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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $196.7M | 7.3M | ▲+7.4% Added · +505K sh | Q1 2026 | |
| 2 | FMR LLC | $106.2M | 4.0M | ▼−1.9% Reduced · −75K sh | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | $42.9M | 1.6M | ▲+16% Added · +218K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $31.6M | 1.2M | ▼−6.6% Reduced · −84K sh | Q1 2026 | |
| 6 | Tensile Capital Management LP | $26.4M | 985K | ▲+86% Added · +456K sh | Q1 2026 | |
| 7 | Ranger Investment Management, L.P. | $24.8M | 925K | ▲+60% Added · +346K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $24.4M | 910K | ▲21× Added · +866K sh | Q1 2026 | |
| 9 | FIRST MANHATTAN CO. LLC. | $21.5M | 804K | —Held | Q1 2026 | |
| 10 | WESTWOOD HOLDINGS GROUP INC | $19.9M | 743K | ▲+22% Added · +133K sh | Q1 2026 | |
| 11 | Hill City Capital, LP | $18.8M | 700K | —Held | Q1 2026 | |
| 12 | MARSHALL WACE, LLP | $18.0M | 673K | ▲+335% Added · +518K sh | Q1 2026 | |
| 13 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $17.2M | 642K | ▲New +642K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $17.2M | 642K | ▼−43% Reduced · −484K sh | Q1 2026 | |
| 15 | FEDERATED HERMES, INC. | $17.0M | 633K | —Held | Q1 2026 | |
| 16 | Hood River Capital Management LLC | $16.6M | 621K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 17 | LOOMIS SAYLES & CO L P | $16.1M | 601K | ▲New +601K sh | Q1 2026 | |
| 18 | Cinctive Capital Management LP | $15.8M | 589K | ▼−43% Reduced · −448K sh | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $15.4M | 574K | ▼−62% Reduced · −925K sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $12.5M | 465K | ▲+131% Added · +264K sh | Q1 2026 | |
| 21 | REAVES W H & CO INC | $12.1M | 450K | —Held | Q1 2026 | |
| 22 | Walleye Capital LLC | $9.8M | 365K | ▲+254% Added · +262K sh | Q1 2026 | |
| 23 | UBS Group AG | $8.8M | 328K | ▲+38% Added · +91K sh | Q1 2026 | |
| 24 | JENNISON ASSOCIATES LLC | $8.7M | 324K | ▲+5.6% Added · +17K sh | Q1 2026 | |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $8.7M | 323K | ▲+439% Added · +263K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | WaterBridge Resources LLC | 10% Owner | Other (J) | 4.5M | $0 |
| Jun 22, 2026 | WaterBridge Resources LLC | 10% Owner | Conversion (C) | 4.5M | $0 |
| Jun 22, 2026 | WaterBridge Resources LLC | 10% Owner | Sell (S) | 5.9M | $177.1M |
| Jun 22, 2026 | WaterBridge Resources LLC | 10% Owner | Conversion (C) | 4.5M | $0 |
| Jun 22, 2026 | WBR Holdings LLC | 10% Owner | Other (J) | 4.5M | $0 |
| Jun 22, 2026 | WBR Holdings LLC | 10% Owner | Conversion (C) | 4.5M | $0 |
| Jun 22, 2026 | WBR Holdings LLC | 10% Owner | Sell (S) | 5.9M | $177.1M |
| Jun 22, 2026 | WBR Holdings LLC | 10% Owner | Conversion (C) | 4.5M | $0 |
| Jun 22, 2026 | Capobianco David N | Director, 10% Owner | Other (J) | 4.5M | $0 |
| Jun 22, 2026 | Capobianco David N | Director, 10% Owner | Conversion (C) | 4.5M | $0 |
| Jun 22, 2026 | Capobianco David N | Director, 10% Owner | Sell (S) | 5.9M | $177.1M |
| Jun 22, 2026 | Capobianco David N | Director, 10% Owner | Conversion (C) | 4.5M | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $12.6B |
| NVIDIA CORPNVDA | 46 funds | $18.4B |
| APPLE INCAAPL | 46 funds | $13.9B |
| CHEVRON CORPCVX | 46 funds | $2.1B |
| ELI LILLY & COLLY | 45 funds | $3.1B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.0B |
| WILLIAMS COS INCWMB | 45 funds | $1.6B |
| 3M COMMM | 45 funds | $640.9M |
| AMAZON.COM INCAMZN | 44 funds | $10.6B |
| ALPHABET INC-CL AGOOGL | 44 funds | $7.8B |
| TESLA INCTSLA | 44 funds | $4.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 44 funds | $3.4B |
Ranked by how many of WBI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.