WI
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WBI Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

WBI Investments’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$689K Buy
4,197
+2,972
+243% +$520K 0.19% 151
2025
Q4 		$220K Buy
+1,225
New +$215K 0.06% 301
2025
Q1 		– Sell
-2,453
Closed -$353K – 265
2024
Q4 		$353K Sell
2,453
-392
-14% -$55.9K 0.09% 172
2024
Q3 		$366K Buy
2,845
+328
+13% +$40.5K 0.09% 204
2024
Q2 		$294K Buy
2,517
+346
+16% +$39.9K 0.07% 145
2024
Q1 		$252K Buy
+2,171
New +$236K 0.05% 178

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

WBI Investments's IAI Position: Q1 2026 in Review

WBI Investments increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 243% in Q1 2026, buying an estimated $520K and bringing the position to 4,197 shares worth $689K. The position accounts for 0.19% of the portfolio, ranked #151.

WBI Investments first reported a position in IAI in Q1 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • WBI Investments held 4,197 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $689K as of Q1 2026.
  • WBI Investments bought 2,972 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $520K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up 0.19% of WBI Investments's portfolio in Q1 2026, its #151 holding.
  • WBI Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2024 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

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