WSBF Insider Trading

Insider Ownership Percentage: 8.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $730,560.64

Waterstone Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Waterstone Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Waterstone Financial Share Price & Price History

Current Price: $13.48
Price Change: Price Decrease of -0.48 (-3.44%)
As of 12/20/2024 06:17 PM ET

This chart shows the closing price history over time for WSBF up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Waterstone Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/11/2024Stephen J SchmidtDirectorSell478$15.12$7,227.3670,078View SEC Filing Icon  
11/27/2024Stephen J SchmidtDirectorSell259$15.28$3,957.5270,078View SEC Filing Icon  
11/25/2024Stephen J SchmidtDirectorSell2,194$15.78$34,621.3270,078View SEC Filing Icon  
11/22/2024Stephen J SchmidtDirectorSell7,280$15.34$111,675.2070,078View SEC Filing Icon  
11/20/2024Stephen J SchmidtDirectorSell437$15.25$6,664.2570,078View SEC Filing Icon  
11/12/2024Stephen J SchmidtDirectorSell2,687$15.80$42,454.6070,078View SEC Filing Icon  
11/7/2024Stephen J SchmidtDirectorSell4,209$16.04$67,512.3670,078View SEC Filing Icon  
9/13/2024Ellen Syburg BartelDirectorSell4,166$14.89$62,031.7415,000View SEC Filing Icon  
9/5/2024Ellen Syburg BartelDirectorSell15,030$15.00$225,450.0015,000View SEC Filing Icon  
9/3/2024Ellen Syburg BartelDirectorSell2,129$15.01$31,956.2915,000View SEC Filing Icon  
8/30/2024Ellen Syburg BartelDirectorSell3,565$15.00$53,475.0015,000View SEC Filing Icon  
8/28/2024Michael L HansenDirectorSell5,569$15.00$83,535.0079,872View SEC Filing Icon  
10/26/2023Douglas S GordonCEOBuy636$9.92$6,309.12535,797View SEC Filing Icon  
3/14/2022Michael L HansenDirectorSell12,500$19.70$246,250.00View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Waterstone Financial (NASDAQ:WSBF)

62.71% of Waterstone Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WSBF by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Waterstone Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024Barclays PLC20,824$0.31M0.0%+242.1%0.108%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC396,430$5.83M0.0%-2.1%2.047%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC20,824$0.31M0.0%+242.1%0.108%Search for SEC Filing on Google Icon
11/15/2024Dean Investment Associates LLC107,095$1.57M0.2%-23.3%0.553%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC29,082$0.43M0.0%+33.6%0.150%Search for SEC Filing on Google Icon
11/15/2024State Street Corp462,234$6.80M0.0%+0.8%2.386%Search for SEC Filing on Google Icon
11/13/2024FMR LLC71,039$1.04M0.0%+26.6%0.367%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.146,942$2.16M0.0%-3.4%0.758%Search for SEC Filing on Google Icon
11/9/2024John G Ullman & Associates Inc.90,826$1.34M0.2%+165.0%0.469%Search for SEC Filing on Google Icon
11/9/2024Foundry Partners LLC205,165$3.02M0.1%+19.4%1.059%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.31,108$0.46M0.0%+79.9%0.161%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC74,068$1.09M0.0%+5.3%0.381%Search for SEC Filing on Google Icon
11/5/2024GSA Capital Partners LLP19,816$0.29M0.0%N/A0.102%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC20,975$0.31M0.0%-11.0%0.108%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC42,506$0.54M0.0%+223.5%0.218%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC2,326$30K0.0%N/A0.012%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC1,261,236$16.13M0.0%-1.9%6.422%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,534,769$19.63M0.0%-5.6%7.815%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.158,780$2.03M0.0%+1.4%0.808%Search for SEC Filing on Google Icon
8/6/2024Los Angeles Capital Management LLC23,575$0.30M0.0%+5.4%0.120%Search for SEC Filing on Google Icon
8/5/2024Foundry Partners LLC171,860$2.20M0.1%+6.2%0.875%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC31,173$0.40M0.0%-3.2%0.159%Search for SEC Filing on Google Icon
7/26/2024Legato Capital Management LLC51,544$0.66M0.1%-2.8%0.262%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp90,978$1.16M0.0%+4.5%0.463%Search for SEC Filing on Google Icon
7/10/2024CWM LLC3,588$46K0.0%+63.3%0.018%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd22,555$0.27M0.0%N/A0.115%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.1,018,828$12.40M0.0%+0.3%5.115%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System14,429$0.18M0.0%N/A0.072%Search for SEC Filing on Google Icon
5/7/2024Arnhold LLC10,000$0.12M0.0%N/A0.050%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC65,276$0.79M0.0%+8.1%0.328%Search for SEC Filing on Google Icon
5/6/2024John G Ullman & Associates Inc.46,222$0.56M0.1%-23.3%0.232%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets8,398$0.10M0.0%+62.9%0.042%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC22,375$0.27M0.0%+87.0%0.112%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.3,327$47K0.0%+1,979.4%0.017%Search for SEC Filing on Google Icon
2/15/2024BHZ Capital Management LP31,929$0.45M0.2%N/A0.155%Search for SEC Filing on Google Icon
2/14/2024Dean Capital Management57,404$0.82M0.5%-3.8%0.279%Search for SEC Filing on Google Icon
2/13/2024Teton Advisors Inc.63,000$0.90M0.3%-11.9%0.306%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC3,441$49K0.0%-68.9%0.017%Search for SEC Filing on Google Icon
2/12/2024rhino investment partners Inc535,489$7.60M1.4%-3.7%2.602%Search for SEC Filing on Google Icon
2/8/2024Pinnacle Wealth Planning Services Inc.13,881$0.20M0.0%N/A0.067%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,652,359$23.46M0.0%-2.6%8.029%Search for SEC Filing on Google Icon
2/6/2024Los Angeles Capital Management LLC11,965$0.17M0.0%N/A0.058%Search for SEC Filing on Google Icon
2/1/2024Wedge Capital Management L L P NC28,362$0.40M0.0%+22.7%0.138%Search for SEC Filing on Google Icon
2/1/2024Foundry Partners LLC162,670$2.31M0.1%-1.8%0.791%Search for SEC Filing on Google Icon
2/1/2024CWM LLC2,747$39K0.0%+555.6%0.013%Search for SEC Filing on Google Icon
1/31/2024John G Ullman & Associates Inc.60,262$0.86M0.1%+179.4%0.293%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.132,997$1.89M0.0%-30.5%0.646%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio40,900$0.58M0.0%+57.3%0.199%Search for SEC Filing on Google Icon
1/16/2024Legato Capital Management LLC57,404$0.82M0.1%-3.8%0.279%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC9,719$0.14M0.0%N/A0.047%Search for SEC Filing on Google Icon
1/11/2024BKM Wealth Management LLC2,000$28K0.0%N/A0.010%Search for SEC Filing on Google Icon
1/11/2024BKM Wealth Management LLC2,000$28K0.0%N/A0.010%Search for SEC Filing on Google Icon
1/5/2024Exchange Traded Concepts LLC28,501$0.41M0.0%-8.7%0.138%Search for SEC Filing on Google Icon
11/13/2023rhino investment partners Inc556,338$6.09M1.7%-9.1%2.703%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.191,349$2.10M0.0%-1.3%0.930%Search for SEC Filing on Google Icon
11/13/2023Brandywine Global Investment Management LLC164,690$1.80M0.0%+1.7%0.800%Search for SEC Filing on Google Icon
11/7/2023Great Lakes Advisors LLC20,000$0.22M0.0%N/A0.094%Search for SEC Filing on Google Icon
11/6/2023Seizert Capital Partners LLC155,904$1.71M0.1%+3.0%0.732%Search for SEC Filing on Google Icon
11/1/2023John G Ullman & Associates Inc.21,567$0.24M0.0%-51.4%0.101%Search for SEC Filing on Google Icon
10/27/2023Hennion & Walsh Asset Management Inc.14,038$0.15M0.0%-9.4%0.066%Search for SEC Filing on Google Icon
10/26/2023Strs Ohio26,000$0.28M0.0%+6.1%0.122%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp141,375$1.55M0.0%+3.9%0.664%Search for SEC Filing on Google Icon
10/24/2023Arnhold LLC20,000$0.22M0.0%+33.3%0.094%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC42,787$0.47M0.0%-7.8%0.201%Search for SEC Filing on Google Icon
10/18/2023Exchange Traded Concepts LLC31,208$0.34M0.0%+24.4%0.147%Search for SEC Filing on Google Icon
10/13/2023Wedge Capital Management L L P NC23,109$0.25M0.0%-57.8%0.109%Search for SEC Filing on Google Icon
10/12/2023Legato Capital Management LLC59,650$0.65M0.1%-9.5%0.280%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC4,191$61K0.0%-56.2%0.020%Search for SEC Filing on Google Icon
8/23/2023Dean Capital Management65,911$0.96M1.2%-10.3%0.309%Search for SEC Filing on Google Icon
8/21/2023John G Ullman & Associates Inc.44,408$0.64M0.1%+3.4%0.208%Search for SEC Filing on Google Icon
8/18/2023Legato Capital Management LLC65,911$0.96M0.1%-10.3%0.309%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC1,313,736$19.04M0.0%-1.0%6.168%Search for SEC Filing on Google Icon
8/11/2023Hotchkis & Wiley Capital Management LLC356,380$5.16M0.0%+16.2%1.673%Search for SEC Filing on Google Icon
8/8/2023Arnhold LLC15,000$0.22M0.0%+50.0%0.070%Search for SEC Filing on Google Icon
8/7/2023Dean Investment Associates LLC165,392$2.40M0.4%-15.0%0.776%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp136,052$1.97M0.0%-1.6%0.628%Search for SEC Filing on Google Icon
7/31/2023Strs Ohio24,500$0.36M0.0%-27.9%0.113%Search for SEC Filing on Google Icon
7/27/2023Seizert Capital Partners LLC151,324$2.19M0.1%-16.8%0.699%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust50,576$0.73M0.0%N/A0.234%Search for SEC Filing on Google Icon
7/18/2023Denali Advisors LLC11,900$0.17M0.1%+693.3%0.055%Search for SEC Filing on Google Icon
7/17/2023Wedge Capital Management L L P NC54,820$0.79M0.0%N/A0.253%Search for SEC Filing on Google Icon
7/12/2023Foundry Partners LLC165,875$2.40M0.1%-1.8%0.766%Search for SEC Filing on Google Icon
6/14/2023State Board of Administration of Florida Retirement System14,429$0.22M0.0%N/A0.067%Search for SEC Filing on Google Icon
5/15/2023rhino investment partners Inc722,396$10.93M3.0%+66.2%3.336%Search for SEC Filing on Google Icon
5/12/2023Teton Advisors Inc.71,520$1.08M0.3%-4.4%0.330%Search for SEC Filing on Google Icon
5/12/2023Grantham Mayo Van Otterloo & Co. LLC22,180$0.34M0.0%-17.8%0.102%Search for SEC Filing on Google Icon
5/11/2023Arnhold LLC10,000$0.15M0.0%N/A0.046%Search for SEC Filing on Google Icon
5/9/2023Seizert Capital Partners LLC181,964$2.75M0.2%-14.6%0.840%Search for SEC Filing on Google Icon
5/5/2023John G Ullman & Associates Inc.42,947$0.65M0.1%N/A0.198%Search for SEC Filing on Google Icon
5/3/2023Foundry Partners LLC168,980$2.56M0.2%-0.4%0.771%Search for SEC Filing on Google Icon
5/2/2023LSV Asset Management10,387$0.16M0.0%-74.5%0.047%Search for SEC Filing on Google Icon
4/12/2023Exchange Traded Concepts LLC24,590$0.37M0.0%+4.9%0.111%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC1,346,636$23.22M0.0%-6.2%6.069%Search for SEC Filing on Google Icon
2/13/2023Dean Investment Associates LLC186,514$3.22M0.5%+15.6%0.841%Search for SEC Filing on Google Icon
2/13/2023Quadrant Capital Group LLC2,326$40K0.0%+262.3%0.010%Search for SEC Filing on Google Icon
2/9/2023Dimensional Fund Advisors LP1,887,890$32.55M0.0%-0.7%8.508%Search for SEC Filing on Google Icon
2/8/2023Swiss National Bank46,400$0.80M0.0%-2.5%0.209%Search for SEC Filing on Google Icon
2/8/2023Russell Investments Group Ltd.16,700$0.29M0.0%N/A0.075%Search for SEC Filing on Google Icon
2/2/2023SG Americas Securities LLC7,296$0.13M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank4,197$72K0.0%+93.1%0.019%Search for SEC Filing on Google Icon
Data available starting January 2016

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Waterstone Financial logo
Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, such as deposit and transactional solutions, including checking accounts, online banking and bill pay services, money transfer services, as well as credit, debit, and pre-paid cards; investable funds solutions comprising savings, money market deposits, individual retirement accounts, and certificates of deposit; residential mortgages, home equity loans and lines of credit, personal and installment loans, real estate financing, business loans, and business lines of credit; and fixed and variable annuities, insurance products, and trust and investment management accounts. It also provides transaction deposits, interest bearing transaction accounts, demand deposits, non-interest-bearing demand accounts, and time deposits; secured and unsecured lines; commercial real estate construction loans; term loans for working capital, inventory, and general corporate use; and personal term loans and investment services. The Mortgage Banking segment offers residential mortgage loans for the purpose of sale in the secondary market. It also invests in a portfolio of securities include mortgage-backed securities, government-sponsored and private-label enterprise bonds, collateralized mortgage and municipal obligations, and other debt securities. The company was formerly known as Wauwatosa Holdings, Inc. and changed its name to Waterstone Financial, Inc. in August 2008. The company was founded in 1921 and is based in Wauwatosa, Wisconsin.
Read More on Waterstone Financial

Today's Range

Now: $13.48
Low: $13.30
High: $14.20

50 Day Range

MA: $15.00
Low: $13.48
High: $16.53

52 Week Range

Now: $13.48
Low: $10.60
High: $16.86

Volume

173,313 shs

Average Volume

44,269 shs

Market Capitalization

$261.15 million

P/E Ratio

18.47

Dividend Yield

4.07%

Beta

0.63

Who are the company insiders with the largest holdings of Waterstone Financial?

Waterstone Financial's top insider investors include:
  1. Douglas S Gordon (CEO)
  2. Michael L Hansen (Director)
  3. Stephen J Schmidt (Director)
  4. Ellen Syburg Bartel (Director)
Learn More about top insider investors at Waterstone Financial.

Who are the major institutional investors of Waterstone Financial?

Waterstone Financial's top institutional investors include:
  1. State Street Corp — 2.39%
  2. Geode Capital Management LLC — 2.05%
  3. Foundry Partners LLC — 1.06%
  4. Charles Schwab Investment Management Inc. — 0.76%
  5. Dean Investment Associates LLC — 0.55%
  6. John G Ullman & Associates Inc. — 0.47%
Learn More about top institutional investors of Waterstone Financial stock.

Which major investors are selling Waterstone Financial stock?

In the previous quarter, WSBF stock was sold by these institutional investors:
  1. Dean Investment Associates LLC
  2. Geode Capital Management LLC
  3. Charles Schwab Investment Management Inc.
  4. Los Angeles Capital Management LLC
Within the previous year, company insiders that have sold Waterstone Financial company stock include:
  1. Douglas S Gordon (CEO)
  2. Michael L Hansen (Director)
  3. Stephen J Schmidt (Director)
Learn More investors selling Waterstone Financial stock.

Which major investors are buying Waterstone Financial stock?

Within the last quarter, WSBF stock was acquired by institutional investors including:
  1. John G Ullman & Associates Inc.
  2. Foundry Partners LLC
  3. GSA Capital Partners LLP
  4. FMR LLC
  5. Barclays PLC
  6. Barclays PLC
  7. Connor Clark & Lunn Investment Management Ltd.
  8. Jane Street Group LLC