WBI Investments’s D.R. Horton DHI Stock Holding History

WBI Investments’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,412	Closed	-$1.09M	–	332
2025 Q3	$1.09M	Buy	+6,412	New	+$1.01M	0.28%	96
2024 Q4	–	Sell	-4,252	Closed	-$811K	–	227
2024 Q3	$811K	Buy	+4,252	New	+$747K	0.19%	118
2024 Q2	–	Sell	-1,763	Closed	-$290K	–	182
2024 Q1	$290K	Buy	+1,763	New	+$264K	0.06%	171
2021 Q2	–	Sell	-3,157	Closed	-$281K	–	191
2021 Q1	$281K	Sell	3,157 -1,496	-32%	-$117K	0.04%	167
2020 Q4	$321K	Sell	4,653 -25,801	-85%	-$1.88M	0.05%	140
2020 Q3	$2.3M	Buy	+30,454	New	+$2.08M	0.35%	55
2020 Q1	–	Sell	-10,993	Closed	-$580K	–	119
2019 Q4	$580K	Buy	+10,993	New	+$587K	0.06%	152
2016 Q3	–	Sell	-204,184	Closed	-$6.43M	–	280
2016 Q2	$6.43M	Buy	+204,184	New	+$6.23M	0.23%	76
2016 Q1	–	Sell	-176,911	Closed	-$5.67M	–	147
2015 Q4	$5.67M	Buy	+176,911	New	+$5.52M	0.16%	102

Other funds holding DHI

Capital World Investors

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return