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WBI Power Factor High Dividend ETF

25 hedge funds and large institutions have $58.2M invested in WBI Power Factor High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more funds holding

Funds holding: 2225 (+3)

3.28% more ownership

Funds ownership: 101.24%104.52% (+3.3%)

4% more capital invested

Capital invested by funds: $56.2M → $58.2M (+$2.05M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$25.1M +$131K +4,172 +0.5%
MWM
2
Maridea Wealth Management
New York
$13.5M -$326K -10,396 -2%
LPL Financial
3
LPL Financial
California
$4.67M +$153K +4,895 +3%
RW
4
Rockport Wealth
Ohio
$4.43M +$310K +9,895 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.17M -$684K -21,828 -24%
SWP
6
Stratos Wealth Partners
Ohio
$2.11M -$12.5K -399 -0.6%
GS
7
GTS Securities
New York
$1.39M +$1.36M +43,476 New
Morgan Stanley
8
Morgan Stanley
New York
$643K +$22.4K +716 +4%
AIM
9
Advyzon Investment Management
Illinois
$571K -$72.1K -2,301 -11%
AFP
10
Ausdal Financial Partners
Iowa
$571K -$72.1K -2,301 -11%
PAG
11
Private Advisor Group
New Jersey
$524K -$28.3K -902 -5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$443K -$412K -13,137 -49%
SEP
13
Southland Equity Partners
Missouri
$338K
FFS
14
Founders Financial Securities
Maryland
$337K +$330K +10,516 New
HighTower Advisors
15
HighTower Advisors
Illinois
$322K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$292K +$15.3K +488 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$255K +$17.5K +559 +8%
Raymond James Financial
18
Raymond James Financial
Florida
$218K +$213K +6,805 New
HI
19
Harbour Investments
Wisconsin
$202K -$12.5K -400 -6%
KAS
20
Kestra Advisory Services
Texas
$37.8K +$37.1K +1,182 New
SEP
21
Signature Equity Partners
Ohio
$34.1K +$33.4K +1,065 New
AssetMark Inc
22
AssetMark Inc
California
$19.7K
FDW
23
Fourth Dimension Wealth
Ohio
$19.3K -$3.01K -96 -14%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$13.4K -$1.91K -61 -13%
UBS Group
25
UBS Group
Switzerland
$416 -$117K -3,723 -100%

WBIY Hedge Fund Activity: Q4 2025 in Review

25 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q4 2025, worth a combined $58.2M — up 3.6% from $56.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WBIY positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, exiting entirely with an estimated $709K sold.

  • 25 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $58.2M of WBI Power Factor High Dividend ETF stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 5 funds opened new WBI Power Factor High Dividend ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest WBI Power Factor High Dividend ETF buyer in Q4 2025 was GTS Securities, an estimated $1.36M added.
  • The largest WBI Power Factor High Dividend ETF seller in Q4 2025 was Jane Street, an estimated $709K sold.

Based on aggregated 13F filings for Q4 2025.