WBI INVESTMENTS, LLC

Position in V — Visa Inc.

CIK 1397424 RED BANK, NJ

Position in V

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$624,766

+$181,985 QoQ

Shares Held

1,821

+24.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,351

of 4,498 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $9,081,700 across 6 Credit Services names. V ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	10,017	$3,388,250
2	OMF	OneMain Holdings, Inc.	40,444	$2,465,869
3	COF	Capital One Financial Corp	6,584	$1,320,881
4	WU	Western Union CO	138,604	$1,067,250
5	V	Visa Inc. This page	1,821	$624,766
6	MA	Mastercard Inc	418	$214,684

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,766	1,821	+24.3%	Shares	Sole	2026-08-11
2026-03-31	$442,781	1,465	-76.3%	Shares	Defined	2026-05-11
2025-12-31	$2,169,141	6,185	+6.2%	Shares	Defined	2026-02-13
2025-09-30	$1,988,196	5,824	+53.5%	Shares	Defined	2025-11-20
2025-06-30	$1,347,414	3,795	+108.4%	Shares	Defined	2025-08-11
2025-03-31	$638,186	1,821	-77.1%	Shares	Defined	2025-05-22
2024-12-31	$2,516,626	7,963	+176.3%	Shares	Defined	2025-02-14
2024-09-30	$792,405	2,882	-14.3%	Shares	Sole	2024-11-12
2024-06-30	$882,423	3,362	-73.9%	Shares	Defined	2024-07-30
2023-12-31	$3,351,485	12,873	+77.9%	Shares	Defined	2024-02-09
2023-09-30	$1,664,581	7,237	-68.4%	Shares	Defined	2023-11-09
2023-06-30	$5,437,341	22,896	+111.9%	Shares	Sole	2023-08-07
2023-03-31	$2,436,545	10,807	-43.5%	Shares	Defined	2023-05-15
2022-12-31	$3,975,902	19,137	-41.0%	Shares	Defined	2023-02-13
2020-09-30	$6,487,226	32,441	-41.5%	Shares	Defined	2020-11-06
2020-06-30	$10,716,298	55,476	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.