WBI Power Factor® High Dividend ETF WBIY

Medalist Rating as of | See WBI Investment Hub

Morningstar’s Analysis WBIY

Will WBIY outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WBI Power Factor® High Dividend ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings WBIY

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pfizer Inc

5.68 3M
Healthcare

AT&T Inc

5.38 3M
Communication Services

Verizon Communications Inc

5.20 3M
Communication Services

Altria Group Inc

5.19 3M
Consumer Defensive

HP Inc

4.65 3M
Technology

PepsiCo Inc

4.64 3M
Consumer Defensive

Nexstar Media Group Inc

4.62 3M
Communication Services

Comcast Corp Class A

4.55 3M
Communication Services

United Parcel Service Inc Class B

4.20 3M
Industrials

Blue Owl Capital Inc Ordinary Shares - Class A

3.73 2M
Financial Services

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