WBH ADVISORY INC
All 13F Filings
- Location
- Baltimore, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,482,248
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 361 | 1,482,248 | 13F-HR | WBH ADVISORY INC |
| Q2 2026 | 8/5/2026 | 363 | 1,488,470 | 13F-HR | WBH ADVISORY INC |
| Q1 2026 | 4/27/2026 | 350 | 1,335,282 | 13F-HR | WBH ADVISORY INC |
| Q4 2025 | 1/26/2026 | 343 | 1,350,486 | 13F-HR | WBH ADVISORY INC |
| Q3 2025 | 10/30/2025 | 343 | 1,309,701 | 13F-HR | WBH ADVISORY INC |
| Q2 2025 | 7/30/2025 | 334 | 1,173,288 | 13F-HR | WBH ADVISORY INC |
| Q2 2014 | 7/21/2014 | 214 | 264,501 | 13F-HR | WAGNER BOWMAN MANAGEMENT CORP |
| Q1 2014 | 4/29/2014 | 214 | 251,375 | 13F-HR | WAGNER CAPITAL MANAGEMENT CORP |
| Q4 2013 | 2/19/2014 | 204 | 248,257 | 13F-HR/A - NEW HOLDINGS | WAGNER CAPITAL MANAGEMENT CORP |
| Q4 2013 | 1/27/2014 | 202 | 247,095 | 13F-HR | WAGNER CAPITAL MANAGEMENT CORP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 219.1 K | 14.8% | 4.867 K | 0 | 4.867 K |
| ETFs | 1.243 M | 83.9% | 0 | 9.082 K | -9.082 K |
| Debt | 19.75 K | 1.3% | 0 | 2.004 K | -2.004 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
1,482,248
Holdings
361
QoQ value change ($000)
-6,222
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.