WBIF

Wbi Bullbear Value 3000 ETFETF
UnclassifiedUSCUSIP 00400R601◍ Confluence graph
Tracked 13F Holders
12
-6 QoQ
13F Value (tracked)
$53.9M
13F Moves · latest Q
4 added
1 trimmed
Recent Filings
0

Who owns WBIF?

12 tracked 13F filers

12 tracked 13F filers disclose a position in WBIF as of the latest SEC 13F filings, a combined $53.9M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MILLINGTON SECURITIES, LLC
$15.6M
498K
New
+498K sh
Q1 2026
2WBI INVESTMENTS, LLC
$16.3M
456K
−8.5%
Reduced · −42K sh
Q2 2026
3Maridea Wealth Management LLC
$15.1M
422K
−5.3%
Reduced · −24K sh
Q2 2026
4ENVESTNET ASSET MANAGEMENT INC
$2.3M
73K
−12%
Reduced · −10K sh
Q1 2026
5GTS SECURITIES LLC
$1.1M
34K
+77%
Added · +15K sh
Q1 2026
6LPL Financial LLC
$971K
31K
−18%
Reduced · −7K sh
Q1 2026
7Ausdal Financial Partners, Inc.
$978K
27K
+1.1%
Added · +285 sh
Q2 2026
8Advyzon Investment Management, LLC
$978K
27K
+1.1%
Added · +285 sh
Q2 2026
9Cetera Investment Advisers
$416K
13K
−3.4%
Reduced · −475 sh
Q1 2026
10SUSQUEHANNA INTERNATIONAL GROUP, LLP
$290K
9K
−1.4%
Reduced · −133 sh
Q1 2026
11Institute for Wealth Management, LLC.
$6K
182
New
+182 sh
Q2 2026
12MORGAN STANLEY
$31
1
Held
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.

Is WBIF being bought or sold by institutions?

Last quarter, 1 fund opened a new position in WBIF and 3 added to an existing one, while 1 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).

Opened (NEW)
1
funds
Added
3
funds
Reduced
1
funds
Exited
0
funds

Funds that own WBIF also own

CompanyCo-held byCombined value
INVESCO QQQ TRUST SERIES 1QQQ5 funds$214.9M
NVIDIA CORPNVDA5 funds$146.2M
SS SPDR S&P 500 ETF TRUST-USSPY5 funds$130.0M
APPLE INCAAPL5 funds$127.5M
MICROSOFT CORPMSFT5 funds$107.2M
AMAZON.COM INCAMZN5 funds$73.6M
ALPHABET INC-CL AGOOGL5 funds$63.9M
WBI POWER FACTOR HIGH DIVWBIY5 funds$61.5M
STE STR SPDR PT S&P 500 ETFSPYM5 funds$55.8M
BROADCOM INCAVGO5 funds$55.1M
META PLATFORMS INC-CLASS AMETA5 funds$51.2M
WBI BULLBEAR QUALITY 3000 ETWBIL5 funds$43.3M

Ranked by how many of WBIF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds-7 since Q3 2024
0612Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $32.3M

Share classes

Class13F holdersValue held
WBIYWBI PWR FACTOR23 funds$87.5M
WBIGWBI BBR YLD 300013 funds$60.5M
WBIFthis pageWBI BBR VAL 300012 funds$53.9M
WBILWBI BBR QTY 300011 funds$65.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WBIF

This ETF 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WBIF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WBIF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WBIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.