13F Insight
DOSSIER · 13F-HR · Q1 2026

WBI INVESTMENTS, LLC

$362M in tracked AUM across 404 positions as of Q1 2026.

WI
CIK 0001397424 · last filed Mar 31, 2026
Total AUM
$362M
as of Q1 2026
Holdings
404
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$362M▼ 5.5%
404 positionsView →2025Q4Dec 31
$384M▼ 1.9%
484 positionsView →2025Q3Sep 30
$391M▲ 1.5%
464 positionsView →2025Q2Jun 30
$385M▲ 1.5%
415 positionsLocked2025Q1Mar 31
$380M▼ 5.1%
315 positionsLocked2024Q4Dec 31
$400M▼ 3.9%
290 positionsLocked2024Q3Sep 30
$416M▲ 0.9%
329 positionsLocked2024Q2Jun 30
$413M▼ 14.2%
221 positionsLocked2024Q1Mar 31
$481M▼ 3.6%
262 positionsLocked2023Q4Dec 31
$499M▲ 0.4%
262 positionsLocked2023Q3Sep 30
$497M▼ 10.0%
228 positionsLocked2023Q2Jun 30
$552M▲ 10.4%
239 positionsLocked
Showing 12 of 74