WBI BullBear Value 3000 ETF
WBIF
12 hedge funds and large institutions have $52.2M invested in WBI BullBear Value 3000 ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
68.75% more ownership
Funds ownership: 154.59% → 223.34% (+69%)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more capital invested
Capital invested by funds: $37.7M → $52.2M (+$14.5M)
9% more funds holding
Funds holding: 11 → 12 (+1)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$473K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$461K |
| 3 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$1.66K |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
-$900K |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$869K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$330K |
| 4 |
LPL Financial
San Diego,
California
|
-$222K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$55.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WBI Investments
Red Bank,
New Jersey
| $15.6M | -$869K | -27,188 | -5% |
|
|
MS
2
Millington Securities
Red Bank,
New Jersey
| $15.6M | +$15.9M | +498,376 | New |
|
|
MWM
3
Maridea Wealth Management
Brooklyn,
New York
| $13.9M | -$900K | -28,144 | -6% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.27M | -$330K | -10,317 | -12% |
|
|
GS
5
GTS Securities
New York
| $1.06M | +$473K | +14,784 | +77% |
|
|
6
LPL Financial
San Diego,
California
| $971K | -$222K | -6,953 | -18% |
|
|
AIM
7
Advyzon Investment Management
Lisle,
Illinois
| $847K | +$1.66K | +52 | +0.2% |
|
|
AFP
8
Ausdal Financial Partners
Davenport,
Iowa
| $847K | +$1.66K | +52 | +0.2% |
|
|
WIA
9
World Investment Advisors
Santa Barbara,
California
| $450K | +$461K | +14,407 | New |
|
10
Cetera Investment Advisers
Schaumburg,
Illinois
| $416K | -$15.2K | -475 | -3% |
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $290K | -$4.25K | -133 | -1% |
|
12
Morgan Stanley
New York
| $31 | – | – | – |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$55.8K | -1,802 | Closed |
|
WBIF Hedge Fund Activity: Q1 2026 in Review
12 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in WBI BullBear Value 3000 ETF (WBIF) for Q1 2026, worth a combined $52.2M — up 38% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WBIF positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.
The largest buyer was GTS Securities, adding an estimated $473K. The largest seller was Maridea Wealth Management, cutting an estimated $900K.
- 12 institutional investors held WBI BullBear Value 3000 ETF (WBIF) as of Q1 2026, up from 11 in Q4 2025.
- Funds reported $52.2M of WBI BullBear Value 3000 ETF stock for Q1 2026, up 38% quarter-over-quarter.
- 2 funds opened new WBI BullBear Value 3000 ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest WBI BullBear Value 3000 ETF buyer in Q1 2026 was GTS Securities, an estimated $473K added.
- The largest WBI BullBear Value 3000 ETF seller in Q1 2026 was Maridea Wealth Management, an estimated $900K sold.
Based on aggregated 13F filings for Q1 2026.