WBH ADVISORY INC
All 13F Filings
- Location
- Baltimore, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,335,282
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 199.4 K | 14.9% | 0 | 674.2 K | -674.2 K |
| ETFs | 1.114 M | 83.4% | 658.8 K | 0 | 658.8 K |
| Debt | 21.83 K | 1.6% | 2.96 K | 0 | 2.96 K |
| Other | 0 | 0.0% | 0 | 2.764 K | -2.764 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
1,335,282
Holdings
350
QoQ value change ($000)
-15,204
(-1.1%)
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.