AWE
WBI

Avidian Wealth Enterprises’s WaterBridge Infrastructure LLC WBI Stock Holding History

Avidian Wealth Enterprises’s Portfolio WBI Stock Details WBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Buy
7,896
+10
+0.1% +$291 0.01% 626
2026
Q1 		$211K Buy
+7,886
New +$188K 0.01% 633

Other funds holding WBI

DE
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Avidian Wealth Enterprises's WBI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its WaterBridge Infrastructure LLC (WBI) stake by 0.13% in Q2 2026, buying an estimated $291 and bringing the position to 7,896 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #626.

Avidian Wealth Enterprises first reported a position in WBI in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Avidian Wealth Enterprises held 7,896 shares of WaterBridge Infrastructure LLC worth $271K as of Q2 2026.
  • Avidian Wealth Enterprises bought 10 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $291.
  • WaterBridge Infrastructure LLC made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #626 holding.
  • Avidian Wealth Enterprises first reported a position in WaterBridge Infrastructure LLC in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.