WBI Power Factor® High Dividend ETF
Shareclass
WBI Power Factor® High Dividend ETF (WBIY)
Type
Exchange-traded fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 15 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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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 Power Factor® High Dividend ETF WBIY
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. The Interpublic Group of Companies Inc1.45% of assets$786,942 invested
- 2. Ford Motor Co4.91% of assets$2.67M invested
- 3. Altria Group Inc4.84% of assets$2.63M invested
- 4. Verizon Communications Inc4.5% of assets$2.45M invested
- 5. Prudential Financial Inc1.35% of assets$733,671 invested
- 6. Chevron Corp1.32% of assets$719,999 invested
- 7. Macy's Inc3.5% of assets$1.91M invested
- 8. Organon & Co Ordinary Shares1.38% of assets$749,568 invested
- 9. Comerica Inc1.4% of assets$763,008 invested
- 10. The Western Union Co1.77% of assets$963,245 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. Provident Financial Services Inc0.37% of assets$203,356 invested
- 2. Flex LNG Ltd0.41% of assets$220,525 invested
- 3. Noble Corp PLC Class A2.47% of assets$1.34M invested
- 4. Atlantic Union Bankshares Corp1.61% of assets$878,055 invested
- 5. Invesco Ltd2.9% of assets$1.58M invested
- 6. Artisan Partners Asset Management Inc Class A0.76% of assets$413,438 invested
- 7. Columbia Banking System Inc1.21% of assets$660,929 invested
- 8. Valley National Bancorp1.44% of assets$786,223 invested
- 9. Monro Inc0.58% of assets$317,346 invested
- 10. LCI Industries Inc1.4% of assets$762,649 invested
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Financial performance
Performance data provided by
Find more financial data on WBIY at Morningstar.com
Find more financial data on WBIY at Morningstar.comGender Equality and Returns
Enlarge
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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As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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