This page summarizes the WBII holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2022 period, comparing share count change from 3/31/2022 to 6/30/2022.
Share count is compared over these two periods to provide an indication of whether WBII 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 3/31/2022 Share Count 6/30/2022 Share Count Change % Change
13F Filers Increasing WBII Share Count
Susquehanna International Group LLP
27,186
37,296
+ 10,110
+ 37.19%
Envestnet Asset Management Inc.
244,015
249,780
+ 5,765
+ 2.36%
Atria Wealth Solutions Inc.
31,967
32,327
+ 360
+ 1.13%
WBI Investments
1,041,133
1,048,558
+ 7,425
+ 0.71%
13F Filers Reporting New Positions In WBII
Proequities Inc.
0
0
UNCH
100%
13F Filers Decreasing WBII Share Count
UBS Group AG
24,453
3,817
- 20,636
- 84.39%
Jane Street Group LLC
29,348
19,834
- 9,514
- 32.42%
LPL Financial LLC
237,007
183,291
- 53,716
- 22.66%
Larson Financial Group LLC
28,447
24,822
- 3,625
- 12.74%
Advisor Group Holdings Inc.
130,689
119,891
- 10,798
- 8.26%
Bank of New York Mellon Corp
32,672
31,447
- 1,225
- 3.75%
Patriot Financial Group Insurance Agency LLC
7,666
7,572
- 94
- 1.23%
13F Filers Exiting WBII
IHT Wealth Management LLC
8,913
0
- 8,913
- 100.00%
Citadel Advisors LLC
11,031
0
- 11,031
- 100.00%
See Summary: Institutional Holders of WBII
See Details: Top 10 Hedge Funds Holding WBII
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