WI
APAM icon

WBI Investments’s Artisan Partners APAM Stock Holding History

WBI Investments’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Sell
8,254
-1,412
-15% -$57.7K 0.08% 236
2025
Q4 		$394K Sell
9,666
-54
-0.6% -$2.3K 0.1% 228
2025
Q3 		$422K Sell
9,720
-539
-5% -$24.8K 0.11% 216
2025
Q2 		$455K Buy
10,259
+2,135
+26% +$85.3K 0.12% 181
2025
Q1 		$318K Sell
8,124
-416
-5% -$17.6K 0.08% 173
2024
Q4 		$368K Buy
+8,540
New +$390K 0.09% 171
2022
Q3 		– Sell
-11,565
Closed -$411K – 114
2022
Q2 		$411K Buy
11,565
+240
+2% +$8.73K 0.09% 93
2022
Q1 		$445K Buy
11,325
+2,020
+22% +$82.1K 0.07% 150
2021
Q4 		$443K Buy
9,305
+1,535
+20% +$73.7K 0.07% 139
2021
Q3 		$380K Sell
7,770
-6,176
-44% -$312K 0.06% 145
2021
Q2 		$709K Buy
+13,946
New +$733K 0.11% 112
2020
Q2 		– Sell
-11,765
Closed -$253K – 102
2020
Q1 		$253K Buy
11,765
+1,013
+9% +$30.4K 0.05% 73
2019
Q4 		$348K Sell
10,752
-10,836
-50% -$313K 0.04% 162
2019
Q3 		$610K Sell
21,588
-2,272
-10% -$63.6K 0.06% 150
2019
Q2 		$657K Sell
23,860
-6,924
-22% -$184K 0.06% 171
2019
Q1 		$775K Buy
+30,784
New +$752K 0.06% 191
2018
Q3 		– Sell
-8,591
Closed -$259K – 244
2018
Q2 		$259K Buy
+8,591
New +$279K 0.01% 223
2018
Q1 		– Sell
-10,412
Closed -$411K – 192
2017
Q4 		$411K Sell
10,412
-7,569
-42% -$281K 0.02% 251
2017
Q3 		$586K Buy
+17,981
New +$559K 0.03% 228

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

WBI Investments's APAM Position: Q1 2026 in Review

WBI Investments reduced its Artisan Partners (APAM) stake by 15% in Q1 2026, selling an estimated $57.7K and leaving 8,254 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #236.

WBI Investments first reported a position in APAM in Q3 2017 and has held it in 19 quarters since. The position peaked at $775K in Q1 2019. 383 funds tracked by Wall St. Rank hold APAM as of Q1 2026.

  • WBI Investments held 8,254 shares of Artisan Partners worth $300K as of Q1 2026.
  • WBI Investments sold 1,412 Artisan Partners shares in Q1 2026, an estimated $57.7K.
  • Artisan Partners made up 0.08% of WBI Investments's portfolio in Q1 2026, its #236 holding.
  • WBI Investments first reported a position in Artisan Partners in Q3 2017 and has held it in 19 quarters since.
  • WBI Investments's Artisan Partners position peaked at $775K in Q1 2019.
  • 383 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.