Who owns WBI (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-Q1 13F filings. 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
The tracked-fund tape on WBI is one-sided between 2025-Q4 and 2026-Q1: 82 added or opened and 26 trimmed or exited — on balance accumulating.
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 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp 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 2025-Q4 and 2026-Q1, across 155 tracked filers holding WBI, 114 increased or opened the position and 40 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 27
- DEVON ENERGY CORP/DE$476M
- T. Rowe Price Investment Management, Inc.$58M
- FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$17M
- LOOMIS SAYLES & CO L P$16M
- Zimmer Partners, LP$9M
- TWO SIGMA INVESTMENTS, LP$8M
Full exits 15
- STEADFAST CAPITAL MANAGEMENT LP$21M
- Merewether Investment Management, LP$17M
- Yaupon Capital Management LP$10M
- CIBC Private Wealth Group LLC$8M
- HITE Hedge Asset Management LLC$6M
- VAN ECK ASSOCIATES CORP$5M
Largest adds
- HORIZON KINETICS ASSET MANAGEMENT LLC$60M
- CITADEL ADVISORS LLC$24M
- FMR LLC$21M
- Tensile Capital Management LP$16M
- SCHWARTZ INVESTMENT COUNSEL INC$15M
- MARSHALL WACE, LLP$15M
Largest trims
- MILLENNIUM MANAGEMENT LLC$15M
- HAMILTON LANE ADVISORS LLC$13M
- Longaeva Partners L.P.$6M
- MORGAN STANLEY$5M
- Cinctive Capital Management LP$5M
- JANE STREET GROUP, LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DEVON ENERGY CORP/DE new | 17,757,225 | $476M | 29.7% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 7,342,147 | $197M | 12.3% | 2026-Q1 |
| FMR LLC trimmed | 3,789,683 | $102M | 6.3% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. new | 2,153,601 | $58M | 3.6% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 1,603,029 | $43M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,179,525 | $32M | 2.0% | 2026-Q1 |
| EMORY UNIVERSITY | 1,000,000 | $27M | 1.7% | 2026-Q1 |
| Tensile Capital Management LP added | 984,574 | $26M | 1.6% | 2026-Q1 |
| Ranger Investment Management, L.P. added | 924,570 | $25M | 1.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 909,651 | $24M | 1.5% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 803,720 | $22M | 1.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 743,162 | $20M | 1.2% | 2026-Q1 |
| Hill City Capital, LP | 700,000 | $19M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 672,990 | $18M | 1.1% | 2026-Q1 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new | 641,861 | $17M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 641,560 | $17M | 1.1% | 2026-Q1 |
| FEDERATED HERMES, INC. | 633,000 | $17M | 1.1% | 2026-Q1 |
| Hood River Capital Management LLC added | 620,574 | $17M | 1.0% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 600,602 | $16M | 1.0% | 2026-Q1 |
| Cinctive Capital Management LP trimmed | 588,908 | $16M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 573,508 | $15M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 464,900 | $12M | 0.8% | 2026-Q1 |
| REAVES W H & CO INC | 450,000 | $12M | 0.8% | 2026-Q1 |
| Walleye Capital LLC added | 365,380 | $10M | 0.6% | 2026-Q1 |
| UBS Group AG added | 327,661 | $9M | 0.5% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 323,923 | $9M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 323,061 | $9M | 0.5% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 320,000 | $9M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 315,910 | $8M | 0.5% | 2026-Q1 |
| Ghisallo Capital Management LLC | 300,000 | $8M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 280,669 | $8M | 0.5% | 2026-Q1 |
| MAD RIVER INVESTORS added | 270,900 | $7M | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 263,573 | $7M | 0.4% | 2026-Q1 |
| HAMILTON LANE ADVISORS LLC trimmed | 260,314 | $7M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 250,730 | $7M | 0.4% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC | 250,000 | $7M | 0.4% | 2026-Q1 |
| Moors & Cabot, Inc. added | 234,082 | $6M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 231,460 | $6M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 218,400 | $6M | 0.4% | 2026-Q1 |
| Jump Financial, LLC added | 212,328 | $6M | 0.4% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT new | 202,500 | $5M | 0.3% | 2026-Q1 |
| EagleClaw Capital Managment, LLC added | 200,200 | $5M | 0.3% | 2026-Q1 |
| Aventail Capital Group, LP added | 184,230 | $5M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 174,832 | $5M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 172,043 | $5M | 0.3% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 169,565 | $5M | 0.3% | 2026-Q1 |
| Burkehill Global Management, LP | 150,000 | $4M | 0.3% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 143,380 | $4M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 137,373 | $4M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 131,289 | $4M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 127,978 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 125,398 | $3M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 117,291 | $3M | 0.2% | 2026-Q1 |
| CAZ INVESTMENTS LP | 112,500 | $3M | 0.2% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 110,000 | $3M | 0.2% | 2026-Q1 |
| LMR Partners LLP | 104,400 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 100,411 | $3M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 99,226 | $3M | 0.2% | 2026-Q1 |
| Aquatic Capital Management LLC new | 98,710 | $3M | 0.2% | 2026-Q1 |
| ING GROEP NV | 94,000 | $3M | 0.2% | 2026-Q1 |
| Trexquant Investment LP new | 92,189 | $2M | 0.2% | 2026-Q1 |
| Quantbot Technologies LP added | 90,066 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 89,300 | $2M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 89,233 | $2M | 0.1% | 2026-Q1 |
| PECAUT & CO. added | 87,500 | $2M | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 84,290 | $2M | 0.1% | 2026-Q1 |
| Massar Capital Management, LP new | 84,224 | $2M | 0.1% | 2026-Q1 |
| PROMETHIUM ADVISORS,LLC added | 71,097 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank new | 68,500 | $2M | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP new | 64,774 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 61,786 | $2M | 0.1% | 2026-Q1 |
| Weiss Asset Management LP added | 60,000 | $2M | 0.1% | 2026-Q1 |
| TD Asset Management Inc new | 57,312 | $2M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP new | 49,038 | $1M | 0.1% | 2026-Q1 |
| STEADFAST CAPITAL MANAGEMENT LP added | 1,053,289 | $21M | 1.3% | 2025-Q4 stale |
| Merewether Investment Management, LP | 870,400 | $17M | 1.1% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 669,663 | $17M | 1.1% | 2025-Q3 stale |
| Yaupon Capital Management LP trimmed | 497,046 | $10M | 0.6% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 400,000 | $8M | 0.5% | 2025-Q4 stale |
| Covalis Capital LLP new | 300,000 | $8M | 0.5% | 2025-Q3 stale |
| Monashee Investment Management LLC new | 240,000 | $6M | 0.4% | 2025-Q3 stale |
| Sculptor Capital LP new | 235,000 | $6M | 0.4% | 2025-Q3 stale |
| HITE Hedge Asset Management LLC added | 284,689 | $6M | 0.4% | 2025-Q4 stale |
| EAGLE GLOBAL ADVISORS LLC new | 200,000 | $5M | 0.3% | 2025-Q3 stale |
| VAN ECK ASSOCIATES CORP trimmed | 244,160 | $5M | 0.3% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 185,388 | $5M | 0.3% | 2025-Q3 stale |
| Centiva Capital, LP new | 165,219 | $4M | 0.3% | 2025-Q3 stale |
| NORGES BANK new | 200,000 | $4M | 0.2% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. new | 150,000 | $4M | 0.2% | 2025-Q3 stale |
| BROOKFIELD Corp /ON/ new | 89,209 | $2M | 0.1% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 107,867 | $2M | 0.1% | 2025-Q4 stale |
| Fortress Investment Group LLC new | 80,572 | $2M | 0.1% | 2025-Q3 stale |
| GeoSphere Capital Management, LLC new | 80,000 | $2M | 0.1% | 2025-Q3 stale |
| Hound Partners, LLC | 100,000 | $2M | 0.1% | 2025-Q4 stale |
| SIR Capital Management, L.P. new | 76,300 | $2M | 0.1% | 2025-Q3 stale |
| Jain Global LLC new | 75,000 | $2M | 0.1% | 2025-Q3 stale |
| Hudson Bay Capital Management LP | 75,000 | $2M | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC new | 90,122 | $2M | 0.1% | 2025-Q4 stale |
| Point72 (DIFC) Ltd new | 55,388 | $1M | 0.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. new | 50,000 | $1M | 0.1% | 2025-Q3 stale |
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.