Atria Wealth Solutions’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Atria Wealth Solutions’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	$225K	Sell	7,277 -761	-9%	-$21.7K	0.01%	1317
2025 Q1	$237K	Sell	8,038 -202	-2%	-$6.06K	﹤0.01%	1613
2024 Q4	$245K	Hold	8,240	–	–	﹤0.01%	1679
2024 Q3	$258K	Sell	8,240 -10	-0.1%	-$302	﹤0.01%	1603
2024 Q2	$239K	Sell	8,250 -308	-4%	-$9.04K	﹤0.01%	1648
2024 Q1	$261K	Sell	8,558 -888	-9%	-$25.7K	﹤0.01%	1650
2023 Q4	$271K	Sell	9,446 -1,766	-16%	-$46.2K	﹤0.01%	1566
2023 Q3	$285K	Sell	11,212 -495	-4%	-$13.2K	﹤0.01%	1446
2023 Q2	$304K	Sell	11,707 -8,072	-41%	-$208K	﹤0.01%	1429
2023 Q1	$527K	Buy	19,779 +1,454	+8%	+$40.3K	0.01%	1101
2022 Q4	$488K	Sell	18,325 -1,111	-6%	-$29.6K	0.01%	1095
2022 Q3	$454K	Buy	19,436 +4,423	+29%	+$118K	0.01%	1076
2022 Q2	$389K	Buy	15,013 +184	+1%	+$5.25K	0.01%	1083
2022 Q1	$428K	Buy	+14,829	New	+$422K	0.01%	1153

Other funds holding WBIY

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.93B AUM 28.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's WBIY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WBI Power Factor High Dividend ETF (WBIY) stake by 9.5% in Q2 2025, selling an estimated $21.7K and leaving 7,277 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1317.

Atria Wealth Solutions first reported a position in WBIY in Q1 2022 and has held it in 14 quarters since. The position peaked at $527K in Q1 2023. 26 funds tracked by Wall St. Rank hold WBIY as of Q2 2025.

Atria Wealth Solutions held 7,277 shares of WBI Power Factor High Dividend ETF worth $225K as of Q2 2025.
Atria Wealth Solutions sold 761 WBI Power Factor High Dividend ETF shares in Q2 2025, an estimated $21.7K.
WBI Power Factor High Dividend ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1317 holding.
Atria Wealth Solutions first reported a position in WBI Power Factor High Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's WBI Power Factor High Dividend ETF position peaked at $527K in Q1 2023.
26 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.