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Asset Manager ← All Institutions

WBI INVESTMENTS, LLC

Q2 2025 · Filed 2025-08-11
Market Value
$358M
+1.8%
Holdings
302
+27
New Purchases
103
Added To
64
Closed
64
Reduced
69
Top 10 Concentration
33.4%
Turnover
55.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQM 1.36% 0.00% +1.36% $5M
SCHB 1.35% 0.00% +1.35% $5M
SPTM 1.34% 0.00% +1.34% $5M
WRB 0.84% 0.00% +0.84% $3M
BBY 0.72% 0.00% +0.72% $3M
FIX 0.70% 0.06% +0.65% $3M
AMAT 0.62% 0.00% +0.62% $2M
FANG 0.61% 0.00% +0.61% $2M
FDX 0.60% 0.00% +0.60% $2M
DTE 0.59% 0.00% +0.59% $2M
APA 0.95% 0.36% +0.59% $3M
OXY 0.56% 0.00% +0.56% $2M
WSM 0.56% 0.00% +0.56% $2M
MLI 0.60% 0.08% +0.52% $2M
YUMC 0.60% 0.09% +0.51% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWV 0.00% 1.40% -1.40% $0
VTI 0.00% 1.39% -1.39% $0
T 0.26% 1.61% -1.35% $933K
CVS 0.28% 1.42% -1.13% $1M
QQQ 1.40% 2.31% -0.91% $5M
ADT 0.28% 1.15% -0.87% $995K
AFL 0.00% 0.87% -0.87% $0
F-PD 0.78% 1.61% -0.84% $3M
ORI 0.00% 0.80% -0.80% $0
HSY 0.00% 0.76% -0.76% $0
JEPQ 0.00% 0.75% -0.75% $0
IBM 0.00% 0.72% -0.72% $0
FAF 0.00% 0.71% -0.71% $0
PHM 0.00% 0.70% -0.70% $0
SLB 0.07% 0.76% -0.69% $241K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 31 $31M 8.6%
Large Cap 155 $138M 38.5%
Mid Cap 68 $54M 15.2%
Small Cap 30 $28M 7.7%
Micro Cap 18 $107M 30.0%

Portfolio Analytics

Avg Market Cap
$146.8B
Median Market Cap
$15.9B
Avg P/E
26.2
Median P/E
20.1
Avg Dividend Yield
0.03%
Avg Beta
0.81
# Stocks
234
# ETFs / Funds
68

Top Holdings (302 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 WBIY 6.75% 826,826 $24M $29.25 -$224K -294 -0.0%
2 WBIL 5.93% 652,922 $21M $32.53 -$170K -21,704 -3.2%
3 WBIG 5.90% 964,848 $21M $21.91 -$1M -30,745 -3.1%
4 WBIF 5.07% 631,156 $18M $28.78 -$595K -21,114 -3.2%
5 VFLO 2.40% 243,062 $9M $35.35 $77K -5,347 -2.1%
6 COM 1.88% 243,134 $7M $27.66 -$764K -12,125 -4.8%
7 QQQ 1.40% 9,086 $5M $551.65 -$3M -8,224 -47.5%
8 QQQM 1.36% 21,415 $5M $227.10 +21,415 NEW
9 SCHB 1.35% 203,177 $5M $23.83 +203,177 NEW
10 SPTM 1.34% 64,165 $5M $74.89 +64,165 NEW
11 PFE 1.01% 149,419 $4M $24.24 $829K +39,211 +35.6%
12 UPS 1.00% 35,520 $4M $100.94 -$2M -12,491 -26.0%
13 AGZ 1.00% 32,636 $4M $109.70 -$246K -2,325 -6.7%
14 APA 0.95% 185,679 $3M $18.29 $2M +125,590 +209.0%
15 ALTL 0.90% 85,841 $3M $37.66 $235K -276 -0.3%
16 PTLC 0.88% 62,439 $3M $50.76 -$71K -550 -0.9%
17 XMLV 0.88% 51,249 $3M $61.67 -$23K -324 -0.6%
18 FSTA 0.88% 61,394 $3M $51.15 -$199K -3,924 -6.0%
19 PTMC 0.85% 87,320 $3M $34.88 -$221K -7,104 -7.5%
20 WRB 0.84% 41,054 $3M $73.47 +41,054 NEW
21 F-PD 0.78% 257,214 $3M $10.85 -$3M -309,532 -54.6%
22 AES 0.73% 249,307 $3M $10.52 -$23K +36,284 +17.0%
23 FMC 0.73% 62,564 $3M $41.75 -$647K -14,692 -19.0%
24 BBY 0.72% 38,328 $3M $67.13 +38,328 NEW
25 AAPL 0.71% 12,344 $3M $205.17 -$581K -1,673 -11.9%
26 FIX 0.70% 4,702 $3M $536.24 $2M +4,074 +648.7%
27 IBKR 0.65% 42,245 $2M $55.41 -$805K +23,245 +122.3%
28 OMF 0.64% 40,185 $2M $57.00 $1M +22,364 +125.5%
29 AMAT 0.62% 12,133 $2M $183.07 +12,133 NEW
30 NVDA 0.61% 13,941 $2M $157.99 -$135K -7,627 -35.4%
31 FANG 0.61% 15,925 $2M $137.40 +15,925 NEW
32 MSFT 0.60% 4,353 $2M $497.45 -$183K -1,904 -30.4%
33 YUMC 0.60% 48,416 $2M $44.71 $2M +42,142 +671.7%
34 MLI 0.60% 27,090 $2M $79.47 $2M +23,449 +644.0%
35 AGZD 0.60% 96,233 $2M $22.23 $1M +55,362 +135.5%
36 FDX 0.60% 9,405 $2M $227.32 +9,405 NEW
37 AMZN 0.59% 9,694 $2M $219.39 $422K +735 +8.2%
38 DTE 0.59% 15,980 $2M $132.46 +15,980 NEW
39 AOHY 0.58% 187,233 $2M $11.14 $1M +104,638 +126.7%
40 PRI 0.58% 7,559 $2M $273.65 -$802K -2,529 -25.1%
41 TTEK 0.57% 56,956 $2M $35.96 $2M +47,769 +520.0%
42 PSCH 0.57% 51,056 $2M $40.07 -$238K -1,720 -3.3%
43 OXY 0.56% 47,877 $2M $42.01 +47,877 NEW
44 KRBN 0.56% 67,357 $2M $29.69 $689K +20,905 +45.0%
45 WSM 0.56% 12,188 $2M $163.36 +12,188 NEW
46 GVI 0.55% 18,404 $2M $106.79 $918 -125 -0.7%
47 GOOGL 0.54% 11,022 $2M $176.23 $2M +8,327 +309.0%
48 FHLC 0.54% 30,089 $2M $63.95 -$356K -3,287 -9.8%
49 M 0.52% 160,408 $2M $11.66 $1M +100,675 +168.5%
50 PZZA 0.52% 37,844 $2M $48.94 $791K +12,004 +46.5%
51 VRT 0.48% 13,515 $2M $128.41 $1M +9,937 +277.7%
52 IVZ 0.48% 109,292 $2M $15.77 +109,292 NEW
53 GILD 0.46% 14,937 $2M $110.87 -$796K -6,943 -31.7%
54 META 0.46% 2,234 $2M $738.15 $394K +57 +2.6%
55 MCK 0.45% 2,209 $2M $732.66 -$780K -1,354 -38.0%
56 MUR 0.45% 71,102 $2M $22.50 +71,102 NEW
57 EMR 0.44% 11,834 $2M $133.33 -$205K -4,426 -27.2%
58 SCHW 0.44% 17,137 $2M $91.24 $1M +11,725 +216.7%
59 SCHP 0.43% 57,325 $2M $26.68 -$70K -2,154 -3.6%
60 HIG 0.43% 12,050 $2M $126.87 -$1M -9,805 -44.9%
61 KLAC 0.43% 1,706 $2M $895.75 $1M +1,221 +251.8%
62 RBLX 0.43% 14,494 $2M $105.20 +14,494 NEW
63 EA 0.42% 9,530 $2M $159.70 -$589K -5,077 -34.8%
64 EBAY 0.42% 20,435 $2M $74.46 -$430K -8,372 -29.1%
65 AMP 0.42% 2,843 $2M $533.69 $1M +2,133 +300.4%
66 TIPX 0.42% 78,813 $2M $19.14 -$111K -5,583 -6.6%
67 CSCO 0.42% 21,458 $1M $69.38 +21,458 NEW
68 NE 0.40% 54,229 $1M $26.55 $574K +17,679 +48.4%
69 NOW 0.40% 1,400 $1M $1,028.21 $1M +1,063 +315.4%
70 CHTR 0.40% 3,478 $1M $408.80 $689K +1,489 +74.9%
71 SLNZ 0.39% 30,081 $1M $47.01 $808K +17,265 +134.7%
72 WTW 0.39% 4,542 $1M $306.48 -$166K -68 -1.5%
73 RMD 0.39% 5,371 $1M $257.98 -$280K -2,069 -27.8%
74 HEI 0.38% 4,191 $1M $328.01 +4,191 NEW
75 SOXQ 0.38% 31,074 $1M $43.66 $743K +12,848 +70.5%
76 V 0.38% 3,795 $1M $355.08 $709K +1,974 +108.4%
77 ZS 0.37% 4,257 $1M $313.93 +4,257 NEW
78 EVSD 0.36% 25,367 $1M $51.13 $710K +13,796 +119.2%
79 CRM 0.36% 4,697 $1M $272.70 $979K +3,572 +317.5%
80 HWM 0.36% 6,858 $1M $186.12 $490K +800 +13.2%
81 SFLO 0.36% 48,688 $1M $26.21 $38K -1,770 -3.5%
82 LW 0.35% 24,531 $1M $51.85 +24,531 NEW
83 FLRN 0.35% 40,900 $1M $30.83 $691K +22,411 +121.2%
84 HYLB 0.35% 33,775 $1M $36.92 -$27K -1,464 -4.2%
85 CAH 0.34% 7,310 $1M $168.00 +7,310 NEW
86 VRSN 0.33% 4,129 $1M $288.80 +4,129 NEW
87 ABC 0.32% 3,826 $1M $299.88 +3,826 NEW
88 MELI 0.32% 438 $1M $2,614.23 -$167K -235 -34.9%
89 PM 0.32% 6,212 $1M $182.14 +6,212 NEW
90 ANSS 0.31% 3,131 $1M $351.27 +3,131 NEW
91 UBER 0.31% 11,770 $1M $93.30 +11,770 NEW
92 NEE 0.30% 15,691 $1M $69.42 +15,691 NEW
93 INTU 0.30% 1,376 $1M $787.35 +1,376 NEW
94 TW 0.30% 7,389 $1M $146.40 +7,389 NEW
95 ARES 0.30% 6,239 $1M $173.20 +6,239 NEW
96 SMDV 0.30% 16,584 $1M $65.06 $10K +283 +1.7%
97 CAG 0.30% 51,802 $1M $20.47 -$2M -61,333 -54.2%
98 HRB 0.29% 18,957 $1M $54.89 +18,957 NEW
99 SMH 0.28% 3,661 $1M $278.86 $318K +335 +10.1%
100 CVS 0.28% 14,745 $1M $68.98 -$4M -58,817 -80.0%

New Positions

SymbolValue% Port
QQQM $5M 1.36%
SCHB $5M 1.35%
SPTM $5M 1.34%
WRB $3M 0.84%
BBY $3M 0.72%
AMAT $2M 0.62%
FANG $2M 0.61%
FDX $2M 0.60%
DTE $2M 0.59%
OXY $2M 0.56%
WSM $2M 0.56%
IVZ $2M 0.48%
MUR $2M 0.45%
RBLX $2M 0.43%
CSCO $1M 0.42%

Sold Out Positions

SymbolValue% Port
YUM —%
BDX —%
DINO —%
XOM —%
BEN —%
AFG —%
HESM —%
VOYA —%
GE —%
AFL —%
POR —%
SPOT —%
CRI —%
SON —%
AJG —%
View SEC EDGAR Filings for WBI INVESTMENTS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms