Who owns WBIG
Which tracked institutional funds hold WBIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WBIG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 WBIG is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 4 trimmed or exited — on balance reducing.
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
WBIG’s largest tracked holder by dollar value, WBI INVESTMENTS, LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WBIG 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 13 tracked filers holding WBIG, 4 increased or opened the position and 7 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 WBIG 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.
Largest adds
- GTS SECURITIES LLC$284K
Largest trims
- WBI INVESTMENTS, LLC$1M
- Maridea Wealth Management LLC$855K
- ENVESTNET ASSET MANAGEMENT INC$561K
- LPL Financial LLC$289K
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 |
|---|---|---|---|---|
| WBI INVESTMENTS, LLC trimmed | 743,108 | $17M | 39.4% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 664,185 | $16M | 35.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 151,187 | $4M | 8.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 49,111 | $1M | 2.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 41,304 | $972K | 2.2% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 41,304 | $972K | 2.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 39,388 | $927K | 2.1% | 2026-Q1 |
| World Investment Advisors trimmed | 30,449 | $717K | 1.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 22,091 | $520K | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,931 | $281K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,272 | $242K | 0.5% | 2026-Q1 |
| Southland Equity Partners LLC | 9,488 | $223K | 0.5% | 2026-Q1 |
| MORGAN STANLEY | 1 | $24 | 0.0% | 2026-Q1 |
| Atria Wealth Solutions, Inc. trimmed | 22,516 | $503K | 1.1% | 2025-Q2 stale |
| Bank of New York Mellon Corp trimmed | 21,080 | $462K | 1.0% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 17,797 | $411K | 0.9% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 13,740 | $318K | 0.7% | 2025-Q3 stale |
| UBS Group AG trimmed | 1,342 | $31K | 0.1% | 2025-Q3 stale |
| FMR LLC new | 1 | $23 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.