in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.