WI
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WBI Investments’s Voya Financial VOYA Stock Holding History

WBI Investments’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Sell
3,250
-1,926
-37% -$157K 0.07% 248
2026
Q1 		$354K Sell
5,176
-4,913
-49% -$356K 0.1% 223
2025
Q4 		$752K Buy
+10,089
New +$735K 0.2% 148
2025
Q2 		– Sell
-3,402
Closed -$231K – 328
2025
Q1 		$231K Buy
+3,402
New +$238K 0.06% 208
2024
Q4 		– Sell
-22,251
Closed -$1.76M – 294
2024
Q3 		$1.76M Sell
22,251
-21,450
-49% -$1.53M 0.42% 64
2024
Q2 		$3.11M Buy
+43,701
New +$3.15M 0.75% 36
2019
Q2 		– Sell
-101,588
Closed -$5.08M – 301
2019
Q1 		$5.08M Buy
+101,588
New +$4.82M 0.39% 59
2018
Q4 		– Sell
-62,181
Closed -$3.09M – 232
2018
Q3 		$3.09M Buy
+62,181
New +$3.07M 0.17% 99

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WBI Investments's VOYA Position: Q2 2026 in Review

WBI Investments reduced its Voya Financial (VOYA) stake by 37% in Q2 2026, selling an estimated $157K and leaving 3,250 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #248.

WBI Investments first reported a position in VOYA in Q3 2018 and has held it in 8 quarters since. The position peaked at $5.08M in Q1 2019. 513 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • WBI Investments held 3,250 shares of Voya Financial worth $294K as of Q2 2026.
  • WBI Investments sold 1,926 Voya Financial shares in Q2 2026, an estimated $157K.
  • Voya Financial made up 0.07% of WBI Investments's portfolio in Q2 2026, its #248 holding.
  • WBI Investments first reported a position in Voya Financial in Q3 2018 and has held it in 8 quarters since.
  • WBI Investments's Voya Financial position peaked at $5.08M in Q1 2019.
  • 513 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

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