Maridea Wealth Management’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

Maridea Wealth Management’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
2026 Q2	$16.2M	Sell	628,124 -36,061	-5%	-$891K	1.76%	6
2026 Q1	$15.6M	Sell	664,185 -38,940	-6%	-$933K	2.27%	2
2025 Q4	$16.5M	Sell	703,125 -48,692	-6%	-$1.14M	2.48%	3
2025 Q3	$17.7M	Sell	751,817 -68,613	-8%	-$1.54M	2.76%	3
2025 Q2	$18M	Sell	820,430 -15,693	-2%	-$334K	4.68%	2
2025 Q1	$19M	Buy	836,123 +1,732	+0.2%	+$41.2K	6.19%	1
2024 Q4	$20M	Buy	+834,391	New	+$20.7M	6.44%	1

Other funds holding WBIG

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Maridea Wealth Management reduced its WBI BullBear Yield 3000 ETF (WBIG) stake by 5.4% in Q2 2026, selling an estimated $891K and leaving 628,124 shares worth $16.2M. The position accounts for 1.76% of the portfolio, ranked #6.

Maridea Wealth Management first reported a position in WBIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $20M in Q4 2024. 8 funds tracked by Wall St. Rank hold WBIG as of Q2 2026.

Maridea Wealth Management held 628,124 shares of WBI BullBear Yield 3000 ETF worth $16.2M as of Q2 2026.
Maridea Wealth Management sold 36,061 WBI BullBear Yield 3000 ETF shares in Q2 2026, an estimated $891K.
WBI BullBear Yield 3000 ETF made up 1.76% of Maridea Wealth Management's portfolio in Q2 2026, its #6 holding.
Maridea Wealth Management first reported a position in WBI BullBear Yield 3000 ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's WBI BullBear Yield 3000 ETF position peaked at $20M in Q4 2024.
8 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2026.

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