Who Owns WBI Power Factor High Dividend ETF (WBIY)?Hedge Fund & Institutional Holders

$33.63+0.12 (+0.34%)Financial ServicesNYSE

Institutional Holders

28

as of Q4 2025

Total Institutional Value

$1.345800044250002e+77T

% of Float Held

QoQ Change in Holders

+9 / -2

Price History

$25.72$28.16$30.60$33.04$35.48Sep 24Jun 25Mar 26

WBIY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rockport Wealth LLCNew Position+138K+$4.4B
Fourth Dimension Wealth, LLCNew Position+604+$19.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+68K+$2.0M
GTS SECURITIES LLCNew Position+43K+$1.0M
FOUNDERS FINANCIAL SECURITIES LLCNew Position+11K+$336K
World Investment AdvisorsNew Position+10K+$316K
Signature Equity Partners, LLCNew Position+1K+$34K
Kestra Advisory Services, LLCNew Position+1K+$0
RAYMOND JAMES FINANCIAL INCNew Position+7K+$0
Cambridge Investment Research Advisors, Inc.Increased+488+$-266K
MORGAN STANLEYIncreased+716+$-597K
OSAIC HOLDINGS, INC.Increased+559+$-235.6M
LPL Financial LLCIncreased+5K+$-4.3B
WBI INVESTMENTS, LLCIncreased+4K+$-24.1B

WBIY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-13K-$832.3M
JANE STREET GROUP, LLCClosed Position-23K-$709.1M
Ausdal Financial Partners, Inc.Decreased-2K-$621.0M
Private Advisor Group, LLCDecreased-902-$532.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$273.1M
HARBOUR INVESTMENTS, INC.Decreased-400-$207.2M
UBS Group AGDecreased-4K-$115.2M
Advyzon Investment Management, LLCDecreased-2K-$50.6M
FMR LLCDecreased-61-$14K
Stratos Wealth Partners, LTD.Decreased-399-$-63.5M
Maridea Wealth Management LLCDecreased-10K-$-224.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Maridea Wealth Management LLC420,582$13.5B2.02%Share
2Rockport Wealth LLC138,292$4.4B0.86%Share
3Stratos Wealth Partners, LTD.65,856$2.1B0.02%Share
4Advyzon Investment Management, LLC17,854$571.0M0.07%Share
5Southland Equity Partners LLC10,566$338.0M0.07%Share
6WBI INVESTMENTS, LLC785,446$25.1M6.55%Share
7ASSETMARK, INC615$19.0M0.00%Share
8Fourth Dimension Wealth, LLC604$19.0M0.01%Share
9LPL Financial LLC146,041$4.0M0.00%Share
10ENVESTNET ASSET MANAGEMENT INC67,751$2.0M0.00%Share
11GTS SECURITIES LLC43,476$1.0M0.03%Share
12Ausdal Financial Partners, Inc.17,854$571K0.03%Share
13FOUNDERS FINANCIAL SECURITIES LLC10,516$336K0.02%Share
14World Investment Advisors9,886$316K0.01%Share
15HARBOUR INVESTMENTS, INC.6,326$202K0.00%Share
16Signature Equity Partners, LLC1,065$34K0.02%Share
17Cambridge Investment Research Advisors, Inc.9,128$00.00%Share
18Kestra Advisory Services, LLC1,182$00.00%Share
19OSAIC HOLDINGS, INC.7,967$00.00%Share
20UBS Group AG13$00.00%Share
21Private Advisor Group, LLC16,373$00.00%Share
22RAYMOND JAMES FINANCIAL INC6,175$00.00%Share
23RAYMOND JAMES FINANCIAL INC630$00.00%Share
24FMR LLC418$00.00%Share
25HighTower Advisors, LLC10,050$00.00%Share
26MORGAN STANLEY20,084$00.00%Share
27Cetera Investment Advisers13,847$00.00%Share
28MORGAN STANLEY1$00.00%Share

WBIY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202526$21.0B+7
Q3 202519$48.5B-5
Q2 202524$51.3B-2
Q1 202526$58.2B+2
Q4 202424$305.9B+3
Q3 202421$11.2T+0
Q2 202421$4.0T+2
Q1 202419$2.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 28 institutional investors hold WBIY (WBI Power Factor High Dividend ETF). The largest holder is Maridea Wealth Management LLC with $13.5B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own WBIY?

As of Q4 2025, 28 institutional investors report holding WBIY (WBI Power Factor High Dividend ETF) in their 13F filings.

Who is the largest institutional holder of WBIY?

The largest institutional holder of WBIY is Maridea Wealth Management LLC with $13.5B in shares.

Is institutional ownership of WBIY increasing or decreasing?

This quarter, 9 institutions opened new positions in WBIY and 2 closed their positions.