WBI Investments’s Blue Owl Capital OWL Stock Holding History

WBI Investments’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35,361	Closed	-$599K	–	367
2025 Q3	$599K	Buy	+35,361	New	+$672K	0.15%	168

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WBI Investments's OWL Position: Q4 2025 in Review

WBI Investments sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 35,361 shares — an estimated $599K sold.

WBI Investments first reported a position in OWL in Q3 2025 and held it in 1 quarter. The position peaked at $599K in Q3 2025. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

WBI Investments reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 35,361 Blue Owl Capital shares in Q4 2025, an estimated $599K.
WBI Investments first reported a position in Blue Owl Capital in Q3 2025 and held it in 1 quarter.
WBI Investments's Blue Owl Capital position peaked at $599K in Q3 2025.
521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.