WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 4, 2021

Total Value ($000): $660,745 (100.0% shares, 0.0% debt)

Holdings (164)

HYLB DBX ETF TR 11.2%
Value ($000) $73,930 Shares 1,475,942 Est. Cost $50.09 Unrealized
USHY ISHARES TR 10.9%
Value ($000) $72,169 Shares 1,749,118 Est. Cost $41.14 Unrealized
ABSOLUTE SHS TR 4.3%
Value ($000) $28,588 Shares 1,146,243 Est. Cost $24.75 Unrealized
WBIG ABSOLUTE SHS TR 4.3%
Value ($000) $28,400 Shares 1,207,498 Est. Cost $24.43 Unrealized
ANGL VANECK VECTORS ETF TR 4.0%
Value ($000) $26,549 Shares 827,076 Est. Cost $31.70 Unrealized
WBIL ABSOLUTE SHS TR 3.7%
Value ($000) $24,636 Shares 925,122 Est. Cost $26.18 Unrealized
ABSOLUTE SHS TR 3.3%
Value ($000) $22,036 Shares 778,918 Est. Cost $25.37 Unrealized
WBIF ABSOLUTE SHS TR 2.9%
Value ($000) $19,351 Shares 715,833 Est. Cost $25.68 Unrealized
WBIY ABSOLUTE SHS TR 2.7%
Value ($000) $18,094 Shares 797,504 Est. Cost $25.98 Unrealized
ABSOLUTE SHS TR 2.0%
Value ($000) $13,373 Shares 665,522 Est. Cost $20.61 Unrealized
AZN ASTRAZENECA PLC 1.6%
Value ($000) $10,809 Shares 216,221 Est. Cost $49.99 Unrealized
NVAX NOVAVAX INC 1.6%
Value ($000) $10,774 Shares 96,619 Est. Cost $106.29 Unrealized 0.0%
CCEP COCA COLA EUROPEAN PARTNERS 1.4%
Value ($000) $9,023 Shares 181,061 Est. Cost $35.98 Unrealized 0.0%
PFE PFIZER INC 1.3%
Value ($000) $8,899 Shares 241,767 Est. Cost $27.48 Unrealized +4.2%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $8,582 Shares 50,962 Est. Cost $117.34 Unrealized +16.7%
BAC BK OF AMERICA CORP 1.2%
Value ($000) $8,030 Shares 264,941 Est. Cost $23.66 Unrealized 0.0%
ABSOLUTE SHS TR 1.1%
Value ($000) $7,176 Shares 417,222 Est. Cost $20.10 Unrealized
CRSP CRISPR THERAPEUTICS AG 1.1%
Value ($000) $7,026 Shares 45,890 Est. Cost $118.20 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 1.0%
Value ($000) $6,705 Shares 9,124 Est. Cost $216.30 Unrealized +4.8%
AAPL APPLE INC 1.0%
Value ($000) $6,538 Shares 49,272 Est. Cost $117.01 Unrealized 0.0%
ORI OLD REP INTL CORP 1.0%
Value ($000) $6,385 Shares 323,952 Est. Cost $11.11 Unrealized +0.6%
MSFT MICROSOFT CORP 0.9%
Value ($000) $5,801 Shares 26,084 Est. Cost $206.04 Unrealized 0.0%
LOW LOWES COS INC 0.8%
Value ($000) $5,600 Shares 34,891 Est. Cost $103.31 Unrealized +43.3%
FBIN FORTUNE BRANDS HOME & SEC IN 0.8%
Value ($000) $5,030 Shares 58,684 Est. Cost $66.36 Unrealized +1.6%
LEN LENNAR CORP 0.8%
Value ($000) $4,995 Shares 65,529 Est. Cost $65.67 Unrealized +6.1%
C CITIGROUP INC 0.7%
Value ($000) $4,907 Shares 79,580 Est. Cost $42.37 Unrealized 0.0%
VCLT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $4,779 Shares 43,031 Est. Cost $111.06 Unrealized
IRM IRON MTN INC NEW 0.7%
Value ($000) $4,764 Shares 161,613 Est. Cost $22.13 Unrealized 0.0%
YUM YUM BRANDS INC 0.7%
Value ($000) $4,604 Shares 42,408 Est. Cost $92.76 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.7%
Value ($000) $4,444 Shares 128,240 Est. Cost $25.50 Unrealized +0.2%
JACOBS ENGR GROUP INC 0.7%
Value ($000) $4,310 Shares 39,549 Est. Cost $108.98 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.6%
Value ($000) $4,290 Shares 109,745 Est. Cost $26.56 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.6%
Value ($000) $4,290 Shares 49,211 Est. Cost $77.07 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $4,229 Shares 28,381 Est. Cost $106.49 Unrealized 0.0%
DIS DISNEY WALT CO 0.6%
Value ($000) $4,183 Shares 23,087 Est. Cost $140.23 Unrealized 0.0%
SHOP SHOPIFY INC 0.6%
Value ($000) $4,089 Shares 3,612 Est. Cost $99.42 Unrealized +5.6%
TJX TJX COS INC NEW 0.6%
Value ($000) $3,982 Shares 58,306 Est. Cost $56.47 Unrealized 0.0%
VST VISTRA CORP 0.6%
Value ($000) $3,886 Shares 197,638 Est. Cost $16.72 Unrealized -0.5%
AON AON PLC 0.6%
Value ($000) $3,874 Shares 18,339 Est. Cost $196.52 Unrealized 0.0%
TGT TARGET CORP 0.6%
Value ($000) $3,659 Shares 20,728 Est. Cost $98.18 Unrealized +47.6%
BC BRUNSWICK CORP 0.6%
Value ($000) $3,650 Shares 47,875 Est. Cost $63.73 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $3,633 Shares 43,883 Est. Cost $56.87 Unrealized +6.1%
MAS MASCO CORP 0.5%
Value ($000) $3,596 Shares 65,462 Est. Cost $50.31 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.5%
Value ($000) $3,592 Shares 97,429 Est. Cost $31.85 Unrealized 0.0%
GIS GENERAL MLS INC 0.5%
Value ($000) $3,548 Shares 60,334 Est. Cost $50.86 Unrealized 0.0%
INTU INTUIT 0.5%
Value ($000) $3,495 Shares 9,199 Est. Cost $340.30 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $3,424 Shares 22,349 Est. Cost $128.52 Unrealized +3.5%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $3,347 Shares 59,162 Est. Cost $40.57 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,207 Shares 20,373 Est. Cost $127.53 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $3,081 Shares 21,956 Est. Cost $115.62 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $3,031 Shares 21,559 Est. Cost $25.75 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.5%
Value ($000) $3,013 Shares 122,477 Est. Cost $17.89 Unrealized 0.0%
LSTR LANDSTAR SYS INC 0.5%
Value ($000) $2,999 Shares 22,274 Est. Cost $134.64 Unrealized
PII POLARIS INC 0.4%
Value ($000) $2,927 Shares 30,727 Est. Cost $95.69 Unrealized 0.0%
CI CIGNA CORP NEW 0.4%
Value ($000) $2,916 Shares 14,004 Est. Cost $179.43 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,861 Shares 69,419 Est. Cost $33.40 Unrealized -9.1%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $2,848 Shares 29,314 Est. Cost $95.80 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $2,809 Shares 7,457 Est. Cost $347.39 Unrealized 0.0%
ORCL ORACLE CORP 0.4%
Value ($000) $2,753 Shares 42,558 Est. Cost $52.75 Unrealized +5.2%
CINF CINCINNATI FINL CORP 0.4%
Value ($000) $2,671 Shares 30,572 Est. Cost $70.11 Unrealized 0.0%
T AT&T INC 0.4%
Value ($000) $2,519 Shares 87,600 Est. Cost $14.80 Unrealized +3.9%
NEM NEWMONT CORP 0.4%
Value ($000) $2,518 Shares 42,049 Est. Cost $52.35 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.4%
Value ($000) $2,449 Shares 11,643 Est. Cost $182.06 Unrealized +8.8%
EBAY EBAY INC. 0.3%
Value ($000) $2,291 Shares 45,585 Est. Cost $46.69 Unrealized 0.0%
AIZ ASSURANT INC 0.3%
Value ($000) $2,287 Shares 16,790 Est. Cost $104.47 Unrealized +13.2%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $2,129 Shares 12,487 Est. Cost $141.39 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $2,104 Shares 19,639 Est. Cost $70.50 Unrealized +12.0%
HUM HUMANA INC 0.3%
Value ($000) $2,078 Shares 5,064 Est. Cost $396.56 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $2,071 Shares 7,927 Est. Cost $223.05 Unrealized 0.0%
GLW CORNING INC 0.3%
Value ($000) $2,062 Shares 57,270 Est. Cost $30.87 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.3%
Value ($000) $2,059 Shares 22,460 Est. Cost $48.10 Unrealized +19.6%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,047 Shares 16,262 Est. Cost $96.54 Unrealized -3.2%
SEAGATE TECHNOLOGY PLC 0.3%
Value ($000) $2,025 Shares 32,579 Est. Cost $49.27 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $1,963 Shares 31,481 Est. Cost $47.57 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,894 Shares 47,358 Est. Cost $30.72 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,824 Shares 45,725 Est. Cost $39.89 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,791 Shares 11,833 Est. Cost $114.35 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,730 Shares 9,151 Est. Cost $164.87 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.3%
Value ($000) $1,723 Shares 81,174 Est. Cost $15.57 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.3%
Value ($000) $1,722 Shares 73,203 Est. Cost $15.11 Unrealized +14.4%
SRPT SAREPTA THERAPEUTICS INC 0.3%
Value ($000) $1,716 Shares 10,064 Est. Cost $148.17 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.3%
Value ($000) $1,697 Shares 36,566 Est. Cost $39.70 Unrealized 0.0%
LUMEN TECHNOLOGIES INC 0.2%
Value ($000) $1,558 Shares 159,781 Est. Cost $10.09 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $1,549 Shares 10,166 Est. Cost $130.99 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $1,538 Shares 55,803 Est. Cost $18.85 Unrealized +10.1%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,443 Shares 35,460 Est. Cost $40.69 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,406 Shares 34,288 Est. Cost $26.69 Unrealized 0.0%
MDU MDU RES GROUP INC 0.2%
Value ($000) $1,301 Shares 49,383 Est. Cost $8.05 Unrealized 0.0%
GWW GRAINGER W W INC 0.2%
Value ($000) $1,299 Shares 3,181 Est. Cost $371.45 Unrealized 0.0%
XAR SPDR SER TR 0.2%
Value ($000) $1,199 Shares 10,450 Est. Cost $114.74 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,170 Shares 4,435 Est. Cost $197.01 Unrealized 0.0%
SMDV PROSHARES TR 0.2%
Value ($000) $1,129 Shares 19,660 Est. Cost $57.43 Unrealized
PTLC PACER FDS TR 0.2%
Value ($000) $1,103 Shares 33,702 Est. Cost $32.73 Unrealized
KEY KEYCORP 0.2%
Value ($000) $1,062 Shares 64,724 Est. Cost $12.52 Unrealized -9.1%
RSPS INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,056 Shares 6,978 Est. Cost $144.25 Unrealized
XRX XEROX HOLDINGS CORP 0.2%
Value ($000) $1,033 Shares 44,539 Est. Cost $17.51 Unrealized +20.8%
TER TERADYNE INC 0.1%
Value ($000) $962 Shares 8,025 Est. Cost $100.07 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $931 Shares 3,596 Est. Cost $220.47 Unrealized 0.0%
FLQL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $887 Shares 23,418 Est. Cost $37.88 Unrealized
HRB BLOCK H & R INC 0.1%
Value ($000) $851 Shares 53,648 Est. Cost $14.48 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $830 Shares 65,709 Est. Cost $9.72 Unrealized -7.3%
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $812 Shares 16,869 Est. Cost $47.08 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $807 Shares 11,634 Est. Cost $51.88 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $804 Shares 22,179 Est. Cost $28.88 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $794 Shares 1,490 Est. Cost $481.89 Unrealized +0.2%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $775 Shares 15,579 Est. Cost $30.81 Unrealized +16.4%
PNR PENTAIR PLC 0.1%
Value ($000) $774 Shares 14,580 Est. Cost $47.98 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $765 Shares 7,738 Est. Cost $77.69 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $758 Shares 4,200 Est. Cost $191.55 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $753 Shares 4,590 Est. Cost $116.84 Unrealized +15.2%
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $725 Shares 17,864 Est. Cost $40.58 Unrealized
AGZ ISHARES TR 0.1%
Value ($000) $703 Shares 5,879 Est. Cost $119.58 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $653 Shares 9,687 Est. Cost $65.99 Unrealized
CMA COMERICA INC 0.1%
Value ($000) $614 Shares 10,992 Est. Cost $50.64 Unrealized -24.3%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $563 Shares 3,572 Est. Cost $136.86 Unrealized 0.0%
AOS SMITH A O CORP 0.1%
Value ($000) $540 Shares 9,842 Est. Cost $50.29 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $535 Shares 10,783 Est. Cost $35.23 Unrealized +7.8%
MATV SCHWEITZER-MAUDUIT INTL INC 0.1%
Value ($000) $524 Shares 13,036 Est. Cost $24.25 Unrealized +15.6%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $522 Shares 10,153 Est. Cost $51.41 Unrealized
UVV UNIVERSAL CORP VA 0.1%
Value ($000) $504 Shares 10,374 Est. Cost $45.03 Unrealized 0.0%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $498 Shares 15,529 Est. Cost $32.07 Unrealized
FHN FIRST HORIZON CORPORATION 0.1%
Value ($000) $494 Shares 38,704 Est. Cost $7.71 Unrealized +26.5%
VECTOR GROUP LTD 0.1%
Value ($000) $487 Shares 41,803 Est. Cost $9.69 Unrealized
GEF GREIF INC 0.1%
Value ($000) $484 Shares 10,329 Est. Cost $30.54 Unrealized +25.4%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $477 Shares 29,590 Est. Cost $8.96 Unrealized +31.3%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $476 Shares 3,067 Est. Cost $132.77 Unrealized 0.0%
SGU STAR GROUP L P 0.1%
Value ($000) $430 Shares 45,660 Est. Cost $9.31 Unrealized +3.1%
AMLP ALPS ETF TR 0.1%
Value ($000) $417 Shares 16,268 Est. Cost $25.63 Unrealized
BGS B & G FOODS INC NEW 0.1%
Value ($000) $416 Shares 14,998 Est. Cost $17.68 Unrealized 0.0%
UNM UNUM GROUP 0.1%
Value ($000) $401 Shares 17,471 Est. Cost $17.78 Unrealized +16.3%
FHB FIRST HAWAIIAN INC 0.1%
Value ($000) $356 Shares 15,088 Est. Cost $15.87 Unrealized 0.0%
OZK BANK OZK 0.1%
Value ($000) $349 Shares 11,162 Est. Cost $19.18 Unrealized +17.4%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $344 Shares 8,156 Est. Cost $26.49 Unrealized +36.3%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $343 Shares 32,469 Est. Cost $10.56 Unrealized
WADDELL & REED FINL INC 0.1%
Value ($000) $335 Shares 13,149 Est. Cost $14.82 Unrealized
PFS PROVIDENT FINL SVCS INC 0.1%
Value ($000) $332 Shares 18,478 Est. Cost $10.18 Unrealized +15.1%
HOPE HOPE BANCORP INC 0.0%
Value ($000) $326 Shares 29,892 Est. Cost $8.36 Unrealized +11.4%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $324 Shares 1,239 Est. Cost $261.50 Unrealized
CATY CATHAY GEN BANCORP 0.0%
Value ($000) $323 Shares 10,040 Est. Cost $23.03 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $321 Shares 4,653 Est. Cost $64.70 Unrealized +7.0%
ITA ISHARES TR 0.0%
Value ($000) $319 Shares 3,372 Est. Cost $158.42 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $318 Shares 5,771 Est. Cost $55.10 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $313 Shares 3,760 Est. Cost $83.24 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $311 Shares 9,609 Est. Cost $21.18 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $310 Shares 4,947 Est. Cost $62.66 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $302 Shares 27,580 Est. Cost $6.54 Unrealized +22.1%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $302 Shares 7,417 Est. Cost $33.25 Unrealized
FNB F N B CORP 0.0%
Value ($000) $301 Shares 31,703 Est. Cost $7.01 Unrealized 0.0%
CFFI C & F FINL CORP 0.0%
Value ($000) $299 Shares 8,061 Est. Cost $29.44 Unrealized 0.0%
MCY MERCURY GENL CORP NEW 0.0%
Value ($000) $298 Shares 5,716 Est. Cost $45.16 Unrealized -1.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $292 Shares 17,146 Est. Cost $10.68 Unrealized +16.2%
ATLO AMES NATL CORP 0.0%
Value ($000) $289 Shares 12,051 Est. Cost $16.70 Unrealized 0.0%
PENNS WOODS BANCORP INC 0.0%
Value ($000) $286 Shares 10,993 Est. Cost $26.02 Unrealized
SAFT SAFETY INS GROUP INC 0.0%
Value ($000) $269 Shares 3,447 Est. Cost $73.36 Unrealized 0.0%
UNB UNION BANKSHARES INC 0.0%
Value ($000) $268 Shares 10,429 Est. Cost $24.67 Unrealized 0.0%
JPME J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $268 Shares 3,571 Est. Cost $64.11 Unrealized
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $261 Shares 10,261 Est. Cost $15.72 Unrealized +17.4%
PREMIER FINL BANCORP INC 0.0%
Value ($000) $259 Shares 19,475 Est. Cost $10.80 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $251 Shares 4,602 Est. Cost $54.54 Unrealized
XHS SPDR SER TR 0.0%
Value ($000) $244 Shares 2,519 Est. Cost $96.86 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $239 Shares 2,334 Est. Cost $102.40 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $234 Shares 3,010 Est. Cost $77.74 Unrealized
NAVI NAVIENT CORPORATION 0.0%
Value ($000) $231 Shares 23,550 Est. Cost $8.20 Unrealized +15.8%
MS MORGAN STANLEY 0.0%
Value ($000) $227 Shares 3,315 Est. Cost $48.82 Unrealized 0.0%