Bailard »

Waterstone Financial shares owned by Bailard

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

Historical chart of Bailard investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by Bailard 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 Bailard

Quarter filed Position value Share count Share price at filing
2026-06-30 $469k 23k 20.73

More positions owned by Bailard

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Rus 2000 Val Etf (IWN)
Gilead Sciences (GILD)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Calif Mun Bd Etf (CMF)
Amazon (AMZN)

View all positions for Bailard

Top funds holding Waterstone Financial

BlackRock
Dimensional Fund Advisors
Renaissance Technologies
Vanguard Capital Management
State Street Corporation
Geode Capital Management
American Century Companies
AQR Capital Management
CSM Advisors
Bridgeway Capital Management
Goldman Sachs Group
Quantinno Capital Management
Arrowstreet Capital, Limited Partnership
Donald Smith & Co
Morgan Stanley

View all funds holding Waterstone Financial