Security record
WBIY
name pending profile ingest
8Tracked holders
0Δ holders
248.10KShares held
$8.67MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.4% · net new positions -12.5% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 140.88K | +1.2% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 58.25K | -2.2% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 20.03K | +24.0% | $700,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 16.94K | -10.6% | $592,044 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 9.78K | +10.8% | $341,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.23K | +75.6% | $42,957 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Assetmark, Inc | 615 | 0.0% | $21,492 | 0.0% | Held | 3 | SEC ↗ |
| 8 | UBS Group AG | 369 | -37.5% | $12,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| HighTower Advisors, LLC | $341,097 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 23 holders, 1.70M shares, $57.47M 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.
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: Q2 2026 ·
Methodology ·
Get this via the API