23 tracked 13F filers disclose a position in WBIY as of the latest SEC 13F filings, a combined $87.5M 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 | MILLINGTON SECURITIES, LLC | $29.6M | 872K | ▲New +872K sh | Q1 2026 | |
| 2 | WBI INVESTMENTS, LLC | $30.1M | 862K | ▼−1.2% Reduced · −10K sh | Q2 2026 | |
| 3 | Maridea Wealth Management LLC | $13.7M | 393K | ▼−3.2% Reduced · −13K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $4.7M | 139K | ▼−4.7% Reduced · −7K sh | Q1 2026 | |
| 5 | Stratos Wealth Partners, LTD. | $2.2M | 62K | ▼−1.3% Reduced · −796 sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 60K | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $643K | 19K | ▼−5.7% Reduced · −1K sh | Q1 2026 | |
| 8 | Ausdal Financial Partners, Inc. | $626K | 18K | ▲+1.0% Added · +185 sh | Q2 2026 | |
| 9 | Advyzon Investment Management, LLC | $626K | 18K | ▲+1.0% Added · +185 sh | Q2 2026 | |
| 10 | GTS SECURITIES LLC | $563K | 17K | ▼−62% Reduced · −27K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $548K | 16K | ▲+17% Added · +2K sh | Q1 2026 | |
| 12 | Private Advisor Group, LLC | $434K | 12K | ▼−23% Reduced · −4K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $341K | 10K | —Held | Q1 2026 | |
| 14 | Southland Equity Partners LLC | $345K | 10K | —Held | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $300K | 9K | ▲+11% Added · +867 sh | Q1 2026 | |
| 16 | HBW ADVISORY SERVICES LLC | $299K | 9K | ▲New +9K sh | Q2 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $259K | 8K | ▲+21% Added · +1K sh | Q1 2026 | |
| 18 | Signature Equity Partners, LLC | $37K | 1K | ▲+0.1% Added · +1 sh | Q2 2026 | |
| 19 | FMR LLC | $24K | 700 | ▲+67% Added · +282 sh | Q1 2026 | |
| 20 | Integrated Wealth Concepts LLC | $23K | 650 | ▲New +650 sh | Q2 2026 | |
| 21 | ASSETMARK, INC | $21K | 615 | —Held | Q2 2026 | |
| 22 | UBS Group AG | $20K | 590 | ▲45× Added · +577 sh | Q1 2026 | |
| 23 | Fourth Dimension Wealth, LLC | $16K | 454 | —Held | 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, 2 funds opened a new position in WBIY and 4 added to an existing one, while 2 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $433.3M |
| APPLE INCAAPL | 9 funds | $303.4M |
| NVIDIA CORPNVDA | 9 funds | $226.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $201.7M |
| MICROSOFT CORPMSFT | 9 funds | $170.6M |
| AMAZON.COM INCAMZN | 9 funds | $135.2M |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $114.4M |
| ALPHABET INC-CL AGOOGL | 9 funds | $96.0M |
| BROADCOM INCAVGO | 9 funds | $80.5M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $70.3M |
| VANECK SEMICONDUCTOR ETFSMH | 9 funds | $66.8M |
| TESLA INCTSLA | 9 funds | $55.0M |
Ranked by how many of WBIY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| WBIYthis pageWBI PWR FACTOR | 23 funds | $87.5M |
| WBIGWBI BBR YLD 3000 | 13 funds | $60.5M |
| WBIFWBI BBR VAL 3000 | 12 funds | $53.9M |
| WBILWBI BBR QTY 3000 | 11 funds | $65.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WBIY
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WBIY/capital-change-brief"
Use Arkolith's capital_change_brief for WBIY. 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 WBIY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.