WBIF – WBI BullBear Value 3000 ETF – ETF Stock Quote

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WBIF’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the WBIF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of WBIF’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morningstar Manager Research

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

Unlock our full analysis with Morningstar Investor

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Prudential Financial Inc	3.95	1.3 Mil	Financial Services
DTE Energy Co	3.29	1.1 Mil	Utilities
Becton Dickinson & Co	3.27	1.1 Mil	Healthcare
WR Berkley Corp	3.24	1.1 Mil	Financial Services
Unum Group	3.22	1.1 Mil	Financial Services
Voya Financial Inc	3.20	1.1 Mil	Financial Services
The Cigna Group	3.16	1.0 Mil	Healthcare
Comfort Systems USA Inc	3.11	1.0 Mil	Industrials
Reinsurance Group of America Inc	3.11	1.0 Mil	Financial Services
Occidental Petroleum Corp	3.01	1.0 Mil	Energy

WBI BullBear Value 3000 ETF WBIF