We are live on ! Find out more
WBIG icon

WBI BullBear Yield 3000 ETF

11 hedge funds and large institutions have $44.3M invested in WBI BullBear Yield 3000 ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.01% less ownership

Funds ownership: 153.15%151.14% (-2%)

13% less capital invested

Capital invested by funds: $51M → $44.3M (-$6.68M)

21% less funds holding

Funds holding: 1411 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 8

Holders
11
Holders Change
-3
Holders Change %
-21.43%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$18.5M -$2.63M -112,072 -12%
MWM
2
Maridea Wealth Management
New York
$16.5M -$1.14M -48,692 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.12M -$1.5M -63,637 -27%
LPL Financial
4
LPL Financial
California
$1.45M -$214K -9,122 -13%
AIM
5
Advyzon Investment Management
Illinois
$962K -$92.5K -3,938 -9%
AFP
6
Ausdal Financial Partners
Iowa
$962K -$92.5K -3,938 -9%
GS
7
GTS Securities
New York
$643K +$644K +27,415 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$532K -$906K -38,548 -63%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$413K -$361K -15,366 -47%
SEP
10
Southland Equity Partners
Missouri
$223K
Morgan Stanley
11
Morgan Stanley
New York
$23
Jane Street
12
Jane Street
New York
-$411K -17,797 Closed
Citadel Advisors
13
Citadel Advisors
Florida
-$318K -13,740 Closed
UBS Group
14
UBS Group
Switzerland
-$31K -1,342 Closed
Fidelity Investments
15
Fidelity Investments
Massachusetts
-$23 -1 Closed

WBIG Hedge Fund Activity: Q4 2025 in Review

11 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Yield 3000 ETF (WBIG) for Q4 2025, worth a combined $44.3M — down 13% from $51M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WBIG and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 0 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $644K. The largest seller was WBI Investments, cutting an estimated $2.63M.

  • 11 institutional investors held WBI BullBear Yield 3000 ETF (WBIG) as of Q4 2025, down from 14 in Q3 2025.
  • Funds reported $44.3M of WBI BullBear Yield 3000 ETF stock for Q4 2025, down 13% quarter-over-quarter.
  • 1 fund opened new WBI BullBear Yield 3000 ETF positions in Q4 2025 and 4 closed out, a net change of -3 holders.
  • The largest WBI BullBear Yield 3000 ETF buyer in Q4 2025 was GTS Securities, an estimated $644K added.
  • The largest WBI BullBear Yield 3000 ETF seller in Q4 2025 was WBI Investments, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2025.