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Waterstone Financial
WSBF

123 hedge funds and large institutions have $170M invested in Waterstone Financial in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $152M → $170M (+$17.5M)

10% more funds holding

Funds holding: 112 → 123 (+11)

1.46% more ownership

Funds ownership: 49.81% → 51.27% (+1.5%)

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
35
Closed
9
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
+$42K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.63M
2
Goldman Sachs
Goldman Sachs
New York
+$1.32M
3
American Century Companies
American Century Companies
Missouri
+$908K
4
DSC
Donald Smith & Co
New York
+$859K
5
Citadel Advisors
Citadel Advisors
Florida
+$507K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$475K
2
Morgan Stanley
Morgan Stanley
New York
-$444K
3
Renaissance Technologies
Renaissance Technologies
New York
-$405K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$380K
5
JP Morgan Chase
JP Morgan Chase
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
51
Franklin Resources
California
$274K +$270K +15,199 New
CRC
52
Curi RMB Capital
Illinois
$273K -$2.77K -156 -1%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$259K +$49.7K +2,794 +24%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$220K – – –
Barclays
55
Barclays
United Kingdom
$211K -$341K -19,211 -62%
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$205K +$202K +11,368 New
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$195K +$192K +10,810 New
EGM
58
Engineers Gate Manager
New York
$184K +$181K +10,206 New
BFIM
59
Beese Fulmer Investment Management
Ohio
$181K +$356 +20 +0.2%
GI
60
GAMCO Investors
Connecticut
$180K – – –
ECSS
61
Eurizon Capital SGR SpA
$168K +$163K +9,177 New
MIM
62
MetLife Investment Management
New Jersey
$159K – – –
UBS Group
63
UBS Group
Switzerland
$140K +$112K +6,296 +425%
Mirae Asset Global ETFs Holdings
64
Mirae Asset Global ETFs Holdings
Hong Kong
$130K +$3.02K +170 +2%
VGA
65
Vanguard Global Advisers
Pennsylvania
$123K +$121K +6,818 New
Wells Fargo
66
Wells Fargo
California
$117K -$201K -11,291 -64%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$109K -$37.4K -2,106 -26%
Deutsche Bank
68
Deutsche Bank
Germany
$62.2K +$61.3K +3,448 New
FFA
69
Farther Finance Advisors
California
$61.8K +$36 +2 +0.1%
PFSRSONJ
70
Police & Firemen's Retirement System of New Jersey
New Jersey
$59.7K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$44.8K +$31.9K +1,797 +262%
VCM
72
Versant Capital Management
Arizona
$44.6K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$43.4K +$1.65K +93 +4%
Osaic Holdings
74
Osaic Holdings
Arizona
$40.9K +$124 +7 +0.3%
Canada Life
75
Canada Life
Manitoba, Canada
$39K +$12.9K +728 +51%
1 2
3
4 5

WSBF Hedge Fund Activity: Q1 2026 in Review

123 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2026, worth a combined $170M — up 12% from $152M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WSBF positions and 9 closed out — a net gain of 14 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.63M. The largest seller was BlackRock, cutting an estimated $475K.

  • 123 institutional investors held Waterstone Financial (WSBF) as of Q1 2026, up from 112 in Q4 2025.
  • Funds reported $170M of Waterstone Financial stock for Q1 2026, up 12% quarter-over-quarter.
  • 23 funds opened new Waterstone Financial positions in Q1 2026 and 9 closed out, a net change of +14 holders.
  • The largest Waterstone Financial buyer in Q1 2026 was Fourthstone LLC, an estimated $1.63M added.
  • The largest Waterstone Financial seller in Q1 2026 was BlackRock, an estimated $475K sold.

Based on aggregated 13F filings for Q1 2026.