Long-term investor
Wbi Investments, LLC @wbiinvestmentsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001397424).
Record
- Tracked since 2025-06-30 (434 days), 953 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +8.3% · 1 year +15.4% · all +15.4%
- Max drawdown -0.7% · Sharpe 1.24 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 00400R858 · 7.5% · long · since 2025-06-30
- 00400R809 · 5.3% · long · since 2025-06-30
- 00400R700 · 4.4% · long · since 2025-06-30
- 00400R601 · 4.0% · long · since 2025-06-30
- 92189H664 · 1.8% · long · since 2026-03-31
- 35473M105 · 1.6% · long · since 2026-03-31
- 808524102 · 1.2% · long · since 2025-06-30
- 78464A805 · 1.2% · long · since 2025-06-30
- 92189F676 · 1.2% · long · since 2025-06-30
- 37954Y194 · 1.1% · long · since 2026-03-31
- APH · 1.0% · long · since 2025-09-30
- MO · 1.0% · long · since 2025-06-30
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