Waterstone Financial Inc (WSBF) — Strategic Asset Allocation Index
Waterstone Financial Inc (WSBF) has a Strategic Asset Allocation Index of 68.1% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $237.02 Million) total $237.02 Million, measured against net assets of $348.21 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check WSBF asset liquidity ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Waterstone Financial Inc Strategic Asset Allocation Index (2002–2025)
This chart shows how Waterstone Financial Inc's Strategic Asset Allocation Index has evolved across 23 annual periods from 2002 to 2025. As of March 2026, the index stands at 68.1%, representing strategic assets of $237.02 Million against net assets of $348.21 Million USD. See Waterstone Financial Inc (WSBF) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Waterstone Financial Inc (2002–2025)
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 the full company profile including market capitalisation, see how much is Waterstone Financial Inc worth.
| 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 | — |