Raymond James Financial
WBIY icon

Raymond James Financial’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Raymond James Financial’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 		– Sell
-6,805
Closed -$218K – 5461
2025
Q4 		$218K Buy
+6,805
New +$213K ﹤0.01% 4747
2025
Q3 		– Sell
-7,292
Closed -$213K – 6769
2025
Q2 		$213K Sell
7,292
-4,684
-39% -$133K ﹤0.01% 4489
2025
Q1 		$353K Sell
11,976
-6,494
-35% -$195K ﹤0.01% 4120
2024
Q4 		$550K Buy
+18,470
New +$575K ﹤0.01% 3850

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
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 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

Raymond James Financial's WBIY Position: Q1 2026 in Review

Raymond James Financial sold out of WBI Power Factor High Dividend ETF (WBIY) in Q1 2026, closing a stake of 6,805 shares — an estimated $218K sold.

Raymond James Financial first reported a position in WBIY in Q4 2024 and held it in 4 quarters. The position peaked at $550K in Q4 2024. 23 funds tracked by Wall St. Rank hold WBIY as of Q1 2026.

  • Raymond James Financial reported no remaining WBI Power Factor High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 6,805 WBI Power Factor High Dividend ETF shares in Q1 2026, an estimated $218K.
  • Raymond James Financial first reported a position in WBI Power Factor High Dividend ETF in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's WBI Power Factor High Dividend ETF position peaked at $550K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.