Smart Money Radar / Tickers / WBI

WBI Energy

CROWD: RED Active holders jumped 49 to 69 recently (41% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
69
of 155 total, index funds excluded
This quarter
+29
9 out
Conviction
14 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2025Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Sep 25 Mar 26

Top holders

by reported value · $1.5B held
FundValueNote
DEVON ENERGY CORP/DE $476M
HORIZON KINETICS ASSET MANA… $197M
FMR LLC $106M
T. Rowe Price Investment Ma… $58M
SCHWARTZ INVESTMENT COUNSEL… $43M
AMERIPRISE FINANCIAL INC $32M
EMORY UNIVERSITY $27M
Tensile Capital Management … $26M
Ranger Investment Managemen… $25M
Ken Griffin $24M famous whale

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.