WBIY – WBI Power Factor® High Dividend ETF – ETF Stock Quote

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.

Morningstar Manager Research

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.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Dominion Energy Inc	5.52	3.4 Mil	Utilities
AT&T Inc	5.43	3.4 Mil	Communication Services
Verizon Communications Inc	5.09	3.2 Mil	Communication Services
Altria Group Inc	5.00	3.1 Mil	Consumer Defensive
Kinder Morgan Inc Class P	4.91	3.1 Mil	Energy
United Parcel Service Inc Class B	4.64	2.9 Mil	Industrials
CVS Health Corp	4.63	2.9 Mil	Healthcare
LyondellBasell Industries NV Class A	4.62	2.9 Mil	Basic Materials
The Kraft Heinz Co	4.55	2.8 Mil	Consumer Defensive
Conagra Brands Inc	4.51	2.8 Mil	Consumer Defensive

WBI Power Factor® High Dividend ETF WBIY