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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
Q2 		$1.58M Buy
76,020
+32,373
+74% +$604K 0.02% 490
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 $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

Ritholtz Wealth Management's WSBF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Waterstone Financial (WSBF) stake by 74% in Q2 2026, buying an estimated $604K and bringing the position to 76,020 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #490.

Ritholtz Wealth Management first reported a position in WSBF in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Ritholtz Wealth Management held 76,020 shares of Waterstone Financial worth $1.58M as of Q2 2026.
  • Ritholtz Wealth Management bought 32,373 Waterstone Financial shares in Q2 2026, an estimated $604K.
  • Waterstone Financial made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Ritholtz Wealth Management first reported a position in Waterstone Financial in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.