Wallbox Ownership | Who Owns Wallbox?
Wallbox Ownership Summary
Wallbox is owned by 2.72% institutional investors, 56.63% insiders, and 40.65% retail investors. Stifel financial is the largest institutional shareholder, holding 0.93% of WBX shares. Invesco WilderHill Clean Energy ETF is the top mutual fund, with 1.48% of its assets in Wallbox shares.
WBX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wallbox | 2.72% | 56.63% | 40.65% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
| Idea | EV Charging Stocks List | 14.03% | 16.40% | 69.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stifel financial | 1.75M | 0.93% | $877.89K |
| Ubs group | 711.92K | 0.38% | $356.67K |
| First trust advisors lp | 623.52K | 0.33% | $312.20K |
| Jane street group | 430.39K | 0.23% | $215.50K |
| Goldman sachs group | 281.41K | 0.15% | $140.90K |
| Hrt financial lp | 228.29K | 0.12% | $114.00K |
| Jpmorgan chase | 168.32K | 0.09% | $84.28K |
| Xtx topco | 152.54K | 0.08% | $76.38K |
| Millennium management | 123.66K | 0.07% | $61.91K |
| Alpine global management | 108.67K | 0.06% | $54.41K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alpine global management | 108.67K | 0.01% | $54.41K |
| Xtx topco | 152.54K | 0.01% | $76.38K |
| J. stern & co. llp | 50.00K | 0.00% | $25.04K |
| Stifel financial | 1.75M | 0.00% | $877.89K |
| Hrt financial lp | 228.29K | 0.00% | $114.00K |
| Virtu financial | 12.43K | 0.00% | $6.00K |
| First trust advisors lp | 623.52K | 0.00% | $312.20K |
| Tower research capital llc (trc) | 24.21K | 0.00% | $12.13K |
| Hoey investments | 2.00K | 0.00% | $1.00K |
| Alyeska investment group | 23.40K | 0.00% | $30.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 711.92K | 0.00% | 643.59K |
| Jane street group | 430.39K | - | 380.41K |
| Hrt financial lp | 228.29K | 0.00% | 210.38K |
| Goldman sachs group | 281.41K | - | 185.59K |
| Jpmorgan chase | 168.32K | - | 168.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | - | - | -3.69M |
| Stifel financial | 1.75M | 0.00% | -552.08K |
| Ubs asset management americas | - | - | -428.30K |
| Toroso investments | - | - | -236.60K |
| Healthcare of ontario pension plan trust fund | - | - | -211.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jpmorgan chase | 168.32K | - | 168.32K | $84.28K |
| Xtx topco | 152.54K | 0.01% | 152.54K | $76.38K |
| Millennium management | 123.66K | - | 123.66K | $61.91K |
| Alpine global management | 108.67K | 0.01% | 108.67K | $54.41K |
| Cubist systematic strategies | 64.17K | 0.00% | 64.17K | $32.13K |
Sold Out
| Holder | Change |
|---|---|
| Wealthcollab | -104.00 |
| Mine & arao wealth creation & management, llc. | -1.28K |
| Gamma investing | -1.44K |
| Citigroup | -1.50K |
| Spire wealth management | -2.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 37 | 12.12% | 5,142,496 | -31.53% | 2 | 17.26% | 22 | 46.67% | 8 | -11.11% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco WilderHill Clean Energy ETF | 3.70M | 1.48% | - |
| First Trust NASDAQ® Cln Edge® GrnEngyETF | 549.75K | 0.20% | -5.69K |
| 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 | 8.79K | 0.00% | - |
| Carbon Collective Climate Sol US Eq ETF | 8.08K | 0.00% | - |
WBX Ownership FAQ
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