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Funds Holding WBIY

On this page, we present all of the funds holding WBIY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WBIY, with a link to that fund's top holdings. The next columns indicate the amount of WBIY stock held by each of the funds holding WBIY, followed by the WBIY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding WBIY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WBI Investments. For more details on the positions held by WBI Investments (or by any of the other funds holding WBIY), click the fund name in the "Holder" column of the funds-holding-WBIY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
WBI Investments986,103$28,335 12/31/2023
     WBIY986,103$28,335 12/31/2023
LPL Financial LLC111,611$3,207 12/31/2023
     WBIY111,611$3,207 12/31/2023
Envestnet Asset Management Inc.90,344$2,596 12/31/2023
     WBIY90,344$2,596 12/31/2023
Advisor Group Holdings Inc.69,255$1,990 12/31/2023
     WBIY69,255$1,990 12/31/2023
Private Advisor Group LLC63,567$1,827 12/31/2023
     WBIY63,567$1,827 12/31/2023
Stratos Wealth Partners LTD.55,422$1,690 03/31/2024
     WBIY55,422$1,690 03/31/2024
Jane Street Group LLC34,352$987 12/31/2023
     WBIY34,352$987 12/31/2023
Cetera Investment Advisers31,381$902 12/31/2023
     WBIY31,381$902 12/31/2023
Morgan Stanley28,526$820 12/31/2023
     WBIY28,526$820 12/31/2023
Susquehanna International Group LLP21,211$609 12/31/2023
     WBIY21,211$609 12/31/2023
Raymond James & Associates18,900$543 12/31/2023
     WBIY18,900$543 12/31/2023
Southland Equity Partners LLC16,432$501 03/31/2024
     WBIY16,432$501 03/31/2024
Cetera Advisor Networks LLC16,841$484 12/31/2023
     WBIY16,841$484 12/31/2023
Cetera Advisors LLC12,640$363 12/31/2023
     WBIY12,640$363 12/31/2023
HighTower Advisors LLC11,092$319 12/31/2023
     WBIY11,092$319 12/31/2023
Citadel Advisors LLC10,663$306 12/31/2023
     WBIY10,663$306 12/31/2023
Atria Wealth Solutions Inc.9,446$271 12/31/2023
     WBIY9,446$271 12/31/2023
Harbour Investments Inc.8,776$252 12/31/2023
     WBIY8,776$252 12/31/2023
Bank of New York Mellon Corp7,844$225 12/31/2023
     WBIY7,844$225 12/31/2023
Royal Bank of Canada7,739$222 12/31/2023
     WBIY7,739$222 12/31/2023
Householder Group Estate & Retirement Specialist LLC2,400$68 12/31/2023
     WBIY2,400$68 12/31/2023
UBS Group AG1,323$38 12/31/2023
     WBIY1,323$38 12/31/2023
FMR LLC276$8 12/31/2023
     WBIY276$8 12/31/2023
Spire Wealth Management139$4 12/31/2023
     WBIY139$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     WBIY0$0 12/31/2023

See Summary: Institutional Holders of WBIY
See Details: Top 10 Hedge Funds Holding WBIY
Also See: WBIY Holdings Changes

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