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The company

Waterstone Financial, Inc.

WSBF · Nasdaq

FinancialsRegional banksIn trend

WSBF stood above a rising 150-day average in 52 of the last 52 weekly readings, every one of them. It is 2.1% above that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
52 in a row
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$6.1M
Officials’ trades on record
0
Institutions holding
117 (+3)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 52 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$4.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months10
Buyers · sellers0 · 6
WhoDidSharesTraded
Ryan J. GordonEVP/Chief Credit Officersold620at $21.1013 Aug 2026filed 17 Aug 2026
Ryan J. GordonEVP/Chief Credit Officersold1,300at $21.1113 Aug 2026filed 17 Aug 2026
Ryan J. GordonEVP/Chief Credit Officersold6,237at $21.1513 Aug 2026filed 17 Aug 2026
Mark Raymond GerkeEVP/Chief Financial Officersold10,000at $18.3421 May 2026filed 22 May 2026
Douglas S. GordonDirectorsold2,880at $18.1118 Feb 2026filed 20 Feb 2026
Douglas S. GordonDirectorsold6,765at $18.276 Feb 2026filed 10 Feb 2026
Douglas S. GordonDirectorsold18,716at $18.255 Feb 2026filed 6 Feb 2026
Patrick S. LawtonDirectorsold19,255at $18.644 Feb 2026filed 5 Feb 2026
Douglas S. GordonDirectorsold15,000at $18.554 Feb 2026filed 6 Feb 2026
Patrick S. LawtonDirectorsold30,000at $18.533 Feb 2026filed 5 Feb 2026
Julie Ann GlynnEVP/Chief Retail Officersold20,000at $18.172 Feb 2026filed 4 Feb 2026
Julie Ann GlynnEVP/Chief Retail Officersold929at $18.692 Feb 2026filed 4 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders117+3 on the quarter
New · exited16 · 12
Reported value$200.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20261,641,766$34.0M+135,777+9.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20261,417,945$29.4M+4,443+0.3%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 20261,051,571$21.8M-42,900−3.9%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026641,005$13.3M-59,232−8.5%
STATE STREET CORPadded · filed 7 Aug 2026398,372$8.3M+3,857+1.0%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026388,478$8.1M+21,798+5.9%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026341,972$7.1M+91,887+36.7%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 2026259,089$5.4M+34,295+15.3%
BRIDGEWAY CAPITAL MANAGEMENT, LLCadded · filed 14 Aug 2026211,375$4.4M+6,259+3.1%
MORGAN STANLEYadded · filed 13 Aug 2026197,809$4.1M+44,178+28.8%
31 Mar 2023 – 30 Jun 2026
7394115Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Ryan J. Gordon Company insiderEVP/Chief Credit Officer · last 13 Aug 20260 · 1
Mark Raymond Gerke Company insiderEVP/Chief Financial Officer · last 21 May 20260 · 6
Douglas S. Gordon Company insiderDirector · last 18 Feb 20261 · 4
Patrick S. Lawton Company insiderDirector · last 4 Feb 20260 · 7
Julie Ann Glynn Company insiderEVP/Chief Retail Officer · last 2 Feb 20260 · 1
Michael L. Hansen Company insiderDirector · last 27 Oct 20250 · 18
Kristine A. Rappe Company insiderDirector · last 13 Feb 20253 · 7
Stephen J. Schmidt Company insiderDirector · last 11 Feb 20251 · 21
Ellen Syburg Bartel Company insiderDirector · last 13 Sep 20242 · 15
Jeffrey R. McGuiness Company insiderSubsidary President · last 23 Apr 20240 · 0
William F. Bruss Company insiderCOO/General Counsel · last 6 Mar 20240 · 22
Thomas E. Dalum Company insiderDirector · last 28 Dec 20210 · 4

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 202591.6%
Debt to equityFY 2025 · to 31 Dec 20251.18×
Share count trendFY 2025 · to 20 Feb 20260.0%
Free cash flowFY 2025 · to 31 Dec 2025$23.0M

Analyst forecasts

No analyst forecasts yet.