Skip to Content

WBI BullBear Quality 3000 ETF WBIL

Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIL

Will WBIL outperform in future?

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

Weakness in WBI BullBear Quality 3000 ETF's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WBIL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 0-5 Year High Yield Corp Bd ETF

9.81 4.3 Mil

Comfort Systems USA Inc

5.22 2.3 Mil
Industrials

PACCAR Inc

4.87 2.2 Mil
Industrials

Garmin Ltd

4.80 2.1 Mil
Technology

NVIDIA Corp

4.60 2.0 Mil
Technology

Reinsurance Group of America Inc

4.56 2.0 Mil
Financial Services

CrowdStrike Holdings Inc Class A

4.54 2.0 Mil
Technology

Unum Group

4.49 2.0 Mil
Financial Services

Allegion PLC

4.26 1.9 Mil
Industrials

Meta Platforms Inc Class A

4.26 1.9 Mil
Communication Services