EH
WBII

Equitable Holdings’s WBI BullBear Global Income ETF WBII Stock Holding History

Equitable Holdings’s Portfolio WBII Stock Details WBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-12,652
Closed -$290K – 658
2020
Q1 		$290K Buy
+12,652
New +$312K 0.01% 463

Other funds holding WBII

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Equitable Holdings's WBII Position: Q2 2020 in Review

Equitable Holdings sold out of WBI BullBear Global Income ETF (WBII) in Q2 2020, closing a stake of 12,652 shares — an estimated $290K sold.

Equitable Holdings first reported a position in WBII in Q1 2020 and held it in 1 quarter. The position peaked at $290K in Q1 2020. 15 funds tracked by Wall St. Rank hold WBII as of Q2 2020.

  • Equitable Holdings reported no remaining WBI BullBear Global Income ETF position as of Q2 2020 after selling out during the quarter.
  • Equitable Holdings sold 12,652 WBI BullBear Global Income ETF shares in Q2 2020, an estimated $290K.
  • Equitable Holdings first reported a position in WBI BullBear Global Income ETF in Q1 2020 and held it in 1 quarter.
  • Equitable Holdings's WBI BullBear Global Income ETF position peaked at $290K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held WBI BullBear Global Income ETF as of Q2 2020.

Based on Equitable Holdings's 13F filing for Q2 2020, filed 13 Aug 2020.