Waterbridge Infrastruc (WBI)

CUSIP: 940923105 | NYSE | Energy · Oil & Gas Equipment & Services | Small Cap | 254 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AAlps Advisors, Inc. with Alerian MLP ETF	12,299,138	10.0%	+2,447,645	Sep 30, 2026	No 13F filer matched
13G/AFMR LLC	3,418,828	6.2%	New 5%+ stake

Institutional Holders — Q3 2026

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Alps Advisors Inc12,299,138

1.6% of portfolio$345.9M

Schwartz Investment Counsel Inc1,654,594

1.6% of portfolio$46.5M

Cushing Asset Management, LP dba NXG Investment Management660,000

0.9% of portfolio$18.6M

MAD River Investors268,751

3.1% of portfolio$7.6M

Commonwealth Equity Services, LLC157,371

0.0% of portfolio$4.4M

Fideuram Asset Management (Ireland) dac95,406

0.1% of portfolio$3.3M

Pecaut & Co.87,000

0.7% of portfolio$2.4M

Concurrent Investment Advisors, LLC80,801

0.0% of portfolio$2.3M

Promethium Advisors,llc75,984

1.1% of portfolio$2.1M

Pullen Investment Management, LLC49,657

0.7% of portfolio$1.4M

Lido Advisors, LLC30,297

0.0% of portfolio$852.0K

Pekin Hardy Strauss, Inc.25,350

0.1% of portfolio$712.8K

Benin Management Corp24,080

0.1% of portfolio$677.1K

Dimensional Fund Advisors LP23,996

0.0% of portfolio$675.4K

Fort Washington Investment Advisors Inc22,428

0.0% of portfolio$630.7K

Dudley Capital Management, LLC22,140

0.2% of portfolio$622.6K

PKS Advisory Services, LLC18,728

0.1% of portfolio$641.8K

Atlas Wealth Partners, LLC15,899

0.5% of portfolio$447.1K

Bourgeon Capital Management LLC14,600

0.1% of portfolio$410.6K

Citizens Financial Group Inc14,062

0.0% of portfolio$395.4K

RFG - Bristol Wealth Advisors, LLC13,855

0.1% of portfolio$389.6K

Imc-Chicago, LLC12,570

0.0% of portfolio$353.5K

BankChampaign, National Association11,385

0.3% of portfolio$320.1K

Arizona State Retirement System11,248

0.0% of portfolio$316.3K

Americana Partners, LLC10,861

0.0% of portfolio$305.4K

Yorktown Management & Research Co Inc10,600

0.2% of portfolio$298.1K

Kings Path Partners LLC9,398

0.1% of portfolio$264.3K

Pictet Asset Management Holding SA8,108

0.0% of portfolio$228.0K

Avidian Wealth Enterprises, LLC7,906

0.0% of portfolio$222.3K

Pinnacle Wealth Planning Services, Inc.3,884

0.0% of portfolio$109.2K

Citigroup Inc3,875

0.0% of portfolio$109.0K

Exchange Traded Concepts, LLC3,858

0.0% of portfolio$108.5K

Caitong International Asset Management Co., Ltd2,553

0.0% of portfolio$71.8K

Creative Financial Designs Inc925

0.0% of portfolio$26.0K

Beacon Investment Advisory Services, Inc.500

0.0% of portfolio$14.1K

Toth Financial Advisory Corp70

0.0% of portfolio$2.0K

Simplex Trading, LLC28

0.0% of portfolio$787

Ascentis Independent Advisors25

0.0% of portfolio$704

SBI Securities Co., Ltd.12

0.0% of portfolio$337

				Style	Turnover	Location	Filed
Alps Advisors Inc	12,299,138	$345.9M	1.6%	Yield	Low	Denver, CO	2026-11-03
Schwartz Investment Counsel Inc	1,654,594	$46.5M	1.6%	Growth	Medium	Plymouth, MI	2026-10-26
Cushing Asset Management, LP dba NXG Investment Management	660,000	$18.6M	0.9%	Yield	Medium	Dallas, TX	2026-10-26
MAD River Investors	268,751	$7.6M	3.1%	Agg Growth	Very Low	Boston, MA	2026-10-27
Commonwealth Equity Services, LLC	157,371	$4.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Fideuram Asset Management (Ireland) dac	95,406	$3.3M	0.1%	Core	High	Dublin 1, Lithuania	2026-10-29
Pecaut & Co.	87,000	$2.4M	0.7%	ETF	Low	Sioux City, IA	2026-10-27
Concurrent Investment Advisors, LLC	80,801	$2.3M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Promethium Advisors,llc	75,984	$2.1M	1.1%	Core	Low	Bethesda, MD	2026-10-19
Pullen Investment Management, LLC	49,657	$1.4M	0.7%	Deep Value	Medium	Bradenton, FL	2026-10-23
Lido Advisors, LLC	30,297	$852.0K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Pekin Hardy Strauss, Inc.	25,350	$712.8K	0.1%	Value	Medium	Chicago, IL	2026-11-02
Benin Management Corp	24,080	$677.1K	0.1%	Core	Very Low	Redding, CT	2026-10-22
Dimensional Fund Advisors LP	23,996	$675.4K	0.0%	Index	Low	Austin, TX	2026-11-04
Fort Washington Investment Advisors Inc	22,428	$630.7K	0.0%	Core	Low	Cincinnati, OH	2026-10-15
Dudley Capital Management, LLC	22,140	$622.6K	0.2%	Growth	Low	Middleburg, VA	2026-10-23
PKS Advisory Services, LLC	18,728	$641.8K	0.1%	ETF	Medium	Albany, NY	2026-10-26
Atlas Wealth Partners, LLC	15,899	$447.1K	0.5%	Agg Growth	Very Low	Wyomissing, PA	2026-11-03
Bourgeon Capital Management LLC	14,600	$410.6K	0.1%	Core	Medium	Darien, CT	2026-10-19
Citizens Financial Group Inc	14,062	$395.4K	0.0%	Growth	Low	Providence, RI	2026-10-23
RFG - Bristol Wealth Advisors, LLC	13,855	$389.6K	0.1%	ETF	Low	Taunton, MA	2026-10-09
Imc-Chicago, LLC	12,570	$353.5K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
BankChampaign, National Association	11,385	$320.1K	0.3%	Growth	Medium	Champaign, IL	2026-10-19
Arizona State Retirement System	11,248	$316.3K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Americana Partners, LLC	10,861	$305.4K	0.0%	Core	Medium	Houston, TX	2026-10-28
Yorktown Management & Research Co Inc	10,600	$298.1K	0.2%	Momentum	Medium	Forest, VA	2026-10-28
Kings Path Partners LLC	9,398	$264.3K	0.1%	ETF	Very Low	Sugar Land, TX	2026-10-21
Pictet Asset Management Holding SA	8,108	$228.0K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Avidian Wealth Enterprises, LLC	7,906	$222.3K	0.0%	ETF	Low	Houston, TX	2026-10-08
Pinnacle Wealth Planning Services, Inc.	3,884	$109.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Citigroup Inc	3,875	$109.0K	0.0%	Core	Medium	New York, NY	2026-11-04
Exchange Traded Concepts, LLC	3,858	$108.5K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Caitong International Asset Management Co., Ltd	2,553	$71.8K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Creative Financial Designs Inc	925	$26.0K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Beacon Investment Advisory Services, Inc.	500	$14.1K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Toth Financial Advisory Corp	70	$2.0K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Simplex Trading, LLC	28	$787	0.0%	Core	Very High	Chicago, IL	2026-11-04
Ascentis Independent Advisors	25	$704	0.0%	ETF	Low	Dallas, TX	2026-11-03
SBI Securities Co., Ltd.	12	$337	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22