WBI BullBear Value 3000 ETF
Shareclass
WBI BullBear Value 3000 ETF (WBIF)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund WBI BullBear Value 3000 ETF
FUND COVERAGE
# of holdings69
% of assets85%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Ralph Lauren Corp Class A1.26%$334,364
- 2. Accenture PLC Class A1.54%$406,913
- 3. The Hartford Insurance Group Inc0.65%$171,244
- 4. Microsoft Corp2.07%$546,807
- 5. McDonald's Corp1.5%$396,017
- 6. GitLab Inc Class A0.69%$181,984
- 7. American Express Co1.59%$419,890
- 8. Paychex Inc1.44%$379,879
- 9. Yum China Holdings Inc1.47%$389,729
- 10. Meta Platforms Inc Class A1.87%$495,339
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Mueller Industries Inc1.64%$434,702
- 2. Palantir Technologies Inc Ordinary Shares - Class A0.74%$196,060
- 3. Vertiv Holdings Co Class A0.84%$222,560
- 4. Chemed Corp1.44%$382,132
- 5. Reddit Inc Class A Shares0.57%$151,280
- 6. Moog Inc Class A0.52%$136,225
- 7. Huntington Ingalls Industries Inc0.6%$158,112
- 8. Essent Group Ltd1.49%$394,492
- 9. SentinelOne Inc Class A0.67%$177,143
- 10. Dick's Sporting Goods Inc0.91%$241,159
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund WBI BullBear Value 3000 ETF
Totals
Holdings
Assets
Weight
Prisons
4
$2.14M
8.1%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$2.73M
10%
Borders high risk
2
$580,549
2.19%
Total
7
$3.13M
12%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$620,305
2.35%
2.
Amazon.com Inc
:$578,557
2.19%
3.
Microsoft Corp
:$546,807
2.07%
4.
Accenture PLC Class A
:$406,913
1.54%
5.
McDonald's Corp
$396,017
1.5%
6.
KBR Inc
:$384,489
1.45%
7.
Palantir Technologies Inc Ordinary Shares - Class A
:$196,060
0.74%
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 Value 3000 ETF WBIF
Environment
Social
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