WBIGWBI BullBear Yield 3000 ETF
WBIG Fund Description
WBIG is an actively managed fund of global equities from all capitalizations that focuses on dividend yields. The fund seeks long-term capital appreciation with reduced volatility during market declines.
WBIG Factset Analytics Insight
WBIG originally launched as a global large-cap fund. On Oct. 25, 2019 the fund acquired a small-cap version to create a total market strategy. The actively managed fund aims to earn income by screening companies with consist dividend payments and high dividend yields. WBIG also maintains a risk/return profile common to its sibling funds (WBIL, WBIF) — strong upside participation with lower volatility and downside protection. To get there, the managers can choose from a broad range of assets such as ETFs, MLPs, preferred stock, option overlays and bonds, including up to 50% on emerging market securities. Still, the fund aims for 80% equity exposure. While managers have a lot to choose from, they aim to dump losers quickly with a strict stop-loss approach. The fund’s manager expects a portfolio turnover rate in excess of 100% annually which, from a portfolio management perspective, makes predicting and planning for WBIG’s exposure very difficult.
WBIG Summary Data
WBIG Portfolio Data
WBIG Index Data
WBIG Portfolio Management
WBIG Tax Exposures
WBIG Fund Structure
WBIG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBIG. WBIG is rated a 5 out of 5.
WBIG Sector/Industry Breakdown
WBIG Top 10 Holdings[View All]
WBIG Economic Development
WBIG Performance Statistics
WBIG Benchmark Comparison Summary
WBIG Benchmark Comparison Market Cap Size