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
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 $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

Simplex Trading's WSBF Position: Q1 2026 in Review

Simplex Trading reduced its Waterstone Financial (WSBF) stake by 63% in Q1 2026, selling an estimated $26K and leaving 842 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6988.

Simplex Trading first reported a position in WSBF in Q3 2016 and has held it in 7 quarters since. The position peaked at $54K in Q1 2017. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Simplex Trading held 842 shares of Waterstone Financial worth $15.2K as of Q1 2026.
  • Simplex Trading sold 1,464 Waterstone Financial shares in Q1 2026, an estimated $26K.
  • Waterstone Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6988 holding.
  • Simplex Trading first reported a position in Waterstone Financial in Q3 2016 and has held it in 7 quarters since.
  • Simplex Trading's Waterstone Financial position peaked at $54K in Q1 2017.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.