TWD
WSBF icon

True Wealth Design’s Waterstone Financial WSBF Stock Holding History

True Wealth Design’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 		$1.35K Hold
65
– – ﹤0.01% 1870
2026
Q1 		$1.17K Hold
65
– – ﹤0.01% 1744
2025
Q4 		$1.08K Buy
65
+2
+3% +$31 ﹤0.01% 1681
2025
Q3 		$983 Buy
63
+41
+186% +$588 ﹤0.01% 1753
2025
Q2 		$304 Sell
22
-80
-78% -$1.02K ﹤0.01% 1925
2025
Q1 		$1.37K Buy
102
+46
+82% +$627 ﹤0.01% 1151
2024
Q4 		$753 Buy
+56
New +$825 ﹤0.01% 1012

Other funds holding WSBF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

True Wealth Design's WSBF Position: Q2 2026 in Review

True Wealth Design held its Waterstone Financial (WSBF) position steady in Q2 2026 at 65 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

True Wealth Design first reported a position in WSBF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37K in Q1 2025. 9 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • True Wealth Design held 65 shares of Waterstone Financial worth $1.35K as of Q2 2026.
  • True Wealth Design left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1870 holding.
  • True Wealth Design first reported a position in Waterstone Financial in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Waterstone Financial position peaked at $1.37K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.