WBI Investments’s Everest Group EG Stock Holding History

WBI Investments’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-833	Closed	-$303K	–	284
2025 Q1	$303K	Buy	+833	New	+$294K	0.08%	179
2022 Q3	–	Sell	-4,159	Closed	-$1.17M	–	120
2022 Q2	$1.17M	Buy	+4,159	New	+$1.18M	0.25%	61
2021 Q4	–	Sell	-8,053	Closed	-$1.99M	–	189
2021 Q3	$1.99M	Buy	+8,053	New	+$2.07M	0.33%	83
2019 Q3	–	Sell	-7,362	Closed	-$1.82M	–	227
2019 Q2	$1.82M	Sell	7,362 -5,493	-43%	-$1.32M	0.16%	123
2019 Q1	$2.78M	Buy	+12,855	New	+$2.8M	0.21%	92
2017 Q3	–	Sell	-12,801	Closed	-$3.26M	–	314
2017 Q2	$3.26M	Sell	12,801 -56,618	-82%	-$14M	0.14%	112
2017 Q1	$16.2M	Sell	69,419 -33,311	-32%	-$7.61M	0.72%	38
2016 Q4	$22.2M	Buy	+102,730	New	+$21.2M	0.96%	25

Other funds holding EG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

WBI Investments's EG Position: Q2 2025 in Review

WBI Investments sold out of Everest Group (EG) in Q2 2025, closing a stake of 833 shares — an estimated $303K sold.

WBI Investments first reported a position in EG in Q4 2016 and held it in 8 quarters. The position peaked at $22.2M in Q4 2016. 673 funds tracked by Wall St. Rank hold EG as of Q2 2025.

WBI Investments reported no remaining Everest Group position as of Q2 2025 after selling out during the quarter.
WBI Investments sold 833 Everest Group shares in Q2 2025, an estimated $303K.
WBI Investments first reported a position in Everest Group in Q4 2016 and held it in 8 quarters.
WBI Investments's Everest Group position peaked at $22.2M in Q4 2016.
673 funds tracked by Wall St. Rank held Everest Group as of Q2 2025.

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