146 tracked 13F filers disclose a position in WBI as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $337.6M | 9.9M | ▲New +9.9M sh | Q2 2026 | |
| 2 | HORIZON KINETICS ASSET MANAGEMENT LLC | $262.2M | 7.7M | ▲+4.2% Added · +308K sh | Q2 2026 | |
| 3 | FMR LLC | $106.2M | 4.0M | ▼−1.9% Reduced · −75K sh | Q1 2026 | |
| 4 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 5 | Hood River Capital Management LLC | $67.2M | 2.0M | ▲+216% Added · +1.3M sh | Q2 2026 | |
| 6 | SCHWARTZ INVESTMENT COUNSEL INC | $57.6M | 1.7M | ▲+4.9% Added · +79K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $31.6M | 1.2M | ▼−6.6% Reduced · −84K sh | Q1 2026 | |
| 8 | EMORY UNIVERSITY | $34.3M | 1.0M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 9 | Tensile Capital Management LP | $26.4M | 985K | ▲+86% Added · +456K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $24.4M | 910K | ▲21× Added · +866K sh | Q1 2026 | |
| 11 | FIRST MANHATTAN CO. LLC. | $21.5M | 804K | —Held | Q1 2026 | |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26.9M | 784K | ▲New +784K sh | Q2 2026 | |
| 13 | WESTWOOD HOLDINGS GROUP INC | $19.9M | 743K | ▲+22% Added · +133K sh | Q1 2026 | |
| 14 | Hill City Capital, LP | $24.0M | 700K | —Held | Q2 2026 | |
| 15 | Ranger Investment Management, L.P. | $23.4M | 682K | ▼−26% Reduced · −242K sh | Q2 2026 | |
| 16 | MARSHALL WACE, LLP | $18.0M | 673K | ▲+335% Added · +518K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $17.2M | 642K | ▼−43% Reduced · −484K sh | Q1 2026 | |
| 18 | FEDERATED HERMES, INC. | $17.0M | 633K | —Held | Q1 2026 | |
| 19 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $21.2M | 620K | ▲+206% Added · +418K sh | Q2 2026 | |
| 20 | LOOMIS SAYLES & CO L P | $16.1M | 601K | ▲New +601K sh | Q1 2026 | |
| 21 | Cinctive Capital Management LP | $15.8M | 589K | ▼−43% Reduced · −448K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $15.4M | 574K | ▼−62% Reduced · −925K sh | Q1 2026 | |
| 23 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $19.3M | 562K | ▼−12% Reduced · −80K sh | Q2 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $12.5M | 465K | ▲+131% Added · +264K sh | Q1 2026 | |
| 25 | Westend Capital Management, LLC | $11.4M | 334K | ▲New +334K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 21 funds opened a new position in WBI and 26 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 70 funds | $111.9B |
| ALPHABET INC-CL AGOOGL | 70 funds | $44.4B |
| AMAZON.COM INCAMZN | 69 funds | $56.2B |
| CHEVRON CORPCVX | 69 funds | $7.9B |
| MICROSOFT CORPMSFT | 68 funds | $66.1B |
| APPLE INCAAPL | 67 funds | $74.7B |
| ELI LILLY & COLLY | 67 funds | $22.5B |
| JPMORGAN CHASE & COJPM | 67 funds | $15.8B |
| ALPHABET INC-CL CGOOG | 66 funds | $32.8B |
| GENERAL ELECTRICGE | 66 funds | $9.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 66 funds | $9.2B |
| VISA INC-CLASS A SHARESV | 65 funds | $16.3B |
Ranked by how many of WBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | WaterBridge Resources LLC | 10% Owner | Sell (S) | 5.9M | $177.1M |
| Jun 22, 2026 | WBR Holdings LLC | 10% Owner | Sell (S) | 5.9M | $177.1M |
| Jun 22, 2026 | Capobianco David N | Director, 10% Owner | Sell (S) | 5.9M | $177.1M |
| Jun 22, 2026 | DEVON ENERGY CORP/DE | 10% Owner | Sell (S) | 1.8M | $52.7M |
| Jan 6, 2026 | Reitz Michael Howard JR | See Remarks | Buy (P) | 5K | $100K |
| Jan 6, 2026 | McNeely Scott Lloyd | See Remarks | Buy (P) | 1K | $25K |
| Jan 5, 2026 | Bolling Harrison Fenner | See Remarks | Buy (P) | 2K | $40K |
| Jan 5, 2026 | Long Jason Thomas | Chief Executive Officer, Director | Buy (P) | 5K | $99K |
| Sep 18, 2025 | DAILY GREGORY S | Director | Buy (P) | 75K | $1.5M |
| Sep 18, 2025 | CRANE JAMES R | Director | Buy (P) | 200K | $4.0M |
| Sep 18, 2025 | CRANE JAMES R | Director | Buy (P) | 100K | $2.0M |
Connected entities for WBI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WBI/capital-change-brief"
Use Arkolith's capital_change_brief for WBI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.