IA
WBT

IndexIQ Advisors’s Welbilt, Inc. WBT Stock Holding History

IndexIQ Advisors’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$7.79M Sell
328,036
-48,940
-13% -$1.16M 0.28% 75
2021
Q4 		$8.96M Sell
376,976
-18,253
-5% -$432K 0.3% 58
2021
Q3 		$9.19M Sell
395,229
-3,802
-1% -$89.4K 0.31% 63
2021
Q2 		$9.24M Buy
+399,031
New +$8.47M 0.31% 55

Other funds holding WBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

IndexIQ Advisors's WBT Position: Q1 2022 in Review

IndexIQ Advisors reduced its Welbilt, Inc. (WBT) stake by 13% in Q1 2022, selling an estimated $1.16M and leaving 328,036 shares worth $7.79M. The position accounts for 0.28% of the portfolio, ranked #75.

IndexIQ Advisors first reported a position in WBT in Q2 2021 and has held it in 4 quarters since. The position peaked at $9.24M in Q2 2021. 190 funds tracked by Wall St. Rank hold WBT as of Q1 2022.

  • IndexIQ Advisors held 328,036 shares of Welbilt, Inc. worth $7.79M as of Q1 2022.
  • IndexIQ Advisors sold 48,940 Welbilt, Inc. shares in Q1 2022, an estimated $1.16M.
  • Welbilt, Inc. made up 0.28% of IndexIQ Advisors's portfolio in Q1 2022, its #75 holding.
  • IndexIQ Advisors first reported a position in Welbilt, Inc. in Q2 2021 and has held it in 4 quarters since.
  • IndexIQ Advisors's Welbilt, Inc. position peaked at $9.24M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Welbilt, Inc. as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.