SSA
WBI

Sierra Summit Advisors’s WaterBridge Infrastructure LLC WBI Stock Holding History

Sierra Summit Advisors’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
2026
Q2 		$1.26M Buy
+36,740
New +$1.07M 0.14% 100

Other funds holding WBI

BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sierra Summit Advisors's WBI Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in WaterBridge Infrastructure LLC (WBI) in Q2 2026: 36,740 shares worth $1.26M. The stake represents 0.14% of the portfolio and ranks #100 among its holdings.

6 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Sierra Summit Advisors held 36,740 shares of WaterBridge Infrastructure LLC worth $1.26M as of Q2 2026.
  • WaterBridge Infrastructure LLC was a new Sierra Summit Advisors position in Q2 2026.
  • WaterBridge Infrastructure LLC made up 0.14% of Sierra Summit Advisors's portfolio in Q2 2026, its #100 holding.
  • 6 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.