WBI POWER FACTOR HIGH DIV (WBIY) Top Institutional Shareholders
WBI POWER FACTOR HIGH DIV (WBIY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $57.47M in WBIY holdings during the latest filing period.
Wbi Investments, Llc is currently the largest disclosed institutional shareholder of WBIY tracked by InsiderSet, reporting ownership valued at approximately $29.61M in its March 31, 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 $30.23M, representing an estimated gain of +2.10% 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
23
Total Reported Value
$57.47M
Largest Holder
Wbi Investments, Llc
Largest Position
$29.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wbi Investments, Llc | 8.17% | 872,310 | $29,606,213 | $30,228,769 | +$622,556 | +2.10% | |
| Maridea Wealth Management Llc | 2.01% | 405,808 | $13,773,112 | $14,062,749 | +$289,637 | +2.10% | |
| Lpl Financial Llc | 0.00% | 139,188 | $4,724,037 | $4,823,379 | +$99,342 | +2.10% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 62,912 | $2,135,237 | $2,180,134 | +$44,897 | +2.10% | |
| Envestnet Asset Management Inc | 0.00% | 59,567 | $2,021,704 | $2,064,217 | +$42,513 | +2.10% | |
| Morgan Stanley | 0.00% | 18,950 | $643,194 | $656,688 | +$13,494 | +2.10% | |
| Advyzon Investment Management, Llc | 0.05% | 17,733 | $601,858 | $614,514 | +$12,656 | +2.10% | |
| Ausdal Financial Partners, Inc. | 0.03% | 17,733 | $601,858 | $614,514 | +$12,656 | +2.10% | |
| Gts Securities Llc | 0.02% | 16,581 | $562,759 | $574,593 | +$11,834 | +2.10% | |
| Cetera Investment Advisers | 0.00% | 16,152 | $548,205 | $559,727 | +$11,522 | +2.10% | |
| Private Advisor Group, Llc | 0.00% | 16,100 | $546,422 | $557,925 | +$11,503 | +2.11% | |
| Hightower Advisors, Llc | 0.00% | 10,050 | $341,097 | $348,270 | +$7,173 | +2.10% | |
| Southland Equity Partners Llc | 0.07% | 9,866 | $334,852 | $341,893 | +$7,041 | +2.10% | |
| World Investment Advisors | 0.01% | 9,832 | $333,700 | $340,715 | +$7,015 | +2.10% | |
| Osaic Holdings, Inc. | 0.00% | 8,834 | $299,898 | $306,131 | +$6,233 | +2.08% | |
| Harbour Investments, Inc. | 0.00% | 7,626 | $258,826 | $264,269 | +$5,443 | +2.10% | |
| Signature Equity Partners, Llc | 0.02% | 1,065 | $36,157 | $36,906 | +$749 | +2.07% | |
| Fmr Llc | 0.00% | 700 | $23,755 | $24,258 | +$503 | +2.12% | |
| Assetmark, Inc | 0.00% | 615 | $20,873 | $21,312 | +$439 | +2.10% | |
| Ubs Group Ag | 0.00% | 590 | $20,025 | $20,446 | +$421 | +2.10% | |
| Western Wealth Management, Llc | 0.00% | 500 | $16,970 | $17,327 | +$357 | +2.10% | |
| Fourth Dimension Wealth, Llc | 0.01% | 454 | $15,409 | $15,733 | +$324 | +2.10% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,301 | $316 | $322,314 | +$321,998 | +101898.12% |
Frequently asked questions about WBIY
Who owns the most WBIY stock?
The largest holders of WBIY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WBI POWER FACTOR HIGH DIV (WBIY).
Is WBIY widely held by superinvestors?
Many widely followed stocks like WBIY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WBIY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.