Waterstone Financial Inc (WSBF) — 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 WSBF equity to assets ratio to measure how much of total assets are equity-financed.
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 June 2026, the index stands at 67.6%, representing strategic assets of $237.35 Million against net assets of $351.13 Million USD. For live market cap and overall valuation, see Waterstone Financial Inc market capitalisation.
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. See Waterstone Financial Inc book value and equity for net asset value and shareholders' equity analysis.
| 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 | — |