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WaterBridge Infrastructure LLC (WBI)
USD35.67
+0.90 (+2.59%)
US NYSE Energy Oil & Gas Energy
Address
5555 San Felipe Street, Suite 1200 77056
Houston, TX, US
Houston, TX, US
CEO
Jason Long
Website
h2obridge.com
IPO
1987-11-05
CIK 2064947 ISIN US9409231050
Description
WaterBridge Infrastructure is a specialist in managing water resources, primarily serving companies involved in upstream oil and gas exploration and production. The firm operates a robust network of water infrastructure, with its primary footprint in the Delaware Basin, alongside further facilities in the Eagle Ford and Arkoma shale plays. Its core business involves the complete lifecycle management of produced water, including its gathering, transport, reclamation, and disposal, all engineered to support the efficient functioning of the energy sector.
News Sentiment (7d)
Based on only 1 article — low confidence
- All You Need to Know About WaterBridge (WBI) Rating Upgrade to Buy Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD35.67
+0.90 (+2.59%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.17
Float Shares
28.72M
Free Float %
61.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.98% | +0.21% | +10.81% | +19.84% | +14.33% | +45.53% | +27.55% | +27.55% | +27.55% | +27.55% | +27.55% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (4 ratings, all time)
Hold
Price Targets & DCF
Current price
35.67
Low
30.00
-15.9%
Consensus
31.67
-11.2%
Median
32.00
-10.3%
High
33.00
-7.5%
DCF (Unlevered)
0.15
-99.6%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
88% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 3 | 0 |
| Hold | 1 | -3 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
32.00
-10.3%
|
| Last Quarter | 3 |
30.33
-15.0%
|
| Last Year | 10 |
28.50
-20.1%
|
| All Time | 10 |
28.50
-20.1%
|
Quality scores
Altman Z-Score
0.65
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Energy: +1.8%-20.6% Q1'26: +12.8% (vs Q1'25)
-
EPS growth Energy: +14.3%+84.9% ★ Q1'26: +128.6% (vs Q1'25)
-
FCF margin FCF growth · Energy: +31.5%-0.9% Q1'26: -7.9% (vs Q1'25)
-
EBIT margin Energy: +12.8%+0.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Energy: +5.4%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Energy: +0.0%+12.4% Q1'26: +220.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Energy: 0.62×0.06× ★ Q1'26: 0.02× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
525.55M
est: 777.33M (-32.4%)
|
896.02M
876.07M – 915.97M
+15.3% YoY
|
1.06B
1.01B – 1.11B
+18.0% YoY
|
1.25B
1.24B – 1.26B
+18.7% YoY
|
208.55M
201.36M – 218.19M
-83.4% YoY
|
165.53M
159.82M – 173.18M
-20.6% YoY
|
| EBITDA |
204.24M
est: 181.63M (+12.4%)
|
209.36M
204.70M – 214.02M
+15.3% YoY
|
246.96M
235.83M – 260.31M
+18.0% YoY
|
293.17M
290.82M – 295.51M
+18.7% YoY
|
48.73M
47.05M – 50.98M
-83.4% YoY
|
38.68M
37.34M – 40.46M
-20.6% YoY
|
| EBIT |
—
est: 77.43M (-100.0%)
|
89.25M
87.26M – 91.24M
+15.3% YoY
|
105.28M
100.54M – 110.97M
+18.0% YoY
|
124.98M
123.98M – 125.98M
+18.7% YoY
|
20.77M
20.06M – 21.73M
-83.4% YoY
|
16.49M
15.92M – 17.25M
-20.6% YoY
|
| Net Income |
-4.54M
est: -18.32M (+75.2%)
|
11.00M
6.34M – 52.81M
+160.0% YoY
|
19.82M
10.48M – 65.66M
+80.2% YoY
|
54.64M
51.80M – 57.49M
+175.7% YoY
|
78.31M
74.80M – 83.01M
+43.3% YoY
|
97.78M
93.39M – 103.65M
+24.9% YoY
|
| SGA |
47.24M
est: 75.11M (-37.1%)
|
86.57M
84.65M – 88.50M
+15.3% YoY
|
102.12M
97.52M – 107.64M
+18.0% YoY
|
121.23M
120.26M – 122.20M
+18.7% YoY
|
20.15M
19.46M – 21.08M
-83.4% YoY
|
15.99M
15.44M – 16.73M
-20.6% YoY
|
| EPS |
-0.10
est: -0.43 (+76.8%)
|
0.52
0.15 – 1.22
+221.0% YoY
|
0.73
0.24 – 1.52
+39.6% YoY
|
1.25
1.20 – 1.33
+72.4% YoY
|
1.81
1.73 – 1.92
+44.4% YoY
|
2.26
2.16 – 2.40
+24.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-22 | Morgan Stanley | Equal Weight | Overweight | Upgrade |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-15 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
28.08M
OE per share TTM
0.23
Owner's Yield
2.31%
Maintenance CapEx ratio
704.00%
Maint CapEx / Avg PPE
192.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
31
Total invested
93.18M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
31
-76 vs prev Q
New positions
18
Closed positions
92
Increased
26
Reduced
2
Put/Call ratio
0.00
Calls held
—
Puts held
300.00
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | 6.84M +483.2K (+7.6%) | 136.82M -23.4M (-14.6%) | 15.80% -0.697 pp | 1.85% -0.103 pp | USD24.85 -19.5% | 2 qtrs — |
| 2 | FMR LLC | 4.04M +344.9K (+9.3%) | 80.82M -12.3M (-13.2%) | 9.34% +0.797 pp | 0.00% -0.001 pp | USD24.78 -19.2% | 2 qtrs — |
| 3 | MILLENNIUM MANAGEMENT LLC | 1.50M +1.0M (+230.7%) | 29.98M +18.6M (+162.3%) | 3.46% +2.286 pp | 0.01% +0.008 pp | USD21.59 -7.3% | 2 qtrs — |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | 1.39M +312.0K (+29.1%) | 27.71M +652.6K (+2.4%) | 3.20% +0.415 pp | 0.97% +0.061 pp | USD24.05 -16.8% | 2 qtrs — |
| 5 | AMERIPRISE FINANCIAL INC | 1.26M +107.9K (+9.3%) | 25.28M -3.9M (-13.3%) | 2.92% -0.080 pp | 0.01% -0.001 pp | USD24.78 -19.2% | 2 qtrs — |
| 6 | MORGAN STANLEY | 1.13M +60.5K (+5.7%) | 22.52M -4.3M (-16.1%) | 2.60% -0.164 pp | 0.00% 0.000 pp | USD24.94 -19.8% | 2 qtrs — |
| 7 | STEADFAST CAPITAL MANAGEMENT LP | 1.05M +95.1K (+9.9%) | 21.08M -3.1M (-12.8%) | 2.43% -0.054 pp | 0.36% -0.060 pp | USD24.75 -19.2% | 2 qtrs — |
| 8 | CINCTIVE CAPITAL MANAGEMENT LP | 1.04M +313.5K (+43.3%) | 20.76M +2.5M (+13.7%) | 2.40% +0.518 pp | 1.12% +0.251 pp | USD23.65 -15.4% | 2 qtrs — |
| 9 | EMORY UNIVERSITY | 1.00M +— (+0.0%) | 20.01M -5.2M (-20.7%) | 2.31% -0.285 pp | 12.74% -3.319 pp | USD25.22 -20.7% | 2 qtrs — |
| 10 | HAMILTON LANE ADVISORS LLC | 1.00M +— (+0.0%) | 20.01M -5.2M (-20.7%) | 2.31% -0.285 pp | 11.02% -3.480 pp | USD25.22 -20.7% | 2 qtrs — |
| 11 | MEREWETHER INVESTMENT MANAGEMENT, LP | 870.4K +— (+0.0%) | 17.42M -4.5M (-20.7%) | 2.01% -0.248 pp | 0.40% -0.125 pp | USD25.22 -20.7% | 2 qtrs — |
| 12 | FIRST MANHATTAN CO. LLC. | 803.7K +3.7K (+0.5%) | 16.08M -4.1M (-20.3%) | 1.86% -0.220 pp | 0.04% -0.011 pp | USD25.20 -20.6% | 2 qtrs — |
| 13 | HILL CITY CAPITAL, LP | 700.0K +— (+0.0%) | 14.01M -3.6M (-20.7%) | 1.62% +0.000 pp | 0.53% -0.218 pp | USD25.22 -20.7% | 2 qtrs — |
| 14 | FEDERATED HERMES, INC. | 633.0K +— (+0.0%) | 12.67M -3.3M (-20.7%) | 1.46% -0.181 pp | 0.02% -0.007 pp | USD25.22 -20.7% | 2 qtrs — |
| 15 | WESTWOOD HOLDINGS GROUP INC | 610.7K +10.7K (+1.8%) | 12.22M -2.9M (-19.2%) | 1.41% -0.147 pp | 0.10% -0.009 pp | USD25.13 -20.4% | 2 qtrs — |
| 16 | HOOD RIVER CAPITAL MANAGEMENT LLC | 608.4K +8.4K (+1.4%) | 12.17M -3.0M (-19.6%) | 1.41% -0.152 pp | 0.13% -0.045 pp | USD25.15 -20.4% | 2 qtrs — |
| 17 | RANGER INVESTMENT MANAGEMENT, L.P. | 579.0K +201.2K (+53.2%) | 11.59M +2.1M (+21.6%) | 1.34% +0.357 pp | 0.79% +0.130 pp | USD23.41 -14.5% | 2 qtrs — |
| 18 | TENSILE CAPITAL MANAGEMENT LP | 528.8K +228.8K (+76.3%) | 10.58M +3.0M (+39.8%) | 1.22% +0.443 pp | 1.37% +0.425 pp | USD22.97 -12.9% | 2 qtrs — |
| 19 | YAUPON CAPITAL MANAGEMENT LP | 497.0K -503.0K (-50.3%) | 9.95M -15.3M (-60.6%) | 1.15% -1.448 pp | 0.36% -0.605 pp | USD25.22 -20.7% | 2 qtrs — |
| 20 | REAVES W H & CO INC | 450.0K +— (+0.0%) | 9.00M -2.3M (-20.7%) | 1.04% -0.128 pp | 0.16% -0.045 pp | USD25.22 -20.7% | 2 qtrs — |
| 21 | RAYMOND JAMES FINANCIAL INC | 442.5K +1.2K (+0.3%) | 8.85M -2.3M (-20.4%) | 1.02% -0.123 pp | 0.00% -0.001 pp | USD25.21 -20.6% | 2 qtrs — |
| 22 | CIBC PRIVATE WEALTH GROUP, LLC | 400.0K +300.0K (+300.0%) | 8.00M +5.5M (+217.4%) | 0.92% +0.665 pp | 0.01% +0.009 pp | USD21.31 -6.1% | 2 qtrs — |
| 23 | JANE STREET GROUP, LLC | 392.5K -1.3K (-0.3%) | 7.85M -2.1M (-20.9%) | 0.91% -0.003 pp | 0.00% 0.000 pp | USD25.22 -20.7% | 2 qtrs — |
| 24 | JENNISON ASSOCIATES LLC | 306.7K +38.0K (+14.1%) | 6.14M -639.1K (-9.4%) | 0.71% +0.011 pp | 0.00% 0.000 pp | USD24.57 -18.6% | 2 qtrs — |
| 25 | GHISALLO CAPITAL MANAGEMENT LLC | 300.0K +— (+0.0%) | 6.00M -1.6M (-20.7%) | 0.69% -0.086 pp | 0.27% +0.020 pp | USD25.22 -20.7% | 2 qtrs — |
| 26 | LONGAEVA PARTNERS L.P. | 293.9K -27.8K (-8.7%) | 5.88M -2.2M (-27.5%) | 0.68% -0.156 pp | 0.49% -0.677 pp | USD25.22 -20.7% | 2 qtrs — |
| 27 | HITE HEDGE ASSET MANAGEMENT LLC | 284.7K +225.5K (+381.3%) | 5.70M +4.2M (+281.9%) | 0.66% +0.521 pp | 0.36% +0.282 pp | USD21.09 -5.1% | 2 qtrs — |
| 28 | MAD RIVER INVESTORS | 257.0K +5.3K (+2.1%) | 5.14M -1.2M (-19.0%) | 0.59% -0.060 pp | 2.34% -0.374 pp | USD25.11 -20.3% | 2 qtrs — |
| 29 | SEVEN GRAND MANAGERS, LLC | 250.0K +— (+0.0%) | 5.00M -1.3M (-20.7%) | 0.58% -0.071 pp | 0.38% -0.131 pp | USD25.22 -20.7% | 2 qtrs — |
| 30 | VAN ECK ASSOCIATES CORP | 244.2K -13.0K (-5.0%) | 4.89M -1.6M (-24.7%) | 0.56% -0.030 pp | 0.00% -0.002 pp | USD25.22 -20.7% | 2 qtrs — |
| 31 | UBS GROUP AG | 237.0K +173.1K (+271.0%) | 4.74M +3.1M (+194.3%) | 0.55% +0.400 pp | 0.00% +0.001 pp | USD21.41 -6.5% | 2 qtrs — |
| 32 | KING LUTHER CAPITAL MANAGEMENT CORP | 210.1K +210.1K (+100.0%) | 4.20M +4.2M (+100.0%) | 0.49% +0.486 pp | 0.02% +0.017 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 33 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 207.6K -6.2K (-2.9%) | 4.15M -1.2M (-23.0%) | 0.48% -0.014 pp | 0.06% -0.018 pp | USD25.22 -20.7% | 2 qtrs — |
| 34 | RENAISSANCE TECHNOLOGIES LLC | 201.2K +201.2K (+100.0%) | 4.03M +4.0M (+100.0%) | 0.47% +0.465 pp | 0.01% +0.006 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 35 | NORGES BANK | 200.0K +200.0K (+100.0%) | 4.00M +4.0M (+100.0%) | 0.46% +0.462 pp | 0.00% +0.000 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 36 | HRT FINANCIAL LP | 171.2K +66.5K (+63.6%) | 3.43M +786.0K (+29.8%) | 0.40% +0.124 pp | 0.01% +0.001 pp | USD23.20 -13.8% | 2 qtrs — |
| 37 | GOLDMAN SACHS GROUP INC | 162.2K +3.7K (+2.3%) | 3.25M -752.3K (-18.8%) | 0.37% -0.037 pp | 0.00% 0.000 pp | USD25.10 -20.3% | 2 qtrs — |
| 38 | MARSHALL WACE, LLP | 154.8K -54.4K (-26.0%) | 3.10M -2.2M (-41.3%) | 0.36% -0.126 pp | 0.00% -0.003 pp | USD25.22 -20.7% | 2 qtrs — |
| 39 | ROYAL BANK OF CANADA | 152.0K +45.4K (+42.6%) | 3.04M +352.0K (+13.1%) | 0.35% +0.074 pp | 0.00% +0.000 pp | USD23.66 -15.4% | 2 qtrs — |
| 40 | BURKEHILL GLOBAL MANAGEMENT, LP | 150.0K +— (+0.0%) | 3.00M -781.5K (-20.7%) | 0.35% -0.043 pp | 0.20% -0.017 pp | USD25.22 -20.7% | 2 qtrs — |
| 41 | RUSSELL INVESTMENTS GROUP, LTD. | 148.9K +148.9K (+100.0%) | 2.98M +3.0M (+100.0%) | 0.34% +0.344 pp | 0.00% +0.003 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 42 | BANK OF AMERICA CORP /DE/ | 137.4K +106.9K (+351.0%) | 2.75M +2.0M (+257.9%) | 0.32% +0.238 pp | 0.00% +0.000 pp | USD21.17 -5.5% | 2 qtrs — |
| 43 | SEI INVESTMENTS CO | 127.3K +104.2K (+450.3%) | 2.55M +2.0M (+336.6%) | 0.29% +0.241 pp | 0.00% +0.002 pp | USD20.96 -4.5% | 2 qtrs — |
| 44 | WELLS FARGO & COMPANY/MN | 126.5K +65.4K (+106.9%) | 2.53M +989.2K (+64.2%) | 0.29% +0.151 pp | 0.00% +0.000 pp | USD22.53 -11.2% | 2 qtrs — |
| 45 | POINT72 ASSET MANAGEMENT, L.P. | 125.2K +125.2K (+100.0%) | 2.51M +2.5M (+100.0%) | 0.29% +0.289 pp | 0.00% +0.003 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 46 | AVENTAIL CAPITAL GROUP, LP | 123.5K -1.5K (-1.2%) | 2.47M -680.7K (-21.6%) | 0.29% -0.039 pp | 0.14% -0.004 pp | USD25.22 -20.7% | 2 qtrs — |
| 47 | BLACKROCK, INC. | 122.9K -607.5K (-83.2%) | 2.46M -16.0M (-86.7%) | 0.28% -1.613 pp | 0.00% 0.000 pp | USD25.22 -20.7% | 2 qtrs — |
| 48 | EAGLECLAW CAPITAL MANAGMENT, LLC | 119.8K +84.8K (+241.9%) | 2.40M +1.5M (+171.2%) | 0.28% +0.186 pp | 0.35% +0.223 pp | USD21.53 -7.1% | 2 qtrs — |
| 49 | CAZ INVESTMENTS LP | 112.5K +37.5K (+50.0%) | 2.25M +359.6K (+19.0%) | 0.26% +0.065 pp | 3.90% +0.378 pp | USD23.48 -14.8% | 2 qtrs — |
| 50 | NEEDHAM INVESTMENT MANAGEMENT LLC | 110.0K +91.6K (+499.1%) | 2.20M +1.7M (+375.3%) | 0.25% +0.207 pp | 0.14% +0.107 pp | USD20.88 -4.2% | 2 qtrs — |
| 51 | VANGUARD GROUP INC | 107.9K -92.1K (-46.1%) | 2.16M -2.9M (-57.2%) | 0.25% -0.270 pp | 0.00% +0.000 pp | USD25.22 -20.7% | 2 qtrs — |
| 52 | LMR PARTNERS LLP | 104.4K +— (+0.0%) | 2.09M -543.9K (-20.7%) | 0.24% -0.030 pp | 0.00% -0.008 pp | USD25.22 -20.7% | 2 qtrs — |
| 53 | WALLEYE CAPITAL LLC | 103.2K +24.0K (+30.4%) | 2.06M +68.6K (+3.4%) | 0.24% +0.033 pp | 0.01% -0.001 pp | USD24.01 -16.7% | 2 qtrs — |
| 54 | MOORS & CABOT, INC. | 103.2K +26.4K (+34.3%) | 2.06M +127.4K (+6.6%) | 0.24% +0.039 pp | 0.09% +0.004 pp | USD23.89 -16.2% | 2 qtrs — |
| 55 | HOUND PARTNERS, LLC | 100.0K +— (+0.0%) | 2.00M -521.0K (-20.7%) | 0.23% -0.029 pp | 0.27% -0.055 pp | USD25.22 -20.7% | 2 qtrs — |
| 56 | SCHONFELD STRATEGIC ADVISORS LLC | 97.7K -52.3K (-34.8%) | 1.96M -1.8M (-48.3%) | 0.23% -0.164 pp | 0.01% -0.013 pp | USD25.22 -20.7% | 2 qtrs — |
| 57 | ING GROEP NV | 94.0K +94.0K (+100.0%) | 1.88M +1.9M (+100.0%) | 0.22% +0.217 pp | 0.01% +0.011 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 58 | VERITION FUND MANAGEMENT LLC | 90.1K +90.1K (+100.0%) | 1.80M +1.8M (+100.0%) | 0.21% +0.208 pp | 0.01% +0.007 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 59 | XTX TOPCO LTD | 66.9K +66.9K (+100.0%) | 1.34M +1.3M (+100.0%) | 0.15% +0.155 pp | 0.04% +0.035 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 60 | PECAUT & CO. | 66.5K +— (+0.0%) | 1.33M -346.5K (-20.7%) | 0.15% -0.019 pp | 0.43% -0.110 pp | USD25.22 -20.7% | 2 qtrs — |
| 61 | OCCUDO QUANTITATIVE STRATEGIES LP | 66.0K +66.0K (+100.0%) | 1.32M +1.3M (+100.0%) | 0.15% +0.153 pp | 0.09% +0.089 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 62 | PROMETHIUM ADVISORS,LLC | 64.2K +32.2K (+100.6%) | 1.28M +477.5K (+59.2%) | 0.15% +0.065 pp | 0.69% +0.230 pp | USD22.61 -11.5% | 2 qtrs — |
| 63 | BALYASNY ASSET MANAGEMENT L.P. | 63.1K -140.4K (-69.0%) | 1.26M -3.9M (-75.4%) | 0.15% -0.383 pp | 0.00% -0.005 pp | USD25.22 -20.7% | 2 qtrs — |
| 64 | BNP PARIBAS ARBITRAGE, SNC | 59.9K +59.9K (+100.0%) | 1.20M +1.2M (+100.0%) | 0.14% +0.139 pp | 0.00% +0.001 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 65 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 55.2K +55.2K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.13% +0.128 pp | 0.01% +0.009 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 66 | HIGHTOWER ADVISORS, LLC | 48.5K +8.8K (+22.1%) | 970.5K -30.9K (-3.1%) | 0.11% +0.009 pp | 0.00% 0.000 pp | USD24.28 -17.6% | 2 qtrs — |
| 67 | JUMP FINANCIAL, LLC | 46.4K +46.4K (+100.0%) | 928.5K +928.5K (+100.0%) | 0.11% +0.107 pp | 0.01% +0.011 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 68 | SANDIA INVESTMENT MANAGEMENT LP | 40.0K +15.0K (+60.0%) | 800.4K +169.9K (+26.9%) | 0.09% +0.028 pp | 2.00% +0.117 pp | USD23.27 -14.0% | 2 qtrs — |
| 69 | LIDO ADVISORS, LLC | 30.2K +— (+0.0%) | 761.6K +— (+0.0%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD25.22 -20.7% | 2 qtrs — |
| 70 | — | 35.0K +35.0K (+100.0%) | 700.4K +700.4K (+100.0%) | 0.08% +0.081 pp | 0.50% +0.496 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 71 | QUANTBOT TECHNOLOGIES LP | 30.7K +30.7K (+100.0%) | 614.2K +614.2K (+100.0%) | 0.07% +0.071 pp | 0.02% +0.020 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 72 | BOOTHBAY FUND MANAGEMENT, LLC | 25.5K +25.5K (+100.0%) | 510.9K +510.9K (+100.0%) | 0.06% +0.059 pp | 0.01% +0.008 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 73 | COUNTERPOINT MUTUAL FUNDS LLC | 25.2K +25.2K (+100.0%) | 503.7K +503.7K (+100.0%) | 0.06% +0.058 pp | 0.04% +0.037 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 74 | CITADEL ADVISORS LLC | 24.2K +24.2K (+100.0%) | 484.2K +484.2K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.000 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 75 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.3K +12.4K (+114.0%) | 465.8K +191.5K (+69.8%) | 0.05% +0.026 pp | 0.00% +0.000 pp | USD22.44 -10.8% | 2 qtrs — |
| 76 | QUADRATURE CAPITAL LTD | 22.1K +22.1K (+100.0%) | 442.5K +442.5K (+100.0%) | 0.05% +0.051 pp | 0.00% +0.005 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 77 | LPL FINANCIAL LLC | 19.8K +8.9K (+81.4%) | 396.8K +121.1K (+43.9%) | 0.05% +0.017 pp | 0.00% +0.000 pp | USD22.88 -12.5% | 2 qtrs — |
| 78 | SQUAREPOINT OPS LLC | 19.1K -26.2K (-57.8%) | 382.7K -759.9K (-66.5%) | 0.04% -0.073 pp | 0.00% -0.001 pp | USD25.22 -20.7% | 2 qtrs — |
| 79 | BENIN MANAGEMENT CORP | 18.4K +18.4K (+100.0%) | 368.8K +368.8K (+100.0%) | 0.04% +0.043 pp | 0.08% +0.082 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 80 | STATE OF WISCONSIN INVESTMENT BOARD | 17.8K +2.8K (+18.9%) | 357.0K -21.3K (-5.6%) | 0.04% +0.002 pp | 0.00% 0.000 pp | USD24.39 -18.0% | 2 qtrs — |
| 81 | ATLAS WEALTH PARTNERS, LLC | 15.6K +3.9K (+32.9%) | 311.3K +16.2K (+5.5%) | 0.04% +0.006 pp | 0.34% +0.041 pp | USD23.93 -16.4% | 2 qtrs — |
| 82 | ADVISORY SERVICES NETWORK, LLC | 15.2K +15.2K (+100.0%) | 304.2K +304.2K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.004 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 83 | WEISS ASSET MANAGEMENT LP | 15.0K -35.0K (-70.0%) | 300.2K -960.9K (-76.2%) | 0.03% -0.095 pp | 0.00% -0.011 pp | USD25.22 -20.7% | 2 qtrs — |
| 84 | PEKIN HARDY STRAUSS, INC. | 13.5K +13.5K (+100.0%) | 270.1K +270.1K (+100.0%) | 0.03% +0.031 pp | 0.03% +0.025 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 85 | STRATOS WEALTH PARTNERS, LTD. | 12.8K +3.1K (+31.5%) | 257.0K +10.7K (+4.4%) | 0.03% +0.004 pp | 0.00% +0.000 pp | USD23.97 -16.5% | 2 qtrs — |
| 86 | CONCURRENT INVESTMENT ADVISORS, LLC | 11.7K +11.7K (+100.0%) | 233.1K +233.1K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.003 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 87 | AMERICANA PARTNERS, LLC | 10.9K +— (+0.0%) | 217.3K -56.6K (-20.7%) | 0.03% -0.003 pp | 0.01% -0.002 pp | USD25.22 -20.7% | 2 qtrs — |
| 88 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 10.2K +6.4K (+170.2%) | 204.2K +108.9K (+114.4%) | 0.02% +0.014 pp | 0.00% +0.001 pp | USD21.94 -8.8% | 2 qtrs — |
| 89 | US BANCORP \DE\ | 9.6K +5.1K (+113.3%) | 192.5K +78.7K (+69.2%) | 0.02% +0.011 pp | 0.00% +0.000 pp | USD22.45 -10.9% | 2 qtrs — |
| 90 | CHILTON CAPITAL MANAGEMENT LLC | 9.4K +— (+0.0%) | 187.6K -48.8K (-20.7%) | 0.02% -0.003 pp | 0.01% -0.002 pp | USD25.22 -20.7% | 2 qtrs — |
| 91 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 4.3K +4.3K (+100.0%) | 85.7K +85.7K (+100.0%) | 0.01% +0.010 pp | 0.02% +0.021 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 92 | STATE OF WYOMING | 2.8K +2.8K (+100.0%) | 55.6K +55.6K (+100.0%) | 0.01% +0.006 pp | 0.01% +0.006 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 93 | PINNACLE WEALTH PLANNING SERVICES, INC. | 2.1K +2.1K (+100.0%) | 41.2K +41.2K (+100.0%) | 0.00% +0.005 pp | 0.00% +0.004 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 94 | COMERICA BANK | 2.0K +483.0 (+31.5%) | 40.4K +1.7K (+4.3%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD23.97 -16.5% | 2 qtrs — |
| 95 | WHITTIER TRUST CO OF NEVADA INC | 1.6K +1.6K (+100.0%) | 29.6K +29.6K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.001 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 96 | PNC FINANCIAL SERVICES GROUP, INC. | 678.00 +678.0 (+100.0%) | 13.6K +13.6K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 97 | ADVISOR GROUP HOLDINGS, INC. | 648.00 +648.0 (+100.0%) | 13.0K +13.0K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD20.01 +0.0% | 1 qtrs NEW |
| 98 | WOLVERINE ASSET MANAGEMENT LLC | 300.00 +300.0 (+100.0%) | 6.0K +6.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD20.01 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 22 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Horizon Kinetics Inflation Beneficiaries ETF INFL | 5.69% | 83.49M | 0.85% |
| 2 | Alerian MLP ETF AMLP | 2.45% | 304.65M | 1.01% |
| 3 | Alerian Energy Infrastructure ETF ENFR | 0.63% | 3.01M | 0.35% |
| 4 | Acuitas Small Cap Active ETF AIMS | 0.34% | 251.5K | 0.75% |
| 5 | First Trust US Equity Opportunities ETF FPX | 0.31% | 4.92M | 0.57% |
| 6 | Fidelity MSCI Energy Index ETF FENY | 0.10% | 1.78M | 0.08% |
| 7 | BMO Global Infrastructure Index ETF ZGI.TO | 0.10% | 374.7K | 0.61% |
| 8 | First Trust US Equity Opportunities UCITS ETF FPX.L | 0.10% | 18.2K | 0.65% |
| 9 | BondBloxx BB Rated USD High Yield Corporate Bond ETF XBB | 0.09% | 392.2K | 0.20% |
| 10 | BondBloxx BB Rated USD High Yield Corporate Bond ETF XBB | 0.07% | 285.7K | 0.20% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
2.8K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+2,830
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | Chase Valerie | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-06 | Reitz Michael Howard JR | Officer | P-Purchase | A | Class A shares | 4,865 | 20.49 | 99.7K | 99,865 | D | ↗ |
| 2026-01-06 | McNeely Scott Lloyd | Officer | P-Purchase | A | Class A shares | 1,278 | 19.56 | 25.0K | 76,278 | D | ↗ |
| 2026-01-05 | Long Jason Thomas | Director / Officer | P-Purchase | A | Class A shares | 5,000 | 19.84 | 99.2K | 142,500 | D | ↗ |
| 2026-01-05 | Bolling Harrison Fenner | Officer | P-Purchase | A | Class A shares | 2,000 | 19.98 | 40.0K | 72,000 | D | ↗ |
| 2025-12-12 | Carrig Janet | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-10-01 | DAILY GREGORY S | Director | A-Award | A | Class A Shares | 6,500 | 0.00 | — | 81,500 | D | ↗ |
| 2025-10-01 | CRANE JAMES R | Director | A-Award | A | Class A Shares | 6,500 | 0.00 | — | 206,500 | D | ↗ |
| 2025-09-17 | DEVON ENERGY CORP/DE | 10% Owner | — | — | WBI Operating LLC Units | 17,757,225 | 0.00 | — | 0 | I | ↗ |
Executive team
Top executives
Shares Outstanding
47.02M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jason Long Chief Executive Officer | 633.9K | 1.77M | 3.11M | 806.1K | — | 101.4K | 6.42M | 60.94% | ↗ |
| 2 | 2025 | Michael Reitz President and Chief Operating Officer | 445.8K | 1.41M | 2.15M | 549.6K | — | 96.3K | 4.65M | 58.03% | ↗ |
| 3 | 2025 | Scott L. McNeely Executive Vice President, Chief Financial Officer | 402.4K | 875.0K | 1.70M | 366.4K | — | 44.8K | 3.38M | 60.92% | ↗ |
| 4 | 2025 | Jason Williams Executive Vice President, Chief Administrative Officer | 391.2K | 829.7K | 1.58M | 366.4K | — | 25.1K | 3.19M | 60.99% | ↗ |
| 5 | 2025 | Harrison Bolling Executive Vice President and General Counsel | 391.2K | 805.0K | 1.58M | 366.4K | — | 47.2K | 3.19M | 61.04% | ↗ |
| 6 | 2024 | Jason Long Chief Executive Officer | 550.0K | 740.0K | — | — | — | 35.7K | 1.33M | 0.00% | ↗ |
| 7 | 2024 | Michael Reitz President and Chief Operating Officer | 400.0K | 720.0K | — | — | — | 35.5K | 1.16M | 0.00% | ↗ |
| 8 | 2024 | Harrison Bolling Executive Vice President and General Counsel | 360.0K | 390.0K | — | — | — | 33.1K | 783.1K | 0.00% | ↗ |
| 9 | 2024 | Jason Williams Executive Vice President, Chief Administrative Officer | 360.0K | 390.0K | — | — | — | 24.8K | 774.8K | 0.00% | ↗ |
| 10 | 2024 | Scott L. McNeely Executive Vice President, Chief Financial Officer | 335.8K | 390.0K | — | — | — | 42.3K | 768.1K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jason Long | Chief Executive Officer & Director | 3M | male |
| Michael Reitz | Chief Operating Officer & President | 2M | male |
| Scott L. McNeely | Executive Vice President & Chief Financial Officer | 1M | male |
| Jason Williams | Executive Vice President & Chief Administrative Officer | 1M | male |
| Harrison F. Bolling | Executive Vice President & General Counsel | 1M | male |
| Mae Herrington | Director of Investor Relations | — | male |
ESG Rating
ESG Score History OIL & GAS ENERGY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-11-11 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Purchase | $100,001 - $250,000 | ↗ |
| 2025-09-26 | 2025-10-10 | Gilbert Cisneros | CA31 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2025-09-17 | 2025-10-10 | Gilbert Cisneros | CA31 | — | Purchase | $15,001 - $50,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for WBI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
