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Ausdal Financial Partners’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Ausdal Financial Partners’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
2026
Q2 		$978K Buy
27,384
+285
+1% +$9.51K 0.04% 416
2026
Q1 		$847K Buy
27,099
+52
+0.2% +$1.66K 0.04% 436
2025
Q4 		$837K Sell
27,047
-3,769
-12% -$117K 0.04% 404
2025
Q3 		$958K Buy
+30,816
New +$919K 0.05% 372

Other funds holding WBIF

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ausdal Financial Partners's WBIF Position: Q2 2026 in Review

Ausdal Financial Partners increased its WBI BullBear Value 3000 ETF (WBIF) stake by 1.1% in Q2 2026, buying an estimated $9.51K and bringing the position to 27,384 shares worth $978K. The position accounts for 0.04% of the portfolio, ranked #416.

Ausdal Financial Partners first reported a position in WBIF in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold WBIF as of Q2 2026.

  • Ausdal Financial Partners held 27,384 shares of WBI BullBear Value 3000 ETF worth $978K as of Q2 2026.
  • Ausdal Financial Partners bought 285 WBI BullBear Value 3000 ETF shares in Q2 2026, an estimated $9.51K.
  • WBI BullBear Value 3000 ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q2 2026, its #416 holding.
  • Ausdal Financial Partners first reported a position in WBI BullBear Value 3000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.