WBI INVESTMENTS, INC.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationred bank, NJ
- CIK0001397424
- Alternate namesWBI INVESTMENTS
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
226 | $379.78 M | WBIY, WBIG, WBIL, WBIF | 13F-HR | May 22, 2025 | 000139742425000004 | ||
199 | $400.33 M | WBIY, WBIG, WBIL, WBIF | 13F-HR | Feb 14, 2025 | 000139742425000001 | ||
229 | $416.37 M | WBIY, WBIG, WBIL, WBIF | 13F-HR | Nov 12, 2024 | 000139742424000010 | ||
164 | $412.64 M | WBIY, WBIG, WBIL, WBIF | 13F-HR | Jul 30, 2024 | 000139742424000006 | ||
192 | $480.83 M | WBIG, WBIY, WBIL, WBIF | 13F-HR | May 3, 2024 | 000117266124002002 | ||
193 | $499.03 M | WBIG, WBIY, WBIL, WBIF | 13F-HR | Feb 9, 2024 | 000117266124000635 | ||
179 | $496.90 M | WBIG, WBIL, WBIY, WBIF | 13F-HR | Nov 9, 2023 | 000117266123003695 | ||
184 | $552.08 M | WBIG, WBIY, WBIL, WBIF | 13F-HR | Aug 7, 2023 | 000117266123002781 | ||
177 | $499.84 M | WBIY, WBIG, WBIL, WBIF | 13F-HR | May 15, 2023 | 000117266123002212 | ||
157 | $466.49 M | WBIG, WBIY, WBIL, WBIF | 13F-HR | Feb 13, 2023 | 000117266123000773 | ||
109 | $343.73 M | WBIG, WBIY, WBIL, WBIF | 13F-HR | Oct 26, 2022 | 000160658722002010 | ||
118 | $463.79 M | WBIY, SCHO, WBIF, WBIG | 13F-HR | Jul 25, 2022 | 000160658722001437 | ||
177 | $617.92 M | SRLN, WBIY, WBIF, WBIG | 13F-HR | May 2, 2022 | 000160658722000848 | ||
171 | $624.19 M | HYLB, HYG, WBIY, ANGL | 13F-HR | Jan 28, 2022 | 000160658722000175 | ||
178 | $596.19 M | ANGL, WBIY, WBIF, WBII | 13F-HR | Nov 9, 2021 | 000160658721001562 | ||
177 | $650.91 M | USHY, HYLB, WBIY, WBIF | RESTATEMENT | Aug 13, 2021 | 000160658721001201 | ||
175 | $636.79 M | HYLB, USHY, WBIY, WBII | 13F-HR | May 12, 2021 | 000160658721000693 | ||
164 | $660.75 M | HYLB, USHY, WBII, WBIG | 13F-HR | Feb 4, 2021 | 000160658721000183 | ||
117 | $650.04 M | KRE, TLT, WBIG, WBII | 13F-HR | Nov 6, 2020 | 000160658720001220 | ||
100 | $624.32 M | KRE, HYG, WBIG, WBII | 13F-HR | Aug 11, 2020 | 000144908820000003 | ||
84 | $529.11 M | SCHO, KRE, WBIG, WBII | 13F-HR | May 8, 2020 | 000139742420000004 | ||
188 | $936.18 M | HYLB, KRE, USHY, WBIG | 13F-HR | Feb 10, 2020 | 000139742420000001 | ||
206 | $1.05 B | USHY, HYLB, HYG, WBII | 13F-HR | Oct 29, 2019 | 000139742419000008 | ||
202 | $1.14 B | HYLB, KRE, WBII, USHY | 13F-HR | Jul 23, 2019 | 000139742419000007 | ||
223 | $1.30 B | HYG, WBII, HYLB, WBIG | 13F-HR | May 8, 2019 | 000139742419000005 | ||
83 | $886.02 M | TLT, WBIH, VANGUARD SCOTTSDALE FDS, WBII | 13F-HR | Feb 11, 2019 | 000139742419000003 | ||
239 | $1.84 B | SHYG, WBIH, KRE, WBIY | 13F-HR | Oct 31, 2018 | 000139742418000010 | ||
228 | $1.88 B | HYLB, WBIH, HYG, JNK | 13F-HR | Aug 9, 2018 | 000139742418000008 | ||
182 | $1.95 B | KRE, WBIH, VCSH, WBII | 13F-HR | May 10, 2018 | 000139742418000006 | ||
275 | $2.16 B | WBIH, KRE, HYG, WBII | 13F-HR | Feb 8, 2018 | 000139742418000002 | ||
275 | $2.27 B | WBIH, WBII, HYG, KRE | 13F-HR | Nov 13, 2017 | 000139742417000009 | ||
285 | $2.30 B | WBIH, WBII, KRE, HYG | 13F-HR | Aug 10, 2017 | 000139742417000006 | ||
275 | $2.27 B | WBII, WBIH, VCIT, KRE | 13F-HR | May 10, 2017 | 000139742417000005 | ||
279 | $2.32 B | WBII, WBIH, VCSH, SPSB | 13F-HR | Feb 14, 2017 | 000139742417000003 | ||
264 | $2.62 B | WBII, WBIH, VCLT, HYG | 13F-HR | Nov 14, 2016 | 000139742416000022 | ||
156 | $2.80 B | WBII, WBIH, LQD, BLV | 13F-HR | Aug 11, 2016 | 000139742416000014 | ||
121 | $2.67 B | WBII, TLT, WBIH, BIV | RESTATEMENT | Aug 23, 2016 | 000139742416000016 | ||
204 | $3.50 B | WBII, TLT, WBIH, WBIG | RESTATEMENT | Aug 23, 2016 | 000139742416000017 | ||
145 | $2.89 B | WBII, WBIH, WBIG, WBIC | RESTATEMENT | Aug 23, 2016 | 000139742416000018 | ||
1 | $2.25 M | CEB | NEW HOLDINGS | Aug 23, 2016 | 000139742416000020 | ||
214 | $3.97 B | WBII, SHY, WBIH, WBIG | RESTATEMENT | Aug 23, 2016 | 000139742416000019 | ||
217 | $4.23 B | WBIH, WBII, BIV, IEF | 13F-HR | Apr 27, 2015 | 000139742415000005 | ||
181 | $3.67 B | LQD, WBIH, WBII, WBIE | 13F-HR | Feb 12, 2015 | 000139742415000003 | ||
166 | $3.37 B | WBII, WBIH, WBIG, BBY | NEW HOLDINGS | Nov 25, 2014 | 000139742414000011 | ||
150 | $3.36 B | WBII, WBIH, WBIG, BBY | RESTATEMENT | Nov 12, 2014 | 000139742414000009 | ||
107 | $2.33 B | LQD, BBY, JNK, POWERSHARES ETF TRUST II | 13F-HR | Aug 12, 2014 | 000139742414000007 | ||
114 | $2.28 B | LQD, HYG, JNK, BBY | 13F-HR | May 15, 2014 | 000139742414000006 | ||
113 | $2.27 B | LQD, HYG, JNK, AAPL | 13F-HR | Feb 12, 2014 | 000139742414000004 |