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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.

WBI Power Factor ® High Dividend ETF's recent Process Pillar rating increase more than offsets the negative impact of its fee hike, resulting in an improvement in its Morningstar Medalist Rating to Neutral from 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

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Portfolio Holdings WBIY

More WBIY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Altria Group Inc

5.19 3.1 Mil
Consumer Defensive

AT&T Inc

5.07 3.1 Mil
Communication Services

Dominion Energy Inc

5.05 3.1 Mil
Utilities

Kohl's Corp

4.92 3.0 Mil
Consumer Cyclical

Dow Inc

4.85 2.9 Mil
Basic Materials

Ford Motor Co

4.85 2.9 Mil
Consumer Cyclical

LyondellBasell Industries NV Class A

4.80 2.9 Mil
Basic Materials

Kinder Morgan Inc Class P

4.80 2.9 Mil
Energy

Verizon Communications Inc

4.78 2.9 Mil
Communication Services

ONEOK Inc

4.73 2.9 Mil
Energy