Cetera Investment Advisers
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Cetera Investment Advisers’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Cetera Investment Advisers’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 		$439K Sell
12,296
-1,010
-8% -$33.7K ﹤0.01% 3820
2026
Q1 		$416K Sell
13,306
-475
-3% -$15.2K ﹤0.01% 3680
2025
Q4 		$427K Sell
13,781
-24,097
-64% -$750K ﹤0.01% 3577
2025
Q3 		$1.18M Sell
37,878
-5,846
-13% -$174K ﹤0.01% 2639
2025
Q2 		$1.26M Sell
43,724
-3,159
-7% -$86.9K ﹤0.01% 2185
2025
Q1 		$1.35M Sell
46,883
-4,553
-9% -$134K ﹤0.01% 2032
2024
Q4 		$1.46M Sell
51,436
-7,860
-13% -$232K ﹤0.01% 1887
2024
Q3 		$1.73M Sell
59,296
-2,018
-3% -$58.3K ﹤0.01% 1727
2024
Q2 		$1.78M Sell
61,314
-1,772
-3% -$52.5K ﹤0.01% 1655
2024
Q1 		$1.93M Buy
63,086
+8,104
+15% +$234K ﹤0.01% 1571
2023
Q4 		$1.53M Sell
54,982
-1,519
-3% -$40.8K 0.01% 898
2023
Q3 		$1.51M Sell
56,501
-3,460
-6% -$97.5K 0.01% 863
2023
Q2 		$1.73M Buy
59,961
+6,100
+11% +$163K 0.01% 830
2023
Q1 		$1.44M Sell
53,861
-2,142
-4% -$59K 0.01% 877
2022
Q4 		$1.56M Buy
+56,003
New +$1.62M 0.01% 803

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 22.9% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Cetera Investment Advisers's WBIF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WBI BullBear Value 3000 ETF (WBIF) stake by 7.6% in Q2 2026, selling an estimated $33.7K and leaving 12,296 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #3820.

Cetera Investment Advisers first reported a position in WBIF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q1 2024. 11 funds tracked by Wall St. Rank hold WBIF as of Q2 2026.

  • Cetera Investment Advisers held 12,296 shares of WBI BullBear Value 3000 ETF worth $439K as of Q2 2026.
  • Cetera Investment Advisers sold 1,010 WBI BullBear Value 3000 ETF shares in Q2 2026, an estimated $33.7K.
  • WBI BullBear Value 3000 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3820 holding.
  • Cetera Investment Advisers first reported a position in WBI BullBear Value 3000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's WBI BullBear Value 3000 ETF position peaked at $1.93M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.