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 Q3	$1.28K	Hold	65	–	–	﹤0.01%	1848
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's WSBF Position: Q3 2026 in Review

True Wealth Design held its Waterstone Financial (WSBF) position steady in Q3 2026 at 65 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

True Wealth Design first reported a position in WSBF in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.37K in Q1 2025. 12 funds tracked by Wall St. Rank hold WSBF as of Q3 2026.

True Wealth Design held 65 shares of Waterstone Financial worth $1.28K as of Q3 2026.
True Wealth Design left its Waterstone Financial share count unchanged in Q3 2026.
Waterstone Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1848 holding.
True Wealth Design first reported a position in Waterstone Financial in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Waterstone Financial position peaked at $1.37K in Q1 2025.
12 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.