WAP
WBI

Wealthcare Advisory Partners’s WaterBridge Infrastructure LLC WBI Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-13,901
Closed -$372K – 1164
2026
Q1 		$372K Buy
+13,901
New +$331K 0.01% 800

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HRCM
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UBS Group
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SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Wealthcare Advisory Partners's WBI Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of WaterBridge Infrastructure LLC (WBI) in Q2 2026, closing a stake of 13,901 shares — an estimated $372K sold.

Wealthcare Advisory Partners first reported a position in WBI in Q1 2026 and held it in 1 quarter. The position peaked at $372K in Q1 2026. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining WaterBridge Infrastructure LLC position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 13,901 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $372K.
  • Wealthcare Advisory Partners first reported a position in WaterBridge Infrastructure LLC in Q1 2026 and held it in 1 quarter.
  • Wealthcare Advisory Partners's WaterBridge Infrastructure LLC position peaked at $372K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.