BWL
WBI

Bogart Wealth LLC’s WaterBridge Infrastructure LLC WBI Stock Holding History

Bogart Wealth LLC’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 		$22.8K Buy
+666
New +$19.4K ﹤0.01% 760

Other funds holding WBI

FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
BNA
BankChampaign National Association Champaign, Illinois $130M AUM
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Bogart Wealth LLC's WBI Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in WaterBridge Infrastructure LLC (WBI) in Q2 2026: 666 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

16 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Bogart Wealth LLC held 666 shares of WaterBridge Infrastructure LLC worth $22.8K as of Q2 2026.
  • WaterBridge Infrastructure LLC was a new Bogart Wealth LLC position in Q2 2026.
  • WaterBridge Infrastructure LLC made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #760 holding.
  • 16 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

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