WBI INVESTMENTS, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 383,514
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 11/5/2026 | 283 | 383,514 | 13F-HR | WBI INVESTMENTS, LLC |
| Q2 2026 | 8/11/2026 | 286 | 403,489 | 13F-HR | WBI INVESTMENTS, LLC |
| Q1 2026 | 5/11/2026 | 275 | 362,368 | 13F-HR | WBI INVESTMENTS, LLC |
| Q4 2025 | 2/13/2026 | 307 | 383,571 | 13F-HR | WBI INVESTMENTS, LLC |
| Q3 2025 | 11/20/2025 | 297 | 391,139 | 13F-HR | WBI INVESTMENTS, LLC |
| Q2 2025 | 8/11/2025 | 268 | 385,289 | 13F-HR | WBI INVESTMENTS, LLC |
| Q1 2014 | 5/15/2014 | 114 | 2,280,478 | 13F-HR | WBI INVESTMENTS |
| Q4 2013 | 2/12/2014 | 113 | 2,269,054 | 13F-HR | WBI INVESTMENTS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 303.8 K | 79.2% | 0 | 33.42 K | -33.42 K |
| ETFs | 77.27 K | 20.1% | 13.41 K | 0 | 13.41 K |
| Debt | 2.492 K | 0.6% | 47 | 0 | 47 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
383,514
Holdings
283
QoQ value change ($000)
-19,975
(-5.0%)
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.