The WBI Investments, Inc. is the issuer of the WBI Tactical Income Shares ETF (WBIF), an innovative fund aiming to invest in a diverse range of equity and debt securities. WBI Investments, Inc. operates as a sub-advisor to the fund, while Millington Securities, Inc. serves as the advisor. WBIF's investment strategy is driven by the Sub-Advisor's proprietary selection process, which includes a disciplined approach to buying and selling securities. The fund focuses on identifying companies with attractive prospects for growth in intrinsic value, making it a unique investment option for those seeking a tactical approach to income generation and capital preservation.
While the primary focus of the WBIF ETF (WBIF) is on seeking growth in the intrinsic value of companies, it also considers dividend opportunities as part of its investment process. The fund invests in a mix of small-cap, mid-cap, and large-cap domestic and foreign companies that show potential for growth. Dividend distributions are influenced by the individual dividend policies and performances of the constituent companies. WBIF may invest in a variety of equity and debt securities, and its investment strategy includes the use of options and other tactical approaches to enhance returns and manage risk.
The WBIF ETF, managed by WBI Investments, Inc., utilizes a distinctive investment approach focusing on small-capitalization, mid-capitalization, and large-capitalization domestic and foreign companies that exhibit promising growth prospects in intrinsic value and other tactical opportunities. The fund employs a comprehensive investment process that involves quantitative computer screening of fundamental data to identify value-oriented securities. In addition, the ETF may invest in various asset classes, including common stocks, preferred stocks, debt securities, ETFs, REITs, MLPs, and more, aiming to provide consistent, attractive returns while managing risk and volatility. With a flexible investment strategy and the ability to invest in a diversified range of asset classes, WBIF seeks to offer investors a unique approach to portfolio growth and risk mitigation.
The correlation aspect of the WBI Bull|Bear Trend Switch US 3000 Total Return ETF (WBIF) is crucial in understanding how it behaves in relation to various market conditions. WBIF aims to provide investors with a dynamic approach to investing, switching between a bullish and bearish trend strategy based on market signals. As such, its correlation with the broader U.S. equity market can vary depending on the prevailing trend. Investors often monitor WBIF's correlation to assess its effectiveness in adapting to changing market conditions and its potential as a risk management tool. For more detailed correlation analysis and insights, you can utilize ETF Insider's web app, which offers comprehensive data visualization tools and highlights any overlap with other US ETFs to aid in your investment decisions.
The WBIF (WBI Bull|Bear Trend Switch US 3000 Total Return ETF) primarily invests in a diverse range of domestic and foreign equity securities. These securities are carefully selected by WBI Investments, Inc., the sub-advisor to the Fund, based on their prospects for growth in intrinsic value and other tactical investment opportunities. The ETF encompasses various asset classes, including common stocks, preferred stocks, rights, warrants, convertibles, ETFs, real estate investment trusts (REITs), and master limited partnerships (MLPs). It also incorporates debt securities, such as corporate debt, U.S. Government securities, foreign issuer debt, and high-yield bonds, among others, spanning maturities from less than one year to thirty years. The Fund aims to achieve consistent, attractive returns with potentially lower volatility and risk through its absolute return approach, making it suitable for investors seeking both growth potential and risk management.
The exposure characteristic of the WBI Bull|Bear Trend Switch US 3000 Total Return ETF (WBIF) reflects a dynamic approach to U.S. equity markets. WBIF employs a strategy that seeks to identify and invest in equity securities of companies displaying attractive prospects for growth in intrinsic value, regardless of their capitalization. This approach allows the ETF to span the spectrum from small-cap to large-cap domestic and foreign issuers, providing investors with a versatile tool for potentially mitigating risk and capitalizing on various market conditions.
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5 min readThe WBIF ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the WBIF ETF.
6 min readThe WBIF 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.
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