WBIF ABSOLUTE WBI

Ownership history in LPL Financial LLC  ·  37 quarters on record

AI Ownership Summary

LPL Financial LLC reported ABSOLUTE WBI (WBIF) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows WBIF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WBIF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in ABSOLUTE WBI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WBIF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LPL Financial LLC held WBIF — position size vs. price
% of Fund (quarterly)    WBIF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,017 -5,083 -11.8% 0.00% $1.2M 2026-02-14 (Est.) $32.28
2025 Q3 REDUCED 43,100 -3,327 -7.2% 0.00% $1.3M 2025-11-12 $31.38
2025 Q2 REDUCED 46,427 -9,588 -17.1% 0.00% $1.3M 2025-08-12 $29.96
2025 Q1 REDUCED 56,015 -9,289 -14.2% 0.00% $1.6M 2025-05-07 $27.04
2024 Q4 REDUCED 65,304 -838 -1.3% 0.00% $1.9M 2025-02-11 $30.05
2024 Q3 REDUCED 66,142 -5,088 -7.1% 0.00% $1.9M 2024-11-08 $29.90
2024 Q2 REDUCED 71,230 -8,944 -11.2% 0.00% $2.1M 2024-08-07 $27.50
2024 Q1 REDUCED 80,174 -4,587 -5.4% 0.00% $2.5M 2024-05-10 $29.61
2023 Q4 REDUCED 84,761 -12,703 -13.0% 0.00% $2.4M 2024-02-14 $28.11
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LPL Financial LLC and WBIF

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning WBIF?

LPL Financial LLC reported WBIF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WBIF position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for WBIF was 0.00% in 2023 Q4.

What is the latest reported WBIF position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 38,017 shares, equal to 0.00% of portfolio, with an estimated market value of $1.2M.

What does the chart on this WBIF ownership page compare?

The chart compares LPL Financial LLC's quarterly WBIF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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