Waterstone Financial Inc
Ownership
Ownership Structure
Who owns Waterstone Financial Inc (WSBF)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 87.2% of the shares are freely tradable; institutional investors hold 53.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 8.38 | 1,505,989 | -1.7 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 7.89 | 1,417,945 | +0.3 | 06/30/2026 |
| Renaissance Technologies Corp | 6.09 | 1,094,471 | -2.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.90 | 700,237 | +0.0 | 03/31/2026 |
| State Street Corp | 2.19 | 394,515 | -4.2 | 03/31/2026 |
| Geode Capital Management, LLC | 2.04 | 366,680 | -1.1 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.55 | 458,455 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.32 | 416,268 | -0.6 | 08/31/2026 |
| CS McKee Micro Cap Value | 1.99 | 358,545 | +18.2 | 06/30/2026 |
| Avantis US Small Cap Value ETF | 1.95 | 350,746 | +0.1 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Gordon Ryan J | EVP/Chief Credit Officer | 11,611 | 240,348 $ | Aug 13, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Gordon Ryan J | EVP/Chief Credit Officer | Sell | 6,237 | 21.15 | 131,881 |
| Aug 13, 2026 | Gordon Ryan J | EVP/Chief Credit Officer | Sell | 1,300 | 21.11 | 27,443 |
| Aug 13, 2026 | Gordon Ryan J | EVP/Chief Credit Officer | Sell | 620 | 21.10 | 13,082 |
| Aug 13, 2026 | Gordon Ryan J | EVP/Chief Credit Officer | Other | 10,000 | 17.20 | 172,000 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.