WBC
IDE

West Branch Capital’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

West Branch Capital’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4K Buy
535
+12
+2% +$163 ﹤0.01% 255
2026
Q1 		$6.53K Buy
523
+12
+2% +$158 ﹤0.01% 260
2025
Q4 		$6.29K Hold
511
– – ﹤0.01% 296
2025
Q3 		$6.2K Hold
511
– – ﹤0.01% 316
2025
Q2 		$5.98K Hold
511
– – ﹤0.01% 320
2025
Q1 		$5.41K Hold
511
– – ﹤0.01% 339
2024
Q4 		$5.19K Hold
511
– – ﹤0.01% 333
2024
Q3 		$5.81K Hold
511
– – ﹤0.01% 327
2024
Q2 		$5.23K Hold
511
– – ﹤0.01% 329
2024
Q1 		$5.38K Buy
511
+11
+2% +$111 ﹤0.01% 328
2023
Q4 		$5.09K Buy
+500
New +$4.73K ﹤0.01% 334

Other funds holding IDE

LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

West Branch Capital's IDE Position: Q2 2026 in Review

West Branch Capital increased its Voya Infrastructure, Industrials and Materials Fund (IDE) stake by 2.3% in Q2 2026, buying an estimated $163 and bringing the position to 535 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

West Branch Capital first reported a position in IDE in Q4 2023 and has held it in 11 quarters since. 9 funds tracked by Wall St. Rank hold IDE as of Q2 2026.

  • West Branch Capital held 535 shares of Voya Infrastructure, Industrials and Materials Fund worth $7.4K as of Q2 2026.
  • West Branch Capital bought 12 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2026, an estimated $163.
  • Voya Infrastructure, Industrials and Materials Fund made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #255 holding.
  • West Branch Capital first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q4 2023 and has held it in 11 quarters since.
  • 9 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.