Maridea Wealth Management’s WBI Fundamental Factors Hedged 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 Q3	$13.3M	Sell	383,392 -38,462	-9%	-$1.39M	1.29%	12
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

WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Maridea Wealth Management's WBIF Position: Q3 2026 in Review

Maridea Wealth Management reduced its WBI Fundamental Factors Hedged ETF (WBIF) stake by 9.1% in Q3 2026, selling an estimated $1.39M and leaving 383,392 shares worth $13.3M. The position accounts for 1.29% of the portfolio, ranked #12.

Maridea Wealth Management first reported a position in WBIF in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.9M in Q1 2025. 5 funds tracked by Wall St. Rank hold WBIF as of Q3 2026.

Maridea Wealth Management held 383,392 shares of WBI Fundamental Factors Hedged ETF worth $13.3M as of Q3 2026.
Maridea Wealth Management sold 38,462 WBI Fundamental Factors Hedged ETF shares in Q3 2026, an estimated $1.39M.
WBI Fundamental Factors Hedged ETF made up 1.29% of Maridea Wealth Management's portfolio in Q3 2026, its #12 holding.
Maridea Wealth Management first reported a position in WBI Fundamental Factors Hedged ETF in Q4 2024 and has held it in 8 quarters since.
Maridea Wealth Management's WBI Fundamental Factors Hedged ETF position peaked at $15.9M in Q1 2025.
5 funds tracked by Wall St. Rank held WBI Fundamental Factors Hedged ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.