TICKER
WBIL
INCEPTION DATE
8/25/2014
NAV
$35.35
As of 12/22/2025
FUND NET ASSETS
$29.95 (MM)
As of 12/22/2025
Utilized for nearly 30 years, WBI’s active investment process seeks to manage risk to capital, unleash the benefits of compounding, and grow capital efficiently through good and bad market cycles.
WBIL is an active ETF focused on global small-, mid- and large-cap dividend paying stocks. The fund seeks to manage risk to capital while providing attractive returns and long-term growth of capital. The rigorous stock selection process targets stocks with the highest quality fundamentals and potential for growth.


WBIL is designed to participate in market advances and protect capital during market declines. With WBI’s time-tested active risk management, is a great tool to pair with passive ETFs to reduce down-market correlation, volatility, and loss of capital.
| Date | Account | StockTicker | CUSIP | SecurityName | Shares | Price | MarketValue | Weightings | NetAssets | SharesOutstanding | CreationUnits | MoneyMarketFlag | IncomeByPosition |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 12/24/2025 | WBIL | Cash&Other | Cash&Other | Cash & Other | 2,069,016 | 1.000000 | 2069015.58 | 6.92% | 29917808.74 | 847182 | 84.720000000000 | Y | |
| 12/24/2025 | WBIL | FIX | 199908104 | Comfort Systems USA Inc | 607 | 965.370000 | 585979.59 | 1.96% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | LLY | 532457108 | Eli Lilly & Co | 540 | 1071.640000 | 578685.60 | 1.93% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | TKO | 87256C101 | TKO Group Holdings Inc | 2,665 | 215.700000 | 574840.50 | 1.92% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | REGN | 75886F107 | Regeneron Pharmaceuticals Inc | 708 | 785.170000 | 555900.36 | 1.86% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CAH | 14149Y108 | Cardinal Health Inc | 2,534 | 207.370000 | 525475.58 | 1.76% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | V | 92826C839 | Visa Inc | 1,489 | 353.380000 | 526182.82 | 1.76% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | AXP | 025816109 | American Express Co | 1,373 | 382.190000 | 524746.87 | 1.75% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CSCO | 17275R102 | Cisco Systems Inc | 6,664 | 78.020000 | 519925.28 | 1.74% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | EBAY | 278642103 | eBay Inc | 6,195 | 84.050000 | 520689.75 | 1.74% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | FICO | 303250104 | Fair Isaac Corp | 301 | 1725.780000 | 519459.78 | 1.74% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | QCOM | 747525103 | QUALCOMM Inc | 2,987 | 174.750000 | 521978.25 | 1.74% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ADSK | 052769106 | Autodesk Inc | 1,737 | 297.580000 | 516896.46 | 1.73% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | WTW | G96629103 | Willis Towers Watson PLC | 1,527 | 332.300000 | 507422.10 | 1.70% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | EMR | 291011104 | Emerson Electric Co | 3,615 | 135.490000 | 489796.35 | 1.64% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | RMD | 761152107 | ResMed Inc | 2,008 | 244.600000 | 491156.80 | 1.64% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | SPGI | 78409V104 | S&P Global Inc | 932 | 525.140000 | 489430.48 | 1.64% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | HSY | 427866108 | Hershey Co/The | 2,573 | 182.620000 | 469881.26 | 1.57% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | INTU | 461202103 | Intuit Inc | 697 | 674.140000 | 469875.58 | 1.57% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | SYY | 871829107 | Sysco Corp | 6,098 | 73.990000 | 451191.02 | 1.51% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | COST | 22160K105 | Costco Wholesale Corp | 504 | 854.790000 | 430814.16 | 1.44% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | PLTR | 69608A108 | Palantir Technologies Inc | 1,802 | 194.130000 | 349822.26 | 1.17% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | EXPE | 30212P303 | Expedia Group Inc | 1,167 | 288.230000 | 336364.41 | 1.12% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | GE | 369604301 | GE AEROSPACE | 1,057 | 315.530000 | 333515.21 | 1.11% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ABNB | 009066101 | Airbnb Inc | 2,359 | 136.490000 | 321979.91 | 1.08% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | HIG | 416515104 | Hartford Insurance Group Inc/The | 2,318 | 139.080000 | 322387.44 | 1.08% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MA | 57636Q104 | Mastercard Inc | 553 | 576.350000 | 318721.55 | 1.07% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | VRTX | 92532F100 | Vertex Pharmaceuticals Inc | 690 | 459.210000 | 316854.90 | 1.06% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | KLAC | 482480100 | KLA CORP | 247 | 1268.750000 | 313381.25 | 1.05% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CRM | 79466L302 | Salesforce Inc | 1,172 | 263.430000 | 308739.96 | 1.03% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CTSH | 192446102 | Cognizant Technology Solutions Corp | 3,610 | 85.180000 | 307499.80 | 1.03% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MLM | 573284106 | Martin Marietta Materials Inc | 482 | 638.780000 | 307891.96 | 1.03% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | GILD | 375558103 | Gilead Sciences Inc | 2,449 | 125.190000 | 306590.31 | 1.02% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | GOOGL | 02079K305 | Alphabet Inc | 970 | 314.350000 | 304919.50 | 1.02% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | NVDA | 67066G104 | NVIDIA Corp | 1,606 | 189.210000 | 303871.26 | 1.02% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | AAPL | 037833100 | Apple Inc | 1,106 | 272.360000 | 301230.16 | 1.01% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ABBV | 00287Y109 | AbbVie Inc | 1,317 | 228.790000 | 301316.43 | 1.01% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | IBKR | 45841N107 | Interactive Brokers Group Inc | 4,600 | 65.960000 | 303416.00 | 1.01% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | SCHW | 808513105 | Charles Schwab Corp/The | 3,001 | 101.180000 | 303641.18 | 1.01% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ACGL | G0450A105 | Arch Capital Group Ltd | 3,091 | 96.960000 | 299703.36 | 1.00% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MCK | 58155Q103 | McKesson Corp | 362 | 825.730000 | 298914.26 | 1.00% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | NU | G6683N103 | NU Holdings Ltd/Cayman Islands | 17,884 | 16.760000 | 299735.84 | 1.00% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | TT | G8994E103 | Trane Technologies PLC | 757 | 393.740000 | 298061.18 | 1.00% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | YUM | 988498101 | Yum! Brands Inc | 1,937 | 154.530000 | 299324.61 | 1.00% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ADBE | 00724F101 | Adobe Inc | 838 | 352.420000 | 295327.96 | 0.99% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | APP | 03831W108 | AppLovin Corp | 408 | 728.450000 | 297207.60 | 0.99% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CTAS | 172908105 | Cintas Corp | 1,561 | 190.660000 | 297620.26 | 0.99% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | TXN | 882508104 | Texas Instruments Inc | 1,676 | 177.080000 | 296786.08 | 0.99% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ADI | 032654105 | Analog Devices Inc | 1,063 | 276.730000 | 294163.99 | 0.98% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | AMD | 007903107 | Advanced Micro Devices Inc | 1,366 | 214.900000 | 293553.40 | 0.98% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | FERG | 31488V107 | Ferguson Enterprises Inc | 1,292 | 227.300000 | 293671.60 | 0.98% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | FTNT | 34959E109 | Fortinet Inc | 3,623 | 80.660000 | 292231.18 | 0.98% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | COR | 03073E105 | Cencora Inc | 848 | 340.590000 | 288820.32 | 0.97% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | IDXX | 45168D104 | IDEXX Laboratories Inc | 425 | 682.310000 | 289981.75 | 0.97% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | PEG | 744573106 | Public Service Enterprise Group Inc | 3,605 | 80.430000 | 289950.15 | 0.97% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | DAL | 247361702 | Delta Air Lines Inc | 3,974 | 70.500000 | 280167.00 | 0.94% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | VMC | 929160109 | Vulcan Materials Co | 964 | 292.840000 | 282297.76 | 0.94% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | UAL | 910047109 | United Airlines Holdings Inc | 2,378 | 113.530000 | 269974.34 | 0.90% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MDB | 60937P106 | MongoDB Inc | 603 | 437.130000 | 263589.39 | 0.88% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MS | 617446448 | Morgan Stanley | 1,471 | 179.500000 | 264044.50 | 0.88% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | GS | 38141G104 | Goldman Sachs Group Inc/The | 289 | 901.710000 | 260594.19 | 0.87% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CEG | 21037T109 | Constellation Energy Corp | 713 | 361.330000 | 257628.29 | 0.86% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ROK | 773903109 | Rockwell Automation Inc | 642 | 398.840000 | 256055.28 | 0.86% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CMI | 231021106 | Cummins Inc | 494 | 517.090000 | 255442.46 | 0.85% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | NDAQ | 631103108 | Nasdaq Inc | 2,599 | 98.010000 | 254727.99 | 0.85% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | HEI | 422806109 | HEICO Corp | 743 | 337.890000 | 251052.27 | 0.84% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ROST | 778296103 | Ross Stores Inc | 1,391 | 180.610000 | 251228.51 | 0.84% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | WMT | 931142103 | Walmart Inc | 2,267 | 110.900000 | 251410.30 | 0.84% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | RDDT | 75734B100 | Reddit Inc | 1,083 | 225.820000 | 244563.06 | 0.82% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | HCA | 40412C101 | HCA Healthcare Inc | 510 | 474.040000 | 241760.40 | 0.81% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | PH | 701094104 | Parker-Hannifin Corp | 273 | 887.140000 | 242189.22 | 0.81% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CAT | 149123101 | Caterpillar Inc | 412 | 582.420000 | 239957.04 | 0.80% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | UNP | 907818108 | Union Pacific Corp | 1,020 | 234.150000 | 238833.00 | 0.80% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | TEAM | 049468101 | Atlassian Corp | 1,442 | 162.390000 | 234166.38 | 0.78% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CRWV | 21873S108 | CoreWeave Inc | 2,862 | 80.260000 | 229704.12 | 0.77% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | AMGN | 031162100 | Amgen Inc | 668 | 331.490000 | 221435.32 | 0.74% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CDNS | 127387108 | Cadence Design Systems Inc | 691 | 316.930000 | 218998.63 | 0.73% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MPWR | 609839105 | Monolithic Power Systems Inc | 216 | 943.550000 | 203806.80 | 0.68% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | MRVL | 573874104 | MARVELL TECHNOLOGY INC | 2,212 | 87.680000 | 193948.16 | 0.65% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | VRT | 92537N108 | Vertiv Holdings Co | 1,153 | 166.260000 | 191697.78 | 0.64% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | DT | 268150109 | Dynatrace Inc | 4,201 | 43.740000 | 183751.74 | 0.61% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | CRWD | 22788C105 | Crowdstrike Holdings Inc | 372 | 478.840000 | 178128.48 | 0.60% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | NOW | 81762P102 | ServiceNow Inc | 1,131 | 154.360000 | 174581.16 | 0.58% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | SNOW | 833445109 | Snowflake Inc | 738 | 225.100000 | 166123.80 | 0.56% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | AMBA | G037AX101 | Ambarella Inc | 2,226 | 71.980000 | 160227.48 | 0.54% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | S | 81730H109 | SentinelOne Inc | 10,924 | 14.750000 | 161129.00 | 0.54% | 29917808.74 | 847182 | 84.720000000000 | 0.00 | |
| 12/24/2025 | WBIL | ARM | 042068205 | ARM Holdings PLC | 598 | 112.020000 | 66987.96 | 0.22% | 29917808.74 | 847182 | 84.720000000000 | 0.00 |
An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. There is no guarantee the Advisor’s investment strategy and quantitative models used to identify companies with high-quality fundamentals will be successful. Companies with an apparently attractive financial condition and prospects for ongoing financial stability may experience adverse business conditions specific to their industry or enterprise that cause their financial condition and prospects to deteriorate. To the extent that the Fund invests in dividend-paying equities, if stocks held by the Fund reduce or stop paying dividends, the Fund’s ability to generate income may be affected. Small and medium capitalization companies may involve greater volatility and risk than investing in larger and more established companies. Foreign and emerging market securities carry additional risks such as currency fluctuation, economic or financial instability, lack of timely or reliable financial information, or unfavorable political or legal developments. For a full list of investment risks associated with the fund including but not limited to Debt Risk, High Yield Securities Risk, Cash Position Risk, Portfolio Turnover Risk, Quantitative Model Risk, Master Limited Partnership Risk, and Real-Estate Investment Trust Risk please read the prospectus.