WBI INVESTMENTS, LLC

CIK: 0001397424SEC EDGAR →

Portfolio Value

$383.6M

Holdings

307

As of

Q4 2025

New Positions

103

Closed Positions

93

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ABSOLUTE SHS TR

785,446$25.1M
6.55%
2

ABSOLUTE SHS TR

544,469$18.9M
4.94%
3

ABSOLUTE SHS TR

789,915$18.5M
4.83%
4

ABSOLUTE SHS TR

525,564$16.3M
4.24%
5

VICTORY PORTFOLIOS II

165,435$6.5M
1.70%
6

INVESCO QQQ TR

10,519$6.5M
1.68%
7

INVESCO EXCH TRADED FD TR II

22,943$5.8M
1.51%
8

DIREXION SHS ETF TR

184,776$5.5M
1.42%
9

SCHWAB STRATEGIC TR

190,378$5.0M
1.30%
10

SPDR SERIES TRUST

60,128$5.0M
1.29%

Quarterly Changes

Top Buys

WBIY↑ Increased
$24.1B
VFLO↑ Increased
$6.0B
QQQM↑ Increased
$5.3B
KLAC↑ Increased
$3.5B
KRBN↑ Increased
$3.3B

Top Sells

WBIL↓ Decreased
$20.9B
WBIG↓ Decreased
$20.8B
WBIF↓ Decreased
$18.3B
NDQ↓ Decreased
$5.8B
COM↓ Decreased
$5.6B

New Positions (104)

$2.2M · 6K shares
$2.1M · 8K shares
$2.0M · 32K shares
$1.9M · 24K shares
$1.5M · 55K shares
$1.5M · 5K shares
$1.4M · 19K shares
$1.3M · 12K shares
$1.3M · 6K shares
$1.3M · 3K shares
$1.2M · 36K shares
$1.2M · 7K shares
$1.2M · 1K shares
$1.1M · 10K shares
$1.1M · 13K shares
$1.1M · 13K shares
$1.1M · 1K shares
$1.1M · 11K shares
$1.0M · 11K shares
$1.0M · 593 shares
$995K · 3K shares
$981K · 26K shares
$972K · 15K shares
$956K · 12K shares
$867K · 10K shares
$862K · 19K shares
$768K · 4K shares
$767K · 9K shares
$751K · 1K shares
$750K · 10K shares
$728K · 49K shares
$726K · 3K shares
$720K · 4K shares
$697K · 5K shares
$677K · 18K shares
$669K · 2K shares
$667K · 15K shares
$626K · 42K shares
$616K · 16K shares
$615K · 3K shares
$614K · 699 shares
$597K · 25K shares
$585K · 13K shares
$585K · 5K shares
$584K · 2K shares
$535K · 24K shares
$534K · 4K shares
$509K · 5K shares
$508K · 2K shares
$506K · 30K shares
$504K · 1K shares
$502K · 4K shares
$495K · 5K shares
$487K · 7K shares
$486K · 1K shares
$484K · 3K shares
$483K · 6K shares
$469K · 3K shares
$468K · 3K shares
$467K · 1K shares
$462K · 743 shares
$446K · 4K shares
CLEARWAY ENERGY INC
$416K · 13K shares
$414K · 206 shares
$404K · 4K shares
$400K · 6K shares
$389K · 2K shares
$379K · 562 shares
$370K · 3K shares
$367K · 6K shares
$360K · 2K shares
$359K · 5K shares
$358K · 4K shares
$354K · 2K shares
$347K · 2K shares
$342K · 2K shares
$326K · 1K shares
$321K · 7K shares
$303K · 3K shares
$301K · 12K shares
$301K · 2K shares
$299K · 4K shares
$291K · 571 shares
$289K · 4K shares
$289K · 1K shares
$271K · 14K shares
$261K · 1K shares
$253K · 3K shares
$251K · 2K shares
$249K · 2K shares
$246K · 1K shares
$244K · 9K shares
$243K · 3K shares
$241K · 5K shares
$239K · 3K shares
$236K · 412 shares
$236K · 2K shares
$227K · 5K shares
$227K · 2K shares
$226K · 4K shares
$225K · 3K shares
$221K · 1K shares
$219K · 1K shares
$211K · 1K shares

Closed Positions (94)

$3.2B · 9K shares
$2.8B · 21K shares
$2.4B · 94K shares
$2.3B · 30K shares
$2.2B · 11K shares
$2.1B · 22K shares
$2.1B · 42K shares
$1.9B · 54K shares
$1.6B · 7K shares
$1.6B · 11K shares
$1.5B · 8K shares
$1.5B · 25K shares
$1.4B · 10K shares
$1.3B · 46K shares
$1.2B · 34K shares
$1.1B · 50K shares
$1.1B · 3K shares
$1.1B · 39K shares
$1.1B · 6K shares
$1.1B · 22K shares
$1.0B · 7K shares
$1.0B · 8K shares
$975.0M · 12K shares
$969.3M · 6K shares
$947.4M · 22K shares
$912.4M · 31K shares
$899.3M · 85K shares
$886.9M · 55K shares
$872.2M · 8K shares
$871.2M · 3K shares
$847.4M · 4K shares
$844.5M · 34K shares
$810.1M · 13K shares
$770.9M · 22K shares
$670.7M · 5K shares
$652.2M · 3K shares
$650.0M · 21K shares
$633.5M · 11K shares
$598.7M · 35K shares
$586.7M · 2K shares
$560.9M · 2K shares
$551.4M · 8K shares
$544.3M · 62K shares
$542.0M · 3K shares
$541.3M · 4K shares
$535.1M · 11K shares
$529.9M · 2K shares
$457.8M · 3K shares
$453.9M · 4K shares
$453.1M · 3K shares
$451.0M · 3K shares
$450.5M · 2K shares
$448.6M · 2K shares
$448.2M · 2K shares
$448.1M · 4K shares
$443.0M · 3K shares
$442.4M · 670 shares
$438.4M · 713 shares
$432.7M · 4K shares
$427.9M · 15K shares
$426.2M · 15K shares
$425.4M · 4K shares
$410.8M · 20K shares
$393.6M · 2K shares
$389.1M · 7K shares
$388.5M · 1K shares
$358.3M · 3K shares
$352.0M · 14K shares
$348.2M · 1K shares
$346.7M · 19K shares
$337.3M · 9K shares
$332.3M · 1K shares
$319.8M · 3K shares
$317.9M · 4K shares
$301.3M · 531 shares
$296.5M · 1K shares
$292.6M · 1K shares
$291.2M · 12K shares
$290.5M · 152 shares
$278.7M · 754 shares
$275.5M · 7K shares
$260.2M · 3K shares
$259.4M · 1K shares
$257.5M · 5K shares
$257.1M · 893 shares
$248.3M · 1K shares
FIDELITY NATIONAL FINANCIAL
$246.3M · 4K shares
$232.8M · 737 shares
$230.4M · 6K shares
$226.3M · 5K shares
$226.1M · 4K shares
$220.7M · 9K shares
$195.0M · 14K shares
$150.4M · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services109$InfinityTNaN%
Technology46$2.1262067204616833e+142T0.0%
Industrials32$3.113227919701433e+98T0.0%
Unknown28$6.462216917841753e+85T0.0%
Consumer Cyclical24$2.2651871173417313e+71T0.0%
Healthcare18$3.8333323155914895e+51T0.0%
Consumer Defensive13$2.922254714468869e+32T0.0%
Utilities11$2.78713681221987e+26T0.0%
Basic Materials10$2.0229725464624e+21T0.0%
Energy9$34801235996866809856.0T0.0%
Communication Services7$3275227811221107.5T0.0%