WBI Investments’s Equifax EFX Stock Holding History

WBI Investments’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$614K	Buy	+3,411	New	+$677K	0.17%	165
2025 Q4	–	Sell	-1,156	Closed	-$297K	–	335
2025 Q3	$297K	Sell	1,156 -815	-41%	-$205K	0.08%	254
2025 Q2	$511K	Buy	+1,971	New	+$501K	0.13%	178
2024 Q4	–	Sell	-2,592	Closed	-$762K	–	230
2024 Q3	$762K	Buy	+2,592	New	+$731K	0.18%	131
2017 Q3	–	Sell	-12,225	Closed	-$1.68M	–	313
2017 Q2	$1.68M	Buy	+12,225	New	+$1.68M	0.07%	176
2016 Q4	–	Sell	-20,723	Closed	-$2.79M	–	309
2016 Q3	$2.79M	Sell	20,723 -2,952	-12%	-$391K	0.11%	126
2016 Q2	$3.04M	Buy	+23,675	New	+$2.87M	0.11%	97
2016 Q1	–	Sell	-65,085	Closed	-$7.25M	–	153
2015 Q4	$7.25M	Buy	+65,085	New	+$7.03M	0.21%	86
2015 Q3	–	Sell	-65,174	Closed	-$6.33M	–	182
2015 Q2	$6.33M	Buy	+65,174	New	+$6.36M	0.16%	111

Other funds holding EFX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WBI Investments's EFX Position: Q1 2026 in Review

WBI Investments opened a new position in Equifax (EFX) in Q1 2026: 3,411 shares worth $614K. The stake represents 0.17% of the portfolio and ranks #165 among its holdings. This is a return to the name: WBI Investments previously reported a position in EFX as recently as Q3 2025.

WBI Investments first reported a position in EFX in Q2 2015 and has held it in 9 quarters since. The position peaked at $7.25M in Q4 2015. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

WBI Investments held 3,411 shares of Equifax worth $614K as of Q1 2026.
Equifax was a new WBI Investments position in Q1 2026.
Equifax made up 0.17% of WBI Investments's portfolio in Q1 2026, its #165 holding.
WBI Investments first reported a position in Equifax in Q2 2015 and has held it in 9 quarters since.
WBI Investments's Equifax position peaked at $7.25M in Q4 2015.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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