Managers / Q4 2018 · view latest →
WBH ADVISORY INC
CIK 0001259671 · 1829 REISTERSTOWN ROAD,, SUITE 225, BALTIMORE, MD, 21208 · 410-653-7979
Reported Value
$412M
Q4 2018
Positions
224
Filings on Record
29
2019–present window
Filed
Jan 29, 2019
original filing
Summary
Wbh Advisory Inc reported $412M in U.S.-listed holdings across 224 positions for Q4 2018.
Its largest position, ODPEUR, represents 9.8% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 350 | Apr 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 343 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 343 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.2B | 334 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 325 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 322 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 324 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $988M | 310 | Jul 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $972M | 310 | Apr 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $899M | 305 | Jan 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $815M | 290 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $844M | 298 | Jul 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $801M | 296 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $693M | 286 | Oct 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $749M | 300 | Jul 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $815M | 312 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $877M | 307 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $743M | 287 | Oct 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $682M | 262 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $618M | 259 | Apr 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $581M | 254 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $495M | 243 | Oct 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $413M | 230 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $426M | 215 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $489M | 244 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $445M | 237 | Oct 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $431M | 233 | Aug 2, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $420M | 232 | Apr 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $412M | 224 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.