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Security record · archived quarter

WBI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
39Tracked holders
-2Δ holders
13.12MShares held
$262.67MReported value
+3New positions
−4Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -4.9% · share flow -2.9% · net new positions -2.6% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 61 +1 18.95M $648.69M +11 −9
Q1 2026 61 +23 14.93M $399.93M +25 −3
Q4 2025 39 -2 13.12M $262.67M +3 −4
Q3 2025 12 +10 7.98M $201.15M +10 n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 4.04M +9.3% $80.82M 0.0% ▲ Add 2 SEC ↗ ×4
2 Millennium Management ✦ 1.50M +230.7% $29.98M 0.0% ▲ Add 2 SEC ↗
3 Ameriprise Financial Inc 1.26M n/a $25.28M 0.0% n/c 1 SEC ↗ ×2
4 Morgan Stanley ✦ 1.13M +5.7% $22.52M 0.0% ▲ Add 2 SEC ↗ ×7
5 First Manhattan Co. Llc. 803.72K n/a $16.08M 0.0% n/c 1 SEC ↗
6 Federated Hermes, Inc. 633.00K n/a $12.67M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 442.48K n/a $8.85M 0.0% n/c 1 SEC ↗ ×2
8 Jane Street Group, Llc 392.51K n/a $7.85M 0.0% n/c 1 SEC ↗ ×3
9 Jennison Associates Llc 306.68K n/a $6.14M 0.0% n/c 1 SEC ↗
10 UBS Group AG 236.96K n/a $4.74M 0.0% n/c 1 SEC ↗ ×4
11 Renaissance Technologies ✦ 201.20K New $4.03M 0.0% New 1 SEC ↗
12 Norges Bank ✦ (passive) 200.00K New $4.00M 0.0% New 1 SEC ↗
13 Hrt Financial Lp 171.19K n/a $3.42M 0.0% n/c 1 SEC ↗
14 Goldman Sachs Group ✦ 162.17K +2.3% $3.25M 0.0% ▲ Add 2 SEC ↗
15 Marshall Wace ✦ 154.85K -26.0% $3.10M 0.0% ▼ Trim 2 SEC ↗
16 Royal Bank Of Canada 152.00K n/a $3.04M 0.0% n/c 1 SEC ↗ ×2
17 Russell Investments Group, Ltd. 148.86K n/a $2.98M 0.0% n/c 1 SEC ↗ ×4
18 Bank Of America Corp /De/ 137.35K n/a $2.75M 0.0% n/c 1 SEC ↗ ×4
19 Sei Investments Co 127.30K n/a $2.55M 0.0% n/c 1 SEC ↗
20 Wells Fargo & Company/Mn 126.47K n/a $2.53M 0.0% n/c 1 SEC ↗ ×2
21 Point72 Asset Management ✦ 125.20K New $2.51M 0.0% New 1 SEC ↗
22 BlackRock ✦ (passive) 122.86K -83.2% $2.46M 0.0% ▼ Trim 2 SEC ↗ ×3
23 The Vanguard Group ✦ (passive) 107.87K -46.1% $2.16M 0.0% ▼ Trim 2 SEC ↗ ×3
24 LMR Partners LLP 104.40K n/a $2.09M 0.0% n/c 1 SEC ↗
25 Balyasny Asset Management L.P. 63.08K n/a $1.26M 0.0% n/c 1 SEC ↗ ×2
26 Bnp Paribas Financial Markets 59.94K n/a $1.20M 0.0% n/c 1 SEC ↗
27 HighTower Advisors, LLC 48.50K n/a $970,545 0.0% n/c 1 SEC ↗
28 Citadel Advisors ✦ 43.23K -92.1% $865,132 0.0% ▼ Trim 2 SEC ↗
29 Lido Advisors, LLC 30.20K n/a $761,568 0.0% n/c 1 SEC ↗
30 Susquehanna International Group, Llp 23.28K n/a $465,793 0.0% n/c 1 SEC ↗
31 LPL Financial LLC 19.83K n/a $396,818 0.0% n/c 1 SEC ↗
32 Squarepoint Ops LLC 19.12K n/a $382,671 0.0% n/c 1 SEC ↗
33 State Of Wisconsin Investment Board 17.84K n/a $356,978 0.0% n/c 1 SEC ↗
34 Us Bancorp \De\ 9.62K n/a $192,476 0.0% n/c 1 SEC ↗ ×2
35 Pnc Financial Services Group, Inc. 678 n/a $13,567 0.0% n/c 1 SEC ↗
36 Osaic Holdings, Inc. 648 n/a $12,966 0.0% n/c 1 SEC ↗ ×2
37 Rockefeller Capital Management L.P. 35 n/a $700 0.0% n/c 1 SEC ↗
38 Jones Financial Companies Lllp 22 n/a $440 0.0% n/c 1 SEC ↗
39 Citigroup Inc 4 n/a $80 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $4.03M 0.0%
Norges Bank $4.00M 0.0%
Point72 Asset Management $2.51M 0.0%

Exited

Adage Capital Partners $16.89M was 0.0%
Wellington Management $4.68M was 0.0%
D. E. Shaw & Co. $1.26M was 0.0%
Two Sigma Investments $264,810 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 154 holders, 55.56M shares, $1.42B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Beneficial ownership
Oct 07 SC 13G/A: ALPS ADVISORS INC

View original SEC filing ↗

Aug 13 SC 13G/A: Devon WB Holdco L.L.C.

View original SEC filing ↗

Jul 09 SC 13G: ALPS ADVISORS INC

View original SEC filing ↗

Jul 08 SC 13G: T. Rowe Price Investment Management…

View original SEC filing ↗

Jun 26 SC 13G/A: WBR Holdings LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API