Who Owns Waterstone Financial Stock?
NASDAQ: WSBFFinanceSavings InstitutionsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 55.72%
- Held by insiders
- 18.72%
- Institutional holders
- 185
- Institutions 55.7%
- Insiders 18.7%
- Public and other 25.6%
Who owns Waterstone Financial stock?
Institutional investors own about 55.7% of Waterstone Financial's shares, spread across 185 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 18.72% of WSBF.
The largest institutional holders are Blackrock Inc. (9.13%), Dimensional Fund Advisors LP (7.89%) and Renaissance Technologies, LLC (5.85%). Together, the top 10 institutions control 36.6% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their WSBF positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WSBF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 1.64M | 9.13% | +9.0% |
| Dimensional Fund Advisors LP | 1.42M | 7.89% | +0.3% |
| Renaissance Technologies, LLC | 1.05M | 5.85% | -3.9% |
| Vanguard Capital Management LLC | 641.00K | 3.57% | -8.5% |
| State Street Corporation | 398.37K | 2.22% | +1.0% |
| Geode Capital Management, LLC | 388.48K | 2.16% | +5.9% |
| American Century Companies Inc | 341.97K | 1.90% | +36.7% |
| AQR Capital Management, LLC | 259.09K | 1.44% | +15.3% |
| CSM Advisors, LLC | 221.07K | 1.23% | +16.3% |
| Bridgeway Capital Management, LLC | 211.38K | 1.18% | +3.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WSBF
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 458.45K | 2.55% |
| iShares Trust-iShares Russell 2000 ETF | 416.27K | 2.32% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 351.53K | 1.96% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 270.14K | 1.50% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 193.86K | 1.08% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 177.61K | 0.99% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 167.79K | 0.93% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 165.77K | 0.92% |
| iShares Trust-iShares Russell 2000 Value ETF | 159.64K | 0.89% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 130.73K | 0.73% |
Frequently asked questions
Who is the largest shareholder of Waterstone Financial?
Blackrock Inc. is the largest institutional shareholder of WSBF, owning 9.13% of shares outstanding (1.64M shares) as of its latest 13F filing.
What percentage of Waterstone Financial is owned by institutions?
Institutions own about 55.7% of WSBF shares and 68.5% of the public float.
How much of Waterstone Financial do insiders own?
Insiders, such as officers and directors, own about 18.72% of WSBF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.