Waterstone Financial, Inc. (WSBF) Ownership
WSBF ownership summary
as of October 18, 2026- Institutions
- 55.6% of shares outstanding
- Insiders
- 18.72% of shares outstanding
- Shares outstanding
- 18.0M
- Float
- 15.7M shares available to trade
- Short interest
- 2.53% 375K shares short
- Days to cover
- 3.80 short interest down 10.9% vs prior month
- Institutions 55.63%
- Insiders 18.72%
- Other investors 25.65%
WSBF top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 9.13% | 1.6M | $32.7M | +135,777 (+9.0%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 7.89% | 1.4M | $28.2M | +4,443 (+0.3%) | June 30, 2026 |
| 3 | Renaissance Technologies Corp | 5.85% | 1.1M | $20.9M | −42,900 (−3.9%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.57% | 641K | $12.8M | −59,232 (−8.5%) | June 30, 2026 |
| 5 | State Street Corp | 2.22% | 398K | $7.9M | +3,857 (+1.0%) | June 30, 2026 |
| 6 | Geode Capital Management, LLC | 2.16% | 388K | $7.7M | +21,798 (+5.9%) | June 30, 2026 |
| 7 | American Century Companies Inc | 1.90% | 342K | $6.8M | +91,887 (+36.7%) | June 30, 2026 |
| 8 | AQR Capital Management LLC | 1.44% | 259K | $5.2M | +34,295 (+15.3%) | June 30, 2026 |
| 9 | CSM Advisors, LLC | 1.23% | 221K | $4.4M | +30,945 (+16.3%) | June 30, 2026 |
| 10 | Bridgeway Capital Management, LLC | 1.18% | 211K | $4.2M | +6,259 (+3.1%) | June 30, 2026 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.10% | 198K | $3.9M | +44,178 (+28.8%) | June 30, 2026 |
| 12 | The Goldman Sachs Group Inc | 1.09% | 197K | $3.9M | −57,807 (−22.7%) | June 30, 2026 |
| 13 | Quantinno Capital Management LP | 0.94% | 169K | $3.4M | +28,013 (+19.8%) | June 30, 2026 |
| 14 | Arrowstreet Capital Limited Partnership | 0.93% | 167K | $3.3M | — | June 30, 2026 |
| 15 | Donald Smith & Co Inc | 0.92% | 165K | $3.3M | −11,500 (−6.5%) | June 30, 2026 |
| 16 | Northern Trust Corp | 0.80% | 144K | $2.9M | +3,682 (+2.6%) | June 30, 2026 |
| 17 | Charles Schwab Investment Management Inc | 0.72% | 129K | $2.6M | +2,313 (+1.8%) | June 30, 2026 |
| 18 | Qube Research & Technologies | 0.66% | 119K | $2.4M | +91,303 (+328.0%) | June 30, 2026 |
| 19 | Empowered Funds, LLC | 0.64% | 115K | $2.3M | −7,098 (−5.8%) | June 30, 2026 |
| 20 | O'Shaughnessy Asset Management LLC | 0.63% | 114K | $2.3M | +76,937 (+208.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 576K shares and 5 cut 179K.
WSBF top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.55% | 458K | $9.1M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.25% | 405K | $8.1M | −4,672 (−1.1%) | September 30, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.06% | 371K | $7.4M | +720 (+0.2%) | September 30, 2026 |
| 4 | DFA US Small Cap Value I | 1.50% | 270K | $5.4M | — | August 31, 2026 |
| 5 | DFA US Targeted Value I | 1.08% | 194K | $3.9M | — | August 31, 2026 |
| 6 | DFA US Small Cap I | 0.99% | 178K | $3.5M | — | August 31, 2026 |
| 7 | Fidelity Small Cap Index | 0.93% | 168K | $3.3M | +1,119 (+0.7%) | July 31, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.83% | 149K | $3.0M | +226 (+0.2%) | September 30, 2026 |
| 9 | DFA US Micro Cap I | 0.73% | 131K | $2.6M | — | August 31, 2026 |
| 10 | EA Bridgeway Omni Small-Cap Value ETF | 0.68% | 123K | $2.4M | — | September 30, 2026 |
| 11 | Dimensional US Targeted Value ETF | 0.68% | 122K | $2.4M | +19 (+0.0%) | September 30, 2026 |
| 12 | Dimensional US Small Cap Value ETF | 0.58% | 103K | $2.1M | — | September 24, 2026 |
| 13 | BSF Systematic US Eq Abs Ret A2 USD | 0.53% | 96K | $1.9M | −3,269 (−3.3%) | December 31, 2025 |
| 14 | Vanguard Russell 2000 ETF | 0.49% | 88K | $1.8M | +1,290 (+1.5%) | September 30, 2026 |
| 15 | Schwab US Small-Cap ETF™ | 0.49% | 88K | $1.8M | +54 (+0.1%) | September 30, 2026 |
| 16 | Fidelity Enhanced Small Cap Core ETF | 0.48% | 87K | $1.7M | +180 (+0.2%) | September 30, 2026 |
| 17 | Fidelity Extended Market Index | 0.41% | 74K | $1.5M | −398 (−0.5%) | August 31, 2026 |
| 18 | First Trust Dow Jones Sel MicroCap ETF | 0.41% | 73K | $1.5M | — | September 30, 2026 |
| 19 | Dimensional US Small Cap ETF | 0.35% | 62K | $1.2M | — | September 30, 2026 |
| 20 | Dimensional US Core Equity 2 ETF | 0.33% | 60K | $1.2M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WSBF insider transactions
latest 13| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-18 | Douglas S Gordon | Sell | $18.11 | 2,880 | $52,157 |
| 2026-02-05 | Douglas S Gordon | Sell | $18.25 | 18,716 | $341,567 |
| 2026-02-04 | Douglas S Gordon | Sell | $18.55 | 15,000 | $278,250 |
| 2026-02-04 | Patrick S Lawton | Sell | $18.64 | 19,255 | $358,913 |
| 2026-02-03 | Patrick S Lawton | Sell | $18.53 | 30,000 | $555,900 |
| 2026-02-02 | Julie Ann Glynn | Sell | $18.19 | 20,929 | $380,699 |
| 2025-10-27 | Michael L Hansen | Sell | $15.16 | 79,872 | $1.2M |
| 2025-10-27 | Michael L Hansen | Sell | $15.16 | 1,541 | $23,362 |
| 2025-08-13 | Michael L Hansen | Sell | $14.05 | 109,527 | $1.5M |
| 2025-08-12 | Michael L Hansen | Sell | $13.92 | 35,290 | $491,237 |
| 2025-08-11 | Michael L Hansen | Sell | $13.80 | 2,757 | $38,047 |
| 2025-07-25 | Michael L Hansen | Sell | $13.81 | 961 | $13,271 |
| 2025-07-24 | Michael L Hansen | Sell | $13.83 | 36,465 | $504,311 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WSBF shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WSBF
Institutional investors own 55.6% of Waterstone Financial's shares and insiders 18.72%. The largest holder is BlackRock Inc with 9.13% of the shares (1.6M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 5 reduced their stake in the latest filings. Short interest is 2.53% of the float, or 3.80 days of average trading volume. The share count fell 38.2% since 2014.
Related: WSBF key metrics, WSBF dividend history. See the WSBF stock overview for the latest quote and news.
WSBF ownership FAQ
Who owns the most Waterstone Financial stock?
The largest shareholders of Waterstone Financial are BlackRock Inc (9.13%), Dimensional Fund Advisors, Inc. (7.89%), Renaissance Technologies Corp (5.85%), Vanguard Capital Management, LLC (3.57%), State Street Corp (2.22%).
What percentage of Waterstone Financial is owned by institutions?
Institutions hold 55.6% of Waterstone Financial's shares outstanding; insiders hold 18.72%.
Which funds own Waterstone Financial?
The largest fund holders of Waterstone Financial are Vanguard MStar Total Stk Mkt Idx Invest (2.55%), iShares Russell 2000 ETF (2.25%), Avantis US Small Cap Value ETF (2.06%), DFA US Small Cap Value I (1.50%), DFA US Targeted Value I (1.08%).
What is Waterstone Financial's short interest?
375K shares of Waterstone Financial were sold short, 2.53% of the float; at the average daily volume it would take 3.80 days to cover.
Are insiders buying or selling Waterstone Financial?
Of the latest 13 reported insider transactions in Waterstone Financial (since July 24, 2025), 0 were purchases and 13 were sales.
How many shares of Waterstone Financial are outstanding?
Waterstone Financial has 18.0M shares outstanding, of which 15.7M are in the public float.