WIA
WBIF icon

World Investment Advisors’s WBI BullBear Value 3000 ETF WBIF Stock Holding History

World Investment Advisors’s Portfolio WBIF Stock Details WBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Sell
10,183
-4,224
-29% -$141K 0.01% 1115
2026
Q1 		$450K Buy
+14,407
New +$461K 0.01% 1036

Other funds holding WBIF

WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

World Investment Advisors's WBIF Position: Q2 2026 in Review

World Investment Advisors reduced its WBI BullBear Value 3000 ETF (WBIF) stake by 29% in Q2 2026, selling an estimated $141K and leaving 10,183 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1115.

World Investment Advisors first reported a position in WBIF in Q1 2026 and has held it in 2 quarters since. The position peaked at $450K in Q1 2026. 11 funds tracked by Wall St. Rank hold WBIF as of Q2 2026.

  • World Investment Advisors held 10,183 shares of WBI BullBear Value 3000 ETF worth $364K as of Q2 2026.
  • World Investment Advisors sold 4,224 WBI BullBear Value 3000 ETF shares in Q2 2026, an estimated $141K.
  • WBI BullBear Value 3000 ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1115 holding.
  • World Investment Advisors first reported a position in WBI BullBear Value 3000 ETF in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's WBI BullBear Value 3000 ETF position peaked at $450K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held WBI BullBear Value 3000 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.