WBI POWER FACTOR HIGH DIV (WBIY) Institutional Ownership and Insiders Activity
WBI POWER FACTOR HIGH DIV (WBIY) is widely held by institutional investors, with 23 firms reporting positions valued at approximately $58.57M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Wbi Investments, Llc is the largest disclosed holder, reporting approximately $30.12M in WBIY holdings in its latest filing.
Institutional ownership remains highly concentrated, with Wbi Investments, Llc representing the majority of disclosed value.
Institutional Holders
23
Total Reported Value
$58.57M
Largest Holder
Wbi Investments, Llc
Largest Position
$30.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Wbi Investments, Llc$30.12M
- Maridea Wealth Management Llc$13.72M
- Lpl Financial Llc$4.92M
- Stratos Wealth Partners, Ltd.$2.17M
- Envestnet Asset Management Inc$2.04M