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WBI Power Factor High Dividend ETF

22 hedge funds and large institutions have $56.2M invested in WBI Power Factor High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 13 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)

0.47% less ownership

Funds ownership: 101.71%101.24% (-0.47%)

1% less capital invested

Capital invested by funds: $56.5M → $56.2M (-$394K)

15% less funds holding

Funds holding: 2622 (-4)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
5
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$24.1M -$1.41M -45,552 -6%
MWM
2
Maridea Wealth Management
New York
$13.2M -$1.04M -33,699 -7%
LPL Financial
3
LPL Financial
California
$4.35M -$217K -6,991 -5%
RW
4
Rockport Wealth
Ohio
$3.96M +$79.3K +2,559 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.76M -$201K -6,485 -7%
SWP
6
Stratos Wealth Partners
Ohio
$2.04M +$106K +3,408 +5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$832K -$100K -3,227 -11%
Jane Street
8
Jane Street
New York
$709K -$50.7K -1,637 -7%
AIM
9
Advyzon Investment Management
Illinois
$622K -$41.8K -1,348 -6%
AFP
10
Ausdal Financial Partners
Iowa
$622K +$625K +20,155 New
Morgan Stanley
11
Morgan Stanley
New York
$597K -$24.2K -782 -4%
PAG
12
Private Advisor Group
New Jersey
$533K -$26.7K -861 -5%
SEP
13
Southland Equity Partners
Missouri
$326K
HighTower Advisors
14
HighTower Advisors
Illinois
$310K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$273K -$43.9K -1,416 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$266K +$7.13K +230 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$236K -$18.9K -610 -8%
HI
18
Harbour Investments
Wisconsin
$207K -$13.9K -450 -6%
UBS Group
19
UBS Group
Switzerland
$115K -$13K -418 -10%
FDW
20
Fourth Dimension Wealth
Ohio
$21.6K
AssetMark Inc
21
AssetMark Inc
California
$19K +$18.1K +585 +1,950%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$14.8K +$11.4K +367 +328%
Citadel Advisors
23
Citadel Advisors
Florida
-$338K -11,552 Closed
KAS
24
Kestra Advisory Services
Texas
-$223K -7,616 Closed
Raymond James Financial
25
Raymond James Financial
Florida
-$213K -7,292 Closed

WBIY Hedge Fund Activity: Q3 2025 in Review

22 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q3 2025, worth a combined $56.2M — down 0.7% from $56.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WBIY and 1 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 5 added.

The largest buyer was Ausdal Financial Partners, opening a new position worth an estimated $625K. The largest seller was WBI Investments, cutting an estimated $1.41M.

  • 22 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q3 2025, down from 26 in Q2 2025.
  • Funds reported $56.2M of WBI Power Factor High Dividend ETF stock for Q3 2025, down 0.7% quarter-over-quarter.
  • 1 fund opened new WBI Power Factor High Dividend ETF positions in Q3 2025 and 4 closed out, a net change of -3 holders.
  • The largest WBI Power Factor High Dividend ETF buyer in Q3 2025 was Ausdal Financial Partners, an estimated $625K added.
  • The largest WBI Power Factor High Dividend ETF seller in Q3 2025 was WBI Investments, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2025.