VCM
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Versant Capital Management’s Waterstone Financial WSBF Stock Holding History

Versant Capital 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
Q2 		$51.2K Hold
2,472
– – ﹤0.01% 1335
2026
Q1 		$44.6K Hold
2,472
– – ﹤0.01% 1303
2025
Q4 		$40.9K Sell
2,472
-252
-9% -$3.95K 0.01% 1194
2025
Q3 		$42.5K Buy
2,724
+519
+24% +$7.44K 0.01% 1124
2025
Q2 		$30.5K Buy
2,205
+395
+22% +$5.06K ﹤0.01% 1271
2025
Q1 		$24.3K Buy
1,810
+134
+8% +$1.83K ﹤0.01% 1235
2024
Q4 		$22.5K Buy
+1,676
New +$24.7K ﹤0.01% 967

Other funds holding WSBF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Versant Capital Management's WSBF Position: Q2 2026 in Review

Versant Capital Management held its Waterstone Financial (WSBF) position steady in Q2 2026 at 2,472 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Versant Capital Management first reported a position in WSBF in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Versant Capital Management held 2,472 shares of Waterstone Financial worth $51.2K as of Q2 2026.
  • Versant Capital Management left its Waterstone Financial share count unchanged in Q2 2026.
  • Waterstone Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1335 holding.
  • Versant Capital Management first reported a position in Waterstone Financial in Q4 2024 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.