Fourth Dimension Wealth’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Fourth Dimension Wealth’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	$15.9K	Hold	454	–	–	0.01%	411
2026 Q1	$15.4K	Sell	454 -150	-25%	-$5.09K	0.01%	362
2025 Q4	$19.3K	Sell	604 -96	-14%	-$3.01K	0.01%	334
2025 Q3	$21.6K	Hold	700	–	–	0.01%	314
2025 Q2	$20.5K	Hold	700	–	–	0.01%	318
2025 Q1	$20.7K	Hold	700	–	–	0.01%	316
2024 Q4	$20.8K	Buy	+700	New	+$21.8K	0.01%	314

Other funds holding WBIY

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 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

Fourth Dimension Wealth's WBIY Position: Q2 2026 in Review

Fourth Dimension Wealth held its WBI Power Factor High Dividend ETF (WBIY) position steady in Q2 2026 at 454 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #411.

Fourth Dimension Wealth first reported a position in WBIY in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6K in Q3 2025. 11 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

Fourth Dimension Wealth held 454 shares of WBI Power Factor High Dividend ETF worth $15.9K as of Q2 2026.
Fourth Dimension Wealth left its WBI Power Factor High Dividend ETF share count unchanged in Q2 2026.
WBI Power Factor High Dividend ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #411 holding.
Fourth Dimension Wealth first reported a position in WBI Power Factor High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's WBI Power Factor High Dividend ETF position peaked at $21.6K in Q3 2025.
11 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.