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Filers›Family Office›WBI INVESTMENTS, LLC
DOSSIER · 13F-HR · Q1 2026

WBI INVESTMENTS, LLC

WBI INVESTMENTS's family office based in Chicago, IL — $362M in tracked AUM across 404 positions as of Q1 2026.

WI
WBI INVESTMENTS·Chicago, IL·Family Office
CIK 0001397424 · last filed Mar 31, 2026
Total AUM
$362M
▼ 12.5%
vs prior
Holdings
404
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WBI INVESTMENTS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WBIY
ABSOLUTE SHS TR
$30M872K8.2%
02
WBIL
ABSOLUTE SHS TR
$19M559K5.2%
03
WBIG
ABSOLUTE SHS TR
$17M743K4.8%
04
WBIF
ABSOLUTE SHS TR
$16M498K4.3%
05
FGDL
FRANKLIN TEMPLETON HOLDINGS
$8M125K2.1%
06
SCHB
SCHWAB STRATEGIC TR
$4M174K1.2%
07
SPTM
SPDR SERIES TRUST
$4M55K1.2%
08
ONOF
GLOBAL X FDS
$4M119K1.2%
09
MO
ALTRIA GROUP INC
$4M63K1.1%
10
OKE
ONEOK INC NEW
$4M45K1.1%

Filing history

Filing history loading…
AI Agent · grounded in WBI
haiku-4-5 · 404 positions indexed
Sector mix
  • Tech9%
  • Health Care22%
  • Cons. Disc.38%
  • Communications4%
  • Industrials12%
  • Energy13%
  • Other2%
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