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Asset Manager ← All Institutions

WBI INVESTMENTS, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$358M
-1.3%
Holdings
359
+16
New Purchases
94
Added To
92
Closed
84
Reduced
89
Top 10 Concentration
31.6%
Turnover
49.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AON 0.60% 0.00% +0.60% $2M
ACN 0.59% 0.00% +0.59% $2M
EMN 0.56% 0.00% +0.56% $2M
BRO 0.53% 0.00% +0.53% $2M
PRI 0.62% 0.09% +0.52% $2M
CIVI 0.42% 0.00% +0.42% $1M
EXPE 0.41% 0.00% +0.41% $1M
SWK 0.40% 0.00% +0.40% $1M
COLB 0.66% 0.27% +0.38% $2M
QCOM 0.47% 0.09% +0.38% $2M
WBIY 7.02% 6.64% +0.38% $25M
CAH 0.36% 0.00% +0.36% $1M
AFL 0.36% 0.00% +0.36% $1M
MSI 0.35% 0.00% +0.35% $1M
HESM 0.34% 0.00% +0.34% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IDCC 0.00% 0.89% -0.89% $0
KLAC 0.13% 0.96% -0.82% $480K
LRCX 0.00% 0.78% -0.78% $0
KHC 0.00% 0.67% -0.67% $0
WRB 0.00% 0.64% -0.64% $0
AMAT 0.12% 0.74% -0.63% $413K
WSM 0.00% 0.61% -0.61% $0
IBKR 0.49% 1.10% -0.61% $2M
COP 0.00% 0.58% -0.58% $0
WBIG 5.17% 5.75% -0.58% $19M
RPRX 0.00% 0.53% -0.53% $0
WBIF 4.54% 5.06% -0.51% $16M
CHE 0.16% 0.65% -0.49% $578K
WBIL 5.29% 5.78% -0.49% $19M
AES 0.24% 0.73% -0.48% $867K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 38 $40M 11.1%
Large Cap 202 $142M 39.5%
Mid Cap 74 $56M 15.6%
Small Cap 26 $21M 5.8%
Micro Cap 19 $100M 28.0%

Portfolio Analytics

Avg Market Cap
$138.4B
Median Market Cap
$23.3B
Avg P/E
34.0
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
289
# ETFs / Funds
70

Top Holdings (359 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 WBIY 7.02% 785,446 $25M $32.00 $1M +4,172 +0.5%
2 WBIL 5.29% 544,469 $19M $34.78 -$2M -65,702 -10.8%
3 WBIG 5.17% 789,915 $19M $23.45 -$2M -112,072 -12.4%
4 WBIF 4.54% 525,564 $16M $30.96 -$2M -64,602 -10.9%
5 VFLO 1.82% 165,435 $7M $39.38 $490K +4,771 +3.0%
6 QQQ 1.80% 10,519 $6M $614.34 $639K +820 +8.4%
7 QQQM 1.62% 22,943 $6M $252.92 $504K +1,499 +7.0%
8 COM 1.53% 184,776 $5M $29.58 -$144K -10,472 -5.4%
9 SCHB 1.39% 190,378 $5M $26.23 $14K -3,287 -1.7%
10 SPTM 1.39% 60,128 $5M $82.50 $28K -1,036 -1.7%
11 KRBN 1.22% 123,829 $4M $35.40 $1M +22,152 +21.8%
12 BMY 1.07% 71,075 $4M $53.94 $1M +11,272 +18.9%
13 OKE 0.97% 47,359 $3M $73.50 $871K +11,591 +32.4%
14 PFE 0.93% 133,493 $3M $24.90 -$109K -1,235 -0.9%
15 UPS 0.87% 31,393 $3M $99.19 $838K +4,142 +15.2%
16 PTLC 0.83% 53,541 $3M $55.58 $462K +7,636 +16.6%
17 AXP 0.82% 7,910 $3M $369.94 $740K +1,329 +20.2%
18 SMH 0.80% 7,941 $3M $360.15 $1M +2,700 +51.5%
19 SOXQ 0.79% 50,847 $3M $55.77 $515K +4,541 +9.8%
20 EIX 0.78% 46,443 $3M $60.02 -$135K -6,433 -12.2%
21 AGZ 0.75% 24,410 $3M $110.25 $275K +2,518 +11.5%
22 PTMC 0.74% 73,842 $3M $35.67 -$333K -9,013 -10.9%
23 CAG 0.71% 147,155 $3M $17.31 -$106K +2,229 +1.5%
24 COLB 0.66% 84,167 $2M $27.95 $1M +45,710 +118.9%
25 MLI 0.64% 19,863 $2M $114.80 -$187K -4,541 -18.6%
26 GOOGL 0.64% 7,280 $2M $313.00 $478K -129 -1.7%
27 YUMC 0.63% 47,465 $2M $47.74 $42K -4,341 -8.4%
28 PRI 0.62% 8,528 $2M $258.35 $2M +7,335 +614.8%
29 V 0.61% 6,185 $2M $350.72 $181K +361 +6.2%
30 AON 0.60% 6,108 $2M $352.89 +6,108 NEW
31 ACN 0.59% 7,927 $2M $268.31 +7,927 NEW
32 AAPL 0.58% 7,607 $2M $271.88 -$1M -4,589 -37.6%
33 NVDA 0.57% 10,977 $2M $186.51 -$388K -2,074 -15.9%
34 EMN 0.56% 31,688 $2M $63.83 +31,688 NEW
35 OMF 0.56% 29,610 $2M $67.55 $303K -452 -1.5%
36 BRO 0.53% 23,906 $2M $79.70 +23,906 NEW
37 TSLA 0.52% 4,162 $2M $449.77 -$123K -323 -7.2%
38 RTH 0.50% 7,105 $2M $249.50 $435K +1,774 +33.3%
39 IBKR 0.49% 27,322 $2M $64.31 -$2M -30,705 -52.9%
40 WU 0.49% 188,215 $2M $9.31 $512K +32,950 +21.2%
41 HRB 0.48% 39,809 $2M $43.58 $1M +27,687 +228.4%
42 DKS 0.48% 8,749 $2M $197.96 $429K +2,884 +49.2%
43 QCOM 0.47% 9,844 $2M $171.05 $1M +7,910 +409.0%
44 GVI 0.45% 14,974 $2M $107.35 -$218K -2,020 -11.9%
45 MCK 0.44% 1,902 $2M $820.18 $303K +275 +16.9%
46 MA 0.43% 2,720 $2M $570.93 $1M +1,819 +201.9%
47 COWG 0.42% 43,159 $2M $35.21 $348K +10,874 +33.7%
48 CIVI 0.42% 55,323 $1M $27.09 +55,323 NEW
49 HIG 0.42% 10,867 $1M $137.79 $457K +3,064 +39.3%
50 HCA 0.42% 3,192 $1M $466.84 $1M +2,331 +270.7%
51 EXPE 0.41% 5,218 $1M $283.33 +5,218 NEW
52 HRL 0.40% 61,050 $1M $23.70 $961K +41,406 +210.8%
53 SWK 0.40% 19,302 $1M $74.28 +19,302 NEW
54 SFLO 0.40% 48,574 $1M $29.49 $135K +4,004 +9.0%
55 XMLV 0.40% 22,894 $1M $62.37 -$106K -1,236 -5.1%
56 ALTL 0.39% 32,185 $1M $42.92 $75K +1,420 +4.6%
57 ES 0.38% 20,345 $1M $67.33 -$1M -16,197 -44.3%
58 RMD 0.38% 5,654 $1M $240.88 $554K +2,704 +91.7%
59 SCHP 0.38% 50,874 $1M $26.49 -$128K -3,875 -7.1%
60 AGZD 0.38% 59,875 $1M $22.48 -$409K -18,157 -23.3%
61 AMD 0.37% 6,257 $1M $214.16 $921K +3,665 +141.4%
62 MOAT 0.37% 12,766 $1M $103.56 $228K +1,725 +15.6%
63 CAH 0.36% 6,332 $1M $205.51 +6,332 NEW
64 AFL 0.36% 11,801 $1M $110.27 +11,801 NEW
65 PRIM 0.36% 10,475 $1M $124.14 -$1M -9,063 -46.4%
66 APP 0.36% 1,912 $1M $673.98 $153K +331 +20.9%
67 AOHY 0.36% 116,017 $1M $11.10 -$417K -36,179 -23.8%
68 TROW 0.36% 12,482 $1M $102.38 $580K +5,680 +83.5%
69 MSI 0.35% 3,277 $1M $383.31 +3,277 NEW
70 AMZN 0.35% 5,440 $1M $230.82 -$380K -2,007 -26.9%
71 SF 0.35% 9,978 $1M $125.22 $674K +4,903 +96.6%
72 AIZ 0.35% 5,182 $1M $240.84 $704K +2,672 +106.5%
73 TIPX 0.35% 64,855 $1M $19.08 -$181K -8,671 -11.8%
74 HESM 0.34% 35,800 $1M $34.50 +35,800 NEW
75 NEE 0.34% 15,212 $1M $80.28 $208K +1,793 +13.4%
76 ABC 0.34% 3,584 $1M $337.75 $608K +1,657 +86.0%
77 FBT 0.34% 5,856 $1M $206.50 $398K +1,329 +29.4%
78 EME 0.34% 1,964 $1M $611.85 $110K +283 +16.8%
79 RJF 0.33% 7,350 $1M $160.59 +7,350 NEW
80 LLY 0.32% 1,080 $1M $1,075.17 +1,080 NEW
81 SNX 0.32% 7,724 $1M $150.23 $478K +3,555 +85.3%
82 MSFT 0.32% 2,392 $1M $483.58 -$522K -849 -26.2%
83 AMP 0.32% 2,351 $1M $490.33 -$57K -111 -4.5%
84 MDB 0.32% 2,724 $1M $419.65 $737K +1,415 +108.1%
85 PAYX 0.31% 10,038 $1M $112.18 +10,038 NEW
86 TKO 0.31% 5,373 $1M $209.01 $94K +276 +5.4%
87 FSTA 0.31% 22,716 $1M $49.19 $76K +1,830 +8.8%
88 BUL 0.31% 20,249 $1M $55.09 $271K +4,113 +25.5%
89 ADP 0.31% 4,331 $1M $257.26 $151K +1,049 +32.0%
90 OTIS 0.31% 12,728 $1M $87.35 +12,728 NEW
91 META 0.31% 1,676 $1M $660.24 -$588K -632 -27.4%
92 EBAY 0.31% 12,701 $1M $87.10 +12,701 NEW
93 FIX 0.31% 1,182 $1M $933.46 +1,182 NEW
94 PSCH 0.31% 24,847 $1M $44.06 $101K +966 +4.0%
95 THO 0.30% 10,634 $1M $102.67 +10,634 NEW
96 MU 0.30% 3,768 $1M $285.41 $313K -790 -17.3%
97 ADSK 0.30% 3,610 $1M $295.99 -$412K -1,050 -22.5%
98 F-PD 0.30% 81,090 $1M $13.12 $81K -1,113 -1.4%
99 G 0.30% 22,700 $1M $46.78 $548K +10,433 +85.0%
100 TFC 0.29% 21,414 $1M $49.21 $224K +3,270 +18.0%

New Positions

SymbolValue% Port
AON $2M 0.60%
ACN $2M 0.59%
EMN $2M 0.56%
BRO $2M 0.53%
CIVI $1M 0.42%
EXPE $1M 0.41%
SWK $1M 0.40%
CAH $1M 0.36%
AFL $1M 0.36%
MSI $1M 0.35%
HESM $1M 0.34%
RJF $1M 0.33%
LLY $1M 0.32%
PAYX $1M 0.31%
OTIS $1M 0.31%

Sold Out Positions

SymbolValue% Port
AME —%
LYV —%
UI —%
AFG —%
WH —%
IVZ —%
AUB —%
AIG —%
HLT —%
ANET —%
HII —%
WSM —%
APO —%
RL —%
MSCI —%
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