WI
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WBI Investments’s Donaldson DCI Stock Holding History

WBI Investments’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Buy
+3,599
New +$310K 0.08% 237
2026
Q1 		– Sell
-5,892
Closed -$522K – 319
2025
Q4 		$522K Buy
5,892
+168
+3% +$14.6K 0.14% 194
2025
Q3 		$469K Buy
+5,724
New +$432K 0.12% 194
2018
Q1 		– Sell
-129,601
Closed -$6.34M – 212
2017
Q4 		$6.34M Buy
129,601
+67,994
+110% +$3.24M 0.29% 71
2017
Q3 		$2.83M Buy
+61,607
New +$2.85M 0.12% 110

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WBI Investments's DCI Position: Q2 2026 in Review

WBI Investments opened a new position in Donaldson (DCI) in Q2 2026: 3,599 shares worth $323K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings. This is a return to the name: WBI Investments previously reported a position in DCI as recently as Q4 2025.

WBI Investments first reported a position in DCI in Q3 2017 and has held it in 5 quarters since. The position peaked at $6.34M in Q4 2017. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • WBI Investments held 3,599 shares of Donaldson worth $323K as of Q2 2026.
  • Donaldson was a new WBI Investments position in Q2 2026.
  • Donaldson made up 0.08% of WBI Investments's portfolio in Q2 2026, its #237 holding.
  • WBI Investments first reported a position in Donaldson in Q3 2017 and has held it in 5 quarters since.
  • WBI Investments's Donaldson position peaked at $6.34M in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.