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Disclosery

WBIF ABSOLUTE SHS TR

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WBI BBR VAL 3000 (fund)

11 managers (11 13F filers) reported a position in WBIF shares at 2026-06-30, 1,052,537 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
11
13F filers
11
New
2
Added
2
Reduced
6
Sold out
2
Shares held by filers
1,052,537

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC456,061$16.3M4.04%-42,31513F-HRTimelineGroup
Maridea Wealth Management LLC421,854$15.1M1.64%-23,69413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,060$2.54M<0.01%-1,74913F-HRTimelineGroup
Ausdal Financial Partners, Inc.27,384$978K0.04%+28513F-HRTimeline
Advyzon Investment Management, LLC27,384$978K0.07%+28513F-HRTimeline
LPL Financial LLC26,086$931K<0.01%-4,97813F-HRTimeline
Cetera Investment Advisers12,296$439K<0.01%-1,01013F-HRTimeline
World Investment Advisors10,183$364K0.01%-4,22413F-HRTimeline
Institute for Wealth Management, LLC.182$6.5K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG46$1.64K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%013F-HRTimelineGroup