Financials · Savings Institution, Federally Chartered · Nasdaq · CIK 1569994 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $21.09 · Day +0.24% · Mkt cap $379M · P/E (FY) 14.3× · 1Y +52.1% · Off 52W high −1.9% · Vol (1Y) 23.6% Price2023-08-21 → 2026-08-21 WSBF close: $12.4 on 2023-08-21 to $21.1 on 2026-08-21. Split-adj closes · 240 of 5,249 · price returnⓘ At a glance | Short interest1.8% of sh out | | Days to cover4.9d | | 13F net flow (QoQ)+1.16% | | Top-10 13F concentration69.0% | | Next report (est.)2026-10-22 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)14.3× | | Sales (TTM)$150.2M | | Earnings (TTM)$30.1M | | ROE7.7% | | Net margin18.6% | | Debt / equity1.18× | | EPS growth 3Y18.5% | | Sales growth 3Y−4.4% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+29.8% | | 1Y+52.1% | | 3Y+91.9% | | 5Y+30.8% | | 10Y+114.4% | | Since incept. (ann.)+6.4% |
Total return · from 2005-10-05ⓘ Risk | Ann. volatility (1Y)23.6% | | Ann. volatility (3Y)28.7% | | Sharpe (1Y)1.90 | | Sharpe (3Y)0.91 | | Max drawdown (1Y)−9.2% | | Max drawdown (3Y)−26.5% | | Beta (3Y vs SPY)0.81 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 1.5M | $27M | 8.20% | −1.7% | | DIMENSIONAL FUND ADVISORS LP | 1.4M | $25M | 7.70% | −0.1% | | RENAISSANCE TECHNOLOGIES LLC | 1.1M | $20M | 5.96% | −2.0% | | VANGUARD CAPITAL MANAGEMENT LLC | 700,237 | $13M | 3.81% | new | | STATE STREET CORP | 394,515 | $7M | 2.15% | −4.2% | | GEODE CAPITAL MANAGEMENT, LLC | 366,680 | $7M | 2.00% | −1.1% | | Fourthstone LLC | 291,191 | $5M | 1.59% | +45.8% | | GOLDMAN SACHS GROUP INC | 254,464 | $5M | 1.39% | +41.3% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-23 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-23 | $0.49 | +14.0% | $40.3M | +5.8% | | 2026-03-31 | 2026-04-23 | $0.34 | +100.0% | $35.7M | +20.3% | | 2025-12-31 | 2026-01-28 | $0.43 | +53.6% | $37.2M | +16.7% | | 2025-09-30 | 2025-10-23 | $0.45 | +73.1% | $37.0M | +8.7% |
As-reported XBRL · next 2026-10-22 est.ⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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