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Waterstone Financial shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Waterstone Financial by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0k 282 14.20
2023-09-30 $1.3k 115 10.95

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View all positions for EverSource Wealth Advisors

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