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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.

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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.

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Portfolio Holdings WBIL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Blmbg ST HY Bd ETF

9.85 4.3 Mil

DEPOSITS WITH BROKER FOR SHORT POSITIONS

5.10 2.2 Mil
Cash and Equivalents

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Technology

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Financial Services

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4.85 2.1 Mil
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4.71 2.1 Mil
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4.67 2.0 Mil
Communication Services

The Cigna Group

4.43 1.9 Mil
Healthcare

Netflix Inc

4.08 1.8 Mil
Communication Services

KKR & Co Inc Ordinary Shares

4.06 1.8 Mil
Financial Services