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WBI INVESTMENTS, LLC

Q3 2024 · 13F-HR

WBI INVESTMENTS, LLCholdings as filed

Filed 2024-11-12 · accession 0001397424-24-000010

$416.4M
Reported value
229
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
00400R858WBIYABSOLUTE SHS TR$29.2M7.02%931,812CommonSOLE
00400R700WBIGABSOLUTE SHS TR$27.0M6.49%1,094,469CommonSOLE
00400R809WBILABSOLUTE SHS TR$25.0M6.01%732,888CommonSOLE
00400R601WBIFABSOLUTE SHS TR$20.8M5.00%713,380CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$7.8M1.87%233,718CommonSOLE
69374H204PTMCPACER FDS TR$7.2M1.72%193,281CommonSOLE
25460E307COMDIREXION SHS ETF TR$7.1M1.71%247,669CommonSOLE
69374H105PTLCPACER FDS TR$5.8M1.40%111,193CommonSOLE
963320106WHRWHIRLPOOL CORP$5.7M1.36%52,838CommonSOLE
125523100CITHE CIGNA GROUP$4.7M1.12%13,498CommonSOLE
464287689IWVISHARES TR$4.7M1.12%14,248CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.7M1.12%16,431CommonSOLE
00206R102TAT&T INC$4.5M1.09%206,698CommonSHARED
46138E149PSCHINVESCO EXCH TRADED FD TR II$4.3M1.03%92,807CommonSOLE
205887102CAGCONAGRA BRANDS INC$4.0M0.96%122,388CommonSOLE
084423102WRBBERKLEY W R CORP$3.8M0.92%67,612CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.6M0.86%29,520CommonSOLE
46090E103QQQINVESCO QQQ TR$3.5M0.85%7,271CommonSOLE
46435g474ISHARES TR$3.4M0.82%125,366CommonSOLE
92189F486FLTRVANECK ETF TRUST$3.4M0.82%134,450CommonSOLE
97717W380AGZDWISDOMTREE TR$3.4M0.82%152,632CommonSOLE
25746U109DDOMINION ENERGY INC$3.4M0.81%58,504CommonSHARED
09260D107BXBLACKSTONE INC$3.3M0.80%21,700CommonSOLE
02209s103ALTRIA GROUP INC$3.3M0.79%64,653CommonSOLE
92343v104VERIZON COMMUNICATIONS INC$3.2M0.77%71,576CommonSHARED
464288166AGZISHARES TR$3.2M0.77%29,109CommonSOLE
126650100CVSCVS HEALTH CORP$3.2M0.77%51,101CommonSOLE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$3.2M0.76%60,668CommonSOLE
037833100AAPLAPPLE INC$3.1M0.75%13,425CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.1M0.75%12,866CommonSOLE
33738d309FIRST TR EXCHANGE-TRADED FD$3.1M0.74%67,328CommonSOLE
500754106KHCKRAFT HEINZ CO$3.0M0.73%86,860CommonSOLE
49456b101KINDER MORGAN INC DEL$3.0M0.71%133,549CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$2.9M0.71%8,629CommonSOLE
n53745100LYONDELLBASELL INDUSTRIES N$2.9M0.71%30,715CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$2.9M0.69%20,922CommonSHARED
500255104KSSKOHLS CORP$2.8M0.68%134,865CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$2.8M0.68%12,404CommonSOLE
46429B747STIPISHARES TR$2.7M0.64%26,309CommonSOLE
74347B698SMDVPROSHARES TR$2.6M0.63%37,713CommonSOLE
461202103INTUINTUIT$2.6M0.63%4,201CommonSOLE
747525103QCOMQUALCOMM INC$2.5M0.60%14,728CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.5M0.59%105,775CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$2.4M0.58%53,374CommonSOLE
18539c105CLEARWAY ENERGY INC$2.4M0.58%84,633CommonSOLE
233331107DTEDTE ENERGY CO$2.4M0.57%18,527CommonSOLE
78464A631XARSPDR SER TR$2.3M0.55%14,671CommonSOLE
69374H816PALCPACER FDS TR$2.3M0.54%45,564CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.2M0.53%42,886CommonSOLE
N20944109CNHCNH INDL N V$2.2M0.53%196,964CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$2.2M0.52%68,998CommonSHARED
69374H717ALTLPACER FDS TR$2.1M0.50%54,712CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.1M0.50%42,012CommonSOLE
29084Q100EMEEMCOR GROUP INC$2.0M0.49%4,705CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2.0M0.49%12,666CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.0M0.48%18,490CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.47%8,830CommonSOLE
902681105UGIUGI CORP NEW$1.9M0.46%75,755CommonSOLE
500767306KWEBKRANESHARES TRUST$1.9M0.44%54,405CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$1.8M0.44%8,428CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.8M0.44%8,460CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$1.8M0.43%132,836CommonSOLE
91529y106UNUM GROUP$1.8M0.43%29,778CommonSOLE
929089100VOYAVOYA FINANCIAL INC$1.8M0.42%22,251CommonSOLE
704326107PAYXPAYCHEX INC$1.8M0.42%13,075CommonSOLE
72201R403TIPZPIMCO ETF TR$1.8M0.42%32,384CommonSOLE
00724F101ADBEADOBE INC$1.7M0.42%3,369CommonSOLE
001055102AFLAFLAC INC$1.7M0.41%15,450CommonSHARED
199908104FIXCOMFORT SYS USA INC$1.7M0.41%4,407CommonSOLE
086516101BBYBEST BUY INC$1.7M0.41%16,543CommonSHARED
74164M108PRIPRIMERICA INC$1.7M0.40%6,355CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1.7M0.40%37,289CommonSOLE
81369y308SELECT SECTOR SPDR TR$1.7M0.40%20,058CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$1.6M0.40%30,696CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.6M0.39%19,415CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$1.6M0.38%75,822CommonSOLE
12514G108CDWCDW CORP$1.6M0.38%6,906CommonSOLE
125896100CMSCMS ENERGY CORP$1.5M0.36%20,947CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$1.5M0.35%3,864CommonSOLE
872590104TMUST-MOBILE US INC$1.5M0.35%7,096CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1.5M0.35%72,649CommonSOLE
761152107RMDRESMED INC$1.5M0.35%5,988CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$1.5M0.35%28,235CommonSHARED
303250104FICOFAIR ISAAC CORP$1.4M0.34%733CommonSOLE
88579Y101MMM3M CO$1.4M0.34%10,394CommonSOLE
78409v104S&P GLOBAL INC$1.4M0.33%2,622CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.32%4,830CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.3M0.32%4,804CommonSOLE
526057104LENLENNAR CORP$1.3M0.31%6,906CommonSOLE
422806109HEIHEICO CORP NEW$1.3M0.31%4,919CommonSOLE
464288612GVIISHARES TR$1.3M0.30%11,791CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.2M0.28%4,310CommonSOLE
146229109CRICARTERS INC$1.2M0.28%17,748CommonSHARED
892672106TWTRADEWEB MKTS INC$1.1M0.27%9,036CommonSOLE
316092303FSTAFIDELITY COVINGTON TRUST$1.1M0.27%21,736CommonSOLE
98978V103ZTSZOETIS INC$1.1M0.26%5,604CommonSOLE
418056107HASHASBRO INC$1.1M0.26%15,118CommonSOLE
038222105AMATAPPLIED MATLS INC$1.1M0.26%5,411CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.1M0.26%2,419CommonSOLE
22160k105COSTCO WHSL CORP NEW$1.1M0.26%1,226CommonSOLE
74933W486UTWORBB FD INC$1.1M0.26%21,922CommonSOLE
69374h881PACER FDS TR$1.0M0.24%17,519CommonSOLE
46138G102XSLVINVESCO EXCH TRADED FD TR II$985,5460.24%20,481CommonSOLE
46434V613IUSBISHARES TR$974,3470.23%20,678CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$955,5490.23%1,637CommonSOLE
718172109PMPHILIP MORRIS INTL INC$944,0070.23%7,776CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$919,4590.22%14,187CommonSHARED
526107107LIILENNOX INTL INC$910,6660.22%1,507CommonSOLE
285512109EAELECTRONIC ARTS INC$899,6560.22%6,272CommonSHARED
79466L302CRMSALESFORCE INC$897,2300.22%3,278CommonSOLE
806857108SLBSCHLUMBERGER LTD$862,3660.21%20,557CommonSOLE
128030202CALMCAL MAINE FOODS INC$842,2490.20%11,254CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$837,9440.20%57,003CommonSHARED
56585A102MPCMARATHON PETE CORP$832,9590.20%5,113CommonSOLE
745867101PHMPULTE GROUP INC$814,9630.20%5,678CommonSOLE
00287Y109ABBVABBVIE INC$814,6130.20%4,125CommonSOLE
146869102CVNACARVANA CO$811,1780.19%4,659CommonSHARED
23331A109DHID R HORTON INC$811,1540.19%4,252CommonSOLE
74762E102QUREQUANTA SVCS INC$810,3720.19%2,718CommonSHARED
233051432HYLBDBX ETF TR$809,8030.19%21,934CommonSOLE
68268W103OMFONEMAIN HLDGS INC$807,3910.19%17,153CommonSOLE
58733R102MELIMERCADOLIBRE INC$802,3170.19%391CommonSOLE
30303M102METAMETA PLATFORMS INC$799,7390.19%1,397CommonSOLE
443201108HWMHOWMET AEROSPACE INC$797,7900.19%7,958CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$796,6010.19%21,414CommonSHARED
58155Q103MCKMCKESSON CORP$795,5220.19%1,609CommonSOLE
92826C839VVISA INC$792,4170.19%2,882CommonSOLE
771049103RBLXROBLOX CORP$786,8540.19%17,778CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$784,8070.19%19,109CommonSHARED
31620r303FIDELITY NATIONAL FINANCIAL$764,7650.18%12,323CommonSHARED
294429105EFXEQUIFAX INC$761,6850.18%2,592CommonSHARED
855244109SBUXSTARBUCKS CORP$753,5000.18%7,729CommonSHARED
911363109URIUNITED RENTALS INC$750,6200.18%927CommonSHARED
701094104PHPARKER-HANNIFIN CORP$749,9710.18%1,187CommonSOLE
031100100AMEAMETEK INC$743,5040.18%4,330CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$742,4220.18%4,490CommonSOLE
87612E106TGTTARGET CORP$739,0880.18%4,742CommonSOLE
142339100CSLCARLISLE COS INC$734,4420.18%1,633CommonSHARED
92189F684RTHVANECK ETF TRUST$724,1660.17%3,319CommonSOLE
197236102COLBCOLUMBIA BKG SYS INC$717,3720.17%27,475CommonSHARED
337738108FISVFISERV INC$713,5700.17%3,972CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$708,9000.17%3,835CommonSHARED
60937P106MDBMONGODB INC$702,9100.17%2,600CommonSHARED
452327109ILMNILLUMINA INC$692,8680.17%5,313CommonSHARED
64110L106NFLXNETFLIX INC$688,7090.17%971CommonSOLE
713448108PEPPEPSICO INC$684,4570.16%4,025CommonSOLE
959802109WUWESTERN UN CO$673,8900.16%56,487CommonSHARED
919794107VLYVALLEY NATL BANCORP$658,2540.16%72,655CommonSHARED
018522300AEBAALLETE INC$656,3430.16%10,225CommonSHARED
428103105HESMHESS MIDSTREAM LP$630,0280.15%17,863CommonSHARED
401617105GU9GUESS INC$604,7660.15%30,043CommonSHARED
25278X109FANGDIAMONDBACK ENERGY INC$601,5040.14%3,489CommonSOLE
58933Y105MRKMERCK & CO INC$588,0220.14%5,178CommonSOLE
92189F676SMHVANECK ETF TRUST$581,5400.14%2,369CommonSOLE
928254101VIRTVIRTU FINL INC$577,3690.14%18,955CommonSHARED
478160104JNJJOHNSON & JOHNSON$564,9530.14%3,486CommonSOLE
902494103TSNTYSON FOODS INC$564,0330.14%9,470CommonSHARED
G5960L103MDTMEDTRONIC PLC$563,2280.14%6,256CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$561,1900.13%5,016CommonSOLE
49177J102KVUEKENVUE INC$558,7980.13%24,159CommonSHARED
18539c204CLEARWAY ENERGY INC$552,9150.13%18,022CommonSHARED
311900104FASTFASTENAL CO$551,5770.13%7,723CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$546,5530.13%3,330CommonSOLE
872540109TJXTJX COS INC NEW$530,1050.13%4,510CommonSOLE
384802104GWWGRAINGER W W INC$529,7930.13%510CommonSOLE
871829107SYYSYSCO CORP$529,4810.13%6,783CommonSOLE
12662P108CVICVR ENERGY INC$526,2120.13%22,849CommonSHARED
75513E101RTXRTX CORPORATION$525,1080.13%4,334CommonSOLE
78464A656SPIPSPDR SER TR$509,1750.12%19,375CommonSOLE
464287523SOXXISHARES TR$498,5680.12%2,162CommonSOLE
092113109BKHBLACK HILLS CORP$497,5780.12%8,141CommonSHARED
927959106VNOMUSDVIPER ENERGY INC$491,2480.12%10,890CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$491,1550.12%3,501CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$487,6190.12%10,582CommonSHARED
42824c109HEWLETT PACKARD ENTERPRISE C$484,0840.12%23,660CommonSHARED
76171L106REYNREYNOLDS CONSUMER PRODS INC$482,2370.12%15,506CommonSOLE
172062101CINFCINCINNATI FINL CORP$481,8650.12%3,540CommonSHARED
438516106HONHONEYWELL INTL INC$476,4670.11%2,305CommonSHARED
19762b707COLUMBIA ETF TR II$474,9080.11%6,172CommonSOLE
693506107PPGPPG INDS INC$473,5450.11%3,575CommonSHARED
624756102MLIMUELLER INDS INC$469,2010.11%6,332CommonSHARED
00162Q452AMLPALPS ETF TR$460,0830.11%9,762CommonSOLE
103304101BYDBOYD GAMING CORP$457,3990.11%7,075CommonSOLE
70959w103PENSKE AUTOMOTIVE GRP INC$455,7500.11%2,806CommonSOLE
360271100FULTFULTON FINL CORP PA$453,0690.11%24,990CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$440,1740.11%753CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$436,6010.10%2,092CommonSOLE
690742101OCOWENS CORNING NEW$430,7090.10%2,440CommonSHARED
26969P108EXPEAGLE MATLS INC$430,6120.10%1,497CommonSOLE
G3922B107GGENPACT LIMITED$428,6050.10%10,931CommonSOLE
783549108RRYDER SYS INC$418,7380.10%2,872CommonSOLE
742718109PGPROCTER AND GAMBLE CO$408,2450.10%2,357CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$406,9520.10%5,590CommonSOLE
147528103CASYCASEYS GEN STORES INC$406,5180.10%1,082CommonSHARED
48242W106KBRKBR INC$405,8250.10%6,231CommonSOLE
546347105LPXLOUISIANA PAC CORP$404,8020.10%3,767CommonSHARED
093671105HRBBLOCK H & R INC$403,1620.10%6,344CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$401,2350.10%2,272CommonSHARED
610236101MNROMONRO INC$399,3070.10%13,836CommonSHARED
Y27183600GSLGLOBAL SHIP LEASE INC NEW$395,2460.09%14,831CommonSHARED
191216100KOCOCA COLA CO$392,9380.09%5,468CommonSOLE
040413106ANETEURARISTA NETWORKS INC$374,2250.09%975CommonSOLE
134429109CPBCAMPBELL SOUP CO$365,8730.09%7,479CommonSOLE
464288794IAIISHARES TR$365,7070.09%2,845CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$364,1440.09%7,966CommonSOLE
369604301GEGE AEROSPACE$352,6450.08%1,870CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$351,9460.08%955CommonSOLE
55354G100MSCIMSCI INC$350,9240.08%602CommonSHARED
219948106CPAYCORPAY INC$350,2910.08%1,120CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$348,3020.08%896CommonSHARED
941848103WATWATERS CORP$347,2940.08%965CommonSHARED
22266T109CPNGCOUPANG INC$341,3190.08%13,903CommonSHARED
071813109BAXBAXTER INTL INC$340,4770.08%8,967CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$326,6000.08%17,597CommonSHARED
05722G100BKRBAKER HUGHES COMPANY$311,1070.07%8,606CommonSOLE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$298,8140.07%1,738CommonSOLE
46138E586KBWPINVESCO EXCH TRADED FD TR II$287,2940.07%2,486CommonSOLE
254423106DINDINE BRANDS GLOBAL INC$274,2930.07%8,783CommonSHARED
46138E198XMLVINVESCO EXCH TRADED FD TR II$274,1920.07%4,492CommonSOLE
97717W521OPPJWISDOMTREE TR$268,7370.06%7,918CommonSOLE
Y0207T100ASCARDMORE SHIPPING CORP$266,6850.06%14,734CommonSHARED
32055Y201FIBKFIRST INTST BANCSYSTEM INC$256,9760.06%8,376CommonSHARED
74933W460XBILRBB FD INC$231,6730.06%4,615CommonSOLE
67066G104NVDANVIDIA CORPORATION$203,7440.05%1,678CommonSOLE
62955J103NOVNOV INC$174,4080.04%10,921CommonSHARED
43940t109HOPE BANCORP INC$157,8040.04%12,564CommonSHARED
69121K104OBDCBLUE OWL CAPITAL CORPORATION$155,0390.04%10,641CommonSOLE
08579X101BRYBERRY CORP$118,3330.03%23,022CommonSHARED
125525584CREATIVE MEDIA & CMNTY TR$5,2620.00%10,705CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.