SIM
WBI

Sandia Investment Management’s WaterBridge Infrastructure LLC WBI Stock Holding History

Sandia Investment 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
2025
Q4 		$800K Buy
40,000
+15,000
+60% +$348K 2% 8
2025
Q3 		$631K Buy
+25,000
New +$586K 1.88% 9

Other funds holding WBI

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
CCM
Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Sandia Investment Management's WBI Position: Q4 2025 in Review

Sandia Investment Management increased its WaterBridge Infrastructure LLC (WBI) stake by 60% in Q4 2025, buying an estimated $348K and bringing the position to 40,000 shares worth $800K. The position accounts for 2% of the portfolio, ranked #8.

Sandia Investment Management first reported a position in WBI in Q3 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold WBI as of Q4 2025.

  • Sandia Investment Management held 40,000 shares of WaterBridge Infrastructure LLC worth $800K as of Q4 2025.
  • Sandia Investment Management bought 15,000 WaterBridge Infrastructure LLC shares in Q4 2025, an estimated $348K.
  • WaterBridge Infrastructure LLC made up 2% of Sandia Investment Management's portfolio in Q4 2025, its #8 holding.
  • Sandia Investment Management first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.