IFWM
WBI

Institute for Wealth Management’s WaterBridge Infrastructure LLC WBI Stock Holding History

Institute for Wealth Management’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 		$45.7K Buy
+1,333
New +$38.8K ﹤0.01% 894

Other funds holding WBI

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
WCM
Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Institute for Wealth Management's WBI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WaterBridge Infrastructure LLC (WBI) in Q2 2026: 1,333 shares worth $45.7K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

66 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Institute for Wealth Management held 1,333 shares of WaterBridge Infrastructure LLC worth $45.7K as of Q2 2026.
  • WaterBridge Infrastructure LLC was a new Institute for Wealth Management position in Q2 2026.
  • WaterBridge Infrastructure LLC made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #894 holding.
  • 66 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.