CWM »

Waterstone Financial shares owned by CWM

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by CWM from 13F filings

Historical chart of CWM investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Waterstone Financial by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 2.2k 12.29
2023-12-31 $39k 2.7k 14.20
2023-09-30 $5.0k 419 11.93
2023-06-30 $6.0k 419 14.32
2023-03-31 $7.0k 437 16.02
2022-12-31 $7.0k 419 16.71

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Waterstone Financial

Dimensional Fund Advisors
Vanguard Group
rhino investment partners
Brandywine Global Investment Management
Dean Investment Associates
Foundry Partners
Charles Schwab Investment Management
Federated Investors
Goldman Sachs Group
Bank of New York Mellon
John G.Ullman & Associates
Dean Capital Management
Two Sigma Advisers
Legato Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Waterstone Financial