Cetera Investment Advisers
WBIY icon

Cetera Investment Advisers’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Cetera Investment Advisers’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 		$700K Buy
20,033
+3,881
+24% +$134K ﹤0.01% 3381
2026
Q1 		$548K Buy
16,152
+2,305
+17% +$78.2K ﹤0.01% 3425
2025
Q4 		$443K Sell
13,847
-13,137
-49% -$412K ﹤0.01% 3545
2025
Q3 		$832K Sell
26,984
-3,227
-11% -$100K ﹤0.01% 2934
2025
Q2 		$884K Sell
30,211
-2,233
-7% -$63.6K ﹤0.01% 2488
2025
Q1 		$958K Sell
32,444
-2,133
-6% -$64K ﹤0.01% 2288
2024
Q4 		$1.03M Sell
34,577
-7,273
-17% -$226K ﹤0.01% 2139
2024
Q3 		$1.31M Sell
41,850
-2,795
-6% -$84.4K ﹤0.01% 1920
2024
Q2 		$1.29M Sell
44,645
-4,951
-10% -$145K ﹤0.01% 1881
2024
Q1 		$1.51M Buy
49,596
+18,215
+58% +$526K ﹤0.01% 1762
2023
Q4 		$902K Sell
31,381
-973
-3% -$25.5K 0.01% 1156
2023
Q3 		$823K Sell
32,354
-2,174
-6% -$57.9K 0.01% 1135
2023
Q2 		$896K Sell
34,528
-28,047
-45% -$723K 0.01% 1111
2023
Q1 		$1.67M Sell
62,575
-1,347
-2% -$37.3K 0.01% 820
2022
Q4 		$1.7M Buy
+63,922
New +$1.71M 0.02% 766

Other funds holding WBIY

WI
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers's WBIY Position: Q2 2026 in Review

Cetera Investment Advisers increased its WBI Power Factor High Dividend ETF (WBIY) stake by 24% in Q2 2026, buying an estimated $134K and bringing the position to 20,033 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Cetera Investment Advisers first reported a position in WBIY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.7M in Q4 2022. 24 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

  • Cetera Investment Advisers held 20,033 shares of WBI Power Factor High Dividend ETF worth $700K as of Q2 2026.
  • Cetera Investment Advisers bought 3,881 WBI Power Factor High Dividend ETF shares in Q2 2026, an estimated $134K.
  • WBI Power Factor High Dividend ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3381 holding.
  • Cetera Investment Advisers first reported a position in WBI Power Factor High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's WBI Power Factor High Dividend ETF position peaked at $1.7M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.