Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
WBI Power Factor® High Dividend ETF WBIY
Morningstar’s Analysis WBIY
Will WBIY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Altria Group Inc | 5.38 | 3.3 Mil | Consumer Defensive |
Dominion Energy Inc | 5.28 | 3.2 Mil | Utilities |
AT&T Inc | 5.28 | 3.2 Mil | Communication Services |
Best Buy Co Inc | 5.14 | 3.1 Mil | Consumer Cyclical |
ONEOK Inc | 4.92 | 3.0 Mil | Energy |
Verizon Communications Inc | 4.91 | 3.0 Mil | Communication Services |
Dow Inc | 4.87 | 3.0 Mil | Basic Materials |
Kinder Morgan Inc Class P | 4.69 | 2.8 Mil | Energy |
LyondellBasell Industries NV Class A | 4.69 | 2.8 Mil | Basic Materials |
Ford Motor Co | 4.68 | 2.8 Mil | Consumer Cyclical |