Fidelity Investments
WBIY icon

Fidelity Investments’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Fidelity Investments’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
Q1 		$23.8K Buy
700
+282
+67% +$9.57K ﹤0.01% 4445
2025
Q4 		$13.4K Sell
418
-61
-13% -$1.91K ﹤0.01% 4634
2025
Q3 		$14.8K Buy
479
+367
+328% +$11.4K ﹤0.01% 4475
2025
Q2 		$3.27K Sell
112
-227
-67% -$6.46K ﹤0.01% 4784
2025
Q1 		$10K Buy
339
+95
+39% +$2.85K ﹤0.01% 4498
2024
Q4 		$7.25K Sell
244
-32
-12% -$996 ﹤0.01% 4563
2024
Q3 		$8.65K Hold
276
– – ﹤0.01% 4472
2024
Q2 		$8K Hold
276
– – ﹤0.01% 4407
2024
Q1 		$8.41K Hold
276
– – ﹤0.01% 4338
2023
Q4 		$7.93K Buy
+276
New +$7.22K ﹤0.01% 4306

Other funds holding WBIY

MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Fidelity Investments's WBIY Position: Q1 2026 in Review

Fidelity Investments increased its WBI Power Factor High Dividend ETF (WBIY) stake by 67% in Q1 2026, buying an estimated $9.57K and bringing the position to 700 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4445.

Fidelity Investments first reported a position in WBIY in Q4 2023 and has held it in 10 quarters since. 23 funds tracked by Wall St. Rank hold WBIY as of Q1 2026.

  • Fidelity Investments held 700 shares of WBI Power Factor High Dividend ETF worth $23.8K as of Q1 2026.
  • Fidelity Investments bought 282 WBI Power Factor High Dividend ETF shares in Q1 2026, an estimated $9.57K.
  • WBI Power Factor High Dividend ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4445 holding.
  • Fidelity Investments first reported a position in WBI Power Factor High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 23 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.