Morningstar

WBI BullBear Yield 3000 ETF WBIG

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

Morningstar’s Analysis WBIG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WBI BullBear Yield 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 WBIG

More WBIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree Interest RtHdgUS Aggt Bd ETF

2.76 742,874
—

Angel Oak High Yield Opportunities ETF

2.56 689,330
—

Amphenol Corp Class A

2.23 600,287
Technology

Kimberly-Clark Corp

2.15 578,317
Consumer Defensive

T. Rowe Price Group Inc

2.05 553,822
Financial Services

Prudential Financial Inc

2.03 547,689
Financial Services

OneMain Holdings Inc

2.00 538,093
Financial Services

Ball Corp

1.92 518,494
Consumer Cyclical

Lennox International Inc

1.91 515,174
Industrials

Altria Group Inc

1.89 508,505
Consumer Defensive

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