$WSBF

$19.78 -$0.17 (0.85%) Close

$WSBF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 18.0M shares outstanding

Who owns WSBF?

By type of holder

Institutions 54.0% Insiders 5.6% Everyone else 40.4%

Concentration Top 10 holders own 38.5%

BlackRock, Inc. 9.1% · Dimensional Fund Advisors LP 7.9%

Institutional ownership

54.0%

+2.0 pts vs last qtr

Institutional holders

124

+2 vs last qtr

Net shares bought

+363.4K

by institutions in Q2 2026

New / sold out

15 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +135.8K
American Century Companies Inc +91.9K

Biggest sellers in Q2 2026

Fourthstone LLC −192.3K
Vanguard Capital Management LLC −59.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.94M

5 notices from 5 people

Shares covered

159.9K

0.89% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gordon Douglas S Director $1.32M
Lawton, Patrick S. (WSBF) Director $887K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−34.7%

−4.63% a year

Each share's claim on the business

+53.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$199M vs $9.58M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years80% 3–5 years3% 1–3 years9% Under 1 year8%

Quarterly turnover

7.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WSBF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.6M	9.13%	+135.8K (+9.0%)	≤2021	0.0%
Shares held by quarter Peak holding1.8M (Q1'25) Change over 8 quarters+88.7K Share of the company9.130% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	1.4M	7.89%	+4.4K (+0.3%)	≤2021	0.0%
Shares held by quarter Peak holding1.5M (Q3'24) Change over 8 quarters−99.7K Share of the company7.890% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

1.6M

% of company

9.13%

Change vs last qtr

+135.8K (+9.0%)

Held since

≤2021

Dimensional Fund Advisors LP

1.4M

% of company

7.89%

Change vs last qtr

+4.4K (+0.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Waterstone Financial Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WSBF on Form N-PORT; together they hold 23.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$9.5M	458.5K	2.55%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$8.72M	420.4K	2.34%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$9.5M

% of company

2.55%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$8.72M

% of company

2.34%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Waterstone Financial Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GD Gordon Douglas S Insider	682.2K	3.79%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.790% Gordon Douglas S's insider activity →
GM Gerke Mark Raymond Insider	116.7K	0.65%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.650% Gerke Mark Raymond's insider activity →

Gordon Douglas S

Insider

682.2K

% of company

3.79%

Change vs last qtr

—

Held since

—

Gerke Mark Raymond

Insider

116.7K

% of company

0.65%

Change vs last qtr

—

Held since

—

7 more holders behind a free account

See every insider and 5%+ holder of Waterstone Financial Inc.

Comments