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
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 $13.3B AUM 34.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

WBI Investments's SLNZ Position: Q1 2026 in Review

WBI Investments reduced its TCW Senior Loan ETF (SLNZ) stake by 6.9% in Q1 2026, selling an estimated $58.6K and leaving 17,428 shares worth $789K. The position accounts for 0.22% of the portfolio, ranked #138.

WBI Investments first reported a position in SLNZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q2 2025. 13 funds tracked by Wall St. Rank hold SLNZ as of Q1 2026.

  • WBI Investments held 17,428 shares of TCW Senior Loan ETF worth $789K as of Q1 2026.
  • WBI Investments sold 1,283 TCW Senior Loan ETF shares in Q1 2026, an estimated $58.6K.
  • TCW Senior Loan ETF made up 0.22% of WBI Investments's portfolio in Q1 2026, its #138 holding.
  • WBI Investments first reported a position in TCW Senior Loan ETF in Q1 2025 and has held it in 5 quarters since.
  • WBI Investments's TCW Senior Loan ETF position peaked at $1.41M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q1 2026.

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