WBIF : WBI BullBear Value 3000 ETF

WBIF is a US Stocks Market Large Value with HIGH fees.

WBIF

WBI BullBear Value 3000 ETF

FI Score

23/100
  • wbif
  • ETF
  • US Stocks
  • Large Value

WBI BullBear Value 3000 ETF

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will seek to invest in the equity securities of small-capitalization, mid-capitalization, and large capitalization domestic and foreign companies that the sub-advisor to the fund and an affiliate of the advisor, believes display attractive prospects for growth in a company's intrinsic value, and in other tactical investment opportunities. It may invest up to 50% of its net assets in the securities of issuers in emerging markets.

Largest Holdings

AmountHolding
5.32%eBay Inc
4.77%Cisco Systems, Inc
4.67%Apple Inc
4.61%Rockwell Automation, Inc
4.58%Accenture plc
4.44%AbbVie Inc
4.33%The Home Depot, Inc
4.27%Tractor Supply Company
3.95%S&P Global Inc
3.81%Alphabet Inc

Minafi use cookies & emails to ensure the best experience possible. Check out our privacy policy for more.

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo