BRWA
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B. Riley Wealth Advisors’s Wabash National WNC Stock Holding History

B. Riley Wealth Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-49,760
Closed -$1.09M – 1442
2024
Q2 		$1.09M Sell
49,760
-25,753
-34% -$606K 0.03% 507
2024
Q1 		$1.59M Sell
75,513
-9,294
-11% -$245K 0.04% 410
2023
Q4 		$2.17M Buy
84,807
+9,294
+12% +$210K 0.06% 343
2023
Q3 		$1.59M Buy
+75,513
New +$1.74M 0.04% 410
2015
Q1 		– Sell
-34
Closed – – 1984
2014
Q4 		$0 Buy
+34
New +$387 ﹤0.01% 3759
2014
Q3 		– Sell
-34
Closed -$483 – 1891
2014
Q2 		$483 Buy
+34
New +$466 ﹤0.01% 2330

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

B. Riley Wealth Advisors's WNC Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Wabash National (WNC) in Q3 2024, closing a stake of 49,760 shares — an estimated $1.09M sold.

B. Riley Wealth Advisors first reported a position in WNC in Q2 2014 and held it in 6 quarters. The position peaked at $2.17M in Q4 2023. 229 funds tracked by Wall St. Rank hold WNC as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Wabash National position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 49,760 Wabash National shares in Q3 2024, an estimated $1.09M.
  • B. Riley Wealth Advisors first reported a position in Wabash National in Q2 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Wabash National position peaked at $2.17M in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Wabash National as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.