Fidelity Investments
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Fidelity Investments’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Fidelity Investments’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$23 – 5615
2025
Q3 		$23 Buy
+1
New +$22 ﹤0.01% 5312

Other funds holding WBIG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Fidelity Investments's WBIG Position: Q4 2025 in Review

Fidelity Investments sold out of WBI BullBear Yield 3000 ETF (WBIG) in Q4 2025, closing a stake of 1 share — an estimated $23 sold.

Fidelity Investments first reported a position in WBIG in Q3 2025 and held it in 1 quarter. The position peaked at $23 in Q3 2025. 11 funds tracked by Wall St. Rank hold WBIG as of Q4 2025.

  • Fidelity Investments reported no remaining WBI BullBear Yield 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 WBI BullBear Yield 3000 ETF share in Q4 2025, an estimated $23.
  • Fidelity Investments first reported a position in WBI BullBear Yield 3000 ETF in Q3 2025 and held it in 1 quarter.
  • Fidelity Investments's WBI BullBear Yield 3000 ETF position peaked at $23 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.