WI
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WBI Investments’s Piper Sandler PIPR Stock Holding History

WBI Investments’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
35,449
+19,344
+120% +$1.57M 0.64% 32
2026
Q1 		$1.23M Buy
+16,105
New +$1.32M 0.34% 73
2018
Q1 		– Sell
-149,228
Closed -$3.22M – 291
2017
Q4 		$3.22M Buy
+149,228
New +$2.69M 0.15% 111

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

WBI Investments's PIPR Position: Q2 2026 in Review

WBI Investments increased its Piper Sandler (PIPR) stake by 120% in Q2 2026, buying an estimated $1.57M and bringing the position to 35,449 shares worth $2.56M. The position accounts for 0.64% of the portfolio, ranked #32.

WBI Investments first reported a position in PIPR in Q4 2017 and has held it in 3 quarters since. The position peaked at $3.22M in Q4 2017. 421 funds tracked by Wall St. Rank hold PIPR as of Q2 2026.

  • WBI Investments held 35,449 shares of Piper Sandler worth $2.56M as of Q2 2026.
  • WBI Investments bought 19,344 Piper Sandler shares in Q2 2026, an estimated $1.57M.
  • Piper Sandler made up 0.64% of WBI Investments's portfolio in Q2 2026, its #32 holding.
  • WBI Investments first reported a position in Piper Sandler in Q4 2017 and has held it in 3 quarters since.
  • WBI Investments's Piper Sandler position peaked at $3.22M in Q4 2017.
  • 421 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.