Who owns WBIL
Which tracked institutional funds hold WBIL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WBIL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened WBIL while 2 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
WBIL’s largest tracked holder by dollar value, WBI INVESTMENTS, LLC, sizes it at 5.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WBIL 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 12 tracked filers holding WBIL, 2 increased or opened the position and 11 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 WBIL 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.
Full exits 2
- MILLINGTON SECURITIES, LLC$19M
- GTS SECURITIES LLC$657K
Largest adds
- WBI INVESTMENTS, LLC$3M
- Maridea Wealth Management LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$457K
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 | 531,052 | $21M | 31.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 439,306 | $18M | 25.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 77,951 | $3M | 4.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 31,447 | $1M | 1.8% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 31,447 | $1M | 1.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 26,310 | $1M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 13,507 | $543K | 0.8% | 2026-Q2 |
| World Investment Advisors trimmed | 10,132 | $408K | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,932 | $359K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 5,068 | $204K | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,039 | $82K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 183 | $7K | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 559,037 | $19M | 27.3% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 19,553 | $657K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 7,444 | $259K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 33,793 | $1M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 9,066 | $295K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Bank of New York Mellon Corp trimmed | 8,102 | $264K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.