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WBIF Holdings Changes image
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).
Filer9/30/2023
 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

WBIF Holdings Changes | www.HoldingsChannel.com

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