WBI INVESTMENTS INC. Overview

Wbi Investments Inc. is an investment advisor that manages 3.3 BN dollars in regulatory AUM and has 61 employees, of which 33 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 78% of the manager's regulatory AUM.

WBI INVESTMENTS INC. StockAlpha

-1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WBI INVESTMENTS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WBII 9.46% ETF -1.01% -0.17% 112 0%
WBIH 5.06% ETF 1.89% 0.05% 87 0%
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WBI INVESTMENTS INC. Founders and Key Employees

Name Title In Position Since
Donald R. Schreiber Ceo, Treasurer September-1984
Robert Confessore Vice President February-2001
Gary E. Stroik Vice President & Chief Investment Officer February-2001
Matthew E. Schreiber President May-2013
Tracey M. Crespo Chief Operating Officers July-2011
Eric R. Hedenburg Chief Technology Officer February-2012
Cynthia R. Bonna Chief Compliance Officer July-2013
Kerri E. Cain Chief Financial Officer December-2013
Ann H. Schreiber Secretary January-2012

WBI INVESTMENTS INC. Brokers, Custodians, Auditors and Administrators

Type Company

WBI INVESTMENTS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis in Formulating Investment Advice

WBI builds portfolios with the goal of providing the investment outcome clients require at the level of risk they are willing to assume, not trying to match a particular market index. This goal of providing consistent, attractive returns with substantially less volatility and risk to capital than traditional approaches is what we call an absolute return approach. We believe protecting capital is essential to providing long term portfolio growth or a consistent stream of income. It is our experience that opportunities, challenges, and investment conditions are continually evolving. Therefore, we believe a responsive method of investing is more important than any particular investment. We feel the ability to adapt and evolve as risks and opportunities appear is the key to pursuing a stable outcome in an uncertain world.

Responding to changing inves...
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WBI INVESTMENTS INC. Portfolio Concentration

WBI INVESTMENTS INC. Location

ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD
SUITE 122
RED BANK, New Jersey
UNITED STATES, 07701

WBI INVESTMENTS INC. Contact Information

Phone Number: 732-842-4920
Fax Number: 732-842-8049
Website:

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