Institute for Wealth Management’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

Institute for Wealth Management’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	$6.5K	Buy	+182	New	+$6.08K	﹤0.01%	1418

Other funds holding WBIF

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's WBIF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WBI BullBear Value 3000 ETF (WBIF) in Q2 2026: 182 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings.

4 funds tracked by Wall St. Rank hold WBIF as of Q2 2026.

Institute for Wealth Management held 182 shares of WBI BullBear Value 3000 ETF worth $6.5K as of Q2 2026.
WBI BullBear Value 3000 ETF was a new Institute for Wealth Management position in Q2 2026.
WBI BullBear Value 3000 ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1418 holding.
4 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.