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WBI Power Factor High Dividend ETF

23 hedge funds and large institutions have $87.4M invested in WBI Power Factor High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $58.2M → $87.4M (+$29.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46.9% more ownership

Funds ownership: 104.52%151.43% (+47%)

8% less funds holding

Funds holding: 2523 (-2)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
2
Increased
7
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1
WBI Investments
New Jersey
$29.6M +$2.95M +86,864 +11%
MS
2
Millington Securities
New Jersey
$29.6M +$29.6M +872,310 New
MWM
3
Maridea Wealth Management
New York
$13.8M -$501K -14,774 -4%
LPL Financial
4
LPL Financial
California
$4.72M -$233K -6,853 -5%
SWP
5
Stratos Wealth Partners
Ohio
$2.14M -$99.9K -2,944 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.02M -$278K -8,184 -12%
Morgan Stanley
7
Morgan Stanley
New York
$643K -$38.5K -1,135 -6%
AIM
8
Advyzon Investment Management
Illinois
$602K -$4.11K -121 -0.7%
AFP
9
Ausdal Financial Partners
Iowa
$602K -$4.11K -121 -0.7%
GS
10
GTS Securities
New York
$563K -$913K -26,895 -62%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$548K +$78.2K +2,305 +17%
PAG
12
Private Advisor Group
New Jersey
$546K -$9.27K -273 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$341K
SEP
14
Southland Equity Partners
Missouri
$335K -$23.8K -700 -7%
WIA
15
World Investment Advisors
California
$334K +$334K +9,832 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$316K +$5.87K +173 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$300K +$29.4K +867 +11%
HI
18
Harbour Investments
Wisconsin
$259K +$44.1K +1,300 +21%
SEP
19
Signature Equity Partners
Ohio
$36.2K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$23.8K +$9.57K +282 +67%
AssetMark Inc
21
AssetMark Inc
California
$20.9K
UBS Group
22
UBS Group
Switzerland
$20K +$19.6K +577 +4,438%
FDW
23
Fourth Dimension Wealth
Ohio
$15.4K -$5.09K -150 -25%
RW
24
Rockport Wealth
Ohio
-$4.43M -138,292 Closed
FFS
25
Founders Financial Securities
Maryland
-$337K -10,516 Closed

WBIY Hedge Fund Activity: Q1 2026 in Review

23 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in WBI Power Factor High Dividend ETF (WBIY) for Q1 2026, worth a combined $87.4M — up 50% from $58.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WBIY and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 7 added.

The largest buyer was WBI Investments, adding an estimated $2.95M. The largest seller was Rockport Wealth, exiting entirely with an estimated $4.43M sold.

  • 23 institutional investors held WBI Power Factor High Dividend ETF (WBIY) as of Q1 2026, down from 25 in Q4 2025.
  • Funds reported $87.4M of WBI Power Factor High Dividend ETF stock for Q1 2026, up 50% quarter-over-quarter.
  • 2 funds opened new WBI Power Factor High Dividend ETF positions in Q1 2026 and 4 closed out, a net change of -2 holders.
  • The largest WBI Power Factor High Dividend ETF buyer in Q1 2026 was WBI Investments, an estimated $2.95M added.
  • The largest WBI Power Factor High Dividend ETF seller in Q1 2026 was Rockport Wealth, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2026.