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WBI INVESTMENTS Profile
WBI Investments is an investment management firm based out of Red Bank, New Jersey. The company was originally established in 1984 by founder Donald Robert Schreiber Jr., who is still with the company today acting as its President and CEO. WBI Investments conducts its research internally, utilizing both fundamental and quantitative investment methodologies. The company invests in the public equity and fixed income market on a global scale, allocating its assets in a variety of companies and benchmarking its performance against the S&P 500 and BCGC indexes. WBI Investments, previously known as Wealth Builders, Inc., has grown from its inception to now operate with 61 employees of which 33 are investment professionals. The company manages over $3.3 billion in total assets under management spread across over 10,400 accounts, all of which are discretionary accounts. Both of WBI Investments’s total number of accounts and total assets under management have been increasing in recent years with its total number of accounts growing from under 1500 back in 2010 to its current amount and its total assets under management growing significantly from approximately a quarter of a billion in 2010 to well over 10 times that amount today. The company invests most heavily in the finance sector, which alone makes up almost two thirds of its total asset allocations, and also invests in the consumer discretionary, information technology, industrials, health care, and consumer staples sectors, among other sectors to a lesser degree, in order of decreasing allocations. WBI Investments mainly caters to individuals, which alone makes up almost two thirds of its clientele, and also caters to a variety of other clients. The company current offers its BA, BP, DI, and DG Tactical mutual funds and offers its SMG Shares, SMV, LCG, LCY, Income Shares, and High Income Shares, among others, Tactical ETFs.
WBI INVESTMENTS has disclosed 177 total holdings in their latest 13F filing with the SEC for the portfolio date of 2021-06-30. The current portfolio value is calculated to be $651.00 Mil. The turnover rate is 64%.
In WBI INVESTMENTS's current portfolio as of 2021-06-30, the top 5 holdings are not including call and put options. WBI INVESTMENTS did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for WBI INVESTMENTS, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for WBI INVESTMENTS, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for WBI INVESTMENTS.
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