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Compiled from SEC Form N-PX filings and Waterstone Financial, Inc.’s Form 8-K, filed May 19, 2026 (Item 5.07 on EDGAR). Page generated October 25, 2026.
Meeting of May 19, 2026: 5 items on Waterstone Financial, Inc.’s Form 8-K, filed May 19, 2026: 5 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore Waterstone Financial, Inc. in the interactive database Compare manager voting policies
These tallies are Waterstone Financial, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 19, 2026 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Stephen Schmidt | 11,296,357 | -- | -- | 668,600 | -- | 94% | Not verified | — |
| Elect Director: Derek Tyus | 11,644,708 | -- | -- | 320,249 | -- | 97% | Not verified | — |
| Elect Director: Molly Mulroy | 11,636,482 | -- | -- | 328,475 | -- | 97% | Not verified | — |
| 2. "Ratification of the selection of FORVIS MAZARS, LLP as the Company's auditors for the year ending December 31, 2026." | 14,753,029 | 84,156 | 113,581 | -- | -- | 99.4% | Not verified | — |
| 3. "An advisory, non-binding resolution to approve the executive compensation." | 11,280,893 | 549,962 | 134,102 | -- | -- | 95% | Not verified | — |
Source: Waterstone Financial, Inc., Form 8-K, filed with the SEC on May 19, 2026 — read the filing on EDGAR.
Each item below shows how the 157 asset managers that disclosed a Waterstone Financial, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Waterstone Financial, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 7 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Stephen Schmidt
Waterstone Financial, Inc.’s own tally for this item (“Elect Director: Stephen Schmidt”): 11,296,357 for, 668,600 withheld, per its Form 8-K filed May 19, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 3,167,603 for, 44,285 withheld, 1 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 777,631 | 0 | 1 | 0 | For |
| BlackRock | 614,130 | 0 | 0 | 0 | For |
| Fidelity | 414,462 | 0 | 0 | 0 | For |
| Dimensional | 352,699 | 0 | 0 | 0 | For |
| American Century | 240,400 | 0 | 0 | 0 | For |
| Charles Schwab | 125,676 | 0 | 0 | 0 | For |
| EA Series Trust | 122,380 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 118,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 0 | 42,971 | Withhold |
| Equitable | 42,573 | 0 | 0 | 0 | For |
| Goldman Sachs | 34,439 | 0 | 0 | 0 | For |
| WisdomTree | 30,736 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 26,185 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 24,206 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 18,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 16,931 | 0 | 0 | 0 | For |
| Invesco | 11,400 | 0 | 0 | 0 | For |
| Pacific Life | 10,173 | 0 | 0 | 0 | For |
| John Hancock | 8,344 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 8,219 | 0 | 0 | 0 | For |
| Jackson National | 7,698 | 0 | 0 | 0 | For |
| Global X | 7,212 | 0 | 0 | 0 | For |
| First Trust | 6,496 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 6,437 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 7 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Derek Tyus
Waterstone Financial, Inc.’s own tally for this item (“Elect Director: Derek Tyus”): 11,644,708 for, 320,249 withheld, per its Form 8-K filed May 19, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 3,211,889 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 777,632 | 0 | 0 | 0 | For |
| BlackRock | 614,130 | 0 | 0 | 0 | For |
| Fidelity | 414,462 | 0 | 0 | 0 | For |
| Dimensional | 352,699 | 0 | 0 | 0 | For |
| American Century | 240,400 | 0 | 0 | 0 | For |
| Charles Schwab | 125,676 | 0 | 0 | 0 | For |
| EA Series Trust | 122,380 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 118,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TIAA | 42,971 | 0 | 0 | 0 | For |
| Equitable | 42,573 | 0 | 0 | 0 | For |
| Goldman Sachs | 34,439 | 0 | 0 | 0 | For |
| WisdomTree | 30,736 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 26,185 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 24,206 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 18,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 16,931 | 0 | 0 | 0 | For |
| Invesco | 11,400 | 0 | 0 | 0 | For |
| Pacific Life | 10,173 | 0 | 0 | 0 | For |
| John Hancock | 8,344 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 8,219 | 0 | 0 | 0 | For |
| Jackson National | 7,698 | 0 | 0 | 0 | For |
| Global X | 7,212 | 0 | 0 | 0 | For |
| First Trust | 6,496 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 6,437 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 7 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Molly Mulroy
Waterstone Financial, Inc.’s own tally for this item (“Elect Director: Molly Mulroy”): 11,636,482 for, 328,475 withheld, per its Form 8-K filed May 19, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 3,211,889 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 777,632 | 0 | 0 | 0 | For |
| BlackRock | 614,130 | 0 | 0 | 0 | For |
| Fidelity | 414,462 | 0 | 0 | 0 | For |
| Dimensional | 352,699 | 0 | 0 | 0 | For |
| American Century | 240,400 | 0 | 0 | 0 | For |
| Charles Schwab | 125,676 | 0 | 0 | 0 | For |
| EA Series Trust | 122,380 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 118,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TIAA | 42,971 | 0 | 0 | 0 | For |
| Equitable | 42,573 | 0 | 0 | 0 | For |
| Goldman Sachs | 34,439 | 0 | 0 | 0 | For |
| WisdomTree | 30,736 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 26,185 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 24,206 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 18,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 16,931 | 0 | 0 | 0 | For |
| Invesco | 11,400 | 0 | 0 | 0 | For |
| Pacific Life | 10,173 | 0 | 0 | 0 | For |
| John Hancock | 8,344 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 8,219 | 0 | 0 | 0 | For |
| Jackson National | 7,698 | 0 | 0 | 0 | For |
| Global X | 7,212 | 0 | 0 | 0 | For |
| First Trust | 6,496 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 6,437 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Approving an advisory, non-binding resolution to approve the executive compensation described in the Proxy Statement.
Waterstone Financial, Inc.’s own tally for this item (“3. "An advisory, non-binding resolution to approve the executive compensation."”): 11,280,893 for, 549,962 against, per its Form 8-K filed May 19, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of Waterstone Financial, Inc.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Advisory Vote to Ratify Named Executive Officers' Compensation” (3 managers, 2,345 for, 60,190 unknown).
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 777,631 | 1 | 0 | 0 | For |
| BlackRock | 614,130 | 0 | 0 | 0 | For |
| Fidelity | 414,462 | 0 | 0 | 0 | For |
| Dimensional | 352,699 | 0 | 0 | 0 | For |
| American Century | 240,400 | 0 | 0 | 0 | For |
| Charles Schwab | 125,676 | 0 | 0 | 0 | For |
| EA Series Trust | 122,380 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 118,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TIAA | 42,971 | 0 | 0 | 0 | For |
| Equitable | 42,573 | 0 | 0 | 0 | For |
| Goldman Sachs | 34,439 | 0 | 0 | 0 | For |
| WisdomTree | 30,736 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 26,185 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 24,206 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 18,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 16,931 | 0 | 0 | 0 | For |
| Invesco | 11,400 | 0 | 0 | 0 | For |
| Pacific Life | 10,173 | 0 | 0 | 0 | For |
| John Hancock | 8,344 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 8,219 | 0 | 0 | 0 | For |
| Jackson National | 7,698 | 0 | 0 | 0 | For |
| Global X | 7,212 | 0 | 0 | 0 | For |
| First Trust | 6,496 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 6,437 | 0 | 0 | 0 | For |
Fund voting reports, all 50 managers: 3,213,569 for, 1,234 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Renaissance | 1,023,519 | 0 | 0 | 0 | For |
| BlackRock | 804,253 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 365,784 | 0 | 0 | 0 | For |
| American Century | 244,416 | 0 | 0 | 0 | For |
| AQR | 186,576 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 167,016 | 0 | 0 | 0 | For |
| Dimensional | 137,048 | 0 | 0 | 0 | For |
| Charles Schwab | 126,672 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 123,044 | 0 | 0 | 0 | For |
| Northern Trust | 122,354 | 0 | 0 | 0 | For |
| Vanguard | 102,636 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 96,093 | 0 | 0 | 0 | For |
| Goldman Sachs | 90,759 | 0 | 0 | 0 | For |
| Fidelity | 83,448 | 0 | 0 | 0 | For |
| Two Sigma | 61,126 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 59,374 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 44,546 | 0 | 0 | 0 | For |
| Nuveen | 43,630 | 0 | 0 | 0 | For |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 38,998 | 0 | 0 | 0 | For |
| STATE OF WISCONSIN INVESTMENT BOARD | 34,600 | 0 | 0 | 0 | For |
| DE Shaw | 33,722 | 0 | 0 | 0 | For |
| STRS OHIO | 31,600 | 0 | 0 | 0 | For |
| AllianceBernstein | 25,880 | 0 | 0 | 0 | For |
| Invesco | 16,686 | 0 | 0 | 0 | For |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 15,210 | 0 | 0 | 0 | For |
Institutional-manager reports, all 117 managers: 4,248,905 for, 11,814 against, 2,977 1 year. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
100% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| EA Series Trust | 0 | 0 | 0 | 0 | -- |
| TETON WESTWOOD FUNDS | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | -- |
| TIAA | 0 | 0 | 0 | 0 | -- |
| Equitable | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| WisdomTree | 0 | 0 | 0 | 0 | -- |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 0 | -- |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 0 | 0 | -- |
| UNIFIED SERIES TRUST | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| Pacific Life | 0 | 0 | 0 | 0 | -- |
| John Hancock | 0 | 0 | 0 | 0 | -- |
| AIG/SunAmerica | 0 | 0 | 0 | 0 | -- |
| Jackson National | 0 | 0 | 0 | 0 | -- |
| Global X | 0 | 0 | 0 | 0 | -- |
| First Trust | 0 | 0 | 0 | 0 | -- |
| Bridge Builder Trust | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 50 managers: 5,072 for, 2,827,797 1 year, 380,858 3 year, 1,076 unknown. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Renaissance | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| AQR | 0 | 0 | 0 | 0 | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Two Sigma | 0 | 0 | 0 | 0 | -- |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | -- |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| STATE OF WISCONSIN INVESTMENT BOARD | 0 | 0 | 0 | 0 | -- |
| DE Shaw | 0 | 0 | 0 | 0 | -- |
| STRS OHIO | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 115 managers: 3,836 for, 4,122,778 1 year, 137,048 3 year. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Ratifying the selection of Forvis Mazars, LLP as Waterstone Financial, Inc.'s independent registered public accounting firm.
Waterstone Financial, Inc.’s own tally for this item (“2. "Ratification of the selection of FORVIS MAZARS, LLP as the Company's auditors for the year ending December 31, 2026."”): 14,753,029 for, 84,156 against, per its Form 8-K filed May 19, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 50 asset managers below reported 3,214,803 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 777,632 | 0 | 0 | 0 | For |
| BlackRock | 614,130 | 0 | 0 | 0 | For |
| Fidelity | 414,462 | 0 | 0 | 0 | For |
| Dimensional | 352,699 | 0 | 0 | 0 | For |
| American Century | 240,400 | 0 | 0 | 0 | For |
| Charles Schwab | 125,676 | 0 | 0 | 0 | For |
| EA Series Trust | 122,380 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 118,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TIAA | 42,971 | 0 | 0 | 0 | For |
| Equitable | 42,573 | 0 | 0 | 0 | For |
| Goldman Sachs | 34,439 | 0 | 0 | 0 | For |
| WisdomTree | 30,736 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 26,185 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 24,206 | 0 | 0 | 0 | For |
| UNIFIED SERIES TRUST | 18,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 16,931 | 0 | 0 | 0 | For |
| Invesco | 11,400 | 0 | 0 | 0 | For |
| Pacific Life | 10,173 | 0 | 0 | 0 | For |
| John Hancock | 8,344 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 8,219 | 0 | 0 | 0 | For |
| Jackson National | 7,698 | 0 | 0 | 0 | For |
| Global X | 7,212 | 0 | 0 | 0 | For |
| First Trust | 6,496 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 6,437 | 0 | 0 | 0 | For |
Showing the 25 largest of 50 asset managers. See all 50 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 18,053,082 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.31% |
| 2 | BlackRock | 3.40% |
| 3 | Fidelity | 2.30% |
| 4 | Dimensional | 1.95% |
| 5 | American Century | 1.33% |
| 6 | Charles Schwab | 0.70% |
| 7 | EA Series Trust | 0.68% |
| 8 | TETON WESTWOOD FUNDS | 0.65% |
| 9 | BRIDGEWAY FUNDS INC | 0.52% |
| 10 | TIAA | 0.24% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Renaissance | 5.67% |
| 2 | BlackRock | 4.45% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 2.03% |
| 4 | American Century | 1.35% |
| 5 | AQR | 1.03% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.93% |
| 7 | Dimensional | 0.76% |
| 8 | Charles Schwab | 0.70% |
| 9 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0.68% |
| 10 | Northern Trust | 0.68% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 8.34% | 13F |
| Dimensional Fund Advisors | 7.83% | 13F |
| Renaissance Technologies | 6.06% | 13F |
| Vanguard Group | 4.91% | 13F |
| State Street | 2.19% | 13F |
| Geode Capital | 2.03% | 13F |
| Goldman Sachs | 1.41% | 13F |
| AQR Capital | 1.25% | 13F |
| Morgan Stanley | 0.99% | 13F |
| Northern Trust | 0.78% | 13F |
Percentages above are of 18,053,082 shares outstanding, as reported by Waterstone Financial, Inc. on its Form 10-Q dated April 30, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Waterstone Financial, Inc.’s 10-Q dated April 30, 2026. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At Waterstone Financial, Inc.'s shareholder meeting held May 19, 2026, in the 2025-2026 proxy season, 157 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,085 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Approving an advisory, non-binding resolution to approve the executive compensation described… — FOR was 95% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Waterstone Financial, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 19, 2026.
Waterstone Financial, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.