WBIL Institutional Ownership & Shareholders
WBI BULLBEAR QUALITY 3000 ET (WBIL) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wbi Investments, Llc is currently the largest disclosed institutional shareholder of WBIL tracked by InsiderSet, reporting ownership valued at approximately $21.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.73M, representing an estimated loss of -2.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WBIL value among the investors covered in this analysis. Major shareholders include Wbi Investments, Llc, Maridea Wealth Management Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in WBI BULLBEAR QUALITY 3000 ET (WBIL).
This page ranks the largest institutional WBIL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$47.37M
Largest Holder
Wbi Investments, Llc
Largest Position
$21.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wbi Investments, Llc | 5.30% | 531,052 | $21,366,711 | $20,733,757 | -$632,954 | -2.96% | |
| Maridea Wealth Management Llc | 1.92% | 439,306 | $17,675,325 | $17,151,736 | -$523,589 | -2.96% | |
| Envestnet Asset Management Inc | 0.00% | 77,951 | $3,136,331 | $3,043,425 | -$92,906 | -2.96% | |
| Advyzon Investment Management, Llc | 0.09% | 31,447 | $1,265,261 | $1,227,779 | -$37,482 | -2.96% | |
| Ausdal Financial Partners, Inc. | 0.05% | 31,447 | $1,265,261 | $1,227,779 | -$37,482 | -2.96% | |
| Lpl Financial Llc | 0.00% | 26,310 | $1,058,590 | $1,027,216 | -$31,374 | -2.96% | |
| Cetera Investment Advisers | 0.00% | 13,507 | $543,434 | $527,351 | -$16,083 | -2.96% | |
| World Investment Advisors | 0.01% | 10,132 | $407,658 | $395,582 | -$12,076 | -2.96% | |
| Susquehanna International Group, Llp | 0.00% | 8,932 | $359,376 | $348,730 | -$10,646 | -2.96% | |
| Osaic Holdings, Inc. | 0.00% | 5,068 | $203,921 | $197,869 | -$6,052 | -2.97% | |
| Morgan Stanley | 0.00% | 2,039 | $82,039 | $79,608 | -$2,431 | -2.96% | |
| Ubs Group Ag | 0.00% | 183 | $7,363 | $7,145 | -$218 | -2.96% |
Frequently asked questions about WBIL
Who are the largest institutional holders of WBIL?
The largest institutional holders of WBIL reported in the latest SEC Form 13F filings include Wbi Investments, Llc, Maridea Wealth Management Llc, Envestnet Asset Management Inc, Advyzon Investment Management, Llc, and Ausdal Financial Partners, Inc.. InsiderSet ranks institutional holders by their latest reported WBIL position.
What is WBIL institutional ownership?
This page tracks WBIL positions reported by institutional investment managers through SEC Form 13F. WBI BULLBEAR QUALITY 3000 ET (WBIL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WBIL?
InsiderSet currently tracks 12 institutional managers reporting WBIL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WBIL shareholders.
How much WBIL stock do institutions own?
Institutional investment managers disclosed approximately $47.37M in WBIL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WBIL institutional ownership last updated?
The latest WBIL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WBIL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WBIL position after the reporting date.
Are institutions buying or selling WBIL?
Institutional buying and selling can be analyzed by comparing WBIL positions across consecutive 13F reporting periods. InsiderSet's WBIL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WBIL ownership changes.
How has WBIL institutional ownership changed over time?
InsiderSet tracks WBIL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.