WBIN ISSUER
The issuer of the WBIN ETF, WBI Investments, Inc., is an affiliate of Millington Securities, Inc., which serves as the advisor to the fund. WBIN seeks to invest in U.S. fixed income securities that offer attractive prospects for current income and the potential for long-term capital appreciation, depending on prevailing market conditions. The investment process employed by WBI Investments involves the use of various quantitative models, with a primary focus on their proprietary rules-based bond model (the Bond Model). This Bond Model systematically assesses macro-economic factors, technical market trends, and factors like commodities, monetary policy, valuation, sentiment, and interest rates to evaluate risk and generate investment signals.
WBIN DIVIDEND
While the primary objective of the WBIN ETF is to seek current income and potential long-term capital appreciation through investments in U.S. fixed income securities, it does not primarily focus on dividend distributions. The fund's investment process involves the use of quantitative models, particularly the Bond Model, which assesses macro-economic factors and technical market trends to make investment decisions. The ETF may invest in various types of debt securities, including U.S. Treasuries, investment-grade corporate bonds, and high-yield bonds, depending on the Sub-Advisor's assessment of market conditions. Investors should be aware that the fund's portfolio turnover rate is expected to be high, potentially resulting in higher transaction costs and taxes for shareholders. While dividends may not be the primary goal, the fund's investment strategy aims to provide a balance between income generation and capital appreciation.
WBIN TRACKING
The WisdomTree Bond Income ETF (WBIN) aims to track the performance of U.S. fixed income securities selected by its sub-advisor, WBI Investments, Inc. This ETF seeks investments that offer attractive current income potential with the possibility of long-term capital appreciation, depending on market conditions. WBIN utilizes a proprietary rules-based bond model, the Bond Model, which employs quantitative models to assess macro-economic factors, technical market trends, credit quality, and duration. The Bond Model generates signals to determine the appropriate exposure to U.S. Treasuries, U.S. investment-grade corporate bonds, and U.S. high-yield bonds, as well as ETFs and ETNs with exposure to these assets. The fund's investment strategy includes adapting to changing market conditions based on signals generated by the Bond Model, with a potential for a high portfolio turnover rate exceeding 700% annually. WBIN is considered a diversified ETF, combining income-generating investments with capital appreciation prospects.
WBIN CORRELATION
The correlation aspect of the [ETF NAME] (WBIN) is crucial in understanding its behavior in relation to the U.S. fixed income market. While specific correlation data for WBIN is not available in this source, understanding correlations with various fixed income sectors can provide insights into the fund's performance and risk profile. Investors can use ETF Insider's web app to study WBIN's correlations with different fixed income segments, helping them make informed decisions about their fixed income investments. The tool's simple visualization and overlap features make it easier for investors to assess how WBIN aligns with their portfolio objectives and risk tolerance.
WBIN SECTOR
The WBIN Sector ETF primarily focuses on U.S. fixed income securities, with an emphasis on current income potential and long-term capital appreciation within prevailing market conditions. Managed by WBI Investments, Inc., the sub-advisor to the fund, the investment process relies on various quantitative models, including the proprietary rules-based bond model (the Bond Model). This model systematically analyzes macroeconomic factors, technical market trends, commodities, monetary policy, valuation, sentiment, and interest rate changes to assess risk and generate investment signals. The ETF aims to invest in a range of debt securities, including U.S. Treasuries, U.S. investment-grade corporate bonds, and U.S. high-yield bonds, adapting its portfolio duration and credit quality exposure based on signals generated by the Bond Model. WBIN Sector ETF seeks to maximize returns from both income-generating investments and assets poised for capital appreciation, making it suitable for investors seeking a balance between income and growth within the fixed income market. However, it's important to note that its active management strategy may result in a higher portfolio turnover rate and associated transaction costs compared to other investment options.
WBIN EXPOSURE
The exposure characteristic of the WBI Bull|Bear Trend Switch US 3000 Total Return ETF (WBIN) is rooted in its dynamic approach to investing in U.S. fixed income securities. WBIN seeks to identify attractive prospects for current income while aiming for long-term capital appreciation under prevailing market conditions. This actively managed ETF employs quantitative models, including the proprietary Bond Model, which analyzes macro-economic factors and technical market trends to assess risk and generate investment signals.WBIN''s exposure encompasses a range of U.S. fixed income securities, including U.S. Treasuries, U.S. investment-grade corporate bonds, and U.S. high-yield bonds. The Fund''s investment strategy is driven by a combination of credit quality signals and duration signals generated by the Bond Model. These signals dictate the recommended exposure to different segments of the fixed income market, depending on prevailing market conditions. WBIN''s approach is designed to maximize gains from both income-generating investments and assets with potential capital appreciation, making it a unique choice for investors seeking dynamic exposure to U.S. fixed income markets.
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