WBI Power Factor® High Dividend ETF

Shareclass
WBI Power Factor® High Dividend ETF (WBIY)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund WBI Power Factor® High Dividend ETF

FUND COVERAGE
# of holdings41
% of assets95%
Score
54 / 100
Rank

98.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #15 out of 1,085

Grade
A

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

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Interpublic Group of Companies Inc
         % of fund invested: 1.61%
         $USD invested: $868,873
  • 2. General Mills Inc
         % of fund invested: 1.57%
         $USD invested: $850,493
  • 3. Edison International
         % of fund invested: 4.68%
         $USD invested: $2.53M
  • 4. Ford Motor Co
         % of fund invested: 1.94%
         $USD invested: $1.05M
  • 5. Bristol-Myers Squibb Co
         % of fund invested: 4.98%
         $USD invested: $2.69M
  • 6. Verizon Communications Inc
         % of fund invested: 4.81%
         $USD invested: $2.6M
  • 7. Altria Group Inc
         % of fund invested: 4.2%
         $USD invested: $2.27M
  • 8. Chevron Corp
         % of fund invested: 1.53%
         $USD invested: $825,664
  • 9. Target Corp
         % of fund invested: 1.79%
         $USD invested: $967,626
  • 10. The Campbell's Co
         % of fund invested: 1.65%
         $USD invested: $890,824
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hess Midstream LP Class A
         % of fund invested: 2.21%
         $USD invested: $1.2M
  • 2. Provident Financial Services Inc
         % of fund invested: 0.38%
         $USD invested: $206,329
  • 3. UGI Corp
         % of fund invested: 1.6%
         $USD invested: $866,272
  • 4. Civitas Resources Inc Ordinary Shares
         % of fund invested: 2.9%
         $USD invested: $1.57M
  • 5. Artisan Partners Asset Management Inc Class A
         % of fund invested: 0.77%
         $USD invested: $414,945
  • 6. Columbia Banking System Inc
         % of fund invested: 4.1%
         $USD invested: $2.22M
  • 7. Lincoln National Corp
         % of fund invested: 1.7%
         $USD invested: $919,884
  • 8. LCI Industries Inc
         % of fund invested: 1.1%
         $USD invested: $593,722
  • 9. Marriott Vacations Worldwide Corp
         % of fund invested: 1.08%
         $USD invested: $583,527
  • 10. Flowers Foods Inc
         % of fund invested: 1.57%
         $USD invested: $849,488

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund WBI Power Factor® High Dividend ETF

Totals

Holdings
Assets
Weight
Prisons
3
$3.74M
6.92%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$1.05M
1.94%
     Borders high risk
0
$0
0%
Total
3
$3.74M
6.92%
Full fund results

Holdings — 3 flagged holdings

1.
The Western Union Co
Prisons
$1.73M
3.19%
Prisons
$1.73M
3.19%
2.
Ford Motor Co
Prisons
Borders
$1.05M
1.94%
Prisons
Borders :
$1.05M
1.94%
3.
Target Corp
Prisons
$967,626
1.79%
Prisons
$967,626
1.79%
More from Invest Your Values
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