What does WBIT track?

WBIT is the WBI BullBear Trend Switch US 3000 Total Return ETF, a Other ETF.

What is the expense ratio of WBIT?

Expense ratio data for WBIT is shown on the page when available from our data provider.

What are the largest holdings in WBIT?

WBIT's top holdings are listed on this page when available.

How can PortView analyze WBIT overlap with other ETFs?

PortView computes the holdings overlap between WBIT and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

WBI BullBear Trend Switch US 3000 Total Return (WBIT) ETF Holdings & Analysis

ETFOther

$18.11-0.06%

1-year price historyRange $17.05 – $22.27

52-week range$18.11

$18.04$18.11

What WBIT does

This ETF employs a systematic investment strategy, governed by a defined set of rules. It dynamically allocates its portfolio, either investing in a broad spectrum of U.S. equities—ranging from large-cap to small-cap companies—or in U.S. fixed income securities. The Sub-Advisor selects these fixed income instruments based on their perceived potential for generating attractive current income and long-term capital appreciation, considering the prevailing market environment.

Fund profile

Sector allocation

Energy	4.00%
Financial Services	96.00%

PortView Portfolio Insights

PortView analyzes how WBIT 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 WBIT track?: WBIT is the WBI BullBear Trend Switch US 3000 Total Return ETF, a Other ETF.
What is the expense ratio of WBIT?: Expense ratio data for WBIT is shown on the page when available from our data provider.
What are the largest holdings in WBIT?: WBIT's top holdings are listed on this page when available.
How can PortView analyze WBIT overlap with other ETFs?: PortView computes the holdings overlap between WBIT 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.