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View all 25 holding institutions

Across its top 20 institutional holders, WBIY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 24/100).

Notable Holders

WBIY ranks #7902 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

WBIY is a top-conviction position for Wbi Investments, LLC — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Price Chart

WBIY Quarterly 13F Institutional Trade Shifts

Recent Activity

+$1.3M

Total Buy Value

$1.4M

Total Sell Value

New buy3

Trim11

Add8

Sold out0

Net Buyers

Net Sellers

Top Movers

WBIY

Q2 2026

Top 5 Institutional Movers

Founders Financial Securities

+$546.8K

New buy

Wbi Investments

+$512.2K

Add

Hbw Advisory Services

+$298.9K

New buy

LPL Financial

+$199.3K

Add

Cambridge Investment Research Advisors

+$192.0K

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

WBIY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent WBIY Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

00400R858

💡

Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

FAQ

Who are the top institutional investors holding WBI POWER FACTOR HIGH DIV (WBIY)?

Major stakeholders currently include Wbi Investments, LLC ($30.1M), Maridea Wealth Management LLC ($13.7M), LPL Financial LLC ($4.9M). Based on the latest 13F filings, there are a total of 25 tracked investment funds and institutions maintaining positions in WBIY.

What is the overall institutional sentiment toward WBIY recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $25.0K, driven by 11 managers accumulating shares while 11 reduced their exposure.

Which institutions have been selling or reducing their WBIY positions?

In the latest period, 11 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $1.4M.

Are there any notable investors adding WBIY to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3M.

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Developer Access

Access WBIY's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/WBIY

CLI

npx alphasmo stocks get WBIY

Full API & MCP documentation →