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Maridea Wealth Management’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Maridea Wealth Management’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
Q1 		$13.8M Sell
405,808
-14,774
-4% -$501K 2% 5
2025
Q4 		$13.5M Sell
420,582
-10,396
-2% -$326K 2.02% 5
2025
Q3 		$13.2M Sell
430,978
-33,699
-7% -$1.04M 2.06% 8
2025
Q2 		$13.6M Sell
464,677
-11,194
-2% -$319K 3.54% 6
2025
Q1 		$14M Sell
475,871
-72,104
-13% -$2.16M 4.58% 6
2024
Q4 		$16.3M Buy
+547,975
New +$17.1M 5.25% 5

Other funds holding WBIY

MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Maridea Wealth Management's WBIY Position: Q1 2026 in Review

Maridea Wealth Management reduced its WBI Power Factor High Dividend ETF (WBIY) stake by 3.5% in Q1 2026, selling an estimated $501K and leaving 405,808 shares worth $13.8M. The position accounts for 2% of the portfolio, ranked #5.

Maridea Wealth Management first reported a position in WBIY in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3M in Q4 2024. 23 funds tracked by Wall St. Rank hold WBIY as of Q1 2026.

  • Maridea Wealth Management held 405,808 shares of WBI Power Factor High Dividend ETF worth $13.8M as of Q1 2026.
  • Maridea Wealth Management sold 14,774 WBI Power Factor High Dividend ETF shares in Q1 2026, an estimated $501K.
  • WBI Power Factor High Dividend ETF made up 2% of Maridea Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Maridea Wealth Management first reported a position in WBI Power Factor High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's WBI Power Factor High Dividend ETF position peaked at $16.3M in Q4 2024.
  • 23 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.