WI
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WBI Investments’s Pool Corp POOL Stock Holding History

WBI Investments’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,072
Closed -$332K – 369
2025
Q3 		$332K Buy
+1,072
New +$336K 0.09% 244
2019
Q2 		– Sell
-13,124
Closed -$2.17M – 281
2019
Q1 		$2.17M Buy
+13,124
New +$2.04M 0.17% 103
2016
Q3 		– Sell
-85,262
Closed -$8.02M – 310
2016
Q2 		$8.02M Buy
+85,262
New +$7.66M 0.29% 71
2016
Q1 		– Sell
-91,394
Closed -$7.38M – 205
2015
Q4 		$7.38M Buy
+91,394
New +$7.32M 0.21% 84

Other funds holding POOL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return