Waterstone Financial, Inc. (WSBF) — Institutional Holders, Q2 2026 (page 2)
126 institutional investment managers reported a WSBF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $202.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 126. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WSBF 13F holders ranked 101–126 of 126
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | JONES FINANCIAL COMPANIES LLLP#101 · 198 sh | 198 | $4.0K | 0.00% | +10.0% |
| 102 | GAMMA Investing#102 · 194 sh | 194 | $4.0K | — | -2.0% |
| 103 | Smartleaf Asset Management#103 · 168 sh | 168 | $3.5K | <0.01% | 0.0% |
| 104 | Cornerstone Planning Group#104 · 176 sh | 176 | $3.4K | — | 0.0% |
| 105 | Optiver Holding B.V.#105 · 156 sh | 156 | $3.2K | 0.00% | 0.0% |
| 106 | Private Wealth Management Group#106 · 120 sh | 120 | $2.5K | — | 0.0% |
| 107 | FEDERATED HERMES#107 · 109 sh | 109 | $2.3K | 0.00% | New |
| 108 | SIGNATUREFD#108 · 102 sh | 102 | $2.1K | — | 0.0% |
| 109 | SBI Securities , Ltd.#109 · 95 sh | 95 | $2.0K | — | 0.0% |
| 110 | True Wealth Design#110 · 65 sh | 65 | $1.3K | — | 0.0% |
| 111 | NISA INVESTMENT ADVISORS#111 · 60 sh | 60 | $1.2K | — | 0.0% |
| 112 | Fortitude Family Office#112 · 45 sh | 45 | $933.00 | — | New |
| 113 | Global Retirement Partners#113 · 22 sh | 22 | $456.00 | 0.00% | — |
| 114 | SJS Investment Consulting#114 · 16 sh | 16 | $332.00 | — | +6.7% |
| 115 | Basecamp Wealth Advisors#115 · 16 sh | 16 | $332.00 | <0.01% | +77.8% |
| 116 | CoreCap Advisors#116 · 13 sh | 13 | $269.00 | — | +62.5% |
| 117 | Wealth Enhancement Services#117 · 9 sh | 9 | $187.00 | — | New |
| 118 | Quarry#118 · 7 sh | 7 | $145.00 | 0.00% | New |
| 119 | Caitong International Asset Management , Ltd#119 · 5 sh | 5 | $104.00 | 0.00% | New |
| 120 | Torren Management#120 · 1 sh | 1 | $30.00 | 0.00% | 0.0% |
| 121 | Keating Financial Advisory Services#121 · 1 sh | 1 | $21.00 | 0.00% | 0.0% |
| 122 | HUNTINGTON NATIONAL BANK#122 · 1 sh | 1 | $21.00 | 0.00% | 0.0% |
| 123 | Capital Advisors, Ltd.#123 · 14 sh | 14 | $0.00 | 0.00% | 0.0% |
| 124 | Avion Wealth#124 · 45 sh | 45 | $0.00 | 0.00% | 0.0% |
| 125 | Covestor Ltd#125 · 19 sh | 19 | $0.00 | 0.00% | -32.1% |
| 126 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#126 · 209 sh | 209 | — | — | -74.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.