WSBF Insider Trading

Insider Ownership Percentage: 7.40%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $4,756,451.91

Waterstone Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Waterstone Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Waterstone Financial Share Price & Price History

Current Price: $16.14
Price Change: Price Increase of +0.01 (0.06%)
As of 12/4/2025 05:00 PM ET

This chart shows the closing price history over time for WSBF up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Waterstone Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/27/2025Michael L HansenDirectorSell79,872$15.16$1,210,859.52View SEC Filing Icon  
10/27/2025Michael L HansenDirectorSell1,541$15.16$23,361.56View SEC Filing Icon  
8/13/2025Michael L HansenDirectorSell109,527$14.05$1,538,854.351,541View SEC Filing Icon  
8/12/2025Michael L HansenDirectorSell35,290$13.92$491,236.80111,068View SEC Filing Icon  
8/11/2025Michael L HansenDirectorSell2,757$13.80$38,046.60146,358View SEC Filing Icon  
7/25/2025Michael L HansenDirectorSell961$13.81$13,271.41149,115View SEC Filing Icon  
7/24/2025Michael L HansenDirectorSell36,465$13.83$504,310.95150,076View SEC Filing Icon  
2/28/2025Mark Raymond GerkeCFOSell2,738$14.14$38,715.3230,334View SEC Filing Icon  
2/28/2025Patrick S. LawtonDirectorSell37,500$14.03$526,125.0049,131View SEC Filing Icon  
2/11/2025Stephen J. SchmidtDirectorSell6,211$13.79$85,649.6970,078View SEC Filing Icon  
2/6/2025Stephen J. SchmidtDirectorSell3,097$13.75$42,583.7570,078View SEC Filing Icon  
2/4/2025Stephen J. SchmidtDirectorSell2,195$13.76$30,203.2070,078View SEC Filing Icon  
1/31/2025Stephen J. SchmidtDirectorSell14,928$13.80$206,006.4070,078View SEC Filing Icon  
12/11/2024Stephen J. SchmidtDirectorSell478$15.12$7,227.3670,078View SEC Filing Icon  
11/27/2024Stephen J. SchmidtDirectorSell259$15.28$3,957.5270,078View SEC Filing Icon  
11/25/2024Stephen J. SchmidtDirectorSell2,194$15.78$34,621.3270,078View SEC Filing Icon  
11/22/2024Stephen J. SchmidtDirectorSell7,280$15.34$111,675.2070,078View SEC Filing Icon  
11/20/2024Stephen J. SchmidtDirectorSell437$15.25$6,664.2570,078View SEC Filing Icon  
11/12/2024Stephen J. SchmidtDirectorSell2,687$15.80$42,454.6070,078View SEC Filing Icon  
11/7/2024Stephen J. SchmidtDirectorSell4,209$16.04$67,512.3670,078View SEC Filing Icon  
9/13/2024Ellen Syburg BartelDirectorSell4,166$14.89$62,031.7415,000View SEC Filing Icon  
9/5/2024Ellen Syburg BartelDirectorSell15,030$15.00$225,450.0015,000View SEC Filing Icon  
9/3/2024Ellen Syburg BartelDirectorSell2,129$15.01$31,956.2915,000View SEC Filing Icon  
8/30/2024Ellen Syburg BartelDirectorSell3,565$15.00$53,475.0015,000View SEC Filing Icon  
8/28/2024Michael L HansenDirectorSell5,569$15.00$83,535.0079,872View SEC Filing Icon  
10/26/2023Douglas S. GordonCEOBuy636$9.92$6,309.12535,797View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Waterstone Financial (NASDAQ:WSBF)

62.71% of Waterstone Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WSBF by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Waterstone Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025Mercer Global Advisors Inc. ADV10,590$0.17M0.0%N/A0.057%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC27,654$0.43M0.0%+48.6%0.150%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,385$0.12M0.0%-14.6%0.040%Search for SEC Filing on Google Icon
11/17/2025Larson Financial Group LLC1,932$30K0.0%N/A0.010%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC64,879$1.01M0.0%-34.7%0.352%Search for SEC Filing on Google Icon
11/17/2025CSM Advisors LLC191,010$2.98M0.1%-3.2%1.035%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE33,730$0.53M0.0%-8.9%0.183%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP80,260$1.25M0.0%+25.1%0.435%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC245,758$3.83M0.1%-44.0%1.332%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.25,329$0.40M0.0%+728.8%0.136%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP10,305$0.16M0.0%-15.4%0.055%Search for SEC Filing on Google Icon
11/12/2025Teton Advisors LLC59,000$0.92M0.6%N/A0.316%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP1,427,285$22.27M0.0%-0.5%7.641%Search for SEC Filing on Google Icon
11/7/2025GSA Capital Partners LLP23,190$0.36M0.0%-44.4%0.124%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.909,118$14.18M0.0%-3.7%4.867%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.51,901$0.81M0.0%-29.5%0.278%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers23,380$0.37M0.0%-12.9%0.125%Search for SEC Filing on Google Icon
11/5/2025John G Ullman & Associates Inc.56,498$0.88M0.1%+10.6%0.302%Search for SEC Filing on Google Icon
10/28/2025Ritholtz Wealth Management17,423$0.27M0.0%+61.4%0.093%Search for SEC Filing on Google Icon
10/15/2025CWM LLC12,165$0.19M0.0%+163.1%0.065%Search for SEC Filing on Google Icon
8/15/2025Bridgeway Capital Management LLC438,837$6.06M0.1%+1.9%2.349%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE37,012$0.51M0.0%+44.7%0.198%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC21,763$0.30M0.0%-15.8%0.117%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.2,000$28K0.0%N/A0.011%Search for SEC Filing on Google Icon
8/14/2025Quantinno Capital Management LP48,225$0.67M0.0%+65.2%0.258%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,650$0.12M0.0%-9.4%0.046%Search for SEC Filing on Google Icon
8/14/2025Fourthstone LLC63,194$0.87M0.2%+176.7%0.338%Search for SEC Filing on Google Icon
8/13/2025Gamco Investors INC. ET AL10,000$0.14M0.0%N/A0.054%Search for SEC Filing on Google Icon
8/13/2025EverSource Wealth Advisors LLC1,875$26K0.0%+557.9%0.010%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.29,677$0.41M0.0%-16.3%0.159%Search for SEC Filing on Google Icon
8/13/2025Arrowstreet Capital Limited Partnership190,766$2.63M0.0%+30.5%1.021%Search for SEC Filing on Google Icon
8/13/2025Panagora Asset Management Inc.10,324$0.14M0.0%N/A0.055%Search for SEC Filing on Google Icon
8/13/2025Hsbc Holdings PLC55,028$0.77M0.0%+265.6%0.295%Search for SEC Filing on Google Icon
8/12/2025American Century Companies Inc.159,875$2.21M0.0%+3.6%0.856%Search for SEC Filing on Google Icon
8/12/2025Rhumbline Advisers26,848$0.37M0.0%+6.7%0.144%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.73,669$1.02M0.0%-8.6%0.394%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC406,749$5.62M0.0%+1.0%2.108%Search for SEC Filing on Google Icon
8/8/2025PNC Financial Services Group Inc.2,494$34K0.0%-45.7%0.013%Search for SEC Filing on Google Icon
8/7/2025CSM Advisors LLC197,250$2.73M0.1%N/A1.022%Search for SEC Filing on Google Icon
8/7/2025Connor Clark & Lunn Investment Management Ltd.34,872$0.48M0.0%-23.2%0.181%Search for SEC Filing on Google Icon
8/7/2025Los Angeles Capital Management LLC15,840$0.22M0.0%+7.7%0.082%Search for SEC Filing on Google Icon
7/29/2025John G Ullman & Associates Inc.51,100$0.71M0.1%-44.9%0.265%Search for SEC Filing on Google Icon
7/28/2025Ritholtz Wealth Management10,793$0.15M0.0%N/A0.056%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.105,748$1.42M0.0%-10.2%0.548%Search for SEC Filing on Google Icon
5/29/2025Rhumbline Advisers25,172$0.34M0.0%-5.6%0.130%Search for SEC Filing on Google Icon
5/28/2025Strs Ohio35,400$0.48M0.0%N/A0.183%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC25,843$0.35M0.0%+29.8%0.134%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC83,591$1.12M0.0%+7.5%0.433%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.105,748$1.42M0.0%-10.2%0.547%Search for SEC Filing on Google Icon
5/16/2025Bridgeway Capital Management LLC430,638$5.79M0.1%-0.2%2.229%Search for SEC Filing on Google Icon
5/16/2025AQR Capital Management LLC45,595$0.61M0.0%+16.7%0.236%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada16,743$0.23M0.0%-5.9%0.087%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP16,236$0.22M0.0%N/A0.084%Search for SEC Filing on Google Icon
5/14/2025Teton Advisors Inc.59,000$0.79M0.5%-1.7%0.305%Search for SEC Filing on Google Icon
5/14/2025Rhino Investment Partners Inc555,513$7.47M1.8%-25.3%2.875%Search for SEC Filing on Google Icon
5/14/2025Hsbc Holdings PLC15,050$0.20M0.0%N/A0.078%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.154,347$2.08M0.0%+0.8%0.799%Search for SEC Filing on Google Icon
5/13/2025Russell Investments Group Ltd.3,187$43K0.0%+297.4%0.016%Search for SEC Filing on Google Icon
5/12/2025Nuveen LLC62,484$0.84M0.0%N/A0.323%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.35,477$0.48M0.0%-28.8%0.184%Search for SEC Filing on Google Icon
5/12/2025Connor Clark & Lunn Investment Management Ltd.45,410$0.61M0.0%+49.8%0.235%Search for SEC Filing on Google Icon
5/9/2025Charles Schwab Investment Management Inc.143,486$1.93M0.0%-0.9%0.743%Search for SEC Filing on Google Icon
5/6/2025John G Ullman & Associates Inc.92,711$1.25M0.2%-14.4%0.480%Search for SEC Filing on Google Icon
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH14,750$0.20M0.0%N/A0.076%Search for SEC Filing on Google Icon
5/5/2025Foundry Partners LLC203,550$2.74M0.1%-0.6%1.054%Search for SEC Filing on Google Icon
4/29/2025Bank of New York Mellon Corp77,942$1.05M0.0%+1.6%0.403%Search for SEC Filing on Google Icon
4/8/2025Rhumbline Advisers25,172$0.34M0.0%-5.6%0.130%Search for SEC Filing on Google Icon
4/7/2025GAMMA Investing LLC2,340$31K0.0%+16,614.3%0.012%Search for SEC Filing on Google Icon
2/17/2025Quantinno Capital Management LP15,084$0.20M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC21,882$0.29M0.0%+108.7%0.113%Search for SEC Filing on Google Icon
2/17/2025Deutsche Bank AG10,607$0.14M0.0%N/A0.055%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.37,220$0.50M0.0%+11.5%0.192%Search for SEC Filing on Google Icon
2/17/2025Dean Capital Management33,819$0.46M0.2%-49.8%0.175%Search for SEC Filing on Google Icon
2/17/2025Bridgeway Capital Management LLC431,520$5.80M0.1%+0.9%2.228%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE31,552$0.42M0.0%+8.0%0.163%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets2,023$27K0.0%-44.2%0.010%Search for SEC Filing on Google Icon
2/14/2025Rhino Investment Partners Inc743,233$9.99M2.2%-4.0%3.836%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC19,915$0.27M0.0%-31.5%0.103%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp163,551$2.20M0.0%+3.2%0.844%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC9,074$0.12M0.0%-16.7%0.047%Search for SEC Filing on Google Icon
2/14/2025Curi RMB Capital LLC16,489$0.22M0.0%-9.4%0.085%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP1,513,327$20.34M0.0%-0.3%7.812%Search for SEC Filing on Google Icon
2/13/2025Dean Investment Associates LLC50,176$0.67M0.1%-53.1%0.259%Search for SEC Filing on Google Icon
2/13/2025Fourthstone LLC37,511$0.50M0.1%N/A0.194%Search for SEC Filing on Google Icon
2/13/2025Teton Advisors Inc.60,000$0.81M0.4%-4.8%0.310%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC24,187$0.33M0.0%+16.1%0.125%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC1,192,836$16.03M0.0%-2.7%6.158%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN9,441$0.13M0.0%+27.8%0.049%Search for SEC Filing on Google Icon
2/12/2025Arrowstreet Capital Limited Partnership110,709$1.49M0.0%+8.4%0.572%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.85,628$1.15M0.0%+64.9%0.442%Search for SEC Filing on Google Icon
2/11/2025American Century Companies Inc.153,141$2.06M0.0%-1.4%0.791%Search for SEC Filing on Google Icon
2/10/2025Commonwealth Equity Services LLC24,213$0.33M0.0%+27.5%0.125%Search for SEC Filing on Google Icon
2/10/2025Connor Clark & Lunn Investment Management Ltd.30,317$0.41M0.0%-2.5%0.157%Search for SEC Filing on Google Icon
2/6/2025Proficio Capital Partners LLC27,135$0.37M0.0%N/A0.140%Search for SEC Filing on Google Icon
2/6/2025Charles Schwab Investment Management Inc.144,733$1.95M0.0%-1.5%0.747%Search for SEC Filing on Google Icon
2/5/2025John G Ullman & Associates Inc.108,342$1.46M0.2%+19.3%0.559%Search for SEC Filing on Google Icon
2/5/2025Proficio Capital Partners LLC27,135$0.37M0.0%N/A0.140%Search for SEC Filing on Google Icon
2/4/2025Los Angeles Capital Management LLC16,875$0.23M0.0%-19.5%0.087%Search for SEC Filing on Google Icon
2/4/2025Bank of New York Mellon Corp76,747$1.03M0.0%-6.5%0.396%Search for SEC Filing on Google Icon
1/29/2025Legato Capital Management LLC21,267$0.29M0.0%-49.3%0.110%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Waterstone Financial logo
Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, such as deposit and transactional solutions, including checking accounts, online banking and bill pay services, money transfer services, as well as credit, debit, and pre-paid cards; investable funds solutions comprising savings, money market deposits, individual retirement accounts, and certificates of deposit; residential mortgages, home equity loans and lines of credit, personal and installment loans, real estate financing, business loans, and business lines of credit; and fixed and variable annuities, insurance products, and trust and investment management accounts. It also provides transaction deposits, interest bearing transaction accounts, demand deposits, non-interest-bearing demand accounts, and time deposits; secured and unsecured lines; commercial real estate construction loans; term loans for working capital, inventory, and general corporate use; and personal term loans and investment services. The Mortgage Banking segment offers residential mortgage loans for the purpose of sale in the secondary market. It also invests in a portfolio of securities include mortgage-backed securities, government-sponsored and private-label enterprise bonds, collateralized mortgage and municipal obligations, and other debt securities. The company was formerly known as Wauwatosa Holdings, Inc. and changed its name to Waterstone Financial, Inc. in August 2008. The company was founded in 1921 and is based in Wauwatosa, Wisconsin.
Read More on Waterstone Financial

Today's Range

Now: $16.14
Low: $16.06
High: $16.27

50 Day Range

MA: $15.34
Low: $14.62
High: $16.14

52 Week Range

Now: $16.14
Low: $11.61
High: $16.75

Volume

31,763 shs

Average Volume

36,821 shs

Market Capitalization

$297.94 million

P/E Ratio

12.14

Dividend Yield

3.72%

Beta

0.82

Who are the company insiders with the largest holdings of Waterstone Financial?

Waterstone Financial's top insider investors include:
  1. Michael L Hansen (Director)
  2. Stephen J Schmidt (Director)
  3. Patrick S Lawton (Director)
  4. Mark Raymond Gerke (CFO)
  5. Ellen Syburg Bartel (Director)
Learn More about top insider investors at Waterstone Financial.

Who are the major institutional investors of Waterstone Financial?

Waterstone Financial's top institutional investors include:
  1. Dimensional Fund Advisors LP — 7.64%
  2. Vanguard Group Inc. — 4.87%
  3. Bridgeway Capital Management LLC — 1.33%
  4. CSM Advisors LLC — 1.03%
  5. Two Sigma Investments LP — 0.43%
  6. Citadel Advisors LLC — 0.35%
Learn More about top institutional investors of Waterstone Financial stock.

Which major investors are selling Waterstone Financial stock?

In the previous quarter, WSBF stock was sold by these institutional investors:
  1. Bridgeway Capital Management LLC
  2. Vanguard Group Inc.
  3. Citadel Advisors LLC
  4. JPMorgan Chase & Co.
  5. GSA Capital Partners LLP
  6. Dimensional Fund Advisors LP
  7. CSM Advisors LLC
  8. Rhumbline Advisers
Within the previous year, company insiders that have sold Waterstone Financial company stock include:
  1. Michael L Hansen (Director)
  2. Stephen J Schmidt (Director)
  3. Patrick S Lawton (Director)
  4. Mark Raymond Gerke (CFO)
Learn More investors selling Waterstone Financial stock.

Which major investors are buying Waterstone Financial stock?

Within the last quarter, WSBF stock was acquired by institutional investors including:
  1. Teton Advisors LLC
  2. Russell Investments Group Ltd.
  3. Two Sigma Investments LP
  4. Mercer Global Advisors Inc. ADV
  5. Millennium Management LLC
  6. CWM LLC
  7. Ritholtz Wealth Management
  8. John G Ullman & Associates Inc.