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Funds Holding WBIF

On this page, we present all of the funds holding WBIF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding WBIF, with a link to that fund's top holdings. The next columns indicate the amount of WBIF stock held by each of the funds holding WBIF, followed by the WBIF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 15 funds holding WBIF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WBI Investments. For more details on the positions held by WBI Investments (or by any of the other funds holding WBIF), click the fund name in the "Holder" column of the funds-holding-WBIF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
WBI Investments859,852$23,881 12/31/2023
     WBIF859,852$23,881 12/31/2023
Envestnet Asset Management Inc.135,845$3,773 12/31/2023
     WBIF135,845$3,773 12/31/2023
LPL Financial LLC84,761$2,354 12/31/2023
     WBIF84,761$2,354 12/31/2023
Advisor Group Holdings Inc.82,122$2,281 12/31/2023
     WBIF82,122$2,281 12/31/2023
Cetera Investment Advisers54,982$1,527 12/31/2023
     WBIF54,982$1,527 12/31/2023
Susquehanna International Group LLP38,862$1,079 12/31/2023
     WBIF38,862$1,079 12/31/2023
Jane Street Group LLC33,279$924 12/31/2023
     WBIF33,279$924 12/31/2023
Cetera Advisor Networks LLC16,941$471 12/31/2023
     WBIF16,941$471 12/31/2023
Citadel Advisors LLC13,647$379 12/31/2023
     WBIF13,647$379 12/31/2023
Atria Wealth Solutions Inc.12,392$344 12/31/2023
     WBIF12,392$344 12/31/2023
Bank of New York Mellon Corp10,322$287 12/31/2023
     WBIF10,322$287 12/31/2023
Avantax Advisory Services Inc.9,495$264 12/31/2023
     WBIF9,495$264 12/31/2023
Householder Group Estate & Retirement Specialist LLC5,612$155 12/31/2023
     WBIF5,612$155 12/31/2023
Proequities Inc.0$0 12/31/2023
     WBIF0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     WBIF1$0 12/31/2023
Royal Bank of Canada1$0 12/31/2023
     WBIF1$0 12/31/2023

See Summary: Institutional Holders of WBIF
See Details: Top 10 Hedge Funds Holding WBIF
Also See: WBIF Holdings Changes

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