Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Absolute Shs Tr (WBIG)

14 + Investors. Track Smart Money conviction in WBIG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
42%

Smart Money Signals — WBIG

Based on 14 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WBIG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
14 funds currently hold this stock — 93% of the 3.0-year high of 15 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟠

More sellers than buyers — 42% buying

5 buying7 selling
Last quarter: 7 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 21% medium 14% new
9 out of 14 hedge funds have held WBIG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

1 → 4 → 2 → 1 → 2 new funds/Q
New funds entering each quarter: 4 → 2 → 1 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 64% veterans vs 29% newcomers

64% veterans 7% 1-2yr 29% new
Entry-cohort mix of 14 holders: 9 (64%) are 2+ year veterans, 1 entered 1–2 years ago, and 4 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
4 of 14 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WBIG

In 2026 Q2, 5 hedge funds were net buyers of WBIG (2 opened a new position, 3 added to an existing one), while 7 reduced or exited (6 trimmed, 1 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 14.

Hedge Fund Ownership: WBIG

How many hedge funds hold WBIG — quarterly history vs. share price
Quarterly hedge fund ownership of WBIG vs. share price

Market Analysis: WBIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WBIG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Absolute Shs Tr (WBIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WBIG has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
WBIG
+1.3%
SPY
+2.3%

WBIG outperformed SPY by -1.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
WBIG
-2.6%
SPY
-1.6%

Since the filing became public, WBIG outperformed SPY by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: WBIG
14 + Investors

Track Smart Money conviction in WBIG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 14 13 7.69%
13F Shares 2M 2M 32.93%
Total Value $61M $43M 41.96%
New Positions 2 1 +1
Increased Positions 3 3 -
Closed Positions 1 0 +1
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WBIG

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Institutional Holders (2026 Q2)

14 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WBIG. Verified SEC 13F-HR filings.

QUARTER:
Top 14 WBIG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Millington Securities, LLC 4.83% 743,108 $17.5M
2 Wbi Investments, LLC 4.38% 683,276 $17.7M
3 Maridea Wealth Management LLC 1.76% 628,124 $16.2M
4 Advyzon Investment Management, LLC 0.08% 41,843 $1.1M
5 Southland Equity Partners LLC 0.04% 9,488 $245K
6 Ausdal Financial Partners, Inc. 0.04% 41,843 $1.1M
7 World Investment Advisors 0.01% 22,102 $571K
8 Envestnet Asset Management Inc 0.00% 145,367 $3.8M
9 Cetera Investment Advisers 0.00% 19,278 $498K
10 Osaic Holdings, INC. 0.00% 10,272 $266K
11 LPL Financial LLC 0.00% 42,685 $1.1M
12 Susquehanna International Group, LLP 0.00% 23,139 $598K
13 UBS Group AG 0.00% 566 $15K
14 Morgan Stanley 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Absolute Shs Tr (WBIG)

What does the Smart Money Trend signal show for WBIG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WBIG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WBIG?

More sellers than buyers — 42% buying: Last quarter: 7 funds reduced or exited vs 5 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WBIG holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 14 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WBIG?

64% of holders stayed for 2+ years: 9 out of 14 hedge funds have held WBIG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Absolute Shs Tr (WBIG) following the 2026 Q2 hedge fund 13F filings?

As of today, WBIG has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (June 30, 2026), WBIG has gained +1.3% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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