HighTower Advisors
WBI

HighTower Advisors’s WaterBridge Infrastructure LLC WBI Stock Holding History

HighTower Advisors’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 		$2.52M Sell
73,417
-26,994
-27% -$786K ﹤0.01% 1623
2026
Q1 		$2.69M Buy
100,411
+51,908
+107% +$1.24M ﹤0.01% 1545
2025
Q4 		$971K Buy
48,503
+8,794
+22% +$204K ﹤0.01% 2144
2025
Q3 		$1M Buy
+39,709
New +$931K ﹤0.01% 2095

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

HighTower Advisors's WBI Position: Q2 2026 in Review

HighTower Advisors reduced its WaterBridge Infrastructure LLC (WBI) stake by 27% in Q2 2026, selling an estimated $786K and leaving 73,417 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

HighTower Advisors first reported a position in WBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.69M in Q1 2026. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • HighTower Advisors held 73,417 shares of WaterBridge Infrastructure LLC worth $2.52M as of Q2 2026.
  • HighTower Advisors sold 26,994 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $786K.
  • WaterBridge Infrastructure LLC made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1623 holding.
  • HighTower Advisors first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 4 quarters since.
  • HighTower Advisors's WaterBridge Infrastructure LLC position peaked at $2.69M in Q1 2026.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.