WBI INVESTMENTS, LLC - Portfolio Stock Holdings
WBI INVESTMENTS, LLC disclosed 394 stock positions in a recent SEC 13F filing. $339,707,798 of stock holdings were filed, with the largest holdings including WBIY, WBIL, and WBIG. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.We estimate the fund has a total AUM of $539,568,586 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
394Est. Stock Holding Value:
$339,707,798Top Stock Holdings By Sector
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Portfolio Stock Holdings - WBI INVESTMENTS, LLC
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