Wallbox Ownership | Who Owns Wallbox?
Wallbox Ownership Summary
Wallbox is owned by 3.97% institutional investors, 56.63% insiders, and 39.40% retail investors. Invesco is the largest institutional shareholder, holding 1.79% of WBX shares. Invesco WilderHill Clean Energy ETF is the top mutual fund, with 1.53% of its assets in Wallbox shares.
WBX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wallbox | 3.97% | 56.63% | 39.40% |
| Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
| Idea | EV Charging Stocks List | 15.57% | 15.86% | 68.56% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Invesco | 3.57M | 1.79% | $4.68M |
| Stifel financial | 1.91M | 0.96% | $2.50M |
| First trust advisors lp | 670.63K | 0.34% | $878.52K |
| Healthcare of ontario pension plan trust fund | 188.71K | 0.09% | $247.21K |
| Kestra advisory services | 100.00K | 0.05% | $131.00K |
| Jane street group | 86.33K | 0.04% | $113.09K |
| Ubs group | 70.20K | 0.04% | $91.97K |
| Bank of america corp /de/ | 64.50K | 0.03% | $84.50K |
| Morgan stanley | 54.20K | 0.03% | $71.00K |
| J. stern & co. llp | 50.00K | 0.03% | $65.50K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| J. stern & co. llp | 50.00K | 0.01% | $65.50K |
| Stifel financial | 1.91M | 0.00% | $2.50M |
| Invesco | 3.57M | 0.00% | $4.68M |
| First trust advisors lp | 670.63K | 0.00% | $878.52K |
| Healthcare of ontario pension plan trust fund | 188.71K | 0.00% | $247.21K |
| Kestra advisory services | 100.00K | 0.00% | $131.00K |
| Hoey investments | 2.00K | 0.00% | $2.62K |
| Mesirow financial investment management | 10.00K | 0.00% | $13.10K |
| Alyeska investment group | 23.40K | 0.00% | $30.65K |
| Crewe advisors | 500.00 | 0.00% | $655.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stifel financial | 1.91M | 0.00% | 123.56K |
| Invesco | 3.57M | 0.00% | 82.41K |
| Jane street group | 86.33K | - | 69.28K |
| J. stern & co. llp | 50.00K | 0.01% | 50.00K |
| Alyeska investment group | 23.40K | 0.00% | 23.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | - | - | -428.30K |
| Toroso investments | - | - | -236.60K |
| First trust advisors lp | 670.63K | 0.00% | -78.41K |
| Millennium management | - | - | -37.20K |
| Susquehanna group, llp | - | - | -36.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| J. stern & co. llp | 50.00K | 0.01% | 50.00K | $65.50K |
Sold Out
| Holder | Change |
|---|---|
| Gamma investing | -844.00 |
| Mine & arao wealth creation & management, llc. | -1.28K |
| Citigroup | -1.50K |
| Spire wealth management | -2.00K |
| Citadel advisors | -2.83K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 33 | -2.94% | 7,510,120 | -1.57% | 3 | 27.21% | 15 | 36.36% | 9 | -35.71% |
| Jun 30, 2024 | 34 | -22.73% | 7,629,791 | -1.43% | 3 | 22.45% | 11 | -21.43% | 14 | -6.67% |
| Mar 31, 2024 | 44 | -12.00% | 7,740,405 | -41.56% | 4 | 8.28% | 14 | -56.25% | 15 | 66.67% |
| Dec 31, 2023 | 50 | 35.14% | 13,245,430 | 18.52% | 7 | 22.57% | 32 | 68.42% | 9 | -30.77% |
| Sep 30, 2023 | 37 | -5.13% | 11,175,833 | -33.53% | 5 | 6.09% | 19 | -24.00% | 13 | 44.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco WilderHill Clean Energy ETF | 3.82M | 1.53% | - |
| First Trust NASDAQ® Cln Edge® GrnEngyETF | 629.15K | 0.25% | -1.73K |
| UBS (Lux) Energy Evolution Eq SB USD Acc | 205.00K | 0.08% | -103.30K |
| Renta 4 Megatendencias Medio Amb I FI | 45.00K | 0.02% | - |
| Controlfida Alp Green UCITS A Ins | 20.09K | 0.01% | -5.38K |
| Koala Capital SICAV | 15.00K | 0.01% | - |
| Electric Vehicle Charging Infras ETF Acc | 12.95K | 0.01% | -3.84K |
| Deep Value International FI | 12.00K | 0.00% | - |
| Fst Tr Nasdaq®ClnEg®GrnEyUCITS ETF A Acc | 11.35K | 0.00% | - |
| Carbon Collective Climate Sol US Eq ETF | 8.35K | 0.00% | - |
WBX Ownership FAQ
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