WBI Investments’s Ares Management ARES Stock Holding History

WBI Investments’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,907	Closed	-$470K	–	295
2025 Q4	$470K	Buy	+2,907	New	+$453K	0.12%	211
2025 Q3	–	Sell	-6,239	Closed	-$1.08M	–	301
2025 Q2	$1.08M	Buy	+6,239	New	+$987K	0.28%	104
2025 Q1	–	Sell	-2,952	Closed	-$523K	–	231
2024 Q4	$523K	Buy	+2,952	New	+$504K	0.13%	148
2023 Q4	–	Sell	-7,300	Closed	-$751K	–	200
2023 Q3	$751K	Buy	+7,300	New	+$738K	0.15%	122

Other funds holding ARES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBI Investments's ARES Position: Q1 2026 in Review

WBI Investments sold out of Ares Management (ARES) in Q1 2026, closing a stake of 2,907 shares — an estimated $470K sold.

WBI Investments first reported a position in ARES in Q3 2023 and held it in 4 quarters. The position peaked at $1.08M in Q2 2025. 795 funds tracked by Wall St. Rank hold ARES as of Q1 2026.

WBI Investments reported no remaining Ares Management position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 2,907 Ares Management shares in Q1 2026, an estimated $470K.
WBI Investments first reported a position in Ares Management in Q3 2023 and held it in 4 quarters.
WBI Investments's Ares Management position peaked at $1.08M in Q2 2025.
795 funds tracked by Wall St. Rank held Ares Management as of Q1 2026.

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