Who owns WBIY?
WBI Power Factor High Dividend ETF · WBI
26 institutions reported holding WBIY, worth $89.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WBIY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WBI Investments, LLC | Red Bank, NJ | $30.1M | 861,831 | −10,479 shares |
| Millington Securities, LLC | Red Bank, NJ | $29.6M | 872,310 | New position |
| Maridea Wealth Management LLC | Brooklyn, NY | $13.7M | 392,719 | −13,089 shares |
| LPL Financial LLC | Fort Mill, SC | $4.9M | 140,879 | +1,691 shares |
| Stratos Wealth Partners, LTD. | Beachwood, OH | $2.2M | 62,116 | −796 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.0M | 58,249 | −1,318 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.0M | 29,054 | +19,753 shares |
| Cetera Investment Advisers | Schaumburg, IL | $700K | 20,033 | +3,881 shares |
| Ausdal Financial Partners, Inc. | Davenport, IA | $626K | 17,918 | +185 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $626K | 17,918 | +185 shares |
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 WBIY?
26 institutional managers reported holding WBIY in Form 13F filings for June 30, 2026, worth $89.6M in total. The largest reported position was held by WBI Investments, LLC, at $30.1M.
Did institutions buy or sell WBIY last quarter?
Reported 13F value rose 55.0% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 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 WBIY 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.