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WBI Institutional Ownership

Top institutional (13F) holders of WBI and 5%+ (13D/G) positions, sourced from SEC EDGAR.

Institutional owners
35
Institutional value
$572.46M
Top holder
FMR LLC

Top holders

HolderStakeFiledValue
FMR LLCinvestment advisor6.9%Aug 13, 2026$132.6M
UBS Group AGbank3.5%Aug 13, 2026$66.32M
Capital Research Global Investorsinvestment advisor2.7%Aug 12, 2026$51.32M
Ameriprise Financial, Inc.holding company1.9%Aug 14, 2026$36.83M
JPMORGAN CHASE & COholding company1.6%Aug 12, 2026$30.14M
BALYASNY ASSET MANAGEMENT L.P.investment advisor1.5%Aug 14, 2026$28.49M
JENNISON ASSOCIATES LLCinvestment advisor1.5%Aug 3, 2026$28.15M
MARSHALL WACE, LLPinvestment advisor1.3%Aug 13, 2026$24.19M
GOLDMAN SACHS GROUP INCinvestment advisor1.1%Aug 14, 2026$20.57M
Loomis, Sayles & Co., L.P.investment advisor1.1%Aug 14, 2026$20.54M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCinvestment advisor1.1%Nov 6, 2026$18.05M
TWO SIGMA INVESTMENTS, LPinvestment advisor0.9%Aug 14, 2026$16.99M
MORGAN STANLEYholding company0.7%Aug 13, 2026$14.21M
RENAISSANCE TECHNOLOGIES LLCinvestment advisor0.8%May 14, 2026$12.45M
Artisan Partners Limited Partnershipinvestment advisor0.6%Aug 13, 2026$10.76M
MILLENNIUM MANAGEMENT LLCinvestment advisor0.5%Aug 14, 2026$10.04M
CITADEL ADVISORS LLCinvestment advisor0.3%Sep 1, 2026$6.39M
BlackRock, Inc.holding company0.3%Aug 7, 2026$6.11M
ROYAL BANK OF CANADAholding company0.3%Aug 14, 2026$5.91M
WELLS FARGO & COMPANY/MNinvestment advisor0.2%Aug 14, 2026$4.69M
D. E. Shaw & Co., Inc.investment advisor0.2%Aug 14, 2026$4.36M
BANK OF AMERICA CORP /DE/holding company0.2%Aug 14, 2026$3.59M
Point72 Asset Management, L.P.investment advisor0.2%May 15, 2026$3.52M
SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor0.2%Aug 14, 2026$3.4M
Swiss National Bankinvestment advisor0.1%Aug 11, 2026$2.75M

5%+ holders

Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.

HolderFormStakeFiled
Devon Energy Corporationholding companywith Devon WB Holdco L.L.C. and 2 othersSC 13G/A22.4%Aug 14, 2026
Alerian MLP ETFmutual fundwith ALPS Advisors, Inc.SC 13G/A9.8%Oct 8, 2026
HORIZON KINETICS ASSET MANAGEMENT LLCinvestment advisorwith Horizon Kinetics Holding CorpSC 13G/A17.0%Apr 29, 2026
T. Rowe Price Investment Management, Inc.investment advisorSC 13G11.4%Jul 8, 2026
Desert Environmental Holdings LLCotherwith David Capobianco and 10 othersSC 13G/A8.8%Jun 27, 2026
FMR LLCinvestment advisorwith Abigail P. JohnsonSC 13G8.5%Nov 5, 2025
GIC Private Ltdholding companywith Ashburton Investment Private Limited and GIC Special Investments Private LimitedSC 13G7.9%Nov 7, 2025

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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.