WBI POWER FACTOR HIGH DIV (WBIY) Institutional Ownership Changes & 13F Activity
WBI POWER FACTOR HIGH DIV (WBIY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Founders Financial Securities Llc, Maridea Wealth Management Llc, Wbi Investments, Llc, Hightower Advisors, Llc, and Hbw Advisory Services Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gts Securities Llc | Sell | -3,880 | -23.4% | 12,701 | $443.86K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -2,438 | -24.8% | 7,394 | $258.40K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +950 | +10.8% | 9,784 | $341.99K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +185 | +1.0% | 17,918 | $626.18K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +185 | +1.0% | 17,918 | $626.18K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -2,009 | -10.6% | 16,941 | $592.04K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +529 | +75.6% | 1,229 | $42.96K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -221 | -37.5% | 369 | $12.89K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +3,881 | +24.0% | 20,033 | $700.09K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -300 | -3.9% | 7,326 | $256.02K | Q2 2026 | Aug 12, 2026 |
| Wbi Investments, Llc | Sell | -10,479 | -1.2% | 861,831 | $30.12M | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -796 | -1.3% | 62,116 | $2.17M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +1,691 | +1.2% | 140,879 | $4.92M | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management Llc | Sell | -13,089 | -3.2% | 392,719 | $13.72M | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Sell | -1,318 | -2.2% | 58,249 | $2.04M | Q2 2026 | Aug 03, 2026 |
| Founders Financial Securities Llc | Buy | +15,647 | — | 15,647 | $546.82K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +5,226 | +56.2% | 14,527 | $508.00 | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, Llc | Buy | +1 | +0.1% | 1,066 | $37.27K | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, Llc | Sell | -3,682 | -22.9% | 12,418 | $433.96K | Q2 2026 | Jul 27, 2026 |
| Hbw Advisory Services Llc | Buy | +8,553 | — | 8,553 | $298.90K | Q2 2026 | Jul 16, 2026 |
| Western Wealth Management, Llc | Sell | -500 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Hightower Advisors, Llc | Sell | -10,050 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about WBIY activity
Which institutional owners are buying WBIY?
Institutional owners buying WBIY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WBIY activity?
"Buy" means an investor increased their reported position in WBIY compared to the prior reporting period. This reflects growing exposure to WBI POWER FACTOR HIGH DIV (WBIY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WBIY increasing?
Institutional interest in WBIY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.