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WBI Power Factor® High Dividend ETF WBIY

Morningstar Medalist Rating
Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIY

Will WBIY outperform in future?

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 WBIY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WBIY 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 WBIY’s parent organization’s priorities and whether they’re in line with investors’ interests.

WBI Power Factor ® High Dividend ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WBIY

More WBIY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&T Inc

5.64 3.3 Mil
Communication Services

Altria Group Inc

5.40 3.2 Mil
Consumer Defensive

Best Buy Co Inc

5.34 3.1 Mil
Consumer Cyclical

ONEOK Inc

4.99 2.9 Mil
Energy

Dominion Energy Inc

4.91 2.9 Mil
Utilities

Kinder Morgan Inc Class P

4.90 2.9 Mil
Energy

Kohl's Corp

4.87 2.9 Mil
Consumer Cyclical

Whirlpool Corp

4.76 2.8 Mil
Consumer Cyclical

Verizon Communications Inc

4.73 2.8 Mil
Communication Services

LyondellBasell Industries NV Class A

4.64 2.7 Mil
Basic Materials