WI
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WBI Investments’s Tesla TSLA Stock Holding History

WBI Investments’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Buy
5,211
+413
+9% +$164K 0.54% 44
2026
Q1 		$1.78M Buy
4,798
+636
+15% +$262K 0.49% 40
2025
Q4 		$1.87M Sell
4,162
-323
-7% -$143K 0.49% 41
2025
Q3 		$1.99M Buy
4,485
+3,097
+223% +$1.07M 0.51% 45
2025
Q2 		$441K Sell
1,388
-1,590
-53% -$479K 0.11% 183
2025
Q1 		$772K Buy
2,978
+2,388
+405% +$796K 0.2% 119
2024
Q4 		$238K Buy
+590
New +$190K 0.06% 191
2021
Q3 		– Sell
-20,583
Closed -$4.66M – 234
2021
Q2 		$4.66M Buy
+20,583
New +$4.47M 0.72% 31

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments's TSLA Position: Q2 2026 in Review

WBI Investments increased its Tesla (TSLA) stake by 8.6% in Q2 2026, buying an estimated $164K and bringing the position to 5,211 shares worth $2.19M. The position accounts for 0.54% of the portfolio, ranked #44.

WBI Investments first reported a position in TSLA in Q2 2021 and has held it in 8 quarters since. The position peaked at $4.66M in Q2 2021. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • WBI Investments held 5,211 shares of Tesla worth $2.19M as of Q2 2026.
  • WBI Investments bought 413 Tesla shares in Q2 2026, an estimated $164K.
  • Tesla made up 0.54% of WBI Investments's portfolio in Q2 2026, its #44 holding.
  • WBI Investments first reported a position in Tesla in Q2 2021 and has held it in 8 quarters since.
  • WBI Investments's Tesla position peaked at $4.66M in Q2 2021.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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