Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WATERSTONE FINL INC MD (WSBF)

117 + Investors. Track Smart Money conviction in WSBF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — WSBF

Based on 107 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WSBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
107 hedge funds hold WSBF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

50 buying55 selling
Last quarter: 55 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 12 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 17% new
67 out of 107 hedge funds have held WSBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

12 → 12 → 12 → 15 → 17 new funds/Q
New funds entering each quarter: 12 → 12 → 15 → 17. A growing number of institutions are discovering WSBF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 7% 1-2yr ■ 23% new
Of 107 current holders: 74 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
36 of 107 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in WSBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WSBF

In 2025 Q4, 50 hedge funds were net buyers of WSBF (17 opened a new position, 33 added to an existing one), while 55 reduced or exited (46 trimmed, 9 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in WSBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: WSBF

How many hedge funds hold WSBF — quarterly history vs. share price
Quarterly hedge fund ownership of WSBF vs. share price

Market Analysis: WSBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WSBF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy WATERSTONE FINL INC MD (WSBF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WSBF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
WSBF
+3.3%
XLF
+4.8%

WSBF outperformed XLF by -1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
WSBF
+1.4%
XLF
+1.2%

Since the filing became public, WSBF outperformed XLF by +0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: WSBF
117 + Investors

Track Smart Money conviction in WSBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 117 107 9.35%
13F Shares 9M 9M 2.59%
Total Value $166M $152M 9.32%
New Positions 21 17 +4
Increased Positions 41 33 +8
Closed Positions 11 9 +2
Reduced Positions 33 46 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WSBF

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Financial Highlights

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Institutional Holders (2026 Q1)

117 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WSBF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of WSBF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourthstone LLC 0.89% 291,191 $5.3M
2 Teton Advisors, LLC 0.75% 59,000 $1.1M
3 JOHN G ULLMAN & ASSOCIATES INC 0.15% 61,248 $1.1M
4 CSM Advisors, LLC 0.08% 190,125 $3K
5 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% 205,116 $3.7M
6 DONALD SMITH & CO., INC. 0.06% 176,090 $3.2M
7 RENAISSANCE TECHNOLOGIES LLC 0.03% 1,094,471 $19.7M
8 MARTINGALE ASSET MANAGEMENT L P 0.02% 38,234 $689K
9 Empowered Funds, LLC 0.01% 122,380 $2.2M
10 RITHOLTZ WEALTH MANAGEMENT 0.01% 43,647 $787K
11 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.01% 10,065 $181K
12 XTX Topco Ltd 0.01% 17,618 $318K
13 Curi Capital, LLC 0.00% 15,139 $273K
14 Versant Capital Management, Inc 0.00% 2,472 $45K
15 Quantinno Capital Management LP 0.00% 141,411 $2.5M
16 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 36,840 $664K
17 IEQ CAPITAL, LLC 0.00% 32,136 $579K
18 AMERICAN CENTURY COMPANIES INC 0.00% 250,085 $4.5M
19 Engineers Gate Manager LP 0.00% 10,206 $184K
20 STRS OHIO 0.00% 31,600 $570K
21 Pinnacle Wealth Planning Services, Inc. 0.00% 1,080 $19K
22 Connor, Clark & Lunn Investment Management Ltd. 0.00% 44,747 $807K
23 AQR CAPITAL MANAGEMENT LLC 0.00% 224,794 $4.1M
24 EverSource Wealth Advisors, LLC 0.00% 576 $59K
25 GAMCO INVESTORS, INC. ET AL 0.00% 10,000 $180K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WATERSTONE FINL INC MD (WSBF)

What does the Smart Money Trend signal show for WSBF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WSBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WSBF?

More sellers than buyers — 48% buying: Last quarter: 55 funds reduced or exited vs 50 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WSBF holders?

Elite ownership — 53% AUM from top-100 funds: 36 of 107 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in WSBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WSBF?

63% of holders stayed for 2+ years: 67 out of 107 hedge funds have held WSBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy WATERSTONE FINL INC MD (WSBF) following the 2026 Q1 hedge fund 13F filings?

As of today, WSBF has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), WSBF has gained +3.3% vs +4.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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