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Southland Equity Partners’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

Southland Equity Partners’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 		$345K Hold
9,866
– – 0.06% 224
2026
Q1 		$335K Sell
9,866
-700
-7% -$23.8K 0.07% 196
2025
Q4 		$338K Hold
10,566
– – 0.07% 188
2025
Q3 		$326K Hold
10,566
– – 0.07% 181
2025
Q2 		$309K Sell
10,566
-534
-5% -$15.2K 0.07% 178
2025
Q1 		$328K Sell
11,100
-409
-4% -$12.3K 0.08% 167
2024
Q4 		$342K Sell
11,509
-224
-2% -$6.97K 0.08% 158
2024
Q3 		$368K Sell
11,733
-114
-1% -$3.44K 0.09% 150
2024
Q2 		$344K Sell
11,847
-4,585
-28% -$135K 0.1% 137
2024
Q1 		$501K Sell
16,432
-856
-5% -$24.7K 0.14% 100
2023
Q4 		$497K Sell
17,288
-650
-4% -$17K 0.16% 94
2023
Q3 		$456K Sell
17,938
-1,074
-6% -$28.6K 0.16% 89
2023
Q2 		$493K Sell
19,012
-2,169
-10% -$55.9K 0.17% 85
2023
Q1 		$564K Buy
21,181
+15
+0.1% +$416 0.22% 74
2022
Q4 		$564K Sell
21,166
-898
-4% -$24K 0.22% 68
2022
Q3 		$515K Sell
22,064
-148
-0.7% -$3.95K 0.25% 69
2022
Q2 		$576K Buy
22,212
+15
+0.1% +$428 0.26% 67
2022
Q1 		$641K Sell
22,197
-14,194
-39% -$404K 0.27% 65
2021
Q4 		$1.02M Buy
36,391
+592
+2% +$16.3K 0.42% 44
2021
Q3 		$960K Buy
35,799
+11
+0% +$301 0.44% 44
2021
Q2 		$983K Sell
35,788
-3,487
-9% -$96.8K 0.46% 43
2021
Q1 		$1.05M Sell
39,275
-5,497
-12% -$139K 0.6% 35
2020
Q4 		$1.02M Buy
+44,772
New +$947K 0.68% 32

Other funds holding WBIY

Envestnet Asset Management
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
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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

Southland Equity Partners's WBIY Position: Q2 2026 in Review

Southland Equity Partners held its WBI Power Factor High Dividend ETF (WBIY) position steady in Q2 2026 at 9,866 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #224.

Southland Equity Partners first reported a position in WBIY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2021. 10 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

  • Southland Equity Partners held 9,866 shares of WBI Power Factor High Dividend ETF worth $345K as of Q2 2026.
  • Southland Equity Partners left its WBI Power Factor High Dividend ETF share count unchanged in Q2 2026.
  • WBI Power Factor High Dividend ETF made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #224 holding.
  • Southland Equity Partners first reported a position in WBI Power Factor High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • Southland Equity Partners's WBI Power Factor High Dividend ETF position peaked at $1.05M in Q1 2021.
  • 10 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.