Who owns WBIF?
WBI BullBear Value 3000 ETF · WBI
12 institutions reported holding WBIF, worth $53.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WBIF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WBI Investments, LLC | Red Bank, NJ | $16.3M | 456,061 | −42,315 shares |
| Millington Securities, LLC | Red Bank, NJ | $15.6M | 498,376 | New position |
| Maridea Wealth Management LLC | Brooklyn, NY | $15.1M | 421,854 | −23,694 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.5M | 71,060 | −1,749 shares |
| Ausdal Financial Partners, Inc. | Davenport, IA | $978K | 27,384 | +285 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $978K | 27,384 | +285 shares |
| LPL Financial LLC | Fort Mill, SC | $931K | 26,086 | −4,978 shares |
| Cetera Investment Advisers | Schaumburg, IL | $439K | 12,296 | −1,010 shares |
| World Investment Advisors | Lincroft, NJ | $364K | 10,183 | −4,224 shares |
| Institute for Wealth Management, LLC. | Denver, CO | $6K | 182 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WBIF?
12 institutional managers reported holding WBIF in Form 13F filings for June 30, 2026, worth $53.2M in total. The largest reported position was held by WBI Investments, LLC, at $16.3M.
Did institutions buy or sell WBIF last quarter?
Reported 13F value rose 45.0% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WBIF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.