Who owns WBI
Which tracked institutional funds hold WBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WBI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
73 tracked funds added or opened WBI while 37 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WBI’s largest tracked holder by dollar value, Devon Energy Corp/DE, sizes it at 34.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 34.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WBI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 157 tracked filers holding WBI, 98 increased or opened the position and 81 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WBI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- ALPS ADVISORS INC$338M
- Capital Research Global Investors$51M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$27M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$18M
- Westend Capital Management, LLC$11M
- Artisan Partners Limited Partnership$11M
Full exits 24
- T. Rowe Price Investment Management, Inc.$58M
- RENAISSANCE TECHNOLOGIES LLC$12M
- Walleye Capital LLC$10M
- Zimmer Partners, LP$9M
- HRT FINANCIAL LP$7M
- HAMILTON LANE ADVISORS LLC$7M
Largest adds
- Devon Energy Corp/DE$73M
- HORIZON KINETICS ASSET MANAGEMENT LLC$65M
- UBS Group AG$58M
- Hood River Capital Management LLC$51M
- FMR LLC$31M
- JPMORGAN CHASE & CO$29M
Largest trims
- CITADEL ADVISORS LLC$20M
- Cinctive Capital Management LP$9M
- REAVES W H & CO INC$6M
- MILLENNIUM MANAGEMENT LLC$5M
- MORGAN STANLEY$3M
- Jump Financial, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Devon Energy Corp/DE trimmed | 16,002,051 | $548M | 24.2% | 2026-Q2 |
| ALPS ADVISORS INC new | 9,851,493 | $338M | 14.9% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 7,650,237 | $262M | 11.6% | 2026-Q2 |
| FMR LLC added | 3,869,296 | $133M | 5.9% | 2026-Q2 |
| Hood River Capital Management LLC added | 1,960,405 | $67M | 3.0% | 2026-Q2 |
| UBS Group AG added | 1,935,231 | $66M | 2.9% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 1,681,789 | $58M | 2.5% | 2026-Q2 |
| Capital Research Global Investors new | 1,497,559 | $51M | 2.3% | 2026-Q2 |
| Tensile Capital Management LP added | 1,082,533 | $37M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,074,786 | $37M | 1.6% | 2026-Q2 |
| EMORY UNIVERSITY added | 1,001,685 | $34M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 905,080 | $30M | 1.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 831,453 | $28M | 1.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 821,534 | $28M | 1.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 803,720 | $28M | 1.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new | 783,780 | $27M | 1.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 705,798 | $24M | 1.1% | 2026-Q2 |
| Hill City Capital, LP | 700,000 | $24M | 1.1% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 682,262 | $23M | 1.0% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 620,000 | $21M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 600,225 | $21M | 0.9% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 599,413 | $21M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 590,000 | $20M | 0.9% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. trimmed | 562,311 | $19M | 0.9% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 547,482 | $19M | 0.8% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 532,269 | $18M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 495,644 | $17M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 414,516 | $14M | 0.6% | 2026-Q2 |
| Westend Capital Management, LLC new | 333,660 | $11M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 322,633 | $11M | 0.5% | 2026-Q2 |
| Artisan Partners Limited Partnership new | 313,978 | $11M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 292,882 | $10M | 0.4% | 2026-Q2 |
| MAD RIVER INVESTORS trimmed | 267,801 | $9M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 264,698 | $9M | 0.4% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC | 250,000 | $9M | 0.4% | 2026-Q2 |
| Moors & Cabot, Inc. added | 240,869 | $8M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 218,840 | $7M | 0.3% | 2026-Q2 |
| EagleClaw Capital Managment, LLC added | 203,650 | $7M | 0.3% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 200,000 | $7M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 197,302 | $7M | 0.3% | 2026-Q2 |
| Cinctive Capital Management LP trimmed | 197,078 | $7M | 0.3% | 2026-Q2 |
| TD Asset Management Inc added | 179,210 | $6M | 0.3% | 2026-Q2 |
| BlackRock, Inc. added | 178,290 | $6M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 172,405 | $6M | 0.3% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 170,715 | $6M | 0.3% | 2026-Q2 |
| REAVES W H & CO INC trimmed | 170,000 | $6M | 0.3% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 163,640 | $6M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP | 150,000 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 149,246 | $5M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 147,604 | $5M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP new | 143,768 | $5M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 137,922 | $5M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 136,718 | $5M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 127,205 | $4M | 0.2% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC added | 112,500 | $4M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 109,176 | $4M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 104,809 | $4M | 0.2% | 2026-Q2 |
| LMR Partners LLP | 104,400 | $4M | 0.2% | 2026-Q2 |
| ING GROEP NV | 94,000 | $3M | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 87,591 | $3M | 0.1% | 2026-Q2 |
| PECAUT & CO. trimmed | 87,000 | $3M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 80,900 | $3M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 80,200 | $3M | 0.1% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac new | 78,277 | $2M | 0.1% | 2026-Q2 |
| PROMETHIUM ADVISORS,LLC added | 74,876 | $3M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 70,502 | $2M | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 66,825 | $2M | 0.1% | 2026-Q2 |
| CAZ INVESTMENTS LP trimmed | 50,000 | $2M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC added | 49,500 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 45,195 | $2M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 40,487 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 36,869 | $1M | 0.1% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 36,740 | $1M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System new | 35,663 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 33,834 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 32,056 | $1M | 0.0% | 2026-Q2 |
| VARCOV Co. new | 31,419 | $1M | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC new | 31,147 | $1M | 0.0% | 2026-Q2 |
| Lido Advisors, LLC added | 30,297 | $1M | 0.0% | 2026-Q2 |
| NORGES BANK trimmed | 29,016 | $994K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 28,473 | $976K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 26,793 | $918K | 0.0% | 2026-Q2 |
| Benin Management CORP trimmed | 25,580 | $877K | 0.0% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 25,350 | $869K | 0.0% | 2026-Q2 |
| Adalta Capital Management LLC added | 24,875 | $852K | 0.0% | 2026-Q2 |
| XTX Topco Ltd added | 24,121 | $827K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 20,466 | $701K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 20,200 | $692K | 0.0% | 2026-Q2 |
| PKS Advisory Services, LLC new | 18,728 | $642K | 0.0% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new | 18,171 | $623K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,025 | $618K | 0.0% | 2026-Q2 |
| Thompson David Blair new | 16,830 | $577K | 0.0% | 2026-Q2 |
| Atlas Wealth Partners, LLC | 15,715 | $539K | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 15,331 | $525K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 15,129 | $518K | 0.0% | 2026-Q2 |
| BOURGEON CAPITAL MANAGEMENT LLC | 14,600 | $500K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 14,395 | $493K | 0.0% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI | 14,062 | $482K | 0.0% | 2026-Q2 |
| Voleon Capital Management LP new | 13,994 | $480K | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 13,993 | $480K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.