WBI INVESTMENTS, INC.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    red bank, NJ
  • CIK
    0001397424
  • Alternate names
    WBI INVESTMENTS
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

199

$400.33M
WBIY, WBIG, WBIL, WBIF
13F-HR
Feb 14, 2025
000139742425000001

229

$416.37M
WBIY, WBIG, WBIL, WBIF
13F-HR
Nov 12, 2024
000139742424000010

164

$412.64M
WBIY, WBIG, WBIL, WBIF
13F-HR
Jul 30, 2024
000139742424000006

192

$480.83M
WBIG, WBIY, WBIL, WBIF
13F-HR
May 3, 2024
000117266124002002

193

$499.03M
WBIG, WBIY, WBIL, WBIF
13F-HR
Feb 9, 2024
000117266124000635

179

$496.90M
WBIG, WBIL, WBIY, WBIF
13F-HR
Nov 9, 2023
000117266123003695

184

$552.08M
WBIG, WBIY, WBIL, WBIF
13F-HR
Aug 7, 2023
000117266123002781

177

$499.84M
WBIY, WBIG, WBIL, WBIF
13F-HR
May 15, 2023
000117266123002212

157

$466.49M
WBIG, WBIY, WBIL, WBIF
13F-HR
Feb 13, 2023
000117266123000773

109

$343.73M
WBIG, WBIY, WBIL, WBIF
13F-HR
Oct 26, 2022
000160658722002010

118

$463.79M
WBIY, SCHO, WBIF, WBIG
13F-HR
Jul 25, 2022
000160658722001437

177

$617.92M
SRLN, WBIY, WBIF, WBIG
13F-HR
May 2, 2022
000160658722000848

171

$624.19M
HYLB, HYG, WBIY, ANGL
13F-HR
Jan 28, 2022
000160658722000175

178

$596.19M
ANGL, WBIY, WBIF, WBII
13F-HR
Nov 9, 2021
000160658721001562

177

$650.91M
USHY, HYLB, WBIY, WBIF
RESTATEMENT
Aug 13, 2021
000160658721001201

175

$636.79M
HYLB, USHY, WBIY, WBII
13F-HR
May 12, 2021
000160658721000693

164

$660.75M
HYLB, USHY, WBII, WBIG
13F-HR
Feb 4, 2021
000160658721000183

117

$650.04M
KRE, TLT, WBIG, WBII
13F-HR
Nov 6, 2020
000160658720001220

100

$624.32M
KRE, HYG, WBIG, WBII
13F-HR
Aug 11, 2020
000144908820000003

84

$529.11M
SCHO, KRE, WBIG, WBII
13F-HR
May 8, 2020
000139742420000004

188

$936.18M
HYLB, KRE, USHY, WBIG
13F-HR
Feb 10, 2020
000139742420000001

206

$1.05B
USHY, HYLB, HYG, WBII
13F-HR
Oct 29, 2019
000139742419000008

202

$1.14B
HYLB, KRE, WBII, USHY
13F-HR
Jul 23, 2019
000139742419000007

223

$1.30B
HYG, WBII, HYLB, WBIG
13F-HR
May 8, 2019
000139742419000005

83

$886.02M
TLT, WBIH, VANGUARD SCOTTSDALE FDS, WBII
13F-HR
Feb 11, 2019
000139742419000003

239

$1.84B
SHYG, WBIH, KRE, WBIY
13F-HR
Oct 31, 2018
000139742418000010

228

$1.88B
HYLB, WBIH, HYG, JNK
13F-HR
Aug 9, 2018
000139742418000008

182

$1.95B
KRE, WBIH, VCSH, WBII
13F-HR
May 10, 2018
000139742418000006

275

$2.16B
WBIH, KRE, HYG, WBII
13F-HR
Feb 8, 2018
000139742418000002

275

$2.27B
WBIH, WBII, HYG, KRE
13F-HR
Nov 13, 2017
000139742417000009

285

$2.30B
WBIH, WBII, KRE, HYG
13F-HR
Aug 10, 2017
000139742417000006

275

$2.27B
WBII, WBIH, VCIT, KRE
13F-HR
May 10, 2017
000139742417000005

279

$2.32B
WBII, WBIH, VCSH, SPSB
13F-HR
Feb 14, 2017
000139742417000003

264

$2.62B
WBII, WBIH, VCLT, HYG
13F-HR
Nov 14, 2016
000139742416000022

156

$2.80B
WBII, WBIH, LQD, BLV
13F-HR
Aug 11, 2016
000139742416000014

121

$2.67B
WBII, TLT, WBIH, BIV
RESTATEMENT
Aug 23, 2016
000139742416000016

204

$3.50B
WBII, TLT, WBIH, WBIG
RESTATEMENT
Aug 23, 2016
000139742416000017

145

$2.89B
WBII, WBIH, WBIG, WBIC
RESTATEMENT
Aug 23, 2016
000139742416000018

1

$2.25M
CEB
NEW HOLDINGS
Aug 23, 2016
000139742416000020

214

$3.97B
WBII, SHY, WBIH, WBIG
RESTATEMENT
Aug 23, 2016
000139742416000019

217

$4.23B
WBIH, WBII, BIV, IEF
13F-HR
Apr 27, 2015
000139742415000005

181

$3.67B
LQD, WBIH, WBII, WBIE
13F-HR
Feb 12, 2015
000139742415000003

166

$3.37B
WBII, WBIH, WBIG, BBY
NEW HOLDINGS
Nov 25, 2014
000139742414000011

150

$3.36B
WBII, WBIH, WBIG, BBY
RESTATEMENT
Nov 12, 2014
000139742414000009

107

$2.33B
LQD, BBY, JNK, POWERSHARES ETF TRUST II
13F-HR
Aug 12, 2014
000139742414000007

114

$2.28B
LQD, HYG, JNK, BBY
13F-HR
May 15, 2014
000139742414000006

113

$2.27B
LQD, HYG, JNK, AAPL
13F-HR
Feb 12, 2014
000139742414000004