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WBI BullBear Yield 3000 (WBIG) ETF Holdings & Analysis
ETFOther
What WBIG does
This fund aims to invest in the shares of both U.S. and international companies, spanning small, mid, and large market capitalizations. The sub-advisor, an entity affiliated with the main advisor, will select these firms based on their potential for significant growth in intrinsic value, alongside other opportunistic investment strategies. Up to half of the fund's net assets may also be allocated to securities issued by companies in emerging markets.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Cash & Other | 2.77% | |
| WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund | 2.53% | |
| Angel Oak High Yield Opportunities ETF | 2.35% | |
| Frontline PLC | 1.84% | |
| General Mills Inc | 1.84% | |
| United Parcel Service Inc | 1.83% | |
| Smithfield Foods Inc | 1.79% | |
| Pegasystems Inc | 1.79% | |
| HP Inc | 1.79% | |
| ONEOK Inc | 1.78% |
Geographic allocation
| United States | 87.19% |
| Ireland | 3.05% |
| Other | 2.81% |
| Cyprus | 1.81% |
| United Kingdom | 1.57% |
| China | 1.52% |
| Netherlands | 1.04% |
| Israel | 1.02% |
PortView Portfolio Insights
PortView analyzes how WBIG fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does WBIG track?
- WBIG is the WBI BullBear Yield 3000 ETF, a Other ETF.
- What is the expense ratio of WBIG?
- Expense ratio data for WBIG is shown on the page when available from our data provider.
- What are the largest holdings in WBIG?
- Top holdings include Cash & Other, AGZD, AOHY, FRO, GIS.
- How can PortView analyze WBIG overlap with other ETFs?
- PortView computes the holdings overlap between WBIG and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.