Commonwealth Equity Services
WBI

Commonwealth Equity Services’s WaterBridge Infrastructure LLC WBI Stock Holding History

Commonwealth Equity Services’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 		$5.11M Buy
149,246
+23,848
+19% +$694K 0.01% 1372
2026
Q1 		$3.36M Buy
+125,398
New +$2.99M ﹤0.01% 1621

Other funds holding WBI

DE
Devon Energy Houston, Texas $1.59B AUM
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

Commonwealth Equity Services's WBI Position: Q2 2026 in Review

Commonwealth Equity Services increased its WaterBridge Infrastructure LLC (WBI) stake by 19% in Q2 2026, buying an estimated $694K and bringing the position to 149,246 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #1372.

Commonwealth Equity Services 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.

  • Commonwealth Equity Services held 149,246 shares of WaterBridge Infrastructure LLC worth $5.11M as of Q2 2026.
  • Commonwealth Equity Services bought 23,848 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $694K.
  • WaterBridge Infrastructure LLC made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1372 holding.
  • Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.