Simplex Trading
WSBF icon

Simplex Trading’s Waterstone Financial WSBF Stock Holding History

Simplex Trading’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 		– Sell
-842
Closed -$15.7K – 10445
2026
Q1 		$15.2K Sell
842
-1,464
-63% -$26K ﹤0.01% 6988
2025
Q4 		$38.2K Buy
2,306
+944
+69% +$14.8K ﹤0.01% 5896
2025
Q3 		$21K Buy
+1,362
New +$19.5K ﹤0.01% 7303
2017
Q3 		– Sell
-1,410
Closed -$26K – 6755
2017
Q2 		$26K Sell
1,410
-1,570
-53% -$29.6K ﹤0.01% 3038
2017
Q1 		$54K Buy
2,980
+2,785
+1,428% +$50.9K ﹤0.01% 2290
2016
Q4 		$3K Hold
195
– – ﹤0.01% 4836
2016
Q3 		$3K Buy
+195
New +$3.18K ﹤0.01% 4752

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

Simplex Trading's WSBF Position: Q2 2026 in Review

Simplex Trading sold out of Waterstone Financial (WSBF) in Q2 2026, closing a stake of 842 shares — an estimated $15.7K sold.

Simplex Trading first reported a position in WSBF in Q3 2016 and held it in 7 quarters. The position peaked at $54K in Q1 2017. 126 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Simplex Trading reported no remaining Waterstone Financial position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 842 Waterstone Financial shares in Q2 2026, an estimated $15.7K.
  • Simplex Trading first reported a position in Waterstone Financial in Q3 2016 and held it in 7 quarters.
  • Simplex Trading's Waterstone Financial position peaked at $54K in Q1 2017.
  • 126 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.