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 Q2	$43K	Buy	1,229 +529	+76%	+$18.2K	﹤0.01%	4371
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

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 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

Fidelity Investments's WBIY Position: Q2 2026 in Review

Fidelity Investments increased its WBI Power Factor High Dividend ETF (WBIY) stake by 76% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,229 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #4371.

Fidelity Investments first reported a position in WBIY in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

Fidelity Investments held 1,229 shares of WBI Power Factor High Dividend ETF worth $43K as of Q2 2026.
Fidelity Investments bought 529 WBI Power Factor High Dividend ETF shares in Q2 2026, an estimated $18.2K.
WBI Power Factor High Dividend ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4371 holding.
Fidelity Investments first reported a position in WBI Power Factor High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.