WI
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WBI Investments’s Copa Holdings CPA Stock Holding History

WBI Investments’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Buy
2,157
+56
+3% +$7.29K 0.08% 230
2026
Q1 		$239K Buy
+2,101
New +$276K 0.07% 263
2016
Q3 		– Sell
-51,633
Closed -$2.7M – 276
2016
Q2 		$2.7M Buy
+51,633
New +$2.98M 0.1% 100

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WBI Investments's CPA Position: Q2 2026 in Review

WBI Investments increased its Copa Holdings (CPA) stake by 2.7% in Q2 2026, buying an estimated $7.29K and bringing the position to 2,157 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #230.

WBI Investments first reported a position in CPA in Q2 2016 and has held it in 3 quarters since. The position peaked at $2.7M in Q2 2016. 325 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

  • WBI Investments held 2,157 shares of Copa Holdings worth $336K as of Q2 2026.
  • WBI Investments bought 56 Copa Holdings shares in Q2 2026, an estimated $7.29K.
  • Copa Holdings made up 0.08% of WBI Investments's portfolio in Q2 2026, its #230 holding.
  • WBI Investments first reported a position in Copa Holdings in Q2 2016 and has held it in 3 quarters since.
  • WBI Investments's Copa Holdings position peaked at $2.7M in Q2 2016.
  • 325 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.