Who Owns WBIY?
WBI Power Factor High Dividend ETF — Institutional Ownership & 13F Holdings
$33.87
-0.03 (-0.08%)
Market Cap
$56.9M
Shares Outstanding
1,701,624
Institutional Holders
26
Total Inst. Value
$48.9M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
6
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WBI INVESTMENTS, LLC | $24.4M | 827,120 |
| 2 | Maridea Wealth Management LLC | $14.0M | 475,871 |
| 3 | Rockport Wealth LLC | $3.3M | 112,402 |
| 4 | Private Advisor Group, LLC | $1.9M | 64,873 |
| 5 | Cetera Investment Advisers | $958K | 32,444 |
| 6 | JANE STREET GROUP, LLC | $929K | 31,471 |
| 7 | MORGAN STANLEY | $624K | 21,172 |
| 8 | Advisor Resource CouncilNew | $393K | 13,305 |
| 9 | RAYMOND JAMES FINANCIAL INC | $353K | 11,976 |
| 10 | Southland Equity Partners LLCNew | $328K | 11,100 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Rockport Wealth LLC | +79K | $3.3M |
| JANE STREET GROUP, LLC | +11K | $929K |
| MORGAN STANLEY | +661 | $624K |
| Advisor Resource CouncilNew | +13K | $393K |
| Southland Equity Partners LLCNew | +11K | $328K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WBI INVESTMENTS, LLC | -85K | $24.4M |
| Maridea Wealth Management LLC | -72K | $14.0M |
| ENVESTNET ASSET MANAGEMENT INC | -29K | $3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -7K | $206K |
| RAYMOND JAMES FINANCIAL INC | -6K | $353K |
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Frequently Asked Questions
How many institutional investors hold WBIY?
As of Q1 2025, 26 institutional investors report holding WBIY (WBI Power Factor High Dividend ETF) in their 13F filings.
Which hedge fund owns the most WBIY?
The largest institutional holder of WBIY is WBI INVESTMENTS, LLC with $24.4M in shares.
Are institutions buying or selling WBIY?
This quarter, 5 institutions opened new positions in WBIY and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.