WBIY
WBI Power FactorTM High Dividend ETF
📎 Investment Objective
The WBI Power FactorTM High Dividend ETF (WBIY) seeks to provide a high level of current income, with capital appreciation as a secondary objective.
Overview
ETF tracking WBI Power FactorTM High Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WBI Power FactorTM High Dividend ETF (WBIY) seeks to provide a high level of current income, with capital appreciation as a secondary objective.
🎯 Investment Strategy
The fund invests primarily in dividend-paying equity securities of companies across various sectors, with a focus on utilities and other high-dividend-yielding sectors. The portfolio is actively managed, with the goal of providing a high level of current income while also aiming for capital appreciation.
✨ Key Features
- Focuses on high-dividend-yielding equity securities, primarily in the utilities sector
- Actively managed portfolio to balance income and capital appreciation objectives
- Low expense ratio of 0.00%
- Limited performance history due to recent fund launch
⚠️ Primary Risks
- Sector concentration risk, as the fund is heavily weighted towards the utilities sector
- Dividend payment risk, as companies may reduce or suspend dividend payments
- Market risk, as the value of the fund's holdings may fluctuate with changes in the overall stock market
- Active management risk, as the fund's performance depends on the investment decisions of the portfolio manager
👤 Best For
The WBI Power FactorTM High Dividend ETF may be suitable for investors seeking a high level of current income, with a focus on dividend-paying stocks in the utilities and other high-dividend-yielding sectors. Investors should have a moderate to long-term investment horizon and be willing to accept the risks associated with the fund's sector concentration and active management approach.
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