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Atria Wealth Solutions’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Atria Wealth Solutions’s Portfolio WBIF Stock Details WBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$282K Sell
9,605
-1,108
-10% -$30.5K 0.01% 1189
2025
Q1 		$308K Sell
10,713
-110
-1% -$3.23K ﹤0.01% 1445
2024
Q4 		$307K Sell
10,823
-8
-0.1% -$236 ﹤0.01% 1531
2024
Q3 		$316K Sell
10,831
-12
-0.1% -$347 ﹤0.01% 1482
2024
Q2 		$314K Sell
10,843
-313
-3% -$9.27K ﹤0.01% 1475
2024
Q1 		$342K Sell
11,156
-1,236
-10% -$35.6K ﹤0.01% 1473
2023
Q4 		$344K Sell
12,392
-2,358
-16% -$63.3K ﹤0.01% 1407
2023
Q3 		$395K Sell
14,750
-619
-4% -$17.4K 0.01% 1248
2023
Q2 		$444K Buy
15,369
+406
+3% +$10.9K 0.01% 1215
2023
Q1 		$399K Buy
14,963
+837
+6% +$23K 0.01% 1266
2022
Q4 		$394K Sell
14,126
-742
-5% -$21.5K 0.01% 1209
2022
Q3 		$421K Sell
14,868
-738
-5% -$21.7K 0.01% 1126
2022
Q2 		$460K Buy
15,606
+158
+1% +$4.85K 0.01% 1010
2022
Q1 		$491K Buy
+15,448
New +$481K 0.01% 1080

Other funds holding WBIF

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Wealth Solutions's WBIF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WBI BullBear Value 3000 ETF (WBIF) stake by 10% in Q2 2025, selling an estimated $30.5K and leaving 9,605 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #1189.

Atria Wealth Solutions first reported a position in WBIF in Q1 2022 and has held it in 14 quarters since. The position peaked at $491K in Q1 2022. 10 funds tracked by Wall St. Rank hold WBIF as of Q2 2025.

  • Atria Wealth Solutions held 9,605 shares of WBI BullBear Value 3000 ETF worth $282K as of Q2 2025.
  • Atria Wealth Solutions sold 1,108 WBI BullBear Value 3000 ETF shares in Q2 2025, an estimated $30.5K.
  • WBI BullBear Value 3000 ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1189 holding.
  • Atria Wealth Solutions first reported a position in WBI BullBear Value 3000 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WBI BullBear Value 3000 ETF position peaked at $491K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.