Morningstar

WBI BullBear Value 3000 ETF WBIF

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

Morningstar’s Analysis WBIF

Will WBIF outperform in the 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WBI BullBear Value 3000 ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WBIF

More WBIF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

2.93 692,958
Technology

Ball Corp

2.64 623,164
Consumer Cyclical

Lennox International Inc

2.60 613,868
Industrials

American Express Co

2.42 571,642
Financial Services

Interactive Brokers Group Inc Class A

2.38 562,112
Financial Services

Kinsale Capital Group Inc

2.30 542,536
Financial Services

Piper Sandler Cos

2.29 539,815
Financial Services

Yum China Holdings Inc

2.27 536,703
Consumer Cyclical

McKesson Corp

2.27 535,914
Healthcare

Somnigroup International Inc

1.94 459,007
Consumer Cyclical

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