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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
2025-09-30 $35k 2.2k 15.60
2025-06-30 $26k 1.9k 13.82
2025-03-31 $3.8k 285 13.33
2024-12-31 $3.8k 282 13.44
2024-09-30 $4.1k 282 14.70
2024-06-30 $4.2k 282 14.92
2024-03-31 $3.2k 282 11.34
2023-12-31 $4.0k 282 14.20
2023-09-30 $1.3k 115 10.95

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Top funds holding Waterstone Financial

BlackRock
Dimensional Fund Advisors
Renaissance Technologies
Vanguard Group
State Street Corporation
Geode Capital Management
Bridgeway Capital Management
CSM Advisors
Arrowstreet Capital, Limited Partnership
Morgan Stanley
Goldman Sachs Group
American Century Companies
AQR Capital Management
Northern Trust
Charles Schwab Investment Management

View all funds holding Waterstone Financial