Signals

WBIG

20 in-universe funds with a nonzero position in WBIG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23435
Score / z0.000 / -0.02
Consensus4.55 over 7 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 17.7 4.4% 5 -0.4 pp -0.5 pp -1.0 pp -1.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 16.2 1.8% 5 -0.5 pp -0.7 pp -1.0 pp -2.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WBIG). Qtrs Held counts distinct quarters this fund has actually held WBIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WBIG position size. Δ columns are the percentage-point change in WBIG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status