ALPS ADVISORS INC: WBI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on WBI, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 9,851,493 WBI shares at 2026-06-30 per its 13F-HR filed 2026-07-29, and reported 12,299,138 shares, 9.96%, in a 13G/A filed 2026-10-07.

Estimated current stake: 12,299,138 shares, 9.96% of the class

Estimated from 13G/A of 2026-10-07. As of 2026-09-30, 13G/A 0001398344-26-017992.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

The reporting persons may hold separate positions, so the group total can be higher than the largest row.

Percent of portfolio stays on the 13F for 2026-06-30.

event date2026-09-30
13G/A 12,299,138 shares
Share basis changed not comparable
9.96% of the class. Different basis (group aggregate from 13G/A).
13G/A 0001398344-26-017992 filed by ALPS ADVISORS INC
Accepted 2026-10-07 20:56:10 UTC, ingested 2026-10-07 21:34:13 UTC
A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.
The reporting persons may hold separate positions, so the group total can be higher than the largest row.
period ended2026-06-30
13F 9,851,493 shares
Change vs previous 13F not available
1.58% of the 13F portfolio, value $337,610,665.
13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).