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Ritholtz Wealth Management’s Waterstone Financial WSBF Stock Holding History

Ritholtz Wealth 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
2026
Q1 		$787K Buy
43,647
+22,010
+102% +$391K 0.01% 629
2025
Q4 		$358K Buy
21,637
+4,214
+24% +$66.1K 0.01% 827
2025
Q3 		$272K Buy
17,423
+6,630
+61% +$95K 0.01% 879
2025
Q2 		$149K Buy
+10,793
New +$138K ﹤0.01% 941

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ritholtz Wealth Management's WSBF Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Waterstone Financial (WSBF) stake by 102% in Q1 2026, buying an estimated $391K and bringing the position to 43,647 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #629.

Ritholtz Wealth Management first reported a position in WSBF in Q2 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Ritholtz Wealth Management held 43,647 shares of Waterstone Financial worth $787K as of Q1 2026.
  • Ritholtz Wealth Management bought 22,010 Waterstone Financial shares in Q1 2026, an estimated $391K.
  • Waterstone Financial made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #629 holding.
  • Ritholtz Wealth Management first reported a position in Waterstone Financial in Q2 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.