WBI BullBear Value 3000 ETF (WBIF)
ARCA ARCA Primary Summary
WBIF Chart
WBI BullBear Value 3000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 887 | $23,736.12 | $31,045 | $7,308.88 | 30.79% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 9,605 | $299,359.17 | $336,175 | $36,815.83 | 12.3% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 27,099 | $779,964.58 | $944,942.13 | $164,977.55 | 21.15% |
 Maridea Wealth Management LLC Maridea Wealth Management LLC | 445,548 | $12.66M | $15.54M | $2.88M | 22.75% |
WBI BullBear Value 3000 ETF (WBIF) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has WBI BullBear Value 3000 ETF ever had a stock split?
WBI BullBear Value 3000 ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed to cater to investors looking for growth opportunities across the spectrum of company sizes, from small-capitalization to large-capitalization businesses, both within the domestic and international realms. With a strategic focus on identifying companies demonstrating potential for significant value growth, the fund employs a mix of in-depth analysis and tactical investment approaches. Spearheaded by a sub-advisor in collaboration with an advisor affiliate, the investment strategy includes a keen eye for emerging markets, dedicating up to half of its net assets to these high-growth potential areas. This investment approach aims to offer a diversified portfolio that captures growth across different sectors and geographies, appealing to investors seeking balanced exposure with growth prospects.
Products and Services
- Equity Securities Investment
The fund focuses on equity securities of companies ranging from small to large capitalizations. By investing in stocks, the fund aims to capitalize on the growth of these companies over time, striving for long-term capital appreciation. This service targets entities that exhibit promising growth in intrinsic value, chosen through rigorous analysis by the fund's sub-advisor and an affiliate.
- Emerging Markets Exposure
Understanding the potential for higher growth in less mature markets, the fund allocates up to 50% of its net assets to securities of issuers in emerging markets. This segment of the fund's service is for investors looking to diversify their portfolios and tap into the faster growth rates often seen in these regions, despite the higher risks involved.
- Tactical Investment Opportunities
Beyond the conventional equity investment, the fund also leverages tactical investment opportunities. These opportunities are selectively chosen based on their potential to provide strategic advantages and enhance the fund’s growth prospects. This flexible approach allows the fund to adapt to market changes and seize short-term gains, complementing its long-term growth strategy.
