Waterstone Financial, Inc.
Waterstone Financial, Inc. (WSBF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WSBF · as of Sep 30, 2025
Ownership Breakdown
101
Institutional Holders
▲ 7 vs Q2
$143.14M
Total Inst. Value
▲ $14.47M vs Q2
18.05M
Shares Outstanding
freeFloat 82.65%
9.16M
13F Shares Held
▼ 155,919 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WSBF largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. savings institution, federally chartered | 1.58M | 8.77% | 8.77% | $24.60B | Nov 12, 2025 | ▼ 140.5K |
DIMENSIONAL FUND ADVISORS LP savings institution, federally chartered | 1.43M | 7.93% | 7.93% | $22.27B | Nov 12, 2025 | ▼ 7.3K |
RENAISSANCE TECHNOLOGIES LLC savings institution, federally chartered | 1.15M | 6.40% | 6.40% | $17.97B | Nov 13, 2025 | ▲ 16.7K |
VANGUARD GROUP INC savings institution, federally chartered | 909.1K | 5.05% | 5.05% | $14.18B | Nov 7, 2025 | ▼ 34.6K |
STATE STREET CORP savings institution, federally chartered | 423.3K | 2.35% | 2.35% | $6.60B | Nov 14, 2025 | ▼ 13.1K |
GEODE CAPITAL MANAGEMENT, LLC savings institution, federally chartered | 383.7K | 2.13% | 2.13% | $5.99B | Nov 12, 2025 | ▼ 23.0K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC savings institution, federally chartered | 245.8K | 1.37% | 1.37% | $3.83B | Nov 14, 2025 | ▼ 193.1K |
CSM ADVISORS, LLC savings institution, federally chartered | 191.0K | 1.06% | 1.06% | $2.98B | Nov 14, 2025 | ▼ 6.2K |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP savings institution, federally chartered | 190.8K | 1.06% | 1.06% | $2.98B | Nov 13, 2025 | — held |
GOLDMAN SACHS GROUP INC savings institution, federally chartered | 171.3K | 95.20% | 95.20% | $2.67B | Nov 14, 2025 | ▲ 48.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+400.8K shares4
New Positions
first time holders21
Decreased
−563.7K shares0
Sold Out
fully exitedNet shares change (top 50)
162.9K
+400.8K / −563.7K
Net new holders
+3
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WSBF insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
2
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Gerke Mark Raymond EVP/Chief Financial Officer | May 21, 2026 | Sale | 10,000 | $18.34 | $183.4K | 30.0K | Form 4 ↗ |
Gordon Douglas S director | Feb 18, 2026 | Sale | 2,880 | $18.11 | $52.2K | 556.8K | Form 4 ↗ |
Gordon Douglas S director | Feb 6, 2026 | Sale | 6,765 | $18.27 | $123.6K | 559.7K | Form 4 ↗ |
Gordon Douglas S director | Feb 4, 2026 | Sale | 15,000 | $18.55 | $278.3K | 585.1K | Form 4 ↗ |
Gordon Douglas S director | Feb 5, 2026 | Sale | 18,716 | $18.25 | $341.6K | 566.4K | Form 4 ↗ |
Lawton Patrick S director | Feb 3, 2026 | Sale | 30,000 | $18.53 | $555.9K | 19.3K | Form 4 ↗ |
Lawton Patrick S director | Feb 4, 2026 | Sale | 19,255 | $18.64 | $358.9K | 0 | Form 4 ↗ |
Glynn Julie Ann EVP/Chief Retail Officer | Feb 2, 2026 | Sale | 20,000 | $18.17 | $363.4K | 10.0K | Form 4 ↗ |
Glynn Julie Ann EVP/Chief Retail Officer | Feb 2, 2026 | Sale | 929 | $18.69 | $17.4K | 9.1K | Form 4 ↗ |
Hansen Michael L director | Oct 27, 2025 | Sale | 79,872 | $15.16 | $1.21M | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Waterstone Financial, Inc. (WSBF) is primarily owned by institutional investors, who hold approximately 50.7% of total shares outstanding. Company insiders own approximately 17.35%, while retail and public investors account for the remaining 31.91%.
The largest institutional shareholder of Waterstone Financial, Inc. is BLACKROCK, INC., holding approximately 1.58 million shares — equal to 8.77% of outstanding shares — as of September 30, 2025.
A total of 101 institutional investors currently hold WSBF stock, with a combined institutional value of approximately $143,136,349 as of the most recent 13F filing period.
Frequently asked questions
WSBF ownershipWaterstone Financial, Inc. (WSBF) is primarily owned by institutional investors, who hold approximately 50.7% of shares. The largest shareholder is BLACKROCK, INC. with a 8.77% stake. Company insiders hold 17.35%. Data sourced from SEC Form 13F as of September 30, 2025.