Ausdal Financial Partners
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Ausdal Financial Partners’s WBI Trend Leaders Hedged ETF WBIL Stock Holding History

Ausdal Financial Partners’s Portfolio WBIL Stock Details WBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Sell
31,447
-19
-0.1% -$711 0.05% 342
2026
Q1 		$1.06M Buy
31,466
+374
+1% +$13.2K 0.05% 371
2025
Q4 		$1.08M Sell
31,092
-5,274
-15% -$184K 0.05% 341
2025
Q3 		$1.25M Buy
+36,366
New +$1.2M 0.06% 313

Other funds holding WBIL

WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
Maridea Wealth Management
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Advyzon Investment Management
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ausdal Financial Partners reduced its WBI Trend Leaders Hedged ETF (WBIL) stake by 0.06% in Q2 2026, selling an estimated $711 and leaving 31,447 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #342.

Ausdal Financial Partners first reported a position in WBIL in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold WBIL as of Q2 2026.

  • Ausdal Financial Partners held 31,447 shares of WBI Trend Leaders Hedged ETF worth $1.27M as of Q2 2026.
  • Ausdal Financial Partners sold 19 WBI Trend Leaders Hedged ETF shares in Q2 2026, an estimated $711.
  • WBI Trend Leaders Hedged ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q2 2026, its #342 holding.
  • Ausdal Financial Partners first reported a position in WBI Trend Leaders Hedged ETF in Q3 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held WBI Trend Leaders Hedged ETF as of Q2 2026.

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