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

Maridea 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	$15.1M	Sell	421,854 -23,694	-5%	-$791K	1.63%	8
2026 Q1	$13.9M	Sell	445,548 -28,144	-6%	-$900K	2.02%	4
2025 Q4	$14.7M	Sell	473,692 -28,511	-6%	-$887K	2.2%	4
2025 Q3	$15.7M	Sell	502,203 -40,307	-7%	-$1.2M	2.44%	5
2025 Q2	$15.6M	Sell	542,510 -9,847	-2%	-$271K	4.06%	4
2025 Q1	$15.9M	Buy	552,357 +3,672	+0.7%	+$108K	5.18%	4
2024 Q4	$15.6M	Buy	+548,685	New	+$16.2M	5.02%	6

Other funds holding WBIF

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

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Maridea Wealth Management's WBIF Position: Q2 2026 in Review

Maridea Wealth Management reduced its WBI BullBear Value 3000 ETF (WBIF) stake by 5.3% in Q2 2026, selling an estimated $791K and leaving 421,854 shares worth $15.1M. The position accounts for 1.63% of the portfolio, ranked #8.

Maridea Wealth Management first reported a position in WBIF in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9M in Q1 2025. 4 funds tracked by Wall St. Rank hold WBIF as of Q2 2026.

Maridea Wealth Management held 421,854 shares of WBI BullBear Value 3000 ETF worth $15.1M as of Q2 2026.
Maridea Wealth Management sold 23,694 WBI BullBear Value 3000 ETF shares in Q2 2026, an estimated $791K.
WBI BullBear Value 3000 ETF made up 1.63% of Maridea Wealth Management's portfolio in Q2 2026, its #8 holding.
Maridea Wealth Management first reported a position in WBI BullBear Value 3000 ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's WBI BullBear Value 3000 ETF position peaked at $15.9M in Q1 2025.
4 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.