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 Q2	$13.7M	Sell	392,719 -13,089	-3%	-$451K	1.49%	10
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

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

FFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FDW

Fourth Dimension Wealth Middleburg Heights, Ohio $316M AUM 29.82% 1-Year Est. Return

Maridea Wealth Management's WBIY Position: Q2 2026 in Review

Maridea Wealth Management reduced its WBI Power Factor High Dividend ETF (WBIY) stake by 3.2% in Q2 2026, selling an estimated $451K and leaving 392,719 shares worth $13.7M. The position accounts for 1.49% of the portfolio, ranked #10.

Maridea Wealth Management first reported a position in WBIY in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q4 2024. 11 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

Maridea Wealth Management held 392,719 shares of WBI Power Factor High Dividend ETF worth $13.7M as of Q2 2026.
Maridea Wealth Management sold 13,089 WBI Power Factor High Dividend ETF shares in Q2 2026, an estimated $451K.
WBI Power Factor High Dividend ETF made up 1.49% of Maridea Wealth Management's portfolio in Q2 2026, its #10 holding.
Maridea Wealth Management first reported a position in WBI Power Factor High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's WBI Power Factor High Dividend ETF position peaked at $16.3M in Q4 2024.
11 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.