WBI BullBear Quality 3000 ETF
Shareclass
WBI BullBear Quality 3000 ETF (WBIL)
Type
Exchange-traded fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WBI BullBear Quality 3000 ETF WBIL
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Uber Technologies Inc1.84% of assets$587,268 invested
- 2. Philip Morris International Inc2.1% of assets$673,059 invested
- 3. The Hartford Insurance Group Inc1.99% of assets$636,216 invested
- 4. Microsoft Corp3.14% of assets$1M invested
- 5. Salesforce Inc1.19% of assets$380,806 invested
- 6. S&P Global Inc1.18% of assets$378,491 invested
- 7. Verisk Analytics Inc1.21% of assets$386,706 invested
- 8. eBay Inc1.38% of assets$440,044 invested
- 9. Intuit Inc2.26% of assets$724,085 invested
- 10. Willis Towers Watson PLC1.37% of assets$439,055 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. TKO Group Holdings Inc1.16% of assets$372,589 invested
- 2. Heico Corp2.42% of assets$773,970 invested
- 3. Roblox Corp Ordinary Shares - Class A2.42% of assets$775,427 invested
- 4. Rollins Inc0.59% of assets$189,784 invested
- 5. Vertiv Holdings Co Class A1.38% of assets$441,757 invested
- 6. Blackstone Inc1.15% of assets$369,240 invested
- 7. Charter Communications Inc Class A2.03% of assets$650,279 invested
- 8. Cintas Corp1% of assets$321,177 invested
- 9. Coinbase Global Inc Ordinary Shares - Class A0.56% of assets$177,813 invested
- 10. WR Berkley Corp2.17% of assets$695,289 invested
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Financial performance
Performance data provided by
Find more financial data on WBIL at Morningstar.com
Find more financial data on WBIL at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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