Wbi Power Factor Etf Profile
| WBIY Etf | USD 32.42 0.02 0.06% |
Performance9 of 100
| Odds Of DistressLess than 9
|
WBI Power is trading at 32.42 as of the 30th of November 2024; that is 0.06 percent increase since the beginning of the trading day. The etf's open price was 32.4. WBI Power has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for WBI Power Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal circumstances the fund will invest at least 80 percent of its total assets in the securities of the underlying index. WBI Largecap is traded on NYSEARCA Exchange in the United States. More on WBI Power Factor
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WBI Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Mid-Cap Value, WBI Investments (View all Sectors) |
| Issuer | WBI |
| Inception Date | 2016-12-19 |
| Benchmark | Solactive Power Factor High Dividend Index |
| Entity Type | Regulated Investment Company |
| Average Trading Valume | 5,478 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Millington Securities, Inc. |
| Custodian | U.S. Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Gary E. Stroik, Don Schreiber Jr |
| Transfer Agent | U.S. Bank, N.A. |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 51.0 |
| Market Maker | Jane Street |
| Total Expense | 1.0 |
| Management Fee | 0.55 |
| Country Name | USA |
| Returns Y T D | 16.6 |
| Name | WBI Power Factor High Dividend ETF |
| Currency Code | USD |
| Open Figi | BBG00FFG9CJ8 |
| In Threey Volatility | 21.12 |
| 1y Volatility | 15.52 |
| 200 Day M A | 30.0191 |
| 50 Day M A | 31.2839 |
| Code | WBIY |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.35 |
WBI Power Factor [WBIY] is traded in USA and was established 2016-12-19. The fund is listed under Mid-Cap Value category and is part of WBI Investments family. The entity is thematically classified as High Dividend Yield ETFs. WBI Power Factor at this time have 66.52 M in net assets. , while the total return for the last 3 years was 12.4%.
Check WBI Power Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WBI Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WBI Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WBI Power Factor Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WBI Power Factor Etf Constituents
| F | Ford Motor | Stock | Consumer Discretionary | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| VLO | Valero Energy | Stock | Energy | |
| LUMN | Lumen Technologies | Stock | Communication Services | |
| KHC | Kraft Heinz Co | Stock | Consumer Staples | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| T | ATT Inc | Stock | Communication Services |
WBI Power Factor Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WBI Power. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1019 | |||
| Jensen Alpha | 0.096 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.03) |
WBI Power Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WBI Power Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of WBI Power Factor is measured differently than its book value, which is the value of WBI that is recorded on the company's balance sheet. Investors also form their own opinion of WBI Power's value that differs from its market value or its book value, called intrinsic value, which is WBI Power's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WBI Power's market value can be influenced by many factors that don't directly affect WBI Power's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WBI Power's value and its price as these two are different measures arrived at by different means. Investors typically determine if WBI Power is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WBI Power's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.