WBIE ETF

WBIE ETF
$30.96
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Fund Essentials

Net Assets
$5M
Expense Ratio
1.24%
Dividend Yield (Current)
0.02%
Holdings
35
Inception Date
Aug 25, 2014
Fund Family
WBI Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+9.45%
1 Year+18.85%
3 Year+6.73%
5 Year+7.92%

Asset Allocation

Stocks: 90.35%
Cash: 9.65%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.02%
Frequency
Quarterly
Latest Distribution
$0.00
Mar 16, 2021

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

WBIE ETF Overview

WBIE ETF (WBI BullBear Rising Income 3000 ETF) is managed by WBI Investments with $4.5M in net assets. WBIE expense ratio is 1.24%, holding 35 positions across various sectors. Inception date: 2014-08-25.

WBIE performance shows a YTD return of 9.45%. The 1-year return is 18.85% and the 5-year return is 7.92%. WBIE dividend yield stands at 0.02%, paid quarterly.

WBIE top holdings include a diversified portfolio. Go to all WBIE holdings, WBIE sectors, or WBIE dividends.

WBIE can be compared against other funds. Use WBIE overlap to find shared positions, or WBIE vs another fund for a side-by-side view. WBIE alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.00%
YTD
+9.45%
1 Year
+18.85%
3 Year
+6.73%

Top 10 Holdings (0.0% of portfolio)

#TickerNameSectorWeight