Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Absolute Shs Tr (WBIY)

23 + 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
33%

Smart Money Signals — WBIY

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WBIY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
23 funds currently hold this stock — 88% of the 3.0-year high of 26 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold WBIY compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 33% buying

8 buying16 selling
Last quarter: 16 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 1 → 6 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
14 out of 23 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.
➡️

Steady discovery — ~1 new funds/quarter

4 → 2 → 1 → 6 → 1 new funds/Q
New funds entering each quarter: 2 → 1 → 6 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 23 holders: 14 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
5 of 23 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 8 hedge funds were net buyers of WBIY (1 opened a new position, 7 added to an existing one), while 16 reduced or exited (12 trimmed, 4 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 23.

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

-- --

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

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

Signal Freshness measures how much WBIY has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
WBIY
+2.1%
SPY
+13.9%

WBIY outperformed SPY by -11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
WBIY
+3.9%
SPY
+0.2%

Since the filing became public, WBIY outperformed SPY by +3.7% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: WBIY
23 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 26 -11.54%
13F Shares 2M 2M -6.9%
Total Value $57M $59M -1.79%
New Positions 1 6 -5
Increased Positions 7 6 +1
Closed Positions 4 2 +2
Reduced Positions 12 11 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WBIY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

23 + 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 22 WBIY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wbi Investments, LLC 8.17% 872,310 $29.6M
2 Maridea Wealth Management LLC 2.00% 405,808 $13.8M
3 Southland Equity Partners LLC 0.07% 9,866 $335K
4 Advyzon Investment Management, LLC 0.05% 17,733 $602K
5 Ausdal Financial Partners, Inc. 0.03% 17,733 $602K
6 Stratos Wealth Partners, LTD. 0.02% 62,912 $2.1M
7 Gts Securities LLC 0.02% 16,581 $563K
8 Signature Equity Partners, LLC 0.02% 1,065 $36K
9 Fourth Dimension Wealth, LLC 0.01% 454 $15K
10 World Investment Advisors 0.01% 9,832 $334K
11 Harbour Investments, INC. 0.00% 7,626 $259K
12 Private Advisor Group, LLC 0.00% 16,100 $546K
13 LPL Financial LLC 0.00% 139,188 $4.7M
14 Western Wealth Management, LLC 0.00% 500 $17K
15 Cetera Investment Advisers 0.00% 16,152 $548K
16 Envestnet Asset Management Inc 0.00% 59,567 $2.0M
17 Osaic Holdings, INC. 0.00% 8,834 $300K
18 HighTower Advisors, LLC 0.00% 10,050 $341K
19 Assetmark, Inc 0.00% 615 $21K
20 Morgan Stanley 0.00% 18,950 $643K
21 UBS Group AG 0.00% 590 $20K
22 Fmr LLC 0.00% 700 $24K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WBIY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WBIY?

Heavy selling pressure — only 33% buying: Last quarter: 16 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for WBIY holders?

Smaller funds dominant — 13% AUM from top-100: 5 of 23 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WBIY?

61% of holders stayed for 2+ years: 14 out of 23 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.

Is it too late to buy Absolute Shs Tr (WBIY) following the 2026 Q1 hedge fund 13F filings?

As of today, WBIY has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), WBIY has gained +2.1% vs +13.9% 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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