This page summarizes the WBIF holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether WBIF is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 9/30/2023 Share Count 12/31/2023 Share Count Change % Change
13F Filers Increasing WBIF Share Count
Susquehanna International Group LLP
8,848
38,862
+ 30,014
+ 339.22%
13F Filers Reporting New Positions In WBIF
Proequities Inc.
0
0
UNCH
100%
Morgan Stanley
0
1
+ 1
+ 100%
Avantax Advisory Services Inc.
0
9,495
+ 9,495
+ 100%
13F Filers With Unchanged Share Count
Royal Bank of Canada
1
1
UNCH
0.00%
Householder Group Estate & Retirement Specialist LLC
5,612
5,612
UNCH
0.00%
13F Filers Decreasing WBIF Share Count
Citadel Advisors LLC
42,532
13,647
- 28,885
- 67.91%
Cetera Advisor Networks LLC
27,665
16,941
- 10,724
- 38.76%
Advisor Group Holdings Inc.
113,744
82,122
- 31,622
- 27.80%
Jane Street Group LLC
43,747
33,279
- 10,468
- 23.93%
Envestnet Asset Management Inc.
164,430
135,845
- 28,585
- 17.38%
Bank of New York Mellon Corp
12,353
10,322
- 2,031
- 16.44%
Atria Wealth Solutions Inc.
14,750
12,392
- 2,358
- 15.99%
LPL Financial LLC
97,464
84,761
- 12,703
- 13.03%
WBI Investments
967,129
859,852
- 107,277
- 11.09%
Cetera Investment Advisers
56,501
54,982
- 1,519
- 2.69%
See Summary: Institutional Holders of WBIF
See Details: Top 10 Hedge Funds Holding WBIF
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