Skip to Content

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

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

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
Sector

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
Utilities

Kinetik Holdings Inc

4.89 1.7 Mil
Energy

Tradeweb Markets Inc

4.59 1.6 Mil
Financial Services

H&R Block Inc

4.35 1.5 Mil
Consumer Cyclical

US DOLLARS

4.33 1.5 Mil
Cash and Equivalents

HP Inc

4.27 1.5 Mil
Technology

Church & Dwight Co Inc

3.97 1.4 Mil
Consumer Defensive

Broadridge Financial Solutions Inc

3.90 1.3 Mil
Technology