Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Waterstone Finl Inc Md (WSBF)

118 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — WSBF

Based on 118 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WSBF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
118 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.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

67 buying42 selling
Last quarter: 67 funds were net buyers (15 opened a brand new position + 52 added to an existing one). Only 42 were sellers (26 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 18 → 23 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 19% medium ■ 24% new
67 out of 118 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.
💰

Value +19% but shares only +3% — price-driven

Value
+18%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

12 → 15 → 18 → 23 → 15 new funds/Q
New funds entering each quarter: 15 → 18 → 23 → 15. A growing number of institutions are discovering WSBF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new
Entry-cohort mix of 118 holders: 70 (59%) are 2+ year veterans, 14 entered 1–2 years ago, and 34 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
37 of 118 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2026 Q2, 67 hedge funds were net buyers of WSBF (15 opened a new position, 52 added to an existing one), while 42 reduced or exited (26 trimmed, 16 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 62% of total institutional value in WSBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 118.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: WSBF
118 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 118 119 -0.84%
13F Shares 10M 9M 3.35%
Total Value $197M $166M 18.51%
New Positions 15 23 -8
Increased Positions 52 41 +11
Closed Positions 16 12 +4
Reduced Positions 26 33 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WSBF

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Institutional Holders (2026 Q2)

118 + 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 WSBF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourthstone LLC 1.46% 98,910 $2.1M
2 Teton Advisors, LLC 0.71% 59,000 $1.2M
3 John G Ullman & Associates Inc 0.15% 59,748 $1.2M
4 Bridgeway Capital Management, LLC 0.08% 211,375 $4.4M
5 Odyssean, LLC 0.07% 19,292 $400K
6 Donald Smith & CO., INC. 0.06% 164,590 $3.4M
7 Renaissance Technologies LLC 0.03% 1,051,571 $21.8M
8 Martingale Asset Management L P 0.03% 59,258 $1.2M
9 Ritholtz Wealth Management 0.02% 76,020 $1.6M
10 Empowered Funds, LLC 0.01% 115,282 $2.4M
11 Beese Fulmer Investment Management, INC. 0.01% 10,109 $210K
12 O'shaughnessy Asset Management, LLC 0.01% 113,777 $2.4M
13 Hillsdale Investment Management Inc. 0.01% 20,400 $423K
14 Bailard, INC. 0.01% 22,600 $468K
15 Algert Global LLC 0.01% 37,700 $782K
16 Curi Capital, LLC 0.00% 15,207 $315K
17 Versant Capital Management, Inc 0.00% 2,472 $51K
18 Quantinno Capital Management LP 0.00% 169,424 $3.5M
19 Essential Partners LLC 0.00% 331 $7K
20 American Century Companies Inc 0.00% 341,972 $7.1M
21 Ieq Capital, LLC 0.00% 31,878 $661K
22 Strs Ohio 0.00% 34,400 $713K
23 Qube Research & Technologies Ltd 0.00% 119,139 $2.5M
24 Pinnacle Wealth Planning Services, Inc. 0.00% 1,080 $22K
25 Aqr Capital Management LLC 0.00% 259,089 $5.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WSBF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WSBF?

More buyers than sellers — 61% buying: Last quarter: 67 funds were net buyers (15 opened a brand new position + 52 added to an existing one). Only 42 were sellers (26 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WSBF holders?

Elite ownership — 62% AUM from top-100 funds: 37 of 118 holders are among the 100 largest funds by AUM, controlling 62% 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?

57% of holders stayed for 2+ years: 67 out of 118 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.

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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