Waterstone Financial Inc Strategic Asset Allocation Index
Waterstone Financial Inc strategic asset allocation index. Waterstone Financial Inc (WSBF) has a Strategic Asset Allocation Index of 67.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $237.35 Million) total $237.35 Million, measured against net assets of $351.13 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Waterstone Financial Inc net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Waterstone Financial Inc (2002–2025)
Strategic asset allocation index of Waterstone Financial Inc from 2002 to 2025. This chart shows how Waterstone Financial Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2002 to 2025. As of June 2026, the index stands at 67.6%, representing strategic assets of $237.35 Million against net assets of $351.13 Million USD. Check Waterstone Financial Inc tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Waterstone Financial Inc Strategic Asset Allocation Index by Year (2002–2025)
Waterstone Financial Inc strategic asset allocation index by year from 2002 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Waterstone Financial Inc from 2002 to 2025, covering 23 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see WSBF market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 66.1% | $230.85 Million | $- | $230.85 Million | $349.39 Million | ▲ +4.6 pp |
| 2024 | 61.5% | $208.55 Million | $- | $208.55 Million | $339.13 Million | ▲ +1.9 pp |
| 2023 | 59.6% | $204.91 Million | $- | $204.91 Million | $344.06 Million | ▲ +0.8 pp |
| 2022 | 58.8% | $217.69 Million | $21.11 Million | $196.59 Million | $370.49 Million | ▲ +12.2 pp |
| 2021 | 46.5% | $201.29 Million | $22.27 Million | $179.02 Million | $432.77 Million | ▲ +0.5 pp |
| 2020 | 46.0% | $189.94 Million | $30.32 Million | $159.62 Million | $413.12 Million | ▼ -5.7 pp |
| 2019 | 51.7% | $203.50 Million | $25.03 Million | $178.48 Million | $393.69 Million | ▼ -0.9 pp |
| 2018 | 52.6% | $210.24 Million | $24.52 Million | $185.72 Million | $399.68 Million | ▼ -1.4 pp |
| 2017 | 54.0% | $222.65 Million | $22.94 Million | $199.71 Million | $412.10 Million | ▼ -7.0 pp |
| 2016 | 61.0% | $250.45 Million | $23.66 Million | $226.79 Million | $410.69 Million | ▼ -18.6 pp |
| 2015 | 79.6% | $311.79 Million | $25.33 Million | $286.46 Million | $391.93 Million | ▲ +10.6 pp |
| 2014 | 69.0% | $310.61 Million | $25.56 Million | $285.05 Million | $450.24 Million | ▲ +56.4 pp |
| 2013 | 12.6% | $27.09 Million | $27.09 Million | $- | $214.47 Million | ▼ -86.5 pp |
| 2012 | 99.1% | $1.30 Billion | $62.91 Million | $1.24 Billion | $1.31 Billion | ▼ -717.9 pp |
| 2011 | 817.0% | $1.36 Billion | $84.03 Million | $1.28 Billion | $166.37 Million | ▲ +800.6 pp |
| 2010 | 16.4% | $28.20 Million | $28.20 Million | $- | $172.22 Million | ▼ -0.9 pp |
| 2009 | 17.3% | $29.14 Million | $29.14 Million | $- | $168.59 Million | ▼ -0.6 pp |
| 2008 | 17.8% | $30.56 Million | $30.56 Million | $- | $171.27 Million | ▲ +2.0 pp |
| 2007 | 15.9% | $32.02 Million | $32.02 Million | $- | $201.82 Million | ▲ +2.3 pp |
| 2006 | 13.5% | $32.62 Million | $32.62 Million | $- | $241.27 Million | ▼ -4.5 pp |
| 2004 | 18.0% | $24.02 Million | $24.02 Million | $- | $133.42 Million | ▲ +5.1 pp |
| 2003 | 12.9% | $15.89 Million | $15.89 Million | $- | $122.80 Million | ▲ +2.3 pp |
| 2002 | 10.6% | $12.16 Million | $12.16 Million | $- | $114.60 Million | — |