Security record · archived quarter
WBIY
name pending profile ingest
10Tracked holders
0Δ holders
273.59KShares held
$8.75MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 615 | $21,470 | n/a | n/a |
| Q2 2026 | 9 | 0 | 258.15K | $9.02M | n/a | n/a |
| Q1 2026 | 9 | -1 | 254.65K | $8.64M | n/a | −1 |
| Q4 2025 | 10 | 0 | 273.59K | $8.75M | n/a | n/a |
| Q3 2025 | 2 | -1 | 19.85K | $612,164 | n/a | −1 |
| Q2 2025 | 2 | 0 | 11.66K | $341,220 | n/a | n/a |
| Q1 2025 | 1 | +1 | 10.40K | $307,014 | +1 | n/a |
| Q2 2024 | 1 | n/a | 38.99K | $1.13M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 146.04K | n/a | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 67.75K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 20.09K | +3.7% | $642,727 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 13.85K | n/a | $443,092 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 10.05K | n/a | $321,600 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 7.97K | n/a | $255,015 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.80K | n/a | $217,760 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Assetmark, Inc | 615 | n/a | $19,680 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 418 | -12.7% | $13,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 13 | n/a | $416 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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