Who owns WBIY
Which tracked institutional funds hold WBIY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WBIY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
2 tracked funds added or opened WBIY while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
WBIY’s largest tracked holder by dollar value, WBI INVESTMENTS, LLC, sizes it at 8.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WBIY 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 23 tracked filers holding WBIY, 8 increased or opened the position and 16 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 WBIY 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.
Full exits 1
- Rockport Wealth LLC$4M
Largest adds
- WBI INVESTMENTS, LLC$4M
- Maridea Wealth Management LLC$314K
Largest trims
- GTS SECURITIES LLC$828K
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 added | 872,310 | $30M | 45.6% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 405,808 | $14M | 21.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 139,188 | $5M | 7.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 62,912 | $2M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 59,567 | $2M | 3.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 18,950 | $643K | 1.0% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 17,733 | $602K | 0.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 17,733 | $602K | 0.9% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 16,581 | $563K | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 16,152 | $548K | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 16,100 | $546K | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC | 10,050 | $341K | 0.5% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 9,866 | $335K | 0.5% | 2026-Q1 |
| World Investment Advisors trimmed | 9,832 | $334K | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 9,301 | $316K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 8,834 | $300K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 7,626 | $259K | 0.4% | 2026-Q1 |
| Signature Equity Partners, LLC | 1,065 | $36K | 0.1% | 2026-Q1 |
| FMR LLC added | 700 | $24K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 615 | $21K | 0.0% | 2026-Q1 |
| UBS Group AG added | 590 | $20K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 500 | $17K | 0.0% | 2026-Q1 |
| Fourth Dimension Wealth, LLC trimmed | 454 | $15K | 0.0% | 2026-Q1 |
| Rockport Wealth LLC added | 138,292 | $4M | 6.8% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 22,991 | $709K | 1.1% | 2025-Q3 stale |
| Advisor Resource Council added | 13,305 | $393K | 0.6% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 11,552 | $338K | 0.5% | 2025-Q2 stale |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 10,516 | $337K | 0.5% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,855 | $273K | 0.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 7,277 | $225K | 0.3% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,805 | $218K | 0.3% | 2025-Q4 stale |
| Bank of New York Mellon Corp trimmed | 7,051 | $208K | 0.3% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 1,182 | $38K | 0.1% | 2025-Q4 stale |
| CWM, LLC | 227 | $7K | 0.0% | 2025-Q2 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.