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Disclosery

WBIF ABSOLUTE SHS TR

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WBI BBR VAL 3000 (fund)

11 managers (12 13F filers) reported a position in WBIF shares at 2026-03-31, 1,671,292 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
11
13F filers
12
New
1
Added
3
Reduced
6
Sold out
1
Shares held by filers
1,671,292

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Maridea Wealth Management LLC445,548$13.9M2.03%-28,14413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,809$2.27M<0.01%-10,31713F-HRTimelineGroup
GTS SECURITIES LLC33,922$1.06M0.04%+14,78413F-HRTimeline
LPL Financial LLC31,064$971K<0.01%-6,95313F-HRTimeline
Ausdal Financial Partners, Inc.27,099$847K0.04%+5213F-HRTimeline
Advyzon Investment Management, LLC27,099$847K0.08%+5213F-HRTimeline
World Investment Advisors14,407$450K0.01%new13F-HRTimeline
Cetera Investment Advisers13,306$416K<0.01%-47513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,285$290K<0.01%-13313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$31<0.01%013F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline