Wealth Enhancement Advisory Services
WSBF icon

Wealth Enhancement Advisory Services’s Waterstone Financial WSBF Stock Holding History

Wealth Enhancement Advisory Services’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 		$332K Buy
16,824
+2,584
+18% +$48.2K ﹤0.01% 3099
2026
Q1 		$259K Buy
14,240
+2,794
+24% +$49.7K ﹤0.01% 2916
2025
Q4 		$192K Buy
+11,446
New +$179K ﹤0.01% 3287

Other funds holding WSBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's WSBF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Waterstone Financial (WSBF) stake by 18% in Q2 2026, buying an estimated $48.2K and bringing the position to 16,824 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Wealth Enhancement Advisory Services first reported a position in WSBF in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold WSBF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,824 shares of Waterstone Financial worth $332K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,584 Waterstone Financial shares in Q2 2026, an estimated $48.2K.
  • Waterstone Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3099 holding.
  • Wealth Enhancement Advisory Services first reported a position in Waterstone Financial in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Waterstone Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.