WBI Investments’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

WBI Investments’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$362K	Sell	13,740 -10,286	-43%	-$266K	0.1%	221
2025 Q4	$620K	Buy	24,026 +1,172	+5%	+$31.4K	0.16%	175
2025 Q3	$603K	Buy	22,854 +10,666	+88%	+$280K	0.15%	166
2025 Q2	$314K	Buy	12,188 +225	+2%	+$5.92K	0.08%	207
2025 Q1	$326K	Buy	+11,963	New	+$328K	0.09%	171

Other funds holding USDU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

WBI Investments's USDU Position: Q1 2026 in Review

WBI Investments reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 43% in Q1 2026, selling an estimated $266K and leaving 13,740 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #221.

WBI Investments first reported a position in USDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $620K in Q4 2025. 67 funds tracked by Wall St. Rank hold USDU as of Q1 2026.

WBI Investments held 13,740 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $362K as of Q1 2026.
WBI Investments sold 10,286 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2026, an estimated $266K.
WisdomTree Bloomberg US Dollar Bullish Fund made up 0.1% of WBI Investments's portfolio in Q1 2026, its #221 holding.
WBI Investments first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q1 2025 and has held it in 5 quarters since.
WBI Investments's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $620K in Q4 2025.
67 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2026.

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