Founders Financial Securities’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Founders Financial Securities’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	$547K	Buy	+15,647	New	+$539K	0.03%	373
2026 Q1	–	Sell	-10,516	Closed	-$337K	–	598
2025 Q4	$337K	Buy	+10,516	New	+$330K	0.02%	455
2024 Q1	–	Sell	-34,092	Closed	-$980K	–	425
2023 Q4	$980K	Buy	+34,092	New	+$892K	0.11%	169

Other funds holding WBIY

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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

Founders Financial Securities's WBIY Position: Q2 2026 in Review

Founders Financial Securities opened a new position in WBI Power Factor High Dividend ETF (WBIY) in Q2 2026: 15,647 shares worth $547K. The stake represents 0.03% of the portfolio and ranks #373 among its holdings. This is a return to the name: Founders Financial Securities previously reported a position in WBIY as recently as Q4 2025.

Founders Financial Securities first reported a position in WBIY in Q4 2023 and has held it in 3 quarters since. The position peaked at $980K in Q4 2023. 10 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

Founders Financial Securities held 15,647 shares of WBI Power Factor High Dividend ETF worth $547K as of Q2 2026.
WBI Power Factor High Dividend ETF was a new Founders Financial Securities position in Q2 2026.
WBI Power Factor High Dividend ETF made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #373 holding.
Founders Financial Securities first reported a position in WBI Power Factor High Dividend ETF in Q4 2023 and has held it in 3 quarters since.
Founders Financial Securities's WBI Power Factor High Dividend ETF position peaked at $980K in Q4 2023.
10 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.