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Compiled from SEC Form N-PX filings and Waterstone Financial, Inc.’s Form 8-K, filed 2026-05-19 (Item 5.07 on EDGAR). Page generated 02 October 2026.
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 2026-05-19 (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 | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Stephen Schmidt | 11,296,357 | -- | -- | 668,600 | -- | Majority: yes |
| Elect Director: Derek Tyus | 11,644,708 | -- | -- | 320,249 | -- | Majority: yes |
| Elect Director: Molly Mulroy | 11,636,482 | -- | -- | 328,475 | -- | Majority: yes |
| Proposal 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 | -- | -- | Majority: yes |
| Proposal 3: "An advisory, non-binding resolution to approve the executive compensation." | 11,280,893 | 549,962 | 134,102 | -- | -- | Majority: yes |
Source: Waterstone Financial, Inc., Form 8-K, filed with the SEC on 2026-05-19 — 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 3 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Waterstone Financial, Inc.’s own tally for this item (“Proposal 3: "An advisory, non-binding resolution to approve the executive compensation."”): 11,280,893 for, 549,962 against, per its Form 8-K filed 2026-05-19 (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. Of all 18,053,082 outstanding shares: 62% for, 3% against (66% of the company cast a for/against vote).
The 154 asset managers below cast 99.8% of the shares they voted on this item FOR (7,400,509 for, 13,048 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,418,383 | 0 | 0 | 0 | For |
| Renaissance | 1,023,519 | 0 | 0 | 0 | For |
| Vanguard | 880,267 | 1 | 0 | 0 | For |
| Fidelity | 497,910 | 0 | 0 | 0 | For |
| Dimensional | 489,747 | 0 | 0 | 0 | For |
| American Century | 484,816 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 365,784 | 0 | 0 | 0 | For |
| Charles Schwab | 252,348 | 0 | 0 | 0 | For |
| AQR | 186,576 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 167,016 | 0 | 0 | 0 | For |
| Goldman Sachs | 125,198 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 123,044 | 0 | 0 | 0 | For |
| EA Series Trust | 122,380 | 0 | 0 | 0 | For |
| Northern Trust | 122,354 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 96,093 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| Two Sigma | 61,126 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 59,374 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 59,000 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 44,546 | 0 | 0 | 0 | For |
| Nuveen | 43,630 | 0 | 0 | 0 | For |
| TIAA | 42,971 | 0 | 0 | 0 | For |
| Equitable | 42,573 | 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 |
Showing the 25 largest of 154 asset managers. See all 154 in the interactive database.
Combines 3 wordings of this item as funds reported it.
100% fund support · no official result
The 154 asset managers below cast 100% of the shares they voted on this item FOR (8,908 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | 1 Year |
| Renaissance | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| American Century | 0 | 0 | 0 | 0 | One Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| AQR | 0 | 0 | 0 | 0 | One Year |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | 0 | 0 | 0 | One Year |
| Goldman Sachs | 0 | 0 | 0 | 0 | One Year |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | One Year |
| EA Series Trust | 0 | 0 | 0 | 0 | 1 Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | One Year |
| Two Sigma | 0 | 0 | 0 | 0 | One Year |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | One Year |
| TETON WESTWOOD FUNDS | 0 | 0 | 0 | 0 | 1 Year |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 0 | 0 | 0 | One Year |
| Nuveen | 0 | 0 | 0 | 0 | One Year |
| TIAA | 0 | 0 | 0 | 0 | One Year |
| Equitable | 0 | 0 | 0 | 0 | One Year |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0 | 0 | 0 | 0 | 1 Year |
| STATE OF WISCONSIN INVESTMENT BOARD | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 154 asset managers. See all 154 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Waterstone Financial, Inc.’s own tally for this item (“Proposal 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 2026-05-19 (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. Of all 18,053,082 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 50 asset managers below cast 100% of the shares they voted on this item FOR (3,152,837 for, 0 against).
| 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 |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 59,000 | 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.
Combines 7 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
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 2026-05-19 (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. Of all 18,053,082 outstanding shares: 63% for, 4% withheld (66% of the company cast a for/withheld vote).
The 49 asset managers below cast 100% of the shares they voted on this item FOR (3,105,637 for, 0 against).
| 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 |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 59,000 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 42,971 | 0 | Abstain |
| 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
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 2026-05-19 (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. Of all 18,053,082 outstanding shares: 65% for, 2% withheld (66% of the company cast a for/withheld vote).
The 49 asset managers below cast 100% of the shares they voted on this item FOR (3,149,923 for, 0 against).
| 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 |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 59,000 | 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
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 2026-05-19 (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. Of all 18,053,082 outstanding shares: 64% for, 2% withheld (66% of the company cast a for/withheld vote).
The 49 asset managers below cast 100% of the shares they voted on this item FOR (3,149,923 for, 0 against).
| 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 |
| BRIDGEWAY FUNDS INC | 93,793 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 59,000 | 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.
95% Majority: yes · of votes cast
Waterstone Financial, Inc.’s own tally for this item (“Proposal 3: "An advisory, non-binding resolution to approve the executive compensation."”): 11,280,893 for, 549,962 against, per its Form 8-K filed 2026-05-19 (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. Of all 18,053,082 outstanding shares: 62% for, 3% against (66% of the company cast a for/against vote).
The 3 asset managers below cast 100% of the shares they voted on this item FOR (2,345 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CSM Advisors, LLC | 0 | 0 | 0 | 0 | Unknown |
| ALGERT GLOBAL LLC | 2,303 | 0 | 0 | 0 | For |
| Coyle Financial Counsel LLC | 42 | 0 | 0 | 0 | For |
Ranked by the number of Waterstone Financial, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 18,053,082 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 7.86% |
| 2 | Renaissance | 5.67% |
| 3 | Vanguard | 4.88% |
| 4 | Fidelity | 2.76% |
| 5 | Dimensional | 2.71% |
| 6 | American Century | 2.69% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.03% |
| 8 | Charles Schwab | 1.40% |
| 9 | AQR | 1.03% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.93% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| 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 2026-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2026-04-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Waterstone Financial, Inc.'s shareholder meeting held 2026-05-19, in the 2025-2026 proxy season, 157 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,063 separate fund positions. Their filings are grouped here into 7 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 2026-05-19.
Waterstone Financial, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).