Current Market Value 385,288,998
Current Holdings 268
Most Recent File Date 2025-08-11
Total Filings on Record 56
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wbi Investments, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 268 385,289
2025-05-22 2025-03-31 13F-HR 226 379,781
2025-02-14 2024-12-31 13F-HR 199 400,331
2024-11-12 2024-09-30 13F-HR 229 416,374
2024-07-30 2024-06-30 13F-HR 164 412,637
2024-05-03 2024-03-31 13F-HR 192 480,833
2024-02-09 2023-12-31 13F-HR 193 499,031
2023-11-09 2023-09-30 13F-HR 179 496,904
2023-08-07 2023-06-30 13F-HR 184 552,076
2023-05-15 2023-03-31 13F-HR 177 499,843
2023-02-13 2022-12-31 13F-HR 157 466,485
2022-10-26 2022-09-30 13F-HR 109 343,731
2022-07-25 2022-06-30 13F-HR 118 463,790
2022-05-02 2022-03-31 13F-HR 177 617,923
2022-01-28 2021-12-31 13F-HR 171 624,189
2021-11-09 2021-09-30 13F-HR 178 596,189
2021-08-13 2021-06-30 13F-HR/A 1 R 177 650,911
2021-08-09 2021-06-30 13F-HR 177 650,911
2021-05-12 2021-03-31 13F-HR 175 636,790
2021-02-04 2020-12-31 13F-HR 164 660,745
2020-11-06 2020-09-30 13F-HR 117 650,040
2020-08-11 2020-06-30 13F-HR 100 624,318
2020-05-08 2020-03-31 13F-HR 84 529,113
2020-02-10 2019-12-31 13F-HR 188 936,185
2019-10-29 2019-09-30 13F-HR 206 1,053,229
2019-07-23 2019-06-30 13F-HR 202 1,138,595
2019-05-08 2019-03-31 13F-HR 223 1,300,816
2019-02-11 2018-12-31 13F-HR 83 886,025
2018-10-31 2018-09-30 13F-HR 239 1,838,764
2018-08-09 2018-06-30 13F-HR 228 1,884,187
2018-05-10 2018-03-31 13F-HR 182 1,946,335
2018-02-08 2017-12-31 13F-HR 275 2,164,337
2017-11-13 2017-09-30 13F-HR 275 2,269,210
2017-08-10 2017-06-30 13F-HR 285 2,301,146
2017-05-10 2017-03-31 13F-HR 275 2,265,345
2017-02-14 2016-12-31 13F-HR 279 2,323,081
2016-11-14 2016-09-30 13F-HR 264 2,616,306
2016-08-11 2016-06-30 13F-HR 156 2,796,456
2016-08-23 2016-03-31 13F-HR/A 1 R 121 2,672,887
2016-05-11 2016-03-31 13F-HR 122 2,337,142
2016-08-23 2015-12-31 13F-HR/A 1 R 204 3,499,600
2016-02-10 2015-12-31 13F-HR 205 3,185,068
2016-08-23 2015-09-30 13F-HR/A 1 R 145 2,891,378
2015-11-12 2015-09-30 13F-HR 147 2,728,227
2016-08-23 2015-06-30 13F-HR/A 2 N 1 2,245
2016-08-23 2015-06-30 13F-HR/A 1 R 214 3,969,111
2015-08-14 2015-06-30 13F-HR 216 3,915,241
2015-04-27 2015-03-31 13F-HR 217 4,225,540
2015-02-12 2014-12-31 13F-HR 181 3,667,328
2014-11-25 2014-09-30 13F-HR/A 1 N 166 3,370,336
2014-11-12 2014-09-30 13F-HR 150 3,358,850
2014-08-12 2014-06-30 13F-HR 107 2,332,964
2014-05-15 2014-03-31 13F-HR 114 2,280,478
2014-02-12 2013-12-31 13F-HR 113 2,269,054
2013-11-13 2013-09-30 13F-HR 110 2,097,134
2013-08-13 2013-06-30 13F-HR 76 1,394,449