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Upturn AI SWOT - About
WBI Power Factor® High Dividend ETF (WBIY)
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Upturn Advisory Summary
10/24/2025: WBIY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.05% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 25.00 - 31.68 | Updated Date 06/29/2025 |
52 Weeks Range 25.00 - 31.68 | Updated Date 06/29/2025 |
Upturn AI SWOT
WBI Power Factor® High Dividend ETF
ETF Overview
Overview
The WBI Power Factoru00ae High Dividend ETF (WBIY) seeks to provide high current income, with capital appreciation as a secondary goal, by investing in a portfolio of dividend-paying U.S. common stocks that WBI believes have favorable Power Factorsu00ae.
Reputation and Reliability
WBI Investments has a mixed reputation; while known for its downside protection strategies, past performance varies. Investor should research WBI's past ETF performance.
Management Expertise
WBI Investments has experience in risk management and quantitative investing, with a focus on downside protection.
Investment Objective
Goal
To provide high current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative, rules-based investment methodology using WBI's proprietary Power Factorsu00ae which include dividend yield, volatility, and valuation metrics to select securities.
Composition The ETF primarily holds U.S. common stocks with a focus on dividend-paying companies.
Market Position
Market Share: Data unavailable to compute market share for this specific ETF.
Total Net Assets (AUM): 31354164
Competitors
Key Competitors
- SCHD
- DVY
- VYM
Competitive Landscape
The high dividend ETF market is competitive, with numerous established players. WBIY attempts to differentiate itself with its proprietary Power Factorsu00ae methodology. However, established ETFs like SCHD, DVY and VYM have significantly more AUM and liquidity. WBIY's advantage is its unique stock selection process, while disadvantages include lower AUM and potential for tracking error relative to standard dividend indexes.
Financial Performance
Historical Performance: Historical performance data requires specific numerical values and is not available at this time. Please refer to official fund documents for this data.
Benchmark Comparison: Benchmark comparison requires specific numerical values and is not available at this time. Please refer to official fund documents for this data.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
Average trading volume varies, refer to current market data for this ETF; it may be lower than more popular dividend ETFs.
Bid-Ask Spread
Bid-ask spread varies with market conditions; review current market data for this ETF; it can be wider than more popular dividend ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and dividend yield trends influence WBIY's performance. Sector-specific factors also play a role depending on the ETF's sector allocation.
Growth Trajectory
Growth depends on the success of WBI's Power Factorsu00ae strategy and investor demand for high-dividend ETFs. Changes in holdings are determined by the quantitative model.
Moat and Competitive Advantages
Competitive Edge
WBIY's competitive edge lies in its proprietary Power Factorsu00ae methodology, seeking high income and downside risk management. The downside protection differentiates it from standard dividend ETFs. Whether its approach can consistently outperform passive strategies is the central consideration. Success depends on the effectiveness of WBI's factor selection and risk management techniques. The active management style comes with a higher expense ratio.
Risk Analysis
Volatility
WBIY's volatility depends on the underlying stock holdings and WBI's risk management strategy; refer to historical data for specific metrics.
Market Risk
Market risk includes the potential for dividend cuts, sector-specific downturns, and overall market volatility affecting the value of the underlying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking high current income from dividend-paying stocks, with willingness to pay for downside risk management. Suitable for investors looking to mitigate market risk.
Market Risk
Suitable for long-term investors or those seeking income; may not be ideal for active traders due to potentially lower liquidity compared to mainstream high-dividend ETFs.
Summary
WBI Power Factoru00ae High Dividend ETF seeks high current income through a rules-based approach. It aims to offer downside protection using the proprietary Power Factorsu00ae. However, its relatively low AUM and liquidity may concern some investors. Investors should carefully consider WBI's strategy and historical performance when evaluating this ETF. Its higher expense ratio warrants close examination.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WBI Investments Website
- ETF.com
- Morningstar
Disclaimers:
Data and analysis are based on available information and are subject to change. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WBI Power Factor® High Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances the fund will invest at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to select securities from the Solactive US Broad Market Index that exhibit certain yield and fundamental value characteristics. The parent index includes large, mid- and small-cap securities listed in the U.S., including approximately the 3,000 largest U.S. companies that are selected and weighted according to free float market capitalization.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.