WIC
WBT

Water Island Capital’s Welbilt, Inc. WBT Stock Holding History

Water Island Capital’s Portfolio WBT Stock Details WBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,723,931
Closed -$64.9M – 135
2022
Q2 		$64.9M Sell
2,723,931
-908,911
-25% -$21.5M 4.05% 4
2022
Q1 		$86.3M Buy
3,632,842
+334,930
+10% +$7.95M 4.38% 1
2021
Q4 		$78.4M Buy
3,297,912
+22,616
+0.7% +$535K 4.33% 6
2021
Q3 		$76.1M Buy
3,275,296
+692,439
+27% +$16.3M 4.38% 9
2021
Q2 		$59.8M Buy
+2,582,857
New +$54.8M 3.16% 13
2018
Q2 		– Sell
-12,187
Closed -$237K – 151
2018
Q1 		$237K Sell
12,187
-683
-5% -$14.6K 0.01% 90
2017
Q4 		$303K Buy
+12,870
New +$284K 0.02% 82

Other funds holding WBT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return