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Cliff Asness’s WSBF Holdings & Trades

First Buy
Q2 2014
Duration Held
48 Quarters
Largest Add
Q2 2021
+90,331 Shares
Current Position
224,794 Shares
$4.05 M Value

Cliff Asness's WSBF Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 224,794 shares of Waterstone Financial, Inc. (WSBF) worth $4.05 M, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 48 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WSBF, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2021, adding 90,331 shares. Largest reduction occurred in Q3 2018, reducing 60,649 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Waterstone Financial (WSBF) Holding Value Over Time

Track share changes against reported price movement

Quarterly Waterstone Financial (WSBF) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +23,090 Add 11.45% 224,794 $18.03
Q4 2025 +35,828 Add 21.60% 201,704 $16.55
Q3 2025 +84,495 Add 103.83% 165,876 $15.60
Q2 2025 +35,786 Add 78.49% 81,381 $13.81
Q1 2025 +6,512 Add 16.66% 45,595 $13.45
Q4 2024 +1,312 Add 3.47% 39,083 $13.44
Q3 2024 -4,735 Reduce 11.14% 37,771 $14.70
Q2 2024 +29,366 Add 223.49% 42,506 $12.79
Q1 2024 -5,309 Reduce 28.78% 13,140 $12.17
Q4 2023 -56,334 Reduce 75.33% 18,449 $14.20
Q3 2023 +2,632 Add 3.65% 74,783 $10.95
Q2 2023 -29,651 Reduce 29.13% 72,151 $14.49
Q1 2023 -23,544 Reduce 18.78% 101,802 $15.13
Q4 2022 -19,532 Reduce 13.48% 125,346 $17.24
Q3 2022 -54,971 Reduce 27.51% 144,878 $16.16
Q2 2022 +20,357 Add 11.34% 199,849 $17.05
Q1 2022 -25,237 Reduce 12.33% 179,492 $19.34
Q4 2021 +14,998 Add 7.90% 204,729 $21.86
Q3 2021 +25,767 Add 15.72% 189,731 $20.49
Q2 2021 +90,331 Add 122.68% 163,964 $19.66
Q1 2021 +34,483 Add 88.08% 73,633 $20.43
Q4 2020 +5,945 Add 17.90% 39,150 $18.83
Q3 2020 +573 Add 1.76% 33,205 $15.48
Q2 2020 -7,269 Reduce 18.22% 32,632 $14.83
Q4 2019 +16,516 Add 70.63% 39,901 $19.02
Q4 2018 -45,981 Reduce 66.29% 23,385 $16.76
Q3 2018 -60,649 Reduce 46.65% 69,366 $17.16
Q2 2018 +5,930 Add 4.78% 130,015 $17.05
Q1 2018 +31,161 Add 33.53% 124,085 $17.30
Q4 2017 +29,130 Add 45.66% 92,924 $17.05
Q3 2017 +10,574 Add 19.87% 63,794 $19.50
Q2 2017 -3,751 Reduce 6.58% 53,220 $18.85
Q1 2017 +14,971 Add 35.65% 56,971 $18.25
Q4 2016 -13,309 Reduce 24.06% 42,000 $18.40
Q3 2016 -21,505 Reduce 28.00% 55,309 $16.98
Q2 2016 +25,303 Add 49.12% 76,814 $15.32
Q1 2016 -6,802 Reduce 11.66% 51,511 $13.69
Q4 2015 -4,209 Reduce 6.73% 58,313 $14.10
Q3 2015 +28,993 Add 86.47% 62,522 $13.48
Q2 2015 +5,229 Add 18.48% 33,529 $13.21
Q1 2015 +3,100 Add 12.30% 28,300 $12.83
Q4 2014 +4,100 Add 19.43% 25,200 $13.13
Q2 2014 +21,100 New Buy 21,100 $11.42

Cliff Asness's Waterstone Financial Investment FAQs

Cliff Asness first purchased Waterstone Financial, Inc. (WSBF) in Q2 2014, acquiring 21,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Waterstone Financial, Inc. (WSBF) for 48 quarters since Q2 2014.

Cliff Asness's largest addition to Waterstone Financial, Inc. (WSBF) was in Q2 2021, adding 163,964 shares worth $3.22 M.

According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 224,794 shares of Waterstone Financial, Inc. (WSBF), valued at approximately $4.05 M.

As of the Q1 2026 filing, Waterstone Financial, Inc. (WSBF) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Waterstone Financial, Inc. (WSBF) was 224,794 shares, as reported at the end of Q1 2026.