Advisor Resource Council’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Advisor Resource Council’s Portfolio WBIY Stock Details WBIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,305	Closed	-$393K	–	599
2025 Q1	$393K	Buy	+13,305	New	+$399K	0.03%	407
2024 Q1	–	Sell	-13,226	Closed	-$380K	–	534
2023 Q4	$380K	Buy	+13,226	New	+$346K	0.04%	305
2022 Q3	–	Sell	-16,260	Closed	-$421K	–	512
2022 Q2	$421K	Buy	+16,260	New	+$464K	0.04%	309
2022 Q1	–	Sell	-16,002	Closed	-$448K	–	559
2021 Q4	$448K	Buy	+16,002	New	+$439K	0.03%	350
2021 Q3	–	Sell	-13,438	Closed	-$369K	–	503
2021 Q2	$369K	Buy	+13,438	New	+$373K	0.04%	361

Other funds holding WBIY

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Resource Council's WBIY Position: Q2 2025 in Review

Advisor Resource Council sold out of WBI Power Factor High Dividend ETF (WBIY) in Q2 2025, closing a stake of 13,305 shares — an estimated $393K sold.

Advisor Resource Council first reported a position in WBIY in Q2 2021 and held it in 5 quarters. The position peaked at $448K in Q4 2021. 26 funds tracked by Wall St. Rank hold WBIY as of Q2 2025.

Advisor Resource Council reported no remaining WBI Power Factor High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 13,305 WBI Power Factor High Dividend ETF shares in Q2 2025, an estimated $393K.
Advisor Resource Council first reported a position in WBI Power Factor High Dividend ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's WBI Power Factor High Dividend ETF position peaked at $448K in Q4 2021.
26 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.