Wipfli Financial Advisors’s Waterstone Financial WSBF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$22K	Buy	+1,336	New	+$23.5K	﹤0.01%	1541

Other funds holding WSBF

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JCP

Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Wipfli Financial Advisors's WSBF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Waterstone Financial (WSBF) in Q3 2022: 1,336 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1541 among its holdings.

100 funds tracked by Wall St. Rank hold WSBF as of Q3 2022.

Wipfli Financial Advisors held 1,336 shares of Waterstone Financial worth $22K as of Q3 2022.
Waterstone Financial was a new Wipfli Financial Advisors position in Q3 2022.
Waterstone Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1541 holding.
100 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.