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WBI Power Factor® High Dividend ETF (WBIY)



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Upturn Advisory Summary
08/14/2025: WBIY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 13.14% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 a high level of current income and, secondarily, long-term capital appreciation by investing primarily in dividend-paying U.S. equity securities. It utilizes a disciplined risk-management approach to minimize downside risk.
Reputation and Reliability
WBI Investments has a solid reputation for its focus on downside protection strategies and risk management.
Management Expertise
WBI's management team has extensive experience in active portfolio management and quantitative analysis.
Investment Objective
Goal
To provide a high level of current income and, secondarily, long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. Instead, it employs a proprietary, actively managed strategy focused on risk management and high dividend yield.
Composition Primarily holds dividend-paying U.S. equity securities. May also include derivatives and other investment companies.
Market Position
Market Share: Data unavailable to calculate an accurate market share.
Total Net Assets (AUM): 107380000
Competitors
Key Competitors
- SCHD
- VYM
- DVY
- SPHD
- HDV
Competitive Landscape
The high dividend ETF space is crowded with options. WBIY distinguishes itself with its active risk management approach. While competitors mainly track indexes, WBIY aims to actively navigate market conditions, potentially offering downside protection but also potentially lagging in strong bull markets. Fees are generally higher than passively managed alternatives.
Financial Performance
Historical Performance: Historical performance data unavailable without specific date ranges.
Benchmark Comparison: Benchmark comparison is difficult without specifying a relevant benchmark and timeframe. Usually compared to a broad market index or a high dividend yield benchmark.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity, suitable for most retail investors.
Bid-Ask Spread
The bid-ask spread is generally reasonable, reflecting adequate liquidity and relatively low transaction costs.
Market Dynamics
Market Environment Factors
Interest rates, inflation, and overall economic growth significantly impact dividend-paying stocks. Sector performance and investor sentiment also play crucial roles.
Growth Trajectory
The growth trajectory depends on WBI's ability to successfully manage risk and generate high dividend income. Changes in investment strategy and holdings are actively managed.
Moat and Competitive Advantages
Competitive Edge
WBIY's competitive edge lies in its active risk management strategy, which differentiates it from passive high-dividend ETFs. The fund's focus on downside protection during volatile market conditions could appeal to risk-averse investors. The proprietary Power Factor investment approach is a distinct strategy. However, active management involves higher fees and potential for underperformance during certain market cycles.
Risk Analysis
Volatility
Volatility is influenced by the underlying equity holdings and the effectiveness of WBI's risk management strategy. Historical volatility is available via charting and analytics platforms.
Market Risk
Faces market risk inherent in equity investments, including fluctuations due to economic conditions, sector-specific events, and geopolitical factors. There is also the risk of dividend cuts or suspensions by the underlying companies.
Investor Profile
Ideal Investor Profile
Ideal for risk-averse investors seeking current income and potential long-term capital appreciation. Suitable for those who prioritize downside protection and are comfortable with active management and potentially higher fees.
Market Risk
Potentially suited for long-term investors, but also may be appropriate for active traders who can assess the fund's risk-managed strategy. It's not ideal for purely passive index followers due to its active nature.
Summary
WBI Power Factoru00ae High Dividend ETF (WBIY) is designed for income-seeking investors who are also risk-conscious. The actively managed strategy focuses on downside protection, potentially appealing to those concerned about market volatility. However, the higher expense ratio compared to passive dividend ETFs needs to be considered. Performance will depend on WBI's ability to navigate market conditions and generate consistent dividend income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WBI Investments Website
- ETF.com
- Morningstar
- Seeking Alpha
Disclaimers:
This analysis is based on available information and is not financial advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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.

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