Cliff Asness's WSBF Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 165,876 shares of Waterstone Financial, Inc. (WSBF) worth $2.59 M, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 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 |
|---|---|---|---|---|
| Q2 2014 | +21,100 | New Buy | 21,100 | $11.42 |
| Q4 2014 | +4,100 | Add 19.43% | 25,200 | $13.13 |
| Q1 2015 | +3,100 | Add 12.30% | 28,300 | $12.83 |
| Q2 2015 | +5,229 | Add 18.48% | 33,529 | $13.21 |
| Q3 2015 | +28,993 | Add 86.47% | 62,522 | $13.48 |
| Q4 2015 | -4,209 | Reduce 6.73% | 58,313 | $14.10 |
| Q1 2016 | -6,802 | Reduce 11.66% | 51,511 | $13.69 |
| Q2 2016 | +25,303 | Add 49.12% | 76,814 | $15.32 |
| Q3 2016 | -21,505 | Reduce 28.00% | 55,309 | $16.98 |
| Q4 2016 | -13,309 | Reduce 24.06% | 42,000 | $18.40 |
| Q1 2017 | +14,971 | Add 35.65% | 56,971 | $18.25 |
| Q2 2017 | -3,751 | Reduce 6.58% | 53,220 | $18.85 |
| Q3 2017 | +10,574 | Add 19.87% | 63,794 | $19.50 |
| Q4 2017 | +29,130 | Add 45.66% | 92,924 | $17.05 |
| Q1 2018 | +31,161 | Add 33.53% | 124,085 | $17.30 |
| Q2 2018 | +5,930 | Add 4.78% | 130,015 | $17.05 |
| Q3 2018 | -60,649 | Reduce 46.65% | 69,366 | $17.16 |
| Q4 2018 | -45,981 | Reduce 66.29% | 23,385 | $16.76 |
| Q4 2019 | +16,516 | Add 70.63% | 39,901 | $19.02 |
| Q2 2020 | -7,269 | Reduce 18.22% | 32,632 | $14.83 |
| Q3 2020 | +573 | Add 1.76% | 33,205 | $15.48 |
| Q4 2020 | +5,945 | Add 17.90% | 39,150 | $18.83 |
| Q1 2021 | +34,483 | Add 88.08% | 73,633 | $20.43 |
| Q2 2021 | +90,331 | Add 122.68% | 163,964 | $19.66 |
| Q3 2021 | +25,767 | Add 15.72% | 189,731 | $20.49 |
| Q4 2021 | +14,998 | Add 7.90% | 204,729 | $21.86 |
| Q1 2022 | -25,237 | Reduce 12.33% | 179,492 | $19.34 |
| Q2 2022 | +20,357 | Add 11.34% | 199,849 | $17.05 |
| Q3 2022 | -54,971 | Reduce 27.51% | 144,878 | $16.16 |
| Q4 2022 | -19,532 | Reduce 13.48% | 125,346 | $17.24 |
| Q1 2023 | -23,544 | Reduce 18.78% | 101,802 | $15.13 |
| Q2 2023 | -29,651 | Reduce 29.13% | 72,151 | $14.49 |
| Q3 2023 | +2,632 | Add 3.65% | 74,783 | $10.95 |
| Q4 2023 | -56,334 | Reduce 75.33% | 18,449 | $14.20 |
| Q1 2024 | -5,309 | Reduce 28.78% | 13,140 | $12.17 |
| Q2 2024 | +29,366 | Add 223.49% | 42,506 | $12.79 |
| Q3 2024 | -4,735 | Reduce 11.14% | 37,771 | $14.70 |
| Q4 2024 | +1,312 | Add 3.47% | 39,083 | $13.44 |
| Q1 2025 | +6,512 | Add 16.66% | 45,595 | $13.45 |
| Q2 2025 | +35,786 | Add 78.49% | 81,381 | $13.81 |
| Q3 2025 | +84,495 | Add 103.83% | 165,876 | $15.60 |
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 46 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 Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 165,876 shares of Waterstone Financial, Inc. (WSBF), valued at approximately $2.59 M.
As of the Q3 2025 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 204,729 shares, as reported at the end of Q4 2021.