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-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
2 tracked funds added or opened WBIY while 1 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
WBIY’s largest tracked holder by dollar value, WBI INVESTMENTS, LLC, sizes it at 7.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.5pp 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 2026-Q1 and 2026-Q2, across 23 tracked filers holding WBIY, 10 increased or opened the position and 14 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 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 1
- FOUNDERS FINANCIAL SECURITIES LLC$547K
Full exits 1
- MILLINGTON SECURITIES, LLC$30M
Largest adds
- WBI INVESTMENTS, LLC$512K
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 | 861,831 | $30M | 31.7% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 392,719 | $14M | 14.4% | 2026-Q2 |
| LPL Financial LLC added | 140,879 | $5M | 5.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 62,116 | $2M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 58,249 | $2M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 20,033 | $700K | 0.7% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 17,918 | $626K | 0.7% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 17,918 | $626K | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 16,941 | $592K | 0.6% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 15,647 | $547K | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 12,701 | $444K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,418 | $434K | 0.5% | 2026-Q2 |
| Southland Equity Partners LLC | 9,866 | $345K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 9,784 | $342K | 0.4% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC new | 8,553 | $299K | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 7,394 | $258K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 7,326 | $256K | 0.3% | 2026-Q2 |
| FMR LLC added | 1,229 | $43K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 1,066 | $37K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 650 | $23K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 615 | $21K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC | 454 | $16K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 369 | $13K | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 872,310 | $30M | 31.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 10,050 | $341K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 9,301 | $316K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 500 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Rockport Wealth LLC added | 138,292 | $4M | 4.7% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,805 | $218K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 1,182 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 22,991 | $709K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,855 | $273K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC added | 11,552 | $338K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 7,277 | $225K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CWM, LLC | 227 | $7K | 0.0% | 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.