Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q2 		$508K Buy
14,527
+5,226
+56% +$180K ﹤0.01% 2941
2026
Q1 		$316K Buy
9,301
+173
+2% +$5.87K ﹤0.01% 3235
2025
Q4 		$292K Buy
9,128
+488
+6% +$15.3K ﹤0.01% 3232
2025
Q3 		$266K Buy
8,640
+230
+3% +$7.13K ﹤0.01% 3221
2025
Q2 		$246K Buy
+8,410
New +$239K ﹤0.01% 3154
2024
Q4 		– Sell
-6,593
Closed -$207K – 3595
2024
Q3 		$207K Buy
+6,593
New +$199K ﹤0.01% 3127
2023
Q2 		– Sell
-28,740
Closed -$765K – 3303
2023
Q1 		$765K Buy
+28,740
New +$796K ﹤0.01% 1760
2022
Q3 		– Sell
-10,518
Closed -$273K – 3170
2022
Q2 		$273K Sell
10,518
-204
-2% -$5.82K ﹤0.01% 2465
2022
Q1 		$309K Buy
10,722
+389
+4% +$11.1K ﹤0.01% 2529
2021
Q4 		$289K Sell
10,333
-94
-0.9% -$2.58K ﹤0.01% 2561
2021
Q3 		$280K Sell
10,427
-94
-0.9% -$2.57K ﹤0.01% 2522
2021
Q2 		$289K Sell
10,521
-587
-5% -$16.3K ﹤0.01% 2500
2021
Q1 		$298K Sell
11,108
-270
-2% -$6.82K ﹤0.01% 2292
2020
Q4 		$258K Sell
11,378
-2,237
-16% -$47.3K ﹤0.01% 2269
2020
Q3 		$253K Sell
13,615
-8,486
-38% -$162K ﹤0.01% 2066
2020
Q2 		$414K Buy
22,101
+631
+3% +$11.2K ﹤0.01% 1669
2020
Q1 		$326K Sell
21,470
-3,408
-14% -$77.7K ﹤0.01% 1623
2019
Q4 		$656K Buy
24,878
+6,334
+34% +$161K 0.01% 1406
2019
Q3 		$453K Buy
18,544
+794
+4% +$19K ﹤0.01% 1569
2019
Q2 		$435K Buy
17,750
+1,101
+7% +$27.2K ﹤0.01% 1522
2019
Q1 		$410K Buy
16,649
+1,454
+10% +$35.3K ﹤0.01% 1610
2018
Q4 		$337K Buy
15,195
+6,824
+82% +$172K ﹤0.01% 1585
2018
Q3 		$226K Buy
+8,371
New +$228K ﹤0.01% 1979

Other funds holding WBIY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FDW
Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

Cambridge Investment Research Advisors's WBIY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its WBI Power Factor High Dividend ETF (WBIY) stake by 56% in Q2 2026, buying an estimated $180K and bringing the position to 14,527 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Cambridge Investment Research Advisors first reported a position in WBIY in Q3 2018 and has held it in 23 quarters since. The position peaked at $765K in Q1 2023. 10 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,527 shares of WBI Power Factor High Dividend ETF worth $508K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,226 WBI Power Factor High Dividend ETF shares in Q2 2026, an estimated $180K.
  • WBI Power Factor High Dividend ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2941 holding.
  • Cambridge Investment Research Advisors first reported a position in WBI Power Factor High Dividend ETF in Q3 2018 and has held it in 23 quarters since.
  • Cambridge Investment Research Advisors's WBI Power Factor High Dividend ETF position peaked at $765K in Q1 2023.
  • 10 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.