Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WBI INVESTMENTS, LLC (CIK 1397424) reported $403.5M across 286 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WBIY ($30.1M, 7.46%), WBIL ($21.4M, 5.30%), WBIG ($17.7M, 4.38%), WBIF ($16.3M, 4.04%), SMHX ($7.2M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WBIY | ABSOLUTE SHS TR | $30.1M | 7.46% | 861,831 | Trimmed |
| 2 | WBIL | ABSOLUTE SHS TR | $21.4M | 5.30% | 531,052 | Trimmed |
| 3 | WBIG | ABSOLUTE SHS TR | $17.7M | 4.38% | 683,276 | Trimmed |
| 4 | WBIF | ABSOLUTE SHS TR | $16.3M | 4.04% | 456,061 | Trimmed |
| 5 | SMHX | VANECK ETF TRUST | $7.2M | 1.79% | 112,755 | Added |
| 6 | FGDL | FRANKLIN TEMPLETON HOLDINGS | $6.6M | 1.63% | 123,353 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $4.9M | 1.22% | 169,993 | Trimmed |
| 8 | SPTM | SPDR SERIES TRUST | $4.9M | 1.21% | 53,698 | Trimmed |
| 9 | SMH | VANECK ETF TRUST | $4.7M | 1.16% | 7,111 | Added |
| 10 | ONOF | GLOBAL X FDS | $4.6M | 1.14% | 115,248 | Trimmed |
| 11 | APH | AMPHENOL CORP | $4.0M | 0.99% | 22,648 | New |
| 12 | MO | ALTRIA GROUP INC | $3.8M | 0.95% | 53,415 | Trimmed |
| 13 | BBY | BEST BUY INC | $3.7M | 0.91% | 48,341 | Added |
| 14 | IBKR | INTERACTIVE BROKERS GROUP IN | $3.6M | 0.90% | 41,861 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $3.6M | 0.88% | 11,725 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $3.6M | 0.88% | 4,842 | Trimmed |
| 17 | VFLO | VICTORY PORTFOLIOS II | $3.4M | 0.84% | 73,834 | Added |
| 18 | AXP | AMERICAN EXPRESS CO | $3.4M | 0.84% | 10,017 | Added |
| 19 | HPQ | HP INC | $3.4M | 0.83% | 152,754 | Trimmed |
| 20 | PTBD | PACER FDS TR | $3.3M | 0.81% | 170,423 | Added |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $3.2M | 0.79% | 75,701 | Added |
| 22 | LII | LENNOX INTL INC | $3.2M | 0.79% | 5,553 | New |
| 23 | ALAB | ASTERA LABS INC | $3.2M | 0.79% | 6,573 | New |
| 24 | BALL | BALL CORP | $3.1M | 0.78% | 50,473 | Added |
| 25 | CPB | THE CAMPBELLS COMPANY | $3.0M | 0.75% | 135,426 | Added |
Source: SEC Form 13F filings · as of 2026-06-30