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WBI Investments’s Carter's CRI Stock Holding History

WBI Investments’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26,524
Closed -$1.08M – 281
2025
Q1 		$1.08M Buy
26,524
+2,898
+12% +$139K 0.29% 94
2024
Q4 		$1.28M Buy
23,626
+5,878
+33% +$337K 0.32% 93
2024
Q3 		$1.15M Buy
+17,748
New +$1.14M 0.28% 93
2019
Q2 		– Sell
-17,128
Closed -$1.73M – 225
2019
Q1 		$1.73M Buy
+17,128
New +$1.53M 0.13% 126
2017
Q4 		– Sell
-39,965
Closed -$3.95M – 298
2017
Q3 		$3.95M Buy
+39,965
New +$3.56M 0.17% 90

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBI Investments's CRI Position: Q2 2025 in Review

WBI Investments sold out of Carter's (CRI) in Q2 2025, closing a stake of 26,524 shares — an estimated $1.08M sold.

WBI Investments first reported a position in CRI in Q3 2017 and held it in 5 quarters. The position peaked at $3.95M in Q3 2017. 268 funds tracked by Wall St. Rank hold CRI as of Q2 2025.

  • WBI Investments reported no remaining Carter's position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 26,524 Carter's shares in Q2 2025, an estimated $1.08M.
  • WBI Investments first reported a position in Carter's in Q3 2017 and held it in 5 quarters.
  • WBI Investments's Carter's position peaked at $3.95M in Q3 2017.
  • 268 funds tracked by Wall St. Rank held Carter's as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.