Smartleaf Asset Management’s Waterstone Financial WSBF Stock Holding History

Smartleaf Asset 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 Q3	$4.44K	Buy	222 +54	+32%	+$1.11K	﹤0.01%	2759
2026 Q2	$3.46K	Hold	168	–	–	﹤0.01%	2814
2026 Q1	$3.06K	Sell	168 -42	-20%	-$747	﹤0.01%	2839
2025 Q4	$3.45K	Hold	210	–	–	﹤0.01%	2823
2025 Q3	$3.29K	Buy	210 +52	+33%	+$745	﹤0.01%	2486
2025 Q2	$2.2K	Sell	158 -250	-61%	-$3.2K	﹤0.01%	2310
2025 Q1	$5.49K	Buy	408 +61	+18%	+$831	﹤0.01%	2152
2024 Q4	$4.61K	Buy	347 +46	+15%	+$678	﹤0.01%	2276
2024 Q3	$4.45K	Buy	301 +55	+22%	+$796	﹤0.01%	2177
2024 Q2	$3.08K	Buy	+246	New	+$2.95K	﹤0.01%	2038

Other funds holding WSBF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.64B AUM 32.55% 1-Year Est. Return

Smartleaf Asset Management's WSBF Position: Q3 2026 in Review

Smartleaf Asset Management increased its Waterstone Financial (WSBF) stake by 32% in Q3 2026, buying an estimated $1.11K and bringing the position to 222 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Smartleaf Asset Management first reported a position in WSBF in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.49K in Q1 2025. 98 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

Smartleaf Asset Management held 222 shares of Waterstone Financial worth $4.44K as of Q3 2026.
Smartleaf Asset Management bought 54 Waterstone Financial shares in Q3 2026, an estimated $1.11K.
Waterstone Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2759 holding.
Smartleaf Asset Management first reported a position in Waterstone Financial in Q2 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Waterstone Financial position peaked at $5.49K in Q1 2025.
98 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.