WIA
WBIY icon

World Investment Advisors’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

World Investment Advisors’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 		$258K Sell
7,394
-2,438
-25% -$84K ﹤0.01% 1311
2026
Q1 		$334K Buy
+9,832
New +$334K 0.01% 1195

Other funds holding WBIY

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

World Investment Advisors's WBIY Position: Q2 2026 in Review

World Investment Advisors reduced its WBI Power Factor High Dividend ETF (WBIY) stake by 25% in Q2 2026, selling an estimated $84K and leaving 7,394 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

World Investment Advisors first reported a position in WBIY in Q1 2026 and has held it in 2 quarters since. The position peaked at $334K in Q1 2026. 24 funds tracked by Wall St. Rank hold WBIY as of Q2 2026.

  • World Investment Advisors held 7,394 shares of WBI Power Factor High Dividend ETF worth $258K as of Q2 2026.
  • World Investment Advisors sold 2,438 WBI Power Factor High Dividend ETF shares in Q2 2026, an estimated $84K.
  • WBI Power Factor High Dividend ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1311 holding.
  • World Investment Advisors first reported a position in WBI Power Factor High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's WBI Power Factor High Dividend ETF position peaked at $334K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.