StockDriftsStockDriftsTop 50 Wbi Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WBIY | ABSOLUTE SHS TR | 7.46% | 861.8K | $30.1M | -1.20%(-10.48K) | $26.49(+46.43%) | 2026-06-30 | |
| WBIL | ABSOLUTE SHS TR | 5.3% | 531.1K | $21.4M | -5.01%(-27.98K) | $27.17(+53.82%) | 2026-06-30 | |
| WBIG | ABSOLUTE SHS TR | 4.38% | 683.3K | $17.7M | -8.05%(-59.83K) | $24.89(+8.68%) | 2026-06-30 | |
| WBIF | ABSOLUTE SHS TR | 4.04% | 456.1K | $16.3M | -8.49%(-42.31K) | $26.92(+38.45%) | 2026-06-30 | |
| SMHX | VANECK ETF TRUST | 1.79% | 112.8K | $7.2M | +14.67%(+14.43K) | $39.14(+52.11%) | 2026-06-30 | |
| FGDL | FRANKLIN TEMPLETON HOLDINGS | 1.63% | 123.4K | $6.6M | -0.93%(-1.16K) | $59.88(-3.39%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 1.22% | 170.0K | $4.9M | -2.57%(-4.48K) | $20.99(+42.96%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 1.21% | 53.7K | $4.9M | -2.57%(-1.42K) | $65.65(+43.62%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 1.16% | 7.1K | $4.7M | +13.09%(+823) | $290.03(+102.68%) | 2026-06-30 | |
| ONOF | GLOBAL X FDS | 1.14% | 115.2K | $4.6M | -2.94%(-3.49K) | $36.94(+12.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.62% | +31.73% | +3.03% | +16.09% |
| Top 20 Holdings Unweighted | +11.75% | +39.57% | +5.24% | +29.07% |
Wbi Investments LLC reports $403.49M in US-listed equity holdings across 286 positions in its most recent 13F filing. Its largest disclosed positions are WBIY (7.5%), WBIL (5.3%) and WBIG (4.4%). The top 20 holdings account for 37.96% of reported assets. Its disclosed equity book has returned +31.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wbi Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1397424). View Wbi Investments LLC’s 13F filings on SEC