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World Investment Advisors’s WBI BullBear Yield 3000 ETF WBIG Stock Holding History

World Investment Advisors’s Portfolio WBIG Stock Details WBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$571K Sell
22,102
-8,347
-27% -$206K 0.01% 903
2026
Q1 		$717K Buy
+30,449
New +$730K 0.01% 831

Other funds holding WBIG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

World Investment Advisors reduced its WBI BullBear Yield 3000 ETF (WBIG) stake by 27% in Q2 2026, selling an estimated $206K and leaving 22,102 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #903.

World Investment Advisors first reported a position in WBIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $717K in Q1 2026. 13 funds tracked by Wall St. Rank hold WBIG as of Q2 2026.

  • World Investment Advisors held 22,102 shares of WBI BullBear Yield 3000 ETF worth $571K as of Q2 2026.
  • World Investment Advisors sold 8,347 WBI BullBear Yield 3000 ETF shares in Q2 2026, an estimated $206K.
  • WBI BullBear Yield 3000 ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #903 holding.
  • World Investment Advisors first reported a position in WBI BullBear Yield 3000 ETF in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's WBI BullBear Yield 3000 ETF position peaked at $717K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held WBI BullBear Yield 3000 ETF as of Q2 2026.

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