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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
BlackRock
1
BlackRock
New York
$27.2M -$475K -26,734 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.5M -$29.3K -1,647 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$19.7M -$405K -22,765 -2%
VCM
4
Vanguard Capital Management
Pennsylvania
$12.6M +$12.4M +700,237 New
State Street
5
State Street
Massachusetts
$7.11M -$307K -17,287 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.61M -$70.8K -3,983 -1%
FL
7
Fourthstone LLC
Missouri
$5.25M +$1.63M +91,489 +46%
Goldman Sachs
8
Goldman Sachs
New York
$4.59M +$1.32M +74,403 +41%
American Century Companies
9
American Century Companies
Missouri
$4.51M +$908K +51,080 +26%
AQR Capital Management
10
AQR Capital Management
Connecticut
$4.05M +$410K +23,090 +11%
BCM
11
Bridgeway Capital Management
Texas
$3.7M +$97.8K +5,500 +3%
CA
12
CSM Advisors
Pennsylvania
$3.43M -$20.8K -1,170 -0.6%
DSC
13
Donald Smith & Co
New York
$3.17M +$859K +48,320 +38%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.01M -$380K -21,397 -11%
Morgan Stanley
15
Morgan Stanley
New York
$2.77M -$444K -24,993 -14%
QCM
16
Quantinno Capital Management
New York
$2.55M +$228K +12,808 +10%
Northern Trust
17
Northern Trust
Illinois
$2.53M +$114K +6,411 +5%
Charles Schwab
18
Charles Schwab
California
$2.29M -$97.4K -5,479 -4%
EF
19
Empowered Funds
Pennsylvania
$2.21M +$221K +12,430 +11%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$1.68M +$1.65M +93,078 New
VPM
21
Vanguard Portfolio Management
Pennsylvania
$1.58M +$1.56M +87,651 New
Two Sigma Investments
22
Two Sigma Investments
New York
$1.55M +$182K +10,219 +13%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.52M +$9.46K +532 +0.6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.51M -$28.1K -1,578 -2%
JGUA
25
John G. Ullman & Associates
New York
$1.1M -$35.6K -2,000 -3%
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.