Waterstone Financial (WSBF)
Runs a southeastern Wisconsin bank and a multistate residential mortgage business.
$20.80
After-hours close+0.06 (+0.29%)
At close$20.74(+0.24%)
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13F · 13D/G · Form 4
| Institutions | ≈ 55.09% | 9.90M shares | |
|---|---|---|---|
| 124 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.03% | 724.0K shares | |
| 9 holders · as of Aug 17, 2026 | |||
| Other | ≈ 40.88% | 7.35M shares | |
| remainder | |||
17.98M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
13F, as of Jun 30, 2026
124 holders · 9.90M shares · 17 new positions · 69 increased · 29 reduced · 14 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.64M | 9.13% | +135.8K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.42M | 7.89% | +4.4K | Aug 11, 2026 |
| Renaissance Technologies LLC | 1.05M | 5.85% | −42.9K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 641.0K | 3.57% | −59.2K | Aug 13, 2026 |
| State Street Corp | 398.4K | 2.22% | +3.9K | Aug 7, 2026 |
| Geode Capital Management, LLC | 388.5K | 2.16% | +21.8K | Aug 12, 2026 |
| American Century Companies Inc | 342.0K | 1.90% | +91.9K | Aug 12, 2026 |
| AQR Capital Management LLC | 259.1K | 1.44% | +34.3K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.10% | 1.31M | 13G | Jan 21, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 13, 2026 | Ryan J. Gordonofficer: EVP/Chief Credit Officer | Sale · 3 lots | 8,157 | $21.14 | 11,611 |
| May 21, 2026 | Mark Raymond Gerkeofficer: EVP/Chief Financial Officer | Sale | 10,000 | $18.34 | 30,034 |
| Feb 18, 2026 | Douglas S. Gordondirector | Sale | 2,880 | $18.11 | 556,773 |
| Feb 6, 2026 | Douglas S. Gordondirector | Sale | 6,765 | $18.27 | 559,653 |
| Feb 5, 2026 | Douglas S. Gordondirector | Sale | 18,716 | $18.25 | 566,418 |
| Feb 4, 2026 | Douglas S. Gordondirector | Sale | 15,000 | $18.55 | 585,134 |
| Feb 4, 2026 | Patrick S. Lawtondirector | Sale | 19,255 | $18.64 | 0 |
| Feb 3, 2026 | Patrick S. Lawtondirector | Sale | 30,000 | $18.53 | 19,255 |
| Feb 2, 2026 | Julie Ann Glynnofficer: EVP/Chief Retail Officer | Sale · 2 lots | 20,929 | $18.19 | 9,071 |
| Oct 27, 2025 | Michael L. Hansendirector | Sale | 79,872 | $15.16 | 0 |
House and Senate disclosures
Not reported.