4 min readBy Ron Koren ETF Insider
How does the WBIE ETF work?
The WBIE ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
WBI Investments, Inc., the sub-advisor to the WBI Bull|Bear Rising Income 1000 ETF (WBIE), is affiliated with Millington Securities, Inc., the advisor to the fund. WBIE aims to invest in equity securities of domestic and foreign companies across small, mid, and large capitalizations that demonstrate attractive prospects for intrinsic value growth. The fund employs a disciplined investment process, including a proprietary selection process, which assesses investment opportunities, including cash and cash equivalents. WBIE may also invest in various types of equity and debt securities, ETFs, and ETNs, seeking to enhance returns and manage risk. With a focus on absolute return and a responsive sell discipline, WBIE endeavors to provide consistent returns with potentially lower volatility and risk to investors' capital.
While the primary objective of the WBIE ETF may be focused on growth-oriented equity securities, it also has implications for dividend distribution. The fund seeks to invest in a diverse range of small-cap, mid-cap, and large-cap domestic and foreign companies with growth potential. Dividend eligibility within the WBIE ETF is contingent upon the individual dividend policies and performance of its constituent companies. Investors should expect dividend distributions that align with the Sub-Advisor's investment process, which incorporates a buy and sell discipline, making use of various investment opportunities, including equity securities, debt securities, and options strategies. Additionally, the fund may invest in high-yield bonds, emerging markets, and other ETFs to optimize returns and mitigate risk, with the potential for both capital appreciation and dividend returns.
WBIE, the WisdomTree U.S. Total Dividend ETF, primarily seeks to invest in equity securities of domestic and foreign companies across various market capitalizations. The fund's strategy revolves around identifying companies displaying promising growth potential in their intrinsic value and tactical investment opportunities. These securities are selected through a proprietary selection process developed by the sub-advisor, WBI Investments, Inc., which includes both buy and sell disciplines. The fund may also invest in cash or cash equivalents as part of its investment strategy. While it aims to focus on dividend growth characteristics, it maintains a strict sell discipline to manage asset volatility and actively adjust its allocation, potentially resulting in a significant allocation to cash or cash equivalents during periods of market volatility. This actively managed ETF may have a portfolio turnover rate exceeding 100% annually.
The correlation aspect of the WBI Bull|Bear Trend Switch US Total Return ETF (WBIE) can provide valuable insights into its behavior and performance. This ETF aims to invest in a diversified range of domestic and foreign equity securities, seeking attractive prospects for growth. As a result, its correlation with various market segments and asset classes can vary. Utilizing ETF insider's web app can be a powerful tool to study and visualize these correlations, helping investors make informed decisions and identify potential overlaps with other assets within their portfolios. Whether analyzing WBIE's correlation with small, mid, or large-cap companies, or its exposure to various fixed-income securities, ETF insider offers deep and interesting data to enhance investment strategies.
The WBI Bull|Bear Trend Switch US Sector ETF (WBIE) seeks to invest in a diversified portfolio of equity securities across various market sectors. This ETF aims to capture attractive growth prospects within small-capitalization, mid-capitalization, and large-capitalization domestic and foreign companies, as determined by WBI Investments, Inc., the sub-advisor. Additionally, the fund may invest in a wide range of equity and debt securities, including common stocks, preferred stocks, corporate debt, U.S. government securities, foreign debt securities, and more. WBIE's investment approach combines quantitative screening of fundamental stock information with technical analysis and a proprietary bond model to make investment decisions, allowing it to actively manage its portfolio in response to market conditions. Investors in WBIE can benefit from its dynamic approach to sector investing, providing exposure to potential growth opportunities while actively managing risk through its sell discipline and asset allocation strategies.
The exposure characteristic of the WBI Bull|Bear Trend Switch US 3000 Total Return ETF (WBIE) reflects its dynamic approach to navigating the U.S. equity market. WBIE employs a strategy that aims to capitalize on opportunities for growth in the intrinsic value of domestic and foreign companies, spanning small-cap, mid-cap, and large-cap segments. This actively managed ETF utilizes a proprietary selection process, including quantitative computer screening, to identify securities with attractive dividend growth characteristics and other tactical investment opportunities. Investors seeking a flexible and adaptable approach to equity investments may find WBIE''s exposure aligns with their goals.
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