WBI INVESTMENTS, LLC
CRD #106336 SEC #801-22873 RED BANK, NJ 732-842-4920
SEC Registered
Total AUM
$552.6M
Discretionary
$552.6M
Employees
13
Clients
--
Accounts
1,328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $552.6M | $552.6M | $0 | 13 | 0 |
| Apr 2025 | $552.6M | $552.6M | $0 | 13 | 0 |
| Mar 2025 | $552.6M | $552.6M | $0 | 13 | 0 |
| Jul 2024 | $527.4M | $527.4M | $0 | 19 | 0 |
| Mar 2024 | $527.4M | $527.4M | $0 | 19 | 0 |
| Sep 2023 | $581.8M | $581.8M | $0 | 22 | 0 |
| Mar 2023 | $581.8M | $581.8M | $0 | 22 | 0 |
| Mar 2023 | $662.8M | $662.8M | $0 | 23 | 0 |
| Mar 2022 | $662.8M | $662.8M | $0 | 23 | 0 |
| Feb 2022 | $509.9M | $509.9M | $0 | 23 | 0 |
| May 2021 | $538.3M | $538.3M | $0 | 26 | 0 |
| Mar 2021 | $538.3M | $538.3M | $0 | 26 | 0 |
| Dec 2020 | $772M | $772M | $0 | 37 | 0 |
| Nov 2020 | $772M | $772M | $0 | 37 | 0 |
| Nov 2020 | $772M | $772M | $0 | 37 | 0 |
| Nov 2020 | $772M | $772M | $0 | 37 | 0 |
| Oct 2020 | $772M | $772M | $0 | 37 | 0 |
| Aug 2020 | $772M | $772M | $0 | 37 | 0 |
| Jun 2020 | $772M | $772M | $0 | 37 | 0 |
| Jun 2020 | $772M | $772M | $0 | 37 | 0 |
| Mar 2020 | $772M | $772M | $0 | 37 | 0 |
| Sep 2019 | $1.3B | $1.3B | $0 | 42 | 0 |
| Aug 2019 | $1.3B | $1.3B | $0 | 42 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 42 | 0 |
| Jul 2018 | $1.7B | $1.7B | $0 | 51 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 51 | 0 |
| Sep 2017 | $1.7B | $1.7B | $0 | 58 | 7,100 |
| Mar 2017 | $1.9B | $1.9B | $0 | 58 | 7,100 |
| Feb 2017 | $3.1B | $3.1B | $0 | 69 | 11,700 |
| Jan 2017 | $3.1B | $3.1B | $0 | 69 | 11,700 |
| Mar 2016 | $3.1B | $3.1B | $0 | 69 | 11,700 |
| Feb 2016 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Oct 2015 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Aug 2015 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Jul 2015 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Jun 2015 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Jun 2015 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Mar 2015 | $3.3B | $3.3B | $0 | 61 | 10,400 |
| Nov 2014 | $2.5B | $2.5B | $0 | 52 | 9,600 |
| Aug 2014 | $2.5B | $2.5B | $0 | 52 | 9,600 |
| Jul 2014 | $2.5B | $2.5B | $0 | 52 | 9,600 |
| Jun 2014 | $2.5B | $2.5B | $0 | 52 | 9,600 |
| Jun 2014 | $2.5B | $2.5B | $0 | 52 | 9,600 |
| Mar 2014 | $2.5B | $2.5B | $0 | 52 | 6,600 |
| Dec 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Dec 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Aug 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Jul 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| May 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Apr 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Mar 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Mar 2013 | $1.7B | $1.7B | $0 | 51 | 6,600 |
| Oct 2012 | $1.1B | $1.1B | $0 | 11 | 3,500 |
| Sep 2012 | $1.1B | $1.1B | $0 | 11 | 3,500 |
| Aug 2012 | $1.1B | $1.1B | $0 | 11 | 3,500 |
| Mar 2012 | $1.1B | $1.1B | $0 | 11 | 3,500 |
| Aug 2011 | $568.4M | $568.4M | $0 | -- | -- |
| Jul 2011 | $568.4M | $568.4M | $0 | -- | -- |
| Jun 2011 | $568.4M | $568.4M | $0 | -- | -- |
| May 2011 | $568.4M | $568.4M | $0 | -- | -- |
| May 2011 | $568.4M | $568.4M | $0 | -- | -- |
| Apr 2011 | $568.4M | $568.4M | $0 | -- | -- |
| Mar 2011 | $353.9M | $353.9M | $0 | -- | -- |
| Jan 2011 | $353.9M | $353.9M | $0 | -- | -- |
| Nov 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Oct 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Sep 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Sep 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Aug 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Jul 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Mar 2010 | $353.9M | $353.9M | $0 | -- | -- |
| Oct 2009 | $258.2M | $250.5M | $7.7M | -- | -- |
| Oct 2009 | $258.2M | $250.5M | $7.7M | -- | -- |
| Mar 2009 | $258.2M | $250.5M | $7.7M | -- | -- |
| Jan 2008 | $228.1M | $219M | $9.1M | -- | -- |
| Oct 2007 | $228.1M | $219M | $9.1M | -- | -- |
| Apr 2007 | $228.1M | $219M | $9.1M | -- | -- |
| Mar 2007 | $228.1M | $219M | $9.1M | -- | -- |
| Mar 2006 | $180.9M | $172.1M | $8.8M | 10 | -- |
| Dec 2005 | $156.3M | $150.2M | $6.1M | 10 | -- |
| Jun 2004 | $119.5M | $114.1M | $5.4M | 10 | -- |
| Apr 2002 | $80.8M | $76.5M | $4.3M | 10 | -- |
DateMay 2025
Total AUM$552.6M
Discretionary$552.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$552.6M
Discretionary$552.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$552.6M
Discretionary$552.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$527.4M
Discretionary$527.4M
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$527.4M
Discretionary$527.4M
Non-Disc.$0
Employees19
Clients0
DateSep 2023
Total AUM$581.8M
Discretionary$581.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$581.8M
Discretionary$581.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$662.8M
Discretionary$662.8M
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$662.8M
Discretionary$662.8M
Non-Disc.$0
Employees23
Clients0
DateFeb 2022
Total AUM$509.9M
Discretionary$509.9M
Non-Disc.$0
Employees23
Clients0
DateMay 2021
Total AUM$538.3M
Discretionary$538.3M
Non-Disc.$0
Employees26
Clients0
DateMar 2021
Total AUM$538.3M
Discretionary$538.3M
Non-Disc.$0
Employees26
Clients0
DateDec 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateNov 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateNov 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateNov 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateOct 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateAug 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateJun 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateJun 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateMar 2020
Total AUM$772M
Discretionary$772M
Non-Disc.$0
Employees37
Clients0
DateSep 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees42
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees42
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees42
Clients0
DateJul 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients0
DateSep 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees58
Clients7,100
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees58
Clients7,100
DateFeb 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees69
Clients11,700
DateJan 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees69
Clients11,700
DateMar 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees69
Clients11,700
DateFeb 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateOct 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateAug 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateJul 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateJun 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateJun 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateMar 2015
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees61
Clients10,400
DateNov 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees52
Clients9,600
DateAug 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees52
Clients9,600
DateJul 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees52
Clients9,600
DateJun 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees52
Clients9,600
DateJun 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees52
Clients9,600
DateMar 2014
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees52
Clients6,600
DateDec 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateDec 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateAug 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateJul 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateMay 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateApr 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateMar 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateMar 2013
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees51
Clients6,600
DateOct 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients3,500
DateSep 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients3,500
DateAug 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients3,500
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients3,500
DateAug 2011
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$353.9M
Discretionary$353.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$258.2M
Discretionary$250.5M
Non-Disc.$7.7M
Employees--
Clients--
DateOct 2009
Total AUM$258.2M
Discretionary$250.5M
Non-Disc.$7.7M
Employees--
Clients--
DateMar 2009
Total AUM$258.2M
Discretionary$250.5M
Non-Disc.$7.7M
Employees--
Clients--
DateJan 2008
Total AUM$228.1M
Discretionary$219M
Non-Disc.$9.1M
Employees--
Clients--
DateOct 2007
Total AUM$228.1M
Discretionary$219M
Non-Disc.$9.1M
Employees--
Clients--
DateApr 2007
Total AUM$228.1M
Discretionary$219M
Non-Disc.$9.1M
Employees--
Clients--
DateMar 2007
Total AUM$228.1M
Discretionary$219M
Non-Disc.$9.1M
Employees--
Clients--
DateMar 2006
Total AUM$180.9M
Discretionary$172.1M
Non-Disc.$8.8M
Employees10
Clients--
DateDec 2005
Total AUM$156.3M
Discretionary$150.2M
Non-Disc.$6.1M
Employees10
Clients--
DateJun 2004
Total AUM$119.5M
Discretionary$114.1M
Non-Disc.$5.4M
Employees10
Clients--
DateApr 2002
Total AUM$80.8M
Discretionary$76.5M
Non-Disc.$4.3M
Employees10
Clients--