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Institutional Holdings

WBI

Ownership Summary

Institutions Holding
18
Total Shares Held
1,890,347
Total Value Held
$64,777,362
Quarter
2026-06-30

Active Positions

Increased Positions
3
35,029 shares
Decreased Positions
5
1,204,552 shares
Held Positions
3
13,776 shares
New Positions
5
636,990 shares
Sold Out Positions
2
1,244,888 shares
Institution Shares Value Change % of Portfolio Reported
Ranger Investment Management, L.P. 682,262 $23,381,119 ▼ -242,308 1.48% 2026-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 532,269 $18,240,859 New position 0.12% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 264,698 $9,071,200 ▼ -58,363 0.00% 2026-06-30
REAVES W H & CO INC 170,000 $5,825,900 ▼ -280,000 0.09% 2026-06-30
ING GROEP NV 94,000 $3,221,380 New position 0.02% 2026-06-30
Jump Financial, LLC 87,591 $3,001,744 ▼ -124,737 0.02% 2026-06-30
Adalta Capital Management LLC 24,875 $852,466 ▲ +250 0.37% 2026-06-30
ALLSTATE CORP 12,152 $416,449 Unchanged 0.00% 2026-06-30
Yorktown Management & Research Co Inc 10,600 $363,262 New position 0.22% 2026-06-30
KLP KAPITALFORVALTNING AS 9,000 $308,430 ▲ +1,400 0.00% 2026-06-30
WHITTIER TRUST CO OF NEVADA INC 1,559 $52,289 Unchanged 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 1,154 $35,855 ▲ +1,132 0.00% 2026-06-30
Ancora Advisors LLC 100 $3,427 New position 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 65 $2,228 Unchanged 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 21 $720 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 1 $34 ▼ -20 0.00% 2026-06-30
Tensile Capital Management LP 0 $0 Sold out 2026-06-30
HAMILTON LANE ADVISORS LLC 0 $0 Sold out 2026-06-30