Morningstar

WBI BullBear Quality 3000 ETF WBIL

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

Morningstar’s Analysis WBIL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WBI BullBear Quality 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 WBIL

More WBIL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

2.54 757,172
Technology

Expedia Group Inc

2.40 714,766
Consumer Cyclical

Monster Beverage Corp

2.35 701,779
Consumer Defensive

Datadog Inc Class A

2.33 695,410
Technology

Cboe Global Markets Inc

2.31 688,334
Financial Services

Automatic Data Processing Inc

2.30 687,581
Technology

Charles Schwab Corp

2.30 687,115
Financial Services

PACCAR Inc

2.28 681,358
Industrials

American Express Co

2.26 673,966
Financial Services

Apple Inc

2.21 658,188
Technology

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