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WBI Power Factor® High Dividend ETF WBIY

Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIY

Will WBIY outperform in future?

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

Weakness in WBI Power Factor ® High Dividend ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings WBIY

  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.26
4,579,398
Financial Services
6.85
3,796,208
Consumer Defensive
6.75
3,740,347
Financial Services
4.94
2,738,643
Energy
4.94
2,738,472
Consumer Cyclical
4.87
2,695,913
Basic Materials
4.84
2,681,294
Communication Services
4.77
2,643,636
Basic Materials
4.39
2,432,670
Industrials
4.27
2,366,628
Consumer Cyclical