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
↑ +11
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — WSBF

Based on 119 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
119 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.
🟡

Slight buying edge — 59% buying

64 buying45 selling
Last quarter: 64 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 18 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 26% new
64 out of 119 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.
🚀

Acceleration phase — new buyers rushing in

12 → 12 → 15 → 18 → 23 new funds/Q
New funds entering each quarter: 12 → 15 → 18 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 119 holders: 74 (62%) are 2+ year veterans, 14 entered 1–2 years ago, and 31 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
36 of 119 holders are among the 100 largest funds by AUM, controlling 59% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 64 hedge funds were net buyers of WSBF (23 opened a new position, 41 added to an existing one), while 45 reduced or exited (33 trimmed, 12 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in WSBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 119.

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?

Buying streak — 3 quarters in a row: For 3 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?

Slight buying edge — 59% buying: Last quarter: 64 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WSBF holders?

Elite ownership — 59% AUM from top-100 funds: 36 of 119 holders are among the 100 largest funds by AUM, controlling 59% 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?

54% of holders stayed for 2+ years: 64 out of 119 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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