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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBI Investments's TSLA Position: Q1 2026 in Review

WBI Investments increased its Tesla (TSLA) stake by 15% in Q1 2026, buying an estimated $262K and bringing the position to 4,798 shares worth $1.78M. The position accounts for 0.49% of the portfolio, ranked #40.

WBI Investments first reported a position in TSLA in Q2 2021 and has held it in 7 quarters since. The position peaked at $4.66M in Q2 2021. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • WBI Investments held 4,798 shares of Tesla worth $1.78M as of Q1 2026.
  • WBI Investments bought 636 Tesla shares in Q1 2026, an estimated $262K.
  • Tesla made up 0.49% of WBI Investments's portfolio in Q1 2026, its #40 holding.
  • WBI Investments first reported a position in Tesla in Q2 2021 and has held it in 7 quarters since.
  • WBI Investments's Tesla position peaked at $4.66M in Q2 2021.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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