Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Absolute Shs Tr (WBIY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — WBIY

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WBIY 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
26 hedge funds hold WBIY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WBIY is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

12 buying11 selling
Last quarter: 12 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 1 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 15% medium ■ 27% new
15 out of 26 hedge funds have held WBIY 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.
📊

Peak discovery — momentum slowing

2 → 1 → 6 → 1 → 4 new funds/Q
New funds entering each quarter: 1 → 6 → 1 → 4. WBIY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 58% veterans vs 31% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 26 holders: 15 (58%) are 2+ year veterans, 3 entered 1–2 years ago, and 8 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
5 of 26 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — WBIY

In 2026 Q2, 12 hedge funds were net buyers of WBIY (4 opened a new position, 8 added to an existing one), while 11 reduced or exited (10 trimmed, 1 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: WBIY

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

Market Analysis: WBIY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WBIY

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

Loading signal freshness…
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: WBIY
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 23 13.04%
13F Shares 3M 2M 51.17%
Total Value $89M $57M 54.09%
New Positions 4 1 +3
Increased Positions 8 7 +1
Closed Positions 1 4 -3
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WBIY

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Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:
Top 25 WBIY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Millington Securities, LLC 8.17% 872,310 $29.6M
2 Wbi Investments, LLC 7.46% 861,831 $30.1M
3 Maridea Wealth Management LLC 1.49% 392,719 $13.7M
4 Southland Equity Partners LLC 0.06% 9,866 $345K
5 Advyzon Investment Management, LLC 0.05% 17,918 $626K
6 Founders Financial Securities LLC 0.03% 15,647 $547K
7 Hbw Advisory Services LLC 0.03% 8,553 $299K
8 Ausdal Financial Partners, Inc. 0.02% 17,918 $626K
9 Stratos Wealth Partners, LTD. 0.02% 62,116 $2.2M
10 Signature Equity Partners, LLC 0.02% 1,066 $37K
11 Gts Securities LLC 0.01% 12,701 $444K
12 Fourth Dimension Wealth, LLC 0.01% 454 $16K
13 World Investment Advisors 0.00% 7,394 $258K
14 Harbour Investments, INC. 0.00% 7,326 $256K
15 Private Advisor Group, LLC 0.00% 12,418 $434K
16 LPL Financial LLC 0.00% 140,879 $4.9M
17 Cetera Investment Advisers 0.00% 20,033 $700K
18 Envestnet Asset Management Inc 0.00% 58,249 $2.0M
19 Osaic Holdings, INC. 0.00% 9,784 $342K
20 HighTower Advisors, LLC 0.00% 10,050 $351K
21 Integrated Wealth Concepts LLC 0.00% 650 $23K
22 Assetmark, Inc 0.00% 615 $21K
23 Morgan Stanley 0.00% 16,941 $592K
24 Fmr LLC 0.00% 1,229 $43K
25 UBS Group AG 0.00% 369 $13K
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 (WBIY)

What does the Smart Money Trend signal show for WBIY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WBIY 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 WBIY?

Slight buying edge — 52% buying: Last quarter: 12 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WBIY holders?

Smaller funds dominant — 9% AUM from top-100: 5 of 26 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WBIY?

58% of holders stayed for 2+ years: 15 out of 26 hedge funds have held WBIY 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.

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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