現在 11 社の機関がWBIFを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| WBI INVESTMENTS, LLC | $1557.2万 | 4.30% |
| Maridea Wealth Management LLC | $1392.1万 | 2.02% |
| ENVESTNET ASSET MANAGEMENT INC | $227.5万 | 0.00% |
| GTS SECURITIES LLC | $106.0万 | 0.04% |
| LPL Financial LLC | $97.1万 | 0.00% |
| Ausdal Financial Partners, Inc. | $84.7万 | 0.04% |
| Advyzon Investment Management, LLC | $84.7万 | 0.08% |
| World Investment Advisors | $45.0万 | 0.01% |
| Cetera Investment Advisers | $41.6万 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.0万 | 0.00% |
| MORGAN STANLEY | $31.0 | 0.00% |