your badges 52W Range $30–$39 55% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

WBIY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $34.97
52W Range $30–$39

WBIY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.49Paid quarterly
5Y Div CAGR≈6.3%Per share, split-adjusted
Growth Streak≈5Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 29, 2026$0.37USD≈4.1%
Jun 29, 2026$0.39USD≈4.2%
Mar 30, 2026$0.36USD≈4.6%
Dec 18, 2025$0.30USD≈4.7%
Sep 25, 2025$0.44USD≈5.2%
Jun 26, 2025$0.43USD≈5.3%
Mar 27, 2025$0.34USD≈5.0%
Dec 24, 2024$0.37USD≈4.6%
Sep 27, 2024$0.41USD≈4.3%
Jun 27, 2024$0.35USD≈4.2%
Mar 26, 2024$0.23USD≈4.4%
Dec 27, 2023$0.35USD≈4.9%
Sep 27, 2023$0.29USD≈5.8%
Jun 28, 2023$0.44USD≈5.7%
Mar 29, 2023$0.33USD≈5.1%
Dec 28, 2022$0.41USD≈4.5%
Sep 28, 2022$0.29USD≈4.6%
Jun 28, 2022$0.31USD≈4.2%
Mar 29, 2022$0.16USD≈3.9%
Dec 29, 2021$0.35USD≈3.9%

Institutional owners (13F) 25 filers · $59.1M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 25
Value held $59.1M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 0 (-4 vs prior Q) 8 (+1 vs prior Q) 10 (0 vs prior Q) -1K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
WBI INVESTMENTS, LLC $30,118,400 861,831 50.92% Shares
Maridea Wealth Management LLC $13,724,342 392,719 23.20% Shares
LPL Financial LLC $4,923,300 140,879 8.32% Shares
Stratos Wealth Partners, LTD. $2,170,780 62,116 3.67% Shares
ENVESTNET ASSET MANAGEMENT INC $2,035,628 58,249 3.44% Shares
Cetera Investment Advisers $700,090 20,033 1.18% Shares
Ausdal Financial Partners, Inc. $626,180 17,918 1.06% Shares
Advyzon Investment Management, LLC $626,180 17,918 1.06% Shares
MORGAN STANLEY $592,044 16,941 1.00% Shares
FOUNDERS FINANCIAL SECURITIES LLC $546,816 15,647 0.92% Shares
GTS SECURITIES LLC $443,862 12,701 0.75% Shares
Private Advisor Group, LLC $433,961 12,418 0.73% Shares
HighTower Advisors, LLC $351,217 10,050 0.59% Shares
Southland Equity Partners LLC $344,787 9,866 0.58% Shares
OSAIC HOLDINGS, INC. $341,985 9,784 0.58% Shares
HBW ADVISORY SERVICES LLC $298,902 8,553 0.51% Shares
World Investment Advisors $258,398 7,394 0.44% Shares
HARBOUR INVESTMENTS, INC. $256,022 7,326 0.43% Shares
Atria Wealth Solutions, Inc. $224,811 7,277 0.38% Shares
FMR LLC $42,957 1,229 0.07% Shares
Signature Equity Partners, LLC $37,265 1,066 0.06% Shares
ASSETMARK, INC $21,492 615 0.04% Shares
Fourth Dimension Wealth, LLC $15,866 454 0.03% Shares
UBS Group AG $12,895 369 0.02% Shares
Cambridge Investment Research Advisors, Inc. $508 14,527 0.00% Shares

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