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Angel Oak Funds Trust shares owned by WBI Investments

Quarter-by-quarter ownership of Angel Oak Funds Trust (AOHY) shares owned by WBI Investments from 13F filings

Historical chart of WBI Investments investment in Angel Oak Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Angel Oak Funds Trust held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Angel Oak Funds Trust by WBI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 152k 11.20
2025-06-30 $2.1M 187k 11.14
2025-03-31 $906k 83k 10.97

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View all positions for WBI Investments

Top funds holding Angel Oak Funds Trust

Arkadios Wealth Advisors
Angel Oak Capital Advisors
NewEdge Wealth
Goss Wealth Management
UBS Group
Envestnet Asset Management
Mml Investors Services
LPL Financial
WBI Investments
Merit Financial Group
Commonwealth Equity Services
Fifth Third Securities
Jane Street
Raymond James Financial
Cresset Asset Management

View all funds holding Angel Oak Funds Trust