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WBI BullBear Value 3000 ETF WBIF

Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIF

Will WBIF outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit WBI BullBear Value 3000 ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

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 most expensive quintile among peers.

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Portfolio Holdings WBIF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.2
Top 10 Holdings
% Portfolio Weight
Market Value USD

iShares Broad USD High Yield Corp Bd ETF

8.20 2.8 Mil

Altria Group Inc

5.13 1.8 Mil
Consumer Defensive

Vistra Corp

5.01 1.7 Mil

Kinetik Holdings Inc

4.89 1.7 Mil

Tradeweb Markets Inc

4.59 1.6 Mil
Financial Services

H&R Block Inc

4.35 1.5 Mil
Consumer Cyclical


4.33 1.5 Mil
Cash and Equivalents

HP Inc

4.27 1.5 Mil

Church & Dwight Co Inc

3.97 1.4 Mil
Consumer Defensive

Broadridge Financial Solutions Inc

3.90 1.3 Mil