Wbi Investments, LLC holds a diversified book of 286 stocks worth $403.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Wbi Power Factor High Div. Their largest long position is Wbi Power Factor High Div at 7% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.7 points over this window.
Growth of $10,000 cloning Wbi Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
56% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wbi Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $29.2B |
| LPL Financial LLC | 77 / 80 | $41.2B |
| Cetera Investment Advisers | 76 / 80 | $10.5B |
| OSAIC HOLDINGS, INC. | 76 / 80 | $9.4B |
| MORGAN STANLEY | 75 / 80 | $341.3B |
| UBS Group AG | 74 / 80 | $83.9B |
| ROYAL BANK OF CANADA | 71 / 80 | $92.4B |
| RAYMOND JAMES FINANCIAL INC | 71 / 80 | $44.5B |
Ranked by how many of Wbi Investments, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Absolute SHS TR WBI PWR FACTOR | $30.1M | 861.8K | 7.5% | ▼−1.2% Reduced · −10K sh | |
| 2 | Absolute SHS TR WBI BBR QTY 3000 | $21.4M | 531.1K | 5.3% | ▼−5.0% Reduced · −28K sh | |
| 3 | Absolute SHS TR WBI BBR YLD 3000 | $17.7M | 683.3K | 4.4% | ▼−8.1% Reduced · −60K sh | |
| 4 | Absolute SHS TR WBI BBR VAL 3000 | $16.3M | 456.1K | 4.0% | ▼−8.5% Reduced · −42K sh | |
| 5 | Vaneck ETF Trust FABLE SEMIC ETF | $7.2M | 112.8K | 1.8% | ▲+15% Added · +14K sh | |
| 6 | Franklin Templeton Holdings RESPBLY SRCD GLD | $6.6M | 123.4K | 1.6% | ▼−0.9% Reduced · −1K sh | |
| 7 | Schwab Strategic TR US BRD MKT ETF | $4.9M | 170.0K | 1.2% | ▼−2.6% Reduced · −4K sh | |
| 8 | SPDR Series Trust ST STR PR SP1500 | $4.9M | 53.7K | 1.2% | ▼−2.6% Reduced · −1K sh | |
| 9 | Vaneck ETF Trust SEMICONDUCTR ETF | $4.7M | 7.1K | 1.2% | ▲+13% Added · +823 sh | |
| 10 | Global X FDS ADAPTIVE US RISK | $4.6M | 115.2K | 1.1% | ▼−2.9% Reduced · −3K sh | |
| 11 | Amphenol Corp CL A | $4.0M | 22.6K | 1.0% | ▲New New position | |
| 12 | Altria Group Inc COM | $3.8M | 53.4K | 1.0% | ▼−15% Reduced · −10K sh | |
| 13 | Best Buy Inc COM | $3.7M | 48.3K | 0.9% | ▲+18% Added · +7K sh | |
| 14 | Interactive Brokers Group In COM CL A | $3.6M | 41.9K | 0.9% | ▲+45% Added · +13K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $3.6M | 4.8K | 0.9% | ▼−3.3% Reduced · −166 sh | |
| 16 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $3.6M | 11.7K | 0.9% | ▼−3.3% Reduced · −401 sh | |
| 17 | American Express Co COM | $3.4M | 10.0K | 0.8% | ▲+230% Added · +7K sh | |
| 18 | Victory Portfolios II SHS FR CA FL ETF | $3.4M | 73.8K | 0.8% | ▲+2.6% Added · +2K sh | |
| 19 | HP Inc COM | $3.4M | 152.8K | 0.8% | ▼−17% Reduced · −31K sh | |
| 20 | Pacer FDS TR TRENDPILOT US BD | $3.3M | 170.4K | 0.8% | ▲+0.9% Added · +2K sh | |
| 21 | Verizon Communications Inc COM | $3.2M | 75.7K | 0.8% | ▲+3.3% Added · +2K sh | |
| 22 | Lennox Intl Inc COM | $3.2M | 5.6K | 0.8% | ▲New New position | |
| 23 | Astera Labs Inc COM | $3.2M | 6.6K | 0.8% | ▲New New position | |
| 24 | Ball Corp COM | $3.1M | 50.5K | 0.8% | ▲+159% Added · +31K sh | |
| 25 | Apple Inc COM | $3.0M | 10.5K | 0.8% | ▲+35% Added · +3K sh | |
| 26 | The Campbells Company COM | $3.0M | 135.4K | 0.7% | ▲+33% Added · +34K sh | |
| 27 | Alphabet Inc CAP STK CL A | $3.0M | 8.3K | 0.7% | ▲+8.4% Added · +643 sh | |
| 28 | Uscf ETF TR SUMMERHAVEN K1 | $2.9M | 109.6K | 0.7% | ▲+1.1% Added · +1K sh | |
| 29 | General Mills Inc COM | $2.8M | 80.3K | 0.7% | ▲+31% Added · +19K sh | |
| 30 | United Parcel Svcs Inc CL B | $2.7M | 25.5K | 0.7% | ▲+4.7% Added · +1K sh | |
| 31 | Nvidia Corporation COM | $2.7M | 13.4K | 0.7% | ▲+7.1% Added · +887 sh | |
| 32 | Piper Sandler Companies COM NEW | $2.6M | 35.4K | 0.6% | ▲+120% Added · +19K sh | |
| 33 | Marvell Technology Inc COM | $2.5M | 8.5K | 0.6% | ▲New New position | |
| 34 | Yum China Hldgs Inc COM | $2.5M | 61.7K | 0.6% | ▲+352% Added · +48K sh | |
| 35 | McKesson Corp COM | $2.5M | 3.3K | 0.6% | ▲+766% Added · +3K sh | |
| 36 | Skyworks Solutions Inc COM | $2.5M | 36.9K | 0.6% | ▲+120% Added · +20K sh | |
| 37 | Tapestry Inc COM | $2.5M | 16.9K | 0.6% | ▲+167% Added · +11K sh | |
| 38 | Onemain Hldgs Inc COM | $2.5M | 40.4K | 0.6% | ▲+85% Added · +19K sh | |
| 39 | Pfizer Inc COM | $2.5M | 102.1K | 0.6% | ▼−11% Reduced · −13K sh | |
| 40 | Arm Holdings PLC SPONSORED ADS | $2.4M | 6.9K | 0.6% | ▲New New position | |
| 41 | Pacer FDS TR US CHS CWS GWT | $2.3M | 39.1K | 0.6% | ▲+3.2% Added · +1K sh | |
| 42 | Block H & R Inc COM | $2.3M | 60.2K | 0.6% | ▲New New position | |
| 43 | ETF Ser Solutions US GBL GLD PRE | $2.3M | 60.9K | 0.6% | ▲+18% Added · +9K sh | |
| 44 | Tesla Inc COM | $2.2M | 5.2K | 0.5% | ▲+8.6% Added · +413 sh | |
| 45 | Pacer FDS TR TRENDP US MID CP | $2.1M | 49.1K | 0.5% | ▼−8.7% Reduced · −5K sh | |
| 46 | Northern LTS FD TR III HCM DEFND 100 | $2.0M | 23.7K | 0.5% | ▲+4.3% Added · +966 sh | |
| 47 | Kraneshares Trust GLOBAL CARB STRA | $2.0M | 61.2K | 0.5% | ▲+18% Added · +9K sh | |
| 48 | Pacer FDS TR US LRG CP CASH | $2.0M | 49.9K | 0.5% | ▲+12% Added · +5K sh | |
| 49 | Robert Half Inc. COM | $2.0M | 64.9K | 0.5% | ▲+53% Added · +22K sh | |
| 50 | Price T Rowe Group Inc COM | $1.9M | 17.1K | 0.5% | ▲+26% Added · +4K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1397424/holdings"
Use Arkolith to show WBI INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 422 | $403.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 404 | $362.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 484 | $383.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 20, 2025 | 464 | $391.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 415 | $385.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 22, 2025 | 315 | $379.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 290 | $400.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 329 | $416.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.