WBI Investments, Inc. serves as the issuer of the WBI Tactical Income Shares ETF (WBIL). WBI Investments, Inc. is an affiliate of Millington Securities, Inc., the advisor to the Fund. The company specializes in actively managing ETF portfolios and aims to provide consistent, attractive returns while mitigating risk and volatility, regardless of market conditions. WBIL focuses on investing in a mix of equity and debt securities, including those of small-capitalization, mid-capitalization, and large-capitalization companies, both domestic and foreign. The Fund's investment process involves a systematic approach that combines quantitative analysis of fundamental data, technical analysis, and a disciplined buy-and-sell strategy to achieve its investment objective. Additionally, the Fund may utilize option strategies and invest in other investment vehicles, such as other ETFs, to enhance returns or manage risk effectively.
While the primary focus of the WBI Tactical Dividend ETF (WBIL) is on growth and intrinsic value, it still offers a dividend distribution component. The ETF aims to invest in equity securities of domestic and foreign companies that exhibit promising growth prospects and other tactical investment opportunities. These securities may include common stocks, preferred stocks, ETFs, and more, with a diverse range of maturities and credit qualities. Dividend or interest payments may also be taken into consideration during the evaluation process, providing investors with the potential for both capital appreciation and dividend returns.
Tracking the WBI Large-Cap Tactical Growth ETF involves a strategy that aims to invest in a diversified range of equity securities, including small-cap, mid-cap, and large-cap domestic and foreign companies, which display attractive prospects for growth in intrinsic value, as determined by WBI Investments, Inc., the sub-advisor to the fund. The fund's investment process includes a proprietary selection process and a buy and sell discipline. It may also invest in various types of securities, including common stocks, preferred stocks, ETFs, REITs, MLPs, and various debt securities, including high-yield bonds and ETNs. Additionally, the fund may utilize options and invest in foreign issuers, emerging markets, and other investment companies, including other ETFs, up to specified limits. WBI Large-Cap Tactical Growth ETF employs an absolute return approach to investment management, focusing on consistent, attractive returns with potentially lower volatility and risk compared to traditional approaches.
The correlation aspect of the WBI Large-Cap Tactical Growth ETF plays a vital role in understanding its behavior in relation to various market segments. This ETF, managed by WBI Investments, Inc., seeks to invest in equity securities of small-cap, mid-cap, and large-cap domestic and foreign companies with growth potential. Due to its diversified approach, its correlations can vary across different market conditions and regions. Investors interested in studying the correlations of WBIL with other assets and sectors can leverage the ETF Insider web app. This tool provides in-depth and insightful data visualization, allowing users to gain a comprehensive understanding of how WBIL's performance aligns with different market segments and asset classes. By utilizing this tool, investors can make more informed decisions and uncover valuable insights into market trends and opportunities.
The WBIL Sector ETF aims to invest in a diversified range of equity securities, including small-capitalization, mid-capitalization, and large-capitalization domestic and foreign companies. These companies are selected based on their attractive growth prospects in terms of intrinsic value and other tactical investment opportunities, as determined by WBI Investments, Inc., the sub-advisor to the Fund. The ETF may also invest in cash and cash equivalents as part of its investment strategy. While WBIL primarily focuses on equities, it may also invest in various types of debt securities, including corporate bonds, U.S. Government securities, and high-yield bonds, to enhance returns or mitigate risk. The Fund employs a systematic investment process that combines quantitative computer screening of fundamental information with technical analysis to identify and evaluate securities. Additionally, the Sub-Advisor maintains a sell discipline to manage volatility and protect capital, resulting in an actively managed portfolio with a turnover rate expected to exceed 100% annually. WBIL Sector ETF provides investors with exposure to a diverse set of companies and investment opportunities across different market segments.
The exposure characteristic of the WBI Investments Bull|Bear Rotation ETF (WBIL) is centered on a dynamic approach to investing. WBIL aims to invest in a variety of equity securities, encompassing small-capitalization, mid-capitalization, and large-capitalization domestic and foreign companies. This diverse exposure allows the fund to adapt to market conditions and allocate assets strategically based on the assessment of growth prospects and intrinsic value. Additionally, WBIL may invest in a range of debt securities, ETFs, and ETNs to enhance returns and manage risk. Investors seeking a flexible investment approach can explore WBIL''s exposure to both equity and debt markets.
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