WBI Power Factor ETFs


Time-tested over 30 years, WBI’s multi-factor security selection models have been designed to develop the most powerful factor combinations to find the strongest stocks to buy. Our smart beta Power Factor ETF (ticker: WBIY) unleashes the power of WBI’s rigorous security selection to maintain a fully invested approach to maximize return. The fund maintains a fully invested posture with comparable risk to market indexes and is suitable for more aggressive investors. WBI employs a quarterly rebalancing approach in an effort to ensure only stocks with the strongest fundamentals are included.

Power Factor Security Selection

  • Software screens thousands of domestic and international stocks every quarter to find companies with the strongest quality fundamentals and the highest dividend yields.
  • Requires a stock to be a reasonable value, have positive revenue and earnings trends, and have positive price momentum.

Active Quarterly Rebalancing

  • Helps enforce a ‘buy low-sell high’ discipline by locking in gains on stocks that have had outsized appreciation.
  • Confirms strongest quality fundamentals on a quarterly basis.
  • Can dramatically improve performance and reduce volatility over full market cycles.

Power Factor ETFs

WBIY  WBI Power Factor High Dividend ETF

An investment in the Funds is subject to risk, including the possible loss of principal. The Funds may invest in foreign and emerging market securities which carry additional risks than investing in the United States such as currency fluctuation, economic or financial instability, and lack of timely or reliable financial information or unfavorable political or legal developments. The Funds are subject to model risk, the investment process includes the use of proprietary models and analysis which rely on third party data and if inaccurate could adversely affect the Fund performance. There is no guarantee the funds will achieve their investment objective or that the advisors investment strategy will be successful.

In addition, the Funds are subject to market risk, management risk, dividend risk, growth risk, value risk, debt security risk, high-yield security risk, small and medium company risk, portfolio turnover risk, securities business risk, mortgage-backed securities risk, and trading price risk. New ETFs may also be subject to “new fund” risk in that it has no operating history and that its strategy may not be viable over time.