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Waterstone Financial shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Waterstone Financial

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

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Quarterly reported holdings in Waterstone Financial by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 10k 20.73

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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
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Arrowstreet Capital, Limited Partnership
Donald Smith & Co
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View all funds holding Waterstone Financial