- What does WBIG invest in?
- 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.
- What is the expense ratio of WBIG?
- WBI BullBear Yield 3000 ETF (WBIG) charges an expense ratio of 1.44%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WBIG?
- WBI BullBear Yield 3000 ETF (WBIG) manages $32.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WBIG actively managed or an index fund?
- WBIG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WBIG launched?
- WBI BullBear Yield 3000 ETF (WBIG) launched in August 2014 and is managed by WBI Shares.
- How has WBIG performed?
- WBIG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
