WI
SLNZ

WBI Investments’s TCW Senior Loan ETF SLNZ Stock Holding History

WBI Investments’s Portfolio SLNZ Stock Details SLNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$724K Sell
15,868
-1,560
-9% -$71.1K 0.18% 151
2026
Q1 		$789K Sell
17,428
-1,283
-7% -$58.6K 0.22% 138
2025
Q4 		$867K Sell
18,711
-5,672
-23% -$264K 0.23% 130
2025
Q3 		$1.15M Sell
24,383
-5,698
-19% -$268K 0.29% 87
2025
Q2 		$1.41M Buy
30,081
+17,265
+135% +$811K 0.37% 78
2025
Q1 		$606K Buy
+12,816
New +$608K 0.16% 136

Other funds holding SLNZ

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments's SLNZ Position: Q2 2026 in Review

WBI Investments reduced its TCW Senior Loan ETF (SLNZ) stake by 9% in Q2 2026, selling an estimated $71.1K and leaving 15,868 shares worth $724K. The position accounts for 0.18% of the portfolio, ranked #151.

WBI Investments first reported a position in SLNZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2025. 11 funds tracked by Wall St. Rank hold SLNZ as of Q2 2026.

  • WBI Investments held 15,868 shares of TCW Senior Loan ETF worth $724K as of Q2 2026.
  • WBI Investments sold 1,560 TCW Senior Loan ETF shares in Q2 2026, an estimated $71.1K.
  • TCW Senior Loan ETF made up 0.18% of WBI Investments's portfolio in Q2 2026, its #151 holding.
  • WBI Investments first reported a position in TCW Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
  • WBI Investments's TCW Senior Loan ETF position peaked at $1.41M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q2 2026.

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