UBS Group’s WBI Fundamental Factors Hedged ETF WBIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $763 | Sell |
22
-24
| -52% | -$866 | ﹤0.01% | 10489 |
|
|
2026
Q2 | $1.64K | Buy |
+46
| New | +$1.54K | ﹤0.01% | 9506 |
|
|
2025
Q4 | – | Sell |
-872
| Closed | -$27.1K | – | 11224 |
|
|
2025
Q3 | $27.1K | Sell |
872
-1,016
| -54% | -$30.3K | ﹤0.01% | 7968 |
|
|
2025
Q2 | $54.3K | Sell |
1,888
-66
| -3% | -$1.82K | ﹤0.01% | 7701 |
|
|
2025
Q1 | $56.2K | Buy |
1,954
+882
| +82% | +$25.9K | ﹤0.01% | 7497 |
|
|
2024
Q4 | $30.4K | Sell |
1,072
-71
| -6% | -$2.09K | ﹤0.01% | 7594 |
|
|
2024
Q3 | $33.4K | Buy |
1,143
+1,048
| +1,103% | +$30.3K | ﹤0.01% | 7072 |
|
|
2024
Q2 | $2.75K | Buy |
+95
| New | +$2.81K | ﹤0.01% | 8307 |
|
|
2023
Q1 | – | Sell |
-223
| Closed | -$6.22K | – | 10456 |
|
|
2022
Q4 | $6.22K | Hold |
223
| – | – | ﹤0.01% | 9065 |
|
|
2022
Q3 | $6K | Buy |
223
+76
| +52% | +$2.23K | ﹤0.01% | 9076 |
|
|
2022
Q2 | $4K | Sell |
147
-15
| -9% | -$461 | ﹤0.01% | 9148 |
|
|
2022
Q1 | $5K | Buy |
162
+96
| +145% | +$2.99K | ﹤0.01% | 9172 |
|
|
2021
Q4 | $2K | Sell |
66
-825
| -93% | -$25.3K | ﹤0.01% | 9831 |
|
|
2021
Q3 | $27K | Buy |
+891
| New | +$28.1K | ﹤0.01% | 6861 |
|
|
2021
Q2 | – | Sell |
-1,360
| Closed | -$41K | – | 9866 |
|
|
2021
Q1 | $41K | Sell |
1,360
-3,065
| -69% | -$88.6K | ﹤0.01% | 6748 |
|
|
2020
Q4 | $120K | Buy |
4,425
+854
| +24% | +$22.8K | ﹤0.01% | 5569 |
|
|
2020
Q3 | $93K | Buy |
3,571
+698
| +24% | +$18.7K | ﹤0.01% | 5235 |
|
|
2020
Q2 | $74K | Buy |
2,873
+1,813
| +171% | +$46.2K | ﹤0.01% | 5546 |
|
|
2020
Q1 | $27K | Sell |
1,060
-832
| -44% | -$22.1K | ﹤0.01% | 6303 |
|
|
2019
Q4 | $53K | Sell |
1,892
-74
| -4% | -$2.01K | ﹤0.01% | 6317 |
|
|
2019
Q3 | $53K | Sell |
1,966
-110
| -5% | -$2.98K | ﹤0.01% | 6167 |
|
|
2019
Q2 | $56K | Buy |
2,076
+222
| +12% | +$6.14K | ﹤0.01% | 5820 |
|
|
2019
Q1 | $52K | Sell |
1,854
-461
| -20% | -$12.9K | ﹤0.01% | 5513 |
|
|
2018
Q4 | $63K | Sell |
2,315
-2,798
| -55% | -$80.4K | ﹤0.01% | 5909 |
|
|
2018
Q3 | $156K | Buy |
5,113
+1,905
| +59% | +$56.7K | ﹤0.01% | 5236 |
|
|
2018
Q2 | $90K | Buy |
3,208
+841
| +36% | +$23.8K | ﹤0.01% | 5520 |
|
|
2018
Q1 | $67K | Buy |
2,367
+660
| +39% | +$19.2K | ﹤0.01% | 5501 |
|
|
2017
Q4 | $49K | Buy |
1,707
+444
| +35% | +$12.3K | ﹤0.01% | 5856 |
|
|
2017
Q3 | $34K | Buy |
+1,263
| New | +$33.4K | ﹤0.01% | 6076 |
|
|
2017
Q2 | – | Sell |
-3,826
| Closed | -$98K | – | 8017 |
|
|
2017
Q1 | $98K | Buy |
3,826
+2,056
| +116% | +$51.9K | ﹤0.01% | 5093 |
|
|
2016
Q4 | $43K | Sell |
1,770
-1,054
| -37% | -$24.4K | ﹤0.01% | 5941 |
|
|
2016
Q3 | $62K | Buy |
2,824
+1,403
| +99% | +$31.1K | ﹤0.01% | 5338 |
|
|
2016
Q2 | $31K | Sell |
1,421
-376
| -21% | -$8.21K | ﹤0.01% | 5911 |
|
|
2016
Q1 | $40K | Buy |
1,797
+538
| +43% | +$11.7K | ﹤0.01% | 5671 |
|
|
2015
Q4 | $29K | Buy |
1,259
+170
| +16% | +$3.88K | ﹤0.01% | 6370 |
|
|
2015
Q3 | $25K | Buy |
+1,089
| New | +$25.8K | ﹤0.01% | 6485 |
|
Other funds holding WBIF
UBS Group's WBIF Position: Q3 2026 in Review
UBS Group reduced its WBI Fundamental Factors Hedged ETF (WBIF) stake by 52% in Q3 2026, selling an estimated $866 and leaving 22 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #10489.
UBS Group first reported a position in WBIF in Q3 2015 and has held it in 36 quarters since. The position peaked at $156K in Q3 2018. 3 funds tracked by Wall St. Rank hold WBIF as of Q3 2026.
- UBS Group held 22 shares of WBI Fundamental Factors Hedged ETF worth $763 as of Q3 2026.
- UBS Group sold 24 WBI Fundamental Factors Hedged ETF shares in Q3 2026, an estimated $866.
- WBI Fundamental Factors Hedged ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10489 holding.
- UBS Group first reported a position in WBI Fundamental Factors Hedged ETF in Q3 2015 and has held it in 36 quarters since.
- UBS Group's WBI Fundamental Factors Hedged ETF position peaked at $156K in Q3 2018.
- 3 funds tracked by Wall St. Rank held WBI Fundamental Factors Hedged ETF as of Q3 2026.
Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.