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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
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
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

Smartleaf Asset Management's WSBF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Waterstone Financial (WSBF) stake by 20% in Q1 2026, selling an estimated $747 and leaving 168 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

Smartleaf Asset Management first reported a position in WSBF in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.49K in Q1 2025. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • Smartleaf Asset Management held 168 shares of Waterstone Financial worth $3.06K as of Q1 2026.
  • Smartleaf Asset Management sold 42 Waterstone Financial shares in Q1 2026, an estimated $747.
  • Waterstone Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2839 holding.
  • Smartleaf Asset Management first reported a position in Waterstone Financial in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Waterstone Financial position peaked at $5.49K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.