WBIGWBI BullBear Yield 3000 ETF
Grow my money#2615 of 2944 for Grow my money
Seeks long-term capital appreciation and potential for current income.
WBI Investments · Since 2014 (11 years)
Annual Cost
1.59%
#5255 out of 5,332 ETFs
Fund Size
$27M
#3879 out of 5,332 ETFs
Dividend Yield
1.43%
Track Record
11 years
#1223 out of 5,332 ETFs
Performance
1 Year
+18.9%
3 Years
+5.8%
5 Years
+0.7%
What's inside
Asset class
Strategy
active selection
Cap
multi cap
Asset allocation
Stocks
84.1%
Bonds
12.5%
Cash
3.2%
Other
0.1%
Preferred
0.1%
Sector breakdown
Financial Services
25.7%
Technology
19.6%
Energy
12.5%
Utilities
10.9%
Industrials
8.6%
Healthcare
6.2%
Consumer Defensive
6.1%
Consumer Cyclical
5.8%
Other
4.6%
Top holdings
WisdomTree Interest RtHdgUS Aggt Bd ETFAGZD2.9%
Angel Oak High Yield Opportunities ETFAOHY2.7%
Tradeweb Markets IncTW2.2%
Archrock IncAROC2.2%
The Hartford Insurance Group IncHIG2.2%
Primerica IncPRI2.1%
MarshMRSH2.0%
TCW Senior Loan ETFSLNZ1.8%
Eaton Vance Short Duration Income ETFEVSD1.6%
State Street® SPDR® Blmbg InvGrdFltRtETFFLRN1.6%
Risk profile
Volatility (1Y)
9.8%
Moderate
Max drawdown
-25.3%
Worst peak-to-trough loss
Sharpe (3Y)
0.25
Below average
Sortino (3Y)
0.33
Moderate downside risk
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Data updated on 2026-05-05