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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WBI INVESTMENTS, INC.

Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001172661-23-003695

Total Value
$496.9M
Positions
228
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (228)

#IssuerTicker / CUSIPSharesValue% of Filing
1ABSOLUTE SHS TR00400R7001,565,141$34.5M6.95%
2ABSOLUTE SHS TR00400R809983,921$28.3M5.69%
3ABSOLUTE SHS TR00400R8581,102,034$28.0M5.64%
4ABSOLUTE SHS TR00400R601967,129$25.9M5.21%
5SPDR SER TR78468R663194,539$17.9M3.59%
6DIREXION SHS ETF TR25460E307471,746$14.0M2.82%
7PACER FDS TR69374H204319,279$10.1M2.03%
8VANGUARD INDEX FDS92290875150,744$9.6M1.93%
9ISHARES TR46428765552,172$9.2M1.86%
10PACER FDS TR69374H105217,156$8.7M1.75%
11INVESCO EXCH TRADED FD TR IIIVZ186,505$7.0M1.41%
12ONEOK INC NEWOKE106,739$6.8M1.36%
13HALLIBURTON COHAL131,887$5.3M1.07%
14COTERRA ENERGY INCCTRA185,982$5.0M1.01%
15PIONEER NAT RES CO72378710721,264$4.9M0.98%
16ASSOCIATED BANC CORPASBA270,650$4.6M0.93%
17ISHARES TR46436E71845,550$4.6M0.92%
18PACER FDS TR69374H88189,536$4.4M0.89%
19ALPHABET INCGOOG31,129$4.1M0.82%
20EBAY INC.EBAY87,078$3.8M0.77%
21ALTRIA GROUP INCMO90,580$3.8M0.77%
22FIRST MERCHANTS CORPFRMEP136,509$3.8M0.76%
23FIDELITY COVINGTON TRUST31609230387,754$3.7M0.75%
24COMCAST CORP NEWCCZ81,698$3.6M0.73%
25CARDINAL HEALTH INCCAH41,076$3.6M0.72%
26SPDR SER TR78464A383161,892$3.4M0.68%
27J P MORGAN EXCHANGE TRADED F46641Q83764,335$3.2M0.65%
28MARATHON PETE CORPMARA21,077$3.2M0.64%
29ISHARES TR46434V87863,087$3.2M0.64%
30ISHARES TR46428768912,824$3.1M0.63%
31VANGUARD INDEX FDS92290876914,792$3.1M0.63%
32SPDR SER TR78468R200101,336$3.1M0.63%
33PIONEER NAT RES CO72378710713,129$3.0M0.61%
34ISHARES TR46428867927,116$3.0M0.60%
35PRUDENTIAL FINL INCPUKPF30,078$2.9M0.57%
36ISHARES TR46428717627,100$2.8M0.57%
37INTERNATIONAL PAPER CO46014610378,354$2.8M0.56%
38LYONDELLBASELL INDUSTRIES NLYB28,387$2.7M0.54%
39VERIZON COMMUNICATIONS INCVZ82,756$2.7M0.54%
40DOW INCDOW51,836$2.7M0.54%
41ONEOK INC NEWOKE41,412$2.6M0.53%
42PROSHARES TR74347B69846,094$2.6M0.52%
43BLOCK H & R INCBSQKZ60,374$2.6M0.52%
443M COMMM26,029$2.4M0.49%
45BEST BUY INCBBY34,615$2.4M0.48%
46SPDR SER TR78464A57328,399$2.4M0.48%
47MARATHON PETE CORPMARA15,410$2.3M0.47%
48APOLLO GLOBAL MGMT INC03769M10625,936$2.3M0.47%
49WILLIAMS COS INC96945710068,060$2.3M0.46%
50ILLINOIS TOOL WKS INC4523081099,876$2.3M0.46%
51AUTOLIV INCALV22,872$2.2M0.44%
52CATERPILLAR INCCAT7,982$2.2M0.44%
53BAKER HUGHES COMPANYBKR61,394$2.2M0.44%
54CSX CORPCSX70,434$2.2M0.44%
55HEWLETT PACKARD ENTERPRISE CHPE-PC124,625$2.2M0.44%
56PACER FDS TR69374H81658,626$2.2M0.44%
57METLIFE INCMET-PF33,196$2.1M0.42%
58SYNOPSYS INCSNPS4,536$2.1M0.42%
59FEDEX CORPFDX7,737$2.0M0.41%
60CNA FINL CORP12611710051,854$2.0M0.41%
61VERISK ANALYTICS INCVRSK8,596$2.0M0.41%
62VIATRIS INCVTRS204,068$2.0M0.40%
63VERISK ANALYTICS INCVRSK8,472$2.0M0.40%
64CARRIER GLOBAL CORPORATIONCARR35,970$2.0M0.40%
65SPDR SER TR78464A63117,640$2.0M0.40%
66ADOBE INCADBE3,858$2.0M0.40%
67BOOKING HOLDINGS INCBKNG635$2.0M0.39%
68APPLE INCAAPL11,236$1.9M0.39%
69PACCAR INCPCAR22,149$1.9M0.38%
70SCHWAB STRATEGIC TR80852486239,167$1.9M0.38%
71KEYCORP493267108170,804$1.8M0.37%
72TJX COS INC NEW87254010920,311$1.8M0.36%
73KRAFT HEINZ COKHC53,286$1.8M0.36%
74ASSURANT INCAIZN12,327$1.8M0.36%
75MCKESSON CORPMCK4,007$1.7M0.35%
76GALLAGHER ARTHUR J & CO3635761097,642$1.7M0.35%
77ROSS STORES INCROST15,374$1.7M0.35%
78SYNOPSYS INCSNPS3,764$1.7M0.35%
79AFLAC INCAFL22,392$1.7M0.35%
80INTERNATIONAL BUSINESS MACHSINTR12,194$1.7M0.34%
81LPL FINL HLDGS INC50212V1007,183$1.7M0.34%
82ISHARES TR46429B33340,814$1.7M0.34%
83CDW CORPCDW8,381$1.7M0.34%
84MARSH & MCLENNAN COS INC5717481028,830$1.7M0.34%
85RBB FD INC74933W45233,164$1.7M0.33%
86LULULEMON ATHLETICA INCLULU4,288$1.7M0.33%
87CINTAS CORPCTAS3,431$1.7M0.33%
88HASBRO INCHAS24,927$1.6M0.33%
89VISA INCV7,147$1.6M0.33%
90CARRIER GLOBAL CORPORATIONCARR29,641$1.6M0.33%
91ACCENTURE PLC IRELANDACN5,309$1.6M0.33%
92CHURCH & DWIGHT CO INCCHD17,628$1.6M0.33%
93MOTOROLA SOLUTIONS INCMSI5,921$1.6M0.32%
94CISCO SYS INCCSCO29,946$1.6M0.32%
95PATTERSON-UTI ENERGY INCPTEN116,313$1.6M0.32%
96INTUITINTU3,150$1.6M0.32%
97HASBRO INCHAS24,281$1.6M0.32%
98META PLATFORMS INCMETA5,346$1.6M0.32%
99RBB FD INC74933W48633,388$1.6M0.32%
100LENNOX INTL INC5261071074,266$1.6M0.32%
101FASTENAL COFAST29,023$1.6M0.32%
102SELECT SECTOR SPDR TR81369Y30823,019$1.6M0.32%
103SELECT SECTOR SPDR TR81369Y20912,289$1.6M0.32%
104PACCAR INCPCAR18,586$1.6M0.32%
105APOLLO GLOBAL MGMT INC03769M10617,584$1.6M0.32%
106LENNAR CORPLEN-B13,907$1.6M0.31%
107MICROSOFT CORPMSFT4,899$1.5M0.31%
108LPL FINL HLDGS INC50212V1006,384$1.5M0.31%
109ARISTA NETWORKS INCANET8,216$1.5M0.30%
110HILTON WORLDWIDE HLDGS INCHLT9,982$1.5M0.30%
111MCKESSON CORPMCK3,429$1.5M0.30%
112LULULEMON ATHLETICA INCLULU3,783$1.5M0.29%
113HALLIBURTON COHAL35,911$1.5M0.29%
114MARSH & MCLENNAN COS INC5717481027,618$1.4M0.29%
115VALERO ENERGY CORPVLO10,081$1.4M0.29%
116GLOBAL X FDS37954Y61645,855$1.4M0.28%
117GRAINGER W W INC3848021041,970$1.4M0.27%
118ALPHABET INCGOOG10,266$1.3M0.27%
119FIDELITY COVINGTON TRUST31609260021,832$1.3M0.27%
120SCHWAB STRATEGIC TR80852487025,649$1.3M0.26%
121WALMART INCWMT7,885$1.3M0.25%
122COTERRA ENERGY INCCTRA44,380$1.2M0.24%
123BROADCOM INCAVGO1,436$1.2M0.24%
124ADVANCED MICRO DEVICES INCAMD11,447$1.2M0.24%
125CISCO SYS INCCSCO21,637$1.2M0.23%
126ISHARES U S ETF TR46431W85339,384$1.1M0.23%
127CDW CORPCDW5,626$1.1M0.23%
128HNI CORPHNI31,799$1.1M0.22%
129KINSALE CAP GROUP INC49714P1082,653$1.1M0.22%
130PRUDENTIAL FINL INCPUKPF11,556$1.1M0.22%
131INVESCO EXCH TRADED FD TR IIIVZ20,580$1.0M0.20%
132BLOCK H & R INCBSQKZ22,574$971,9440.20%
133PLAINS GP HLDGS L PPAGP59,221$954,6420.19%
134CVR ENERGY INCCVI27,023$919,5920.19%
135CHURCH & DWIGHT CO INCCHD9,899$906,9640.18%
136CNA FINL CORP12611710022,825$898,0860.18%
137ORGANON & COOGN50,543$877,4260.18%
138HESS MIDSTREAM LPHESM28,756$837,6620.17%
139WILLIAMS COS INC96945710024,526$826,2090.17%
140INVESCO EXCH TRADED FD TR IIIVZ20,425$805,5380.16%
141ALLISON TRANSMISSION HLDGS IALSN13,357$788,8640.16%
142LEGGETT & PLATT INCLEG30,230$768,1440.15%
143ISHARES TR46429B7477,803$756,2470.15%
144INVESCO EXCH TRADED FD TR IIIVZ35,975$755,0950.15%
145ARES MANAGEMENT CORPORATIONARES-PB7,300$750,9270.15%
146SINCLAIR INCSBGI64,810$727,1680.15%
147INVESCO EXCH TRADED FD TR IIIVZ19,523$711,0100.14%
148VANGUARD MALVERN FDS92202080514,659$693,0570.14%
149CLEARWAY ENERGY INCCWEN-A32,546$688,6730.14%
150SIMMONS 1ST NATL CORP82873020040,288$683,2840.14%
151VMWARE INC9285634024,063$676,3750.14%
152SCHLUMBERGER LTDSLB11,567$674,3240.14%
153WESTERN UN COWU50,628$667,2770.13%
154ACCENTURE PLC IRELANDACN2,128$653,4480.13%
155ARCH CAP GROUP LTDG0450A1057,906$630,1550.13%
156SERVICENOW INCNOW1,126$629,3040.13%
157SCHWAB STRATEGIC TR8085247978,140$575,9740.12%
158APPLE INCAAPL3,170$542,7040.11%
159NEW YORK CMNTY BANCORP INC64944510345,645$517,6140.10%
160TRUIST FINL CORP89832Q10917,871$511,2890.10%
161PIMCO ETF TR72201R20510,100$505,8900.10%
162CITIZENS FINL GROUP INCCIA18,351$491,8060.10%
163VANECK ETF TRUST92189F48619,210$485,8020.10%
164ZIONS BANCORPORATION N A98970110713,734$479,1790.10%
165COMERICA INC20034010711,131$462,4930.09%
166GALLAGHER ARTHUR J & CO3635761092,023$461,0390.09%
167FIDELITY NATIONAL FINANCIALFNF11,055$456,5710.09%
168HUNTINGTON BANCSHARES INCHBANP43,780$455,3120.09%
169US BANCORP DELUSB-PS13,024$430,5730.09%
170ISHARES TR4642886124,214$426,9970.09%
171PNC FINL SVCS GROUP INC6934751053,475$426,6250.09%
172METLIFE INCMET-PF6,768$425,7050.09%
173VALLEY NATL BANCORP91979410749,473$423,4880.09%
174ROSS STORES INCROST3,632$410,1710.08%
175FIFTH THIRD BANCORPFITBM15,707$397,8580.08%
176UNUM GROUPUNMA7,901$388,6500.08%
177SPDR SER TR78468R10113,350$383,4080.08%
178ALLY FINL INC02005N10014,214$379,2290.08%
179MSCI INCMSCI737$378,1060.08%
180VANGUARD SCOTTSDALE FDS92206C4094,983$374,4650.08%
181CITIGROUP INCC-PR8,937$367,5780.07%
182SYNOVUS FINL CORP87161C50113,208$367,1820.07%
183INVESCO EXCH TRADED FD TR IIIVZ5,874$345,3150.07%
184FIRST INTST BANCSYSTEM INC32055Y20113,759$343,1490.07%
185PROSHARES TR74348A4673,816$337,8960.07%
186HOPE BANCORP INCHOPE37,843$334,9100.07%
187PACIFIC PREMIER BANCORP69478X10515,328$333,5370.07%
188BANKUNITED INCBKU14,569$330,7160.07%
189FULTON FINL CORP PA36027110026,928$326,0980.07%
190SANDY SPRING BANCORP INC80036310314,932$319,9920.06%
191NORTHWEST BANCSHARES INC MDNWBI30,983$316,9560.06%
192UPBOUND GROUP INCUPBD10,718$315,6450.06%
193WESBANCO INCWSBCO12,910$315,2620.06%
194ONEMAIN HLDGS INCOMF7,656$306,9290.06%
195EAGLE BANCORP INC MDEGBN14,210$304,8040.06%
196PROVIDENT FINL SVCS INC74386T10519,541$298,7810.06%
197PHILLIPS 66PSX2,423$291,1000.06%
198SPDR SER TR78464A8621,372$268,9170.05%
199J P MORGAN EXCHANGE TRADED F46641Q4072,769$260,0730.05%
200FIRST TR EXCHANGE-TRADED FD33733E5005,888$250,9960.05%
201CIVITAS RESOURCES INC17888H1032,789$225,5340.05%
202INVESCO EXCHANGE TRADED FD TIVZ2,762$220,3980.04%
203CHORD ENERGY CORPORATIONCHRD1,270$205,8150.04%
204MANAGED PORTFOLIO SERIES56167N7208,328$203,6130.04%
205KINDER MORGAN INC DELEP-PC11,691$193,8230.04%
206ALTRIA GROUP INCMO4,584$192,7470.04%
207FORD MTR CO DEL34537086015,132$187,9270.04%
208VERIZON COMMUNICATIONS INCVZ5,509$178,5350.04%
209KRAFT HEINZ COKHC5,132$172,6290.03%
210ORGANON & COOGN9,645$167,4250.03%
211INVESCO LTDIVZ11,165$162,1060.03%
212CATERPILLAR INCCAT572$156,1560.03%
213BOOKING HOLDINGS INCBKNG38$117,1820.02%
214ADOBE INCADBE162$82,5990.02%
215BROADCOM INCAVGO98$81,3910.02%
216COMCAST CORP NEWCCZ1,340$59,4070.01%
217HEWLETT PACKARD ENTERPRISE CHPE-PC3,291$57,1560.01%
218VISA INCV90$20,7000.00%
219FASTENAL COFAST258$14,0960.00%
220TJX COS INC NEW872540109151$13,4200.00%
221CINTAS CORPCTAS12$5,7720.00%
222CSX CORPCSX179$5,5030.00%
223CARDINAL HEALTH INCCAH33$2,8650.00%
224ALLY FINL INC02005N100105$2,8010.00%
225GRAINGER W W INC3848021044$2,7670.00%
226ALLISON TRANSMISSION HLDGS IALSN21$1,2400.00%
227FIFTH THIRD BANCORPFITBM44$1,1140.00%
228UNUM GROUPUNMA19$9340.00%