WBI INVESTMENTS, LLC Quant / Systematic

Location: Red Bank, NJ

CIK: 0001397424 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Aug 23, 2016

Total Value: $2.891B (100.0% shares, 0.0% debt)

Holdings (145)

ABSOLUTE SHS TR 8.8%
Value $255M Shares 10,226,512 Est. Cost $25.00 Unrealized
ABSOLUTE SHS TR 5.7%
Value $166M Shares 6,978,709 Est. Cost $24.61 Unrealized
WBIG ABSOLUTE SHS TR 3.7%
Value $107M Shares 4,883,746 Est. Cost $24.66 Unrealized
ABSOLUTE SHS TR 3.6%
Value $105M Shares 4,690,063 Est. Cost $24.59 Unrealized
HYG ISHARES TR 3.5%
Value $102M Shares 1,218,956 Est. Cost $83.29 Unrealized
BLV VANGUARD BD INDEX FD INC 3.3%
Value $95.82M Shares 1,072,488 Est. Cost $89.34 Unrealized
WBIL ABSOLUTE SHS TR 3.3%
Value $95.5M Shares 4,257,570 Est. Cost $24.75 Unrealized
ABSOLUTE SHS TR 3.3%
Value $95.38M Shares 4,183,497 Est. Cost $24.51 Unrealized
PFF ISHARES TR 3.1%
Value $90.06M Shares 2,333,287 Est. Cost $39.60 Unrealized
WBIF ABSOLUTE SHS TR 3.0%
Value $86.71M Shares 3,833,503 Est. Cost $24.37 Unrealized
ABSOLUTE SHS TR 2.9%
Value $83.64M Shares 3,882,711 Est. Cost $24.83 Unrealized
L BRANDS INC 2.7%
Value $78.88M Shares 875,208 Est. Cost $89.39 Unrealized
ABSOLUTE SHS TR 2.6%
Value $76.56M Shares 3,297,214 Est. Cost $24.23 Unrealized
ABSOLUTE SHS TR 2.6%
Value $75.05M Shares 3,463,435 Est. Cost $24.40 Unrealized
IEF ISHARES TR 2.4%
Value $69.79M Shares 646,951 Est. Cost $107.87 Unrealized
BIV VANGUARD BD INDEX FD INC 2.1%
Value $61.15M Shares 720,741 Est. Cost $85.03 Unrealized
LQD ISHARES TR 2.1%
Value $59.51M Shares 512,601 Est. Cost $116.09 Unrealized
POWERSHARES ETF TRUST II 1.9%
Value $55.39M Shares 2,404,016 Est. Cost $24.63 Unrealized
ALTRIA GROUP INC 1.8%
Value $51.99M Shares 955,757 Est. Cost $53.73 Unrealized
CME CME GROUP INC 1.5%
Value $44.1M Shares 475,558 Est. Cost $63.10 Unrealized 0.0%
VANGUARD SCOTTSDALE FDS 1.5%
Value $43.23M Shares 502,509 Est. Cost $86.03 Unrealized
WM WASTE MGMT INC DEL 1.5%
Value $42.67M Shares 856,706 Est. Cost $40.84 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 1.4%
Value $39.43M Shares 406,552 Est. Cost $78.82 Unrealized 0.0%
HD HOME DEPOT INC 1.4%
Value $39.31M Shares 340,341 Est. Cost $89.89 Unrealized +0.6%
ISHARES TR 1.3%
Value $37.19M Shares 812,331 Est. Cost $48.63 Unrealized
CLAYMORE EXCHANGE TRD FD TR 1.3%
Value $37.04M Shares 1,797,284 Est. Cost $21.22 Unrealized
TGT TARGET CORP 1.3%
Value $36.3M Shares 461,533 Est. Cost $58.86 Unrealized -0.4%
SPDR SERIES TRUST 1.0%
Value $28.54M Shares 548,081 Est. Cost $52.07 Unrealized
LMT LOCKHEED MARTIN CORP 1.0%
Value $28.29M Shares 136,451 Est. Cost $153.91 Unrealized 0.0%
ISHARES TR 1.0%
Value $27.87M Shares 546,020 Est. Cost $51.05 Unrealized
LOW LOWES COS INC 1.0%
Value $27.69M Shares 401,711 Est. Cost $57.41 Unrealized -0.8%
DR PEPPER SNAPPLE GROUP INC 0.9%
Value $26.18M Shares 331,124 Est. Cost $72.90 Unrealized
VANGUARD SCOTTSDALE FDS 0.9%
Value $25.56M Shares 479,038 Est. Cost $52.71 Unrealized
PIMCO ETF TR 0.6%
Value $18.27M Shares 173,282 Est. Cost $106.13 Unrealized
CAKE CHEESECAKE FACTORY INC 0.6%
Value $18.03M Shares 334,202 Est. Cost $44.26 Unrealized 0.0%
IGOV ISHARES TR 0.6%
Value $17.87M Shares 196,269 Est. Cost $91.05 Unrealized
AGG ISHARES TR 0.6%
Value $17.52M Shares 159,839 Est. Cost $109.12 Unrealized
IGLB ISHARES 0.6%
Value $16.71M Shares 293,040 Est. Cost $57.03 Unrealized
FAF FIRST AMERN FINL CORP 0.6%
Value $16.31M Shares 417,478 Est. Cost $28.11 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.6%
Value $16.19M Shares 196,970 Est. Cost $33.36 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.5%
Value $15.51M Shares 69,423 Est. Cost $157.07 Unrealized 0.0%
POWERSHARES GLOBAL ETF TRUST 0.5%
Value $15.23M Shares 1,044,935 Est. Cost $14.55 Unrealized
CHD CHURCH & DWIGHT INC 0.5%
Value $14.78M Shares 176,202 Est. Cost $37.38 Unrealized 0.0%
MBB ISHARES TR 0.5%
Value $14.04M Shares 128,050 Est. Cost $109.28 Unrealized
MSCI MSCI INC 0.5%
Value $13.8M Shares 232,060 Est. Cost $56.21 Unrealized 0.0%
PIMCO ETF TR 0.5%
Value $13.72M Shares 136,178 Est. Cost $101.15 Unrealized
TLH ISHARES TR 0.5%
Value $13.42M Shares 97,800 Est. Cost $137.26 Unrealized
SPDR SERIES TRUST 0.5%
Value $13.13M Shares 368,206 Est. Cost $35.66 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.5%
Value $13.11M Shares 615,878 Est. Cost $21.17 Unrealized
BROADCOM CORP 0.4%
Value $12.66M Shares 246,201 Est. Cost $51.43 Unrealized
VEREIT INC 0.4%
Value $12.41M Shares 1,608,023 Est. Cost $7.72 Unrealized
AMTRUST FINL SVCS INC 0.4%
Value $12.1M Shares 192,122 Est. Cost $62.98 Unrealized
AEO AMERICAN EAGLE OUTFITTERS NE 0.4%
Value $11.53M Shares 737,366 Est. Cost $12.81 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value $11.26M Shares 166,143 Est. Cost $51.14 Unrealized +2.6%
USIG ISHARES TR 0.4%
Value $11.15M Shares 102,850 Est. Cost $108.46 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value $10.79M Shares 734,189 Est. Cost $14.74 Unrealized 0.0%
BANK OF THE OZARKS INC 0.4%
Value $10.77M Shares 246,134 Est. Cost $43.76 Unrealized
NIELSEN HLDGS PLC 0.4%
Value $10.59M Shares 238,142 Est. Cost $44.47 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value $10.07M Shares 428,495 Est. Cost $24.92 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value $9.733M Shares 166,170 Est. Cost $58.57 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value $9.338M Shares 395,834 Est. Cost $24.77 Unrealized
XL GROUP PLC 0.3%
Value $9.279M Shares 255,487 Est. Cost $36.32 Unrealized
HOLLYFRONTIER CORP 0.3%
Value $8.746M Shares 179,072 Est. Cost $48.84 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value $8.461M Shares 182,066 Est. Cost $42.95 Unrealized
SYK STRYKER CORP 0.3%
Value $7.488M Shares 79,568 Est. Cost $83.49 Unrealized +5.3%
FISV FISERV INC 0.3%
Value $7.456M Shares 86,092 Est. Cost $40.21 Unrealized +7.6%
DRI DARDEN RESTAURANTS INC 0.2%
Value $7.012M Shares 102,312 Est. Cost $47.19 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.2%
Value $6.305M Shares 90,582 Est. Cost $59.06 Unrealized +2.7%
INVESTORS BANCORP INC NEW 0.2%
Value $6.182M Shares 500,986 Est. Cost $12.34 Unrealized
HSY HERSHEY CO 0.2%
Value $6.05M Shares 65,842 Est. Cost $72.97 Unrealized -2.7%
SNX SYNNEX CORP 0.2%
Value $5.865M Shares 68,957 Est. Cost $34.66 Unrealized 0.0%
CLECO CORP NEW 0.2%
Value $5.781M Shares 108,581 Est. Cost $54.32 Unrealized
PRKS SEAWORLD ENTMT INC 0.2%
Value $5.747M Shares 322,668 Est. Cost $18.02 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.2%
Value $5.49M Shares 70,653 Est. Cost $59.00 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.2%
Value $4.799M Shares 93,723 Est. Cost $45.23 Unrealized 0.0%
GT GOODYEAR TIRE & RUBR CO 0.2%
Value $4.35M Shares 148,328 Est. Cost $30.02 Unrealized 0.0%
MTN VAIL RESORTS INC 0.1%
Value $4.15M Shares 39,639 Est. Cost $104.58 Unrealized +3.4%
SPECTRUM BRANDS HLDGS INC 0.1%
Value $4.025M Shares 43,987 Est. Cost $91.50 Unrealized
ISHARES TR 0.1%
Value $3.949M Shares 78,283 Est. Cost $50.69 Unrealized
HOMB HOME BANCSHARES INC 0.1%
Value $3.912M Shares 96,581 Est. Cost $19.42 Unrealized 0.0%
MB FINANCIAL INC NEW 0.1%
Value $3.807M Shares 116,645 Est. Cost $32.64 Unrealized
CTAS CINTAS CORP 0.1%
Value $3.773M Shares 44,002 Est. Cost $19.18 Unrealized 0.0%
KNOLL INC 0.1%
Value $3.665M Shares 166,739 Est. Cost $21.98 Unrealized
SOUTH ST CORP 0.1%
Value $3.579M Shares 46,558 Est. Cost $76.87 Unrealized
LEGACY TEX FINL GROUP INC 0.1%
Value $3.394M Shares 111,336 Est. Cost $30.48 Unrealized
SYNOVUS FINL CORP 0.1%
Value $3.3M Shares 111,481 Est. Cost $29.60 Unrealized
OC OWENS CORNING NEW 0.1%
Value $3.102M Shares 74,017 Est. Cost $44.07 Unrealized 0.0%
NSP INSPERITY INC 0.1%
Value $3.097M Shares 70,488 Est. Cost $18.65 Unrealized 0.0%
UGI UGI CORP NEW 0.1%
Value $3.059M Shares 87,859 Est. Cost $35.48 Unrealized -1.6%
AZZ AZZ INC 0.1%
Value $2.983M Shares 61,256 Est. Cost $44.57 Unrealized 0.0%
COSTCO WHSL CORP NEW 0.1%
Value $2.928M Shares 20,255 Est. Cost $135.05 Unrealized
FDP FRESH DEL MONTE PRODUCE INC 0.1%
Value $2.803M Shares 70,936 Est. Cost $32.00 Unrealized 0.0%
ADBE ADOBE SYS INC 0.1%
Value $2.708M Shares 32,941 Est. Cost $81.07 Unrealized 0.0%
AWR AMERICAN STS WTR CO 0.1%
Value $2.65M Shares 64,019 Est. Cost $31.57 Unrealized 0.0%
CIGNA CORPORATION 0.1%
Value $2.624M Shares 19,433 Est. Cost $135.03 Unrealized
MATX MATSON INC 0.1%
Value $2.615M Shares 67,936 Est. Cost $32.64 Unrealized 0.0%
SIGI SELECTIVE INS GROUP INC 0.1%
Value $2.532M Shares 81,511 Est. Cost $26.15 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value $2.46M Shares 4,806 Est. Cost $25.28 Unrealized 0.0%
INDB INDEPENDENT BANK CORP MASS 0.1%
Value $2.196M Shares 47,641 Est. Cost $34.79 Unrealized 0.0%
OFFICE DEPOT INC 0.1%
Value $2.048M Shares 319,029 Est. Cost $6.42 Unrealized
CVBF CVB FINL CORP 0.1%
Value $1.922M Shares 115,065 Est. Cost $11.91 Unrealized 0.0%
SINCLAIR BROADCAST GROUP INC 0.1%
Value $1.901M Shares 75,074 Est. Cost $25.32 Unrealized
BOB EVANS FARMS INC 0.1%
Value $1.881M Shares 43,398 Est. Cost $48.62 Unrealized
UNITEDHEALTH GROUP INC 0.1%
Value $1.823M Shares 15,717 Est. Cost $122.00 Unrealized
ZD J2 GLOBAL INC 0.1%
Value $1.807M Shares 25,498 Est. Cost $60.56 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC 0.1%
Value $1.794M Shares 64,454 Est. Cost $16.31 Unrealized +4.7%
BAK BRASKEM S A 0.1%
Value $1.624M Shares 192,691 Est. Cost $8.43 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $1.586M Shares 9,558 Est. Cost $134.99 Unrealized +4.9%
DELHAIZE GROUP 0.1%
Value $1.532M Shares 69,226 Est. Cost $22.13 Unrealized
PETS PETMED EXPRESS INC 0.1%
Value $1.515M Shares 94,044 Est. Cost $16.77 Unrealized 0.0%
POWERSHARES ETF TRUST 0.0%
Value $1.432M Shares 78,398 Est. Cost $18.17 Unrealized
ECL ECOLAB INC 0.0%
Value $1.391M Shares 12,676 Est. Cost $97.01 Unrealized +2.9%
FFIN FIRST FINL BANKSHARES 0.0%
Value $1.303M Shares 41,015 Est. Cost $13.43 Unrealized 0.0%
STBA S & T BANCORP INC 0.0%
Value $1.267M Shares 38,856 Est. Cost $30.64 Unrealized 0.0%
CHEMICAL FINL CORP 0.0%
Value $1.21M Shares 37,400 Est. Cost $32.35 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $1.185M Shares 25,182 Est. Cost $41.35 Unrealized 0.0%
OMAB GRUPO AEROPORTUARIO CTR NORT 0.0%
Value $1.182M Shares 29,804 Est. Cost $39.66 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.133M Shares 29,790 Est. Cost $32.73 Unrealized 0.0%
G GENPACT LIMITED 0.0%
Value $1.133M Shares 48,000 Est. Cost $20.30 Unrealized 0.0%
SCHL SCHOLASTIC CORP 0.0%
Value $1.129M Shares 28,981 Est. Cost $34.74 Unrealized 0.0%
GENERAL COMMUNICATION INC 0.0%
Value $1.089M Shares 63,068 Est. Cost $17.27 Unrealized
IEI ISHARES TR 0.0%
Value $1.086M Shares 8,712 Est. Cost $122.96 Unrealized
KR KROGER CO 0.0%
Value $1.052M Shares 29,168 Est. Cost $29.49 Unrealized +2.3%
GPN GLOBAL PMTS INC 0.0%
Value $1.019M Shares 8,880 Est. Cost $52.78 Unrealized 0.0%
ROCK GIBRALTAR INDS INC 0.0%
Value $876K Shares 47,745 Est. Cost $18.32 Unrealized 0.0%
BLUE NILE INC 0.0%
Value $875K Shares 26,082 Est. Cost $33.55 Unrealized
AOS SMITH A O 0.0%
Value $851K Shares 13,055 Est. Cost $28.87 Unrealized 0.0%
RUTHS HOSPITALITY GROUP INC 0.0%
Value $818K Shares 50,344 Est. Cost $16.25 Unrealized
NKE NIKE INC 0.0%
Value $767K Shares 6,235 Est. Cost $41.68 Unrealized +19.0%
TESSERA TECHNOLOGIES INC 0.0%
Value $726K Shares 22,386 Est. Cost $32.43 Unrealized
CUBI CUSTOMERS BANCORP INC 0.0%
Value $614K Shares 23,900 Est. Cost $25.43 Unrealized 0.0%
UNIVERSAL FST PRODS INC 0.0%
Value $580K Shares 10,050 Est. Cost $57.71 Unrealized
POWERSHARES ETF TR II 0.0%
Value $468K Shares 13,008 Est. Cost $36.65 Unrealized
KFY KORN FERRY INTL 0.0%
Value $438K Shares 13,240 Est. Cost $29.44 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value $432K Shares 5,162 Est. Cost $70.47 Unrealized 0.0%
RYDEX ETF TRUST 0.0%
Value $396K Shares 5,581 Est. Cost $77.16 Unrealized
POWERSHARES ETF TRUST 0.0%
Value $376K Shares 17,027 Est. Cost $22.08 Unrealized
VANGUARD SCOTTSDALE FDS 0.0%
Value $369K Shares 3,863 Est. Cost $95.52 Unrealized
SPDR SERIES TRUST 0.0%
Value $304K Shares 7,922 Est. Cost $38.37 Unrealized
FIRST DEFIANCE FINL CORP 0.0%
Value $300K Shares 8,210 Est. Cost $36.54 Unrealized
RYDEX ETF TRUST 0.0%
Value $259K Shares 3,069 Est. Cost $84.39 Unrealized
NWL NEWELL RUBBERMAID INC 0.0%
Value $252K Shares 6,343 Est. Cost $27.80 Unrealized 0.0%
BARCLAYS BK PLC 0.0%
Value $132K Shares 15,607 Est. Cost $11.06 Unrealized
L BRANDS INC 0.0%
Value $26,000 Shares 1,760 Est. Cost Unrealized
ALTRIA GROUP INC 0.0%
Value $21,000 Shares 1,700 Est. Cost Unrealized