Skip to Content
Morningstar

WBI Power Factor® High Dividend ETF WBIY

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WBIY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WBIY

More WBIY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kohl's Corp

5.06 3.2 Mil
Consumer Cyclical

Ford Motor Co

5.01 3.1 Mil
Consumer Cyclical

Altria Group Inc

4.95 3.1 Mil
Consumer Defensive

Dominion Energy Inc

4.92 3.1 Mil
Utilities

AT&T Inc

4.90 3.1 Mil
Communication Services

ONEOK Inc

4.85 3.0 Mil
Energy

Whirlpool Corp

4.83 3.0 Mil
Consumer Cyclical

Kinder Morgan Inc Class P

4.82 3.0 Mil
Energy

LyondellBasell Industries NV Class A

4.73 2.9 Mil
Basic Materials

Bristol-Myers Squibb Co

4.72 2.9 Mil
Healthcare