WBI INVESTMENTS, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 403,489
- 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 |
|---|---|---|---|---|---|
| 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 | 337.2 K | 83.6% | 21.04 K | 0 | 21.04 K |
| ETFs | 63.86 K | 15.8% | 20.7 K | 0 | 20.7 K |
| Debt | 2.445 K | 0.6% | 0 | 252 | -252 |
| Other | 0 | 0.0% | 0 | 369 | -369 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
403,489
Holdings
286
QoQ value change ($000)
41,121
(11.3%)
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.