Filing Research | WSBF - WATERSTONE FINL INC MD Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.8KSH	$332.4K
2	Police & Firemen's Retirement System of New Jersey	Shares	5.6KSH	$115.6K
3	Farther Finance Advisors, LLC	Shares	3.3KSH	$67.8K
4	Versant Capital Management, Inc	Shares	2.5KSH	$51.2K
5	EverSource Wealth Advisors, LLC	Shares	999SH	$20.7K
6	MassMutual Private Wealth & Trust, FSB	Shares	504SH	$10.4K
7	IFP Advisors, Inc	Shares	421SH	$8.7K
8	GAMMA Investing LLC	Shares	194SH	$4.0K
9	SIGNATUREFD, LLC	Shares	102SH	$2.1K
10	SBI Securities Co., Ltd.	Shares	95SH	$2.0K
11	True Wealth Design, LLC	Shares	65SH	$1.3K
12	Fortitude Family Office, LLC	Shares	45SH	$933
13	SJS Investment Consulting Inc.	Shares	16SH	$332
14	CoreCap Advisors, LLC	Shares	13SH	$269
15	Wealth Enhancement Trust Services, Inc.	Shares	9SH	$187
16	Torren Management, LLC	Shares	1SH	$30
17	State of Alaska, Department of Revenue	Shares	1.2KSH	$24
18	Capital Advisors, Ltd. LLC	Shares	14SH	$0

Manager changes2026-06-30 vs 2026-03-31

19 / 19 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.6K	+$73.1K	$332.4K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+2.3K	+$55.9K	$115.6K
3	Versant Capital Management, Inc unchanged	Shares	0	+$6.7K	$51.2K
4	Farther Finance Advisors, LLC trimmed	Shares	-120	+$6.0K	$67.8K
5	IFP Advisors, Inc added	Shares	+206	+$4.9K	$8.7K
6	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.4K	$10.4K
7	Fortitude Family Office, LLC new	Shares	+45	+$933	$933
8	GAMMA Investing LLC trimmed	Shares	-4	+$452	$4.0K
9	SIGNATUREFD, LLC unchanged	Shares	0	+$275	$2.1K
10	SBI Securities Co., Ltd. unchanged	Shares	0	+$256	$2.0K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+9	+$187	$187
12	True Wealth Design, LLC unchanged	Shares	0	+$176	$1.3K
13	CoreCap Advisors, LLC added	Shares	+5	+$125	$269
14	SJS Investment Consulting Inc. added	Shares	+1	+$61	$332
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$4	$24
16	Torren Management, LLC unchanged	Shares	0	+$4	$30
17	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
18	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-316	-$6	$0
19	EverSource Wealth Advisors, LLC trimmed	Shares	-896	-$13.5K	$20.7K

Filing Research | WSBF - WATERSTONE FINL INC MD Institutional Holdings