WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $624,318 (100.0% shares, 0.0% debt)

Holdings (100)

JNK SPDR SER TR 9.0%
Value ($000) $56,150 Shares 555,055 Est. Cost $101.16 Unrealized
HYG ISHARES TR 8.6%
Value ($000) $53,977 Shares 661,330 Est. Cost $81.62 Unrealized
WBIG ABSOLUTE SHS TR 5.0%
Value ($000) $31,297 Shares 1,389,795 Est. Cost $24.43 Unrealized
ABSOLUTE SHS TR 5.0%
Value ($000) $31,044 Shares 1,319,404 Est. Cost $24.75 Unrealized
WBIL ABSOLUTE SHS TR 4.4%
Value ($000) $27,622 Shares 1,059,701 Est. Cost $26.18 Unrealized
ABSOLUTE SHS TR 3.7%
Value ($000) $23,320 Shares 891,928 Est. Cost $25.37 Unrealized
WBIF ABSOLUTE SHS TR 3.4%
Value ($000) $21,060 Shares 822,362 Est. Cost $25.68 Unrealized
IWV ISHARES TR 3.0%
Value ($000) $18,925 Shares 105,104 Est. Cost $180.06 Unrealized
VTI VANGUARD INDEX FDS 2.9%
Value ($000) $18,354 Shares 117,252 Est. Cost $156.53 Unrealized
WBIY ABSOLUTE SHS TR 2.7%
Value ($000) $16,612 Shares 885,988 Est. Cost $25.98 Unrealized
EBAY EBAY INC. 2.6%
Value ($000) $16,245 Shares 309,707 Est. Cost $37.58 Unrealized +2.2%
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $15,354 Shares 40,416 Est. Cost $7.53 Unrealized +7.1%
ADBE ADOBE INC 2.4%
Value ($000) $15,160 Shares 34,825 Est. Cost $362.50 Unrealized +2.2%
TGT TARGET CORP 2.3%
Value ($000) $14,165 Shares 118,107 Est. Cost $98.18 Unrealized 0.0%
AMGN AMGEN INC 2.2%
Value ($000) $13,428 Shares 56,935 Est. Cost $186.14 Unrealized +3.0%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $13,249 Shares 110,806 Est. Cost $101.53 Unrealized 0.0%
LOW LOWES COS INC 2.1%
Value ($000) $13,082 Shares 96,813 Est. Cost $103.31 Unrealized 0.0%
VANECK VECTORS ETF TR 2.0%
Value ($000) $12,584 Shares 438,477 Est. Cost $28.70 Unrealized
ITW ILLINOIS TOOL WKS INC 2.0%
Value ($000) $12,335 Shares 70,544 Est. Cost $142.90 Unrealized 0.0%
MSFT MICROSOFT CORP 1.8%
Value ($000) $11,203 Shares 55,051 Est. Cost $173.06 Unrealized 0.0%
INTU INTUIT 1.7%
Value ($000) $10,869 Shares 36,697 Est. Cost $264.89 Unrealized 0.0%
V VISA INC 1.7%
Value ($000) $10,716 Shares 55,476 Est. Cost $175.53 Unrealized 0.0%
ABSOLUTE SHS TR 1.7%
Value ($000) $10,488 Shares 615,556 Est. Cost $20.69 Unrealized
SCHB SCHWAB STRATEGIC TR 1.6%
Value ($000) $9,892 Shares 134,639 Est. Cost $73.47 Unrealized
ISHARES TR 1.5%
Value ($000) $9,593 Shares 251,015 Est. Cost $38.22 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $9,386 Shares 3,402 Est. Cost $120.78 Unrealized 0.0%
IWM ISHARES TR 1.5%
Value ($000) $9,358 Shares 65,355 Est. Cost $143.19 Unrealized
VB VANGUARD INDEX FDS 1.5%
Value ($000) $9,336 Shares 64,070 Est. Cost $145.72 Unrealized
CLX CLOROX CO DEL 1.4%
Value ($000) $8,818 Shares 40,197 Est. Cost $168.73 Unrealized 0.0%
ABSOLUTE SHS TR 1.2%
Value ($000) $7,687 Shares 468,763 Est. Cost $20.34 Unrealized
COSTCO WHSL CORP NEW 1.1%
Value ($000) $6,870 Shares 22,657 Est. Cost $303.22 Unrealized
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $5,886 Shares 27,411 Est. Cost $174.62 Unrealized 0.0%
VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $5,557 Shares 58,404 Est. Cost $95.15 Unrealized
MONSTER BEVERAGE CORP NEW 0.8%
Value ($000) $4,787 Shares 69,060 Est. Cost $69.32 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $4,786 Shares 13,119 Est. Cost $75.09 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.6%
Value ($000) $3,523 Shares 45,578 Est. Cost $68.10 Unrealized 0.0%
UNP UNION PAC CORP 0.5%
Value ($000) $3,350 Shares 19,813 Est. Cost $141.44 Unrealized 0.0%
KELLOGG CO 0.4%
Value ($000) $2,609 Shares 39,499 Est. Cost $49.46 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $2,353 Shares 38,918 Est. Cost $51.23 Unrealized 0.0%
SANTANDER CONSUMER USA HDG I 0.4%
Value ($000) $2,328 Shares 126,434 Est. Cost $18.41 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $2,169 Shares 58,032 Est. Cost $27.17 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $2,105 Shares 21,440 Est. Cost $70.50 Unrealized 0.0%
RSPH INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,938 Shares 8,719 Est. Cost $207.43 Unrealized
LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $1,835 Shares 27,931 Est. Cost $80.36 Unrealized
SINCLAIR BROADCAST GROUP INC 0.3%
Value ($000) $1,748 Shares 94,696 Est. Cost $18.46 Unrealized
T AT&T INC 0.3%
Value ($000) $1,728 Shares 57,177 Est. Cost $14.21 Unrealized +9.0%
HANESBRANDS INC 0.3%
Value ($000) $1,717 Shares 152,104 Est. Cost $15.05 Unrealized
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $1,679 Shares 47,754 Est. Cost $31.01 Unrealized 0.0%
IWB ISHARES TR 0.3%
Value ($000) $1,664 Shares 9,694 Est. Cost $171.65 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,659 Shares 5,854 Est. Cost $283.40 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,603 Shares 22,877 Est. Cost $54.79 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,476 Shares 25,094 Est. Cost $53.79 Unrealized -11.2%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $1,451 Shares 84,585 Est. Cost $15.11 Unrealized -12.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,389 Shares 31,054 Est. Cost $34.82 Unrealized 0.0%
IP INTL PAPER CO 0.2%
Value ($000) $1,316 Shares 37,388 Est. Cost $31.35 Unrealized -20.9%
BANK OZK 0.2%
Value ($000) $1,200 Shares 51,123 Est. Cost $23.47 Unrealized
INNOVATOR ETFS TR II 0.2%
Value ($000) $1,181 Shares 38,480 Est. Cost $33.34 Unrealized
BIGGQ BIG LOTS INC 0.2%
Value ($000) $1,144 Shares 27,228 Est. Cost $19.95 Unrealized +26.8%
HOLLYFRONTIER CORP 0.2%
Value ($000) $1,025 Shares 35,116 Est. Cost $29.19 Unrealized
HRB BLOCK H & R INC 0.2%
Value ($000) $1,004 Shares 70,285 Est. Cost $18.80 Unrealized -32.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $956 Shares 7,917 Est. Cost $99.41 Unrealized -8.1%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $919 Shares 82,605 Est. Cost $8.96 Unrealized -5.7%
AMLP ALPS ETF TR 0.1%
Value ($000) $918 Shares 37,207 Est. Cost $24.67 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $836 Shares 20,199 Est. Cost $49.16 Unrealized
INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $817 Shares 24,830 Est. Cost $38.79 Unrealized
FFBC FIRST FINL BANCORP OH 0.1%
Value ($000) $715 Shares 51,465 Est. Cost $10.85 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $700 Shares 36,284 Est. Cost $14.84 Unrealized 0.0%
CMA COMERICA INC 0.1%
Value ($000) $652 Shares 17,119 Est. Cost $50.64 Unrealized -47.7%
DK DELEK US HLDGS INC NEW 0.1%
Value ($000) $649 Shares 37,268 Est. Cost $15.92 Unrealized 0.0%
NUS NU SKIN ENTERPRISES INC 0.1%
Value ($000) $649 Shares 16,971 Est. Cost $26.43 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $646 Shares 15,563 Est. Cost $33.74 Unrealized -12.6%
CFG CITIZENS FINANCIAL GROUP INC 0.1%
Value ($000) $628 Shares 24,864 Est. Cost $17.73 Unrealized 0.0%
WYNDHAM DESTINATIONS INC 0.1%
Value ($000) $624 Shares 22,157 Est. Cost $28.16 Unrealized
VIACOMCBS INC 0.1%
Value ($000) $608 Shares 26,063 Est. Cost $23.33 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $576 Shares 8,008 Est. Cost $56.22 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $571 Shares 9,385 Est. Cost $69.03 Unrealized -35.9%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $566 Shares 11,700 Est. Cost $52.61 Unrealized
FSTA FIDELITY COVINGTON TR 0.1%
Value ($000) $563 Shares 16,148 Est. Cost $34.86 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $518 Shares 25,225 Est. Cost $20.54 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $491 Shares 54,379 Est. Cost $10.03 Unrealized -32.0%
UNUM GROUP 0.1%
Value ($000) $482 Shares 29,030 Est. Cost $15.01 Unrealized
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $474 Shares 16,579 Est. Cost $26.49 Unrealized 0.0%
SPARTANNASH CO 0.1%
Value ($000) $472 Shares 22,197 Est. Cost $21.26 Unrealized
KEY KEYCORP 0.1%
Value ($000) $462 Shares 37,914 Est. Cost $13.72 Unrealized -35.7%
CIT GROUP INC 0.1%
Value ($000) $435 Shares 21,004 Est. Cost $20.71 Unrealized
NAVIENT CORPORATION 0.1%
Value ($000) $394 Shares 56,047 Est. Cost $12.45 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $348 Shares 13,603 Est. Cost $37.24 Unrealized -35.6%
XSLV INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $332 Shares 9,798 Est. Cost $33.36 Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $305 Shares 46,949 Est. Cost $3.81 Unrealized 0.0%
TRINSEO S A 0.0%
Value ($000) $298 Shares 13,448 Est. Cost $18.14 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $285 Shares 8,951 Est. Cost $23.07 Unrealized 0.0%
PBI PITNEY BOWES INC 0.0%
Value ($000) $254 Shares 97,541 Est. Cost $2.50 Unrealized 0.0%
MCY MERCURY GENL CORP NEW 0.0%
Value ($000) $243 Shares 5,953 Est. Cost $45.63 Unrealized -12.0%
LEN LENNAR CORP 0.0%
Value ($000) $243 Shares 3,940 Est. Cost $47.29 Unrealized 0.0%
H & E EQUIPMENT SERVICES INC 0.0%
Value ($000) $242 Shares 13,109 Est. Cost $18.46 Unrealized
HOPE BANCORP INC 0.0%
Value ($000) $232 Shares 25,167 Est. Cost $11.69 Unrealized
GEF GREIF INC 0.0%
Value ($000) $223 Shares 6,467 Est. Cost $29.98 Unrealized -9.5%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $217 Shares 19,674 Est. Cost $10.72 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $217 Shares 3,389 Est. Cost $42.74 Unrealized 0.0%
BOSTON PRIVATE FINL HLDGS IN 0.0%
Value ($000) $169 Shares 24,571 Est. Cost $10.52 Unrealized