N.E.W. Advisory Services’s Waterstone Financial WSBF Stock Holding History

N.E.W. Advisory Services’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 Q3	–	Sell	-127	Closed	-$1.75K	–	880
2025 Q2	$1.75K	Hold	127	–	–	﹤0.01%	748
2025 Q1	$1.71K	Buy	+127	New	+$1.73K	﹤0.01%	803

Other funds holding WSBF

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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

BCM

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

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

N.E.W. Advisory Services's WSBF Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Waterstone Financial (WSBF) in Q3 2025, closing a stake of 127 shares — an estimated $1.75K sold.

N.E.W. Advisory Services first reported a position in WSBF in Q1 2025 and held it in 2 quarters. The position peaked at $1.75K in Q2 2025. 102 funds tracked by Wall St. Rank hold WSBF as of Q3 2025.

N.E.W. Advisory Services reported no remaining Waterstone Financial position as of Q3 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 127 Waterstone Financial shares in Q3 2025, an estimated $1.75K.
N.E.W. Advisory Services first reported a position in Waterstone Financial in Q1 2025 and held it in 2 quarters.
N.E.W. Advisory Services's Waterstone Financial position peaked at $1.75K in Q2 2025.
102 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.