Wbi Investments, Inc.
WBI Investments, Inc. is an investment adviser firm headquartered in Red Bank, New Jersey, founded in 1984. The firm offers quantitative investment management solutions for financial professionals, leveraging technology to optimize client financial outcomes. With approximately 50 to 99 employees, WBI specializes in providing model portfolios, separately managed accounts, and exchange-traded funds for advisors and their clients.
Investment Strategy
WBI Investments employs a quantitative, tech-driven investment strategy, blending automated and human-expert portfolio management. Their approach centers on managing behavioral biases that impact investor performance, offering turnkey technology platforms (like Cy) that empower advisors to deliver risk-tailored solutions and personalized service. The firm focuses on enhancing investment outcomes through disciplined risk management, technology integration, and personalized investment portfolios, including ETFs and separately managed accounts.
Top Holdings
Equity Positions (265)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WBIY | ABSOLUTE SHS TR | 6.28% | $24.2M | 826,826 | $26.00 | $29.25 | -$223.8K |
W WBIL | ABSOLUTE SHS TR | 5.51% | $21.2M | 652,922 | $26.86 | $32.53 | -$170.3K |
W WBIG | ABSOLUTE SHS TR | 5.49% | $21.1M | 964,848 | $24.64 | $21.91 | -$1.5M |
W WBIF | ABSOLUTE SHS TR | 4.71% | $18.2M | 631,156 | $27.33 | $28.78 | -$595.4K |
V VFLO | VICTORY PORTFOLIOS II | 2.23% | $8.6M | 243,062 | $32.65 | $35.35 | +$76.8K |