WBIY Institutional Ownership & Shareholders
WBI POWER FACTOR HIGH DIV (WBIY) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.07M 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 WBIY tracked by InsiderSet, reporting ownership valued at approximately $30.12M 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 $31.79M, representing an estimated gain of +5.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed WBIY value among the investors covered in this analysis. Major shareholders include Wbi Investments, Llc, Maridea Wealth Management Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WBI POWER FACTOR HIGH DIV (WBIY).
This page ranks the largest institutional WBIY 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
22
Total Reported Value
$58.07M
Largest Holder
Wbi Investments, Llc
Largest Position
$30.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wbi Investments, Llc | 7.46% | 861,831 | $30,118,400 | $31,793,721 | +$1,675,321 | +5.56% | |
| Maridea Wealth Management Llc | 1.49% | 392,719 | $13,724,342 | $14,487,757 | +$763,415 | +5.56% | |
| Lpl Financial Llc | 0.00% | 140,879 | $4,923,300 | $5,197,153 | +$273,853 | +5.56% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 62,116 | $2,170,780 | $2,291,515 | +$120,735 | +5.56% | |
| Envestnet Asset Management Inc | 0.00% | 58,249 | $2,035,628 | $2,148,858 | +$113,230 | +5.56% | |
| Cetera Investment Advisers | 0.00% | 20,033 | $700,090 | $739,035 | +$38,945 | +5.56% | |
| Advyzon Investment Management, Llc | 0.05% | 17,918 | $626,180 | $661,011 | +$34,831 | +5.56% | |
| Ausdal Financial Partners, Inc. | 0.02% | 17,918 | $626,180 | $661,011 | +$34,831 | +5.56% | |
| Morgan Stanley | 0.00% | 16,941 | $592,044 | $624,969 | +$32,925 | +5.56% | |
| Gts Securities Llc | 0.01% | 12,701 | $443,862 | $468,551 | +$24,689 | +5.56% | |
| Private Advisor Group, Llc | 0.00% | 12,418 | $433,961 | $458,111 | +$24,150 | +5.57% | |
| Hbw Advisory Services Llc | 0.03% | 10,037 | $350,392 | $370,274 | +$19,882 | +5.67% | |
| Osaic Holdings, Inc. | 0.00% | 9,784 | $341,985 | $360,941 | +$18,956 | +5.54% | |
| Southland Equity Partners Llc | 0.06% | 9,666 | $337,440 | $356,587 | +$19,147 | +5.67% | |
| World Investment Advisors | 0.00% | 7,394 | $258,398 | $272,771 | +$14,373 | +5.56% | |
| Harbour Investments, Inc. | 0.00% | 7,326 | $256,022 | $270,263 | +$14,241 | +5.56% | |
| Fmr Llc | 0.00% | 1,229 | $42,957 | $45,339 | +$2,382 | +5.54% | |
| Signature Equity Partners, Llc | 0.01% | 1,067 | $37,261 | $39,363 | +$2,102 | +5.64% | |
| Assetmark, Inc | 0.00% | 615 | $21,470 | $22,688 | +$1,218 | +5.67% | |
| Fourth Dimension Wealth, Llc | 0.01% | 454 | $15,866 | $16,748 | +$882 | +5.56% | |
| Ubs Group Ag | 0.00% | 369 | $12,895 | $13,613 | +$718 | +5.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,527 | $508 | $535,914 | +$535,406 | +105394.90% |
Frequently asked questions about WBIY
Who are the largest institutional holders of WBIY?
The largest institutional holders of WBIY reported in the latest SEC Form 13F filings include Wbi Investments, Llc, Maridea Wealth Management Llc, Lpl Financial Llc, Stratos Wealth Partners, Ltd., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported WBIY position.
What is WBIY institutional ownership?
This page tracks WBIY positions reported by institutional investment managers through SEC Form 13F. WBI POWER FACTOR HIGH DIV (WBIY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WBIY?
InsiderSet currently tracks 22 institutional managers reporting WBIY 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 WBIY shareholders.
How much WBIY stock do institutions own?
Institutional investment managers disclosed approximately $58.07M in WBIY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WBIY institutional ownership last updated?
The latest WBIY 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 WBIY 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 WBIY position after the reporting date.
Are institutions buying or selling WBIY?
Institutional buying and selling can be analyzed by comparing WBIY positions across consecutive 13F reporting periods. InsiderSet's WBIY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WBIY ownership changes.
How has WBIY institutional ownership changed over time?
InsiderSet tracks WBIY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.