Institutions / Wbi Investments, LLC
Wbi Investments, LLC
CIK 1397424 · Institution · as of Mar 31, 2026
Portfolio value
$362.37M
Positions
275
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$362.37M-5.5%Positions
275-10.4%Top holdings
Mar 31, 2026View all 275 →
| Company | Value | % of portfolio |
|---|---|---|
| Absolute Shs Tr | $29.61M | 8.2% |
| Absolute Shs Tr | $18.77M | 5.2% |
| Absolute Shs Tr | $17.49M | 4.8% |
| Absolute Shs Tr | $15.57M | 4.3% |
| Franklin Templeton Holdings | $7.74M | 2.1% |
| Schwab Strategic Tr | $4.38M | 1.2% |
| SPDR Series Trust | $4.36M | 1.2% |
| Global X Fds | $4.30M | 1.2% |
| Altria Group Inc | $4.17M | 1.1% |
| ONEOK Inc | $4.04M | 1.1% |
| Verizon Communications Inc | $3.68M | 1.0% |
| VanEck ETF Trust | $3.66M | 1.0% |
| Hp Inc | $3.54M | 1.0% |
| Tradeweb Markets Inc. | $3.28M | 0.9% |
| Edison International | $3.28M | 0.9% |
| Pfizer Inc | $3.22M | 0.9% |
| Pacer Fds Tr | $3.21M | 0.9% |
| Uscf ETF Tr | $2.95M | 0.8% |
| Invesco Qqq Tr | $2.89M | 0.8% |
| Invesco Exch Traded Fd Tr II | $2.88M | 0.8% |
| Victory Portfolios II | $2.84M | 0.8% |
| Archrock Inc | $2.74M | 0.8% |
| Hartford Insurance Group, Inc. | $2.72M | 0.7% |
| Primerica, Inc. | $2.65M | 0.7% |
| Best Buy Co Inc | $2.63M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 35473M105 Common stock | $7.74M | +125K | 124,509 2.14% of portfolio | medium |
| Q1 2026 as of | Exit | 25460E307 Common stock | $-5.47M | -185K -100.00% | 0 | medium |
| Q1 2026 as of | New | 37954Y194 Common stock | $4.30M | +119K | 118,739 1.19% of portfolio | low |
| Q1 2026 as of | Trim | 92647X830 Common stock | $-3.69M | -93K -56.50% | 71,968 0.78% of portfolio | low |
| Q1 2026 as of | New | 92189H664 Common stock | $3.66M | +98K | 98,329 1.01% of portfolio | low |
| Q1 2026 as of | New | Tradeweb Markets Inc. Common stock | $3.28M | +28K | 27,893 0.91% of portfolio | low |
| Q1 2026 as of | New | 69374H642 Common stock | $3.21M | +169K | 168,891 0.88% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-3.18M | -6K -52.39% | 5,008 0.80% of portfolio | low |
| Q1 2026 as of | Add | 40434l105 Common stock | $3.08M | +160K +666.09% | 184,190 0.98% of portfolio | low |
| Q1 2026 as of | New | 90290T809 Common stock | $2.95M | +108K | 108,361 0.81% of portfolio | low |