Integrated Wealth Concepts’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Integrated Wealth Concepts’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	$22.7K	Buy	+650	New	+$22.4K	﹤0.01%	3984

Other funds holding WBIY

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

MWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Integrated Wealth Concepts's WBIY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WBI Power Factor High Dividend ETF (WBIY) in Q2 2026: 650 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #3984 among its holdings.

25 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

Integrated Wealth Concepts held 650 shares of WBI Power Factor High Dividend ETF worth $22.7K as of Q2 2026.
WBI Power Factor High Dividend ETF was a new Integrated Wealth Concepts position in Q2 2026.
WBI Power Factor High Dividend ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3984 holding.
25 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.