WI
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WBI Investments’s Hewlett Packard HPE Stock Holding History

WBI Investments’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,198
Closed -$270K – 332
2025
Q2 		$270K Buy
+13,198
New +$221K 0.07% 219
2025
Q1 		– Sell
-38,821
Closed -$829K – 262
2024
Q4 		$829K Buy
38,821
+15,161
+64% +$320K 0.21% 123
2024
Q3 		$484K Buy
+23,660
New +$452K 0.12% 175
2023
Q4 		– Sell
-127,916
Closed -$2.22M – 219
2023
Q3 		$2.22M Buy
+127,916
New +$2.2M 0.45% 65
2023
Q2 		– Sell
-74,138
Closed -$1.18M – 200
2023
Q1 		$1.18M Buy
+74,138
New +$1.16M 0.24% 103
2022
Q1 		– Sell
-263,747
Closed -$3.98M – 201
2021
Q4 		$3.98M Buy
+263,747
New +$3.98M 0.64% 36

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WBI Investments's HPE Position: Q3 2025 in Review

WBI Investments sold out of Hewlett Packard (HPE) in Q3 2025, closing a stake of 13,198 shares — an estimated $270K sold.

WBI Investments first reported a position in HPE in Q4 2021 and held it in 6 quarters. The position peaked at $3.98M in Q4 2021. 1,111 funds tracked by Wall St. Rank hold HPE as of Q3 2025.

  • WBI Investments reported no remaining Hewlett Packard position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 13,198 Hewlett Packard shares in Q3 2025, an estimated $270K.
  • WBI Investments first reported a position in Hewlett Packard in Q4 2021 and held it in 6 quarters.
  • WBI Investments's Hewlett Packard position peaked at $3.98M in Q4 2021.
  • 1,111 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.