TICKER
WBIL
INCEPTION DATE
8/25/2014
NAV
$39.69
As of 07/10/2026
FUND NET ASSETS
$30.05 (MM)
As of 07/10/2026
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 07/13/2026 | WBIL | ALAB | 04626A103 | Astera Labs Inc | 2,371 | 412.970000 | 979151.87 | 3.26% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | EXPE | 30212P303 | Expedia Group Inc | 2,638 | 270.830000 | 714449.54 | 2.38% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CRWD | 22788C105 | Crowdstrike Holdings Inc | 3,716 | 187.180000 | 695560.88 | 2.31% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | SCHW | 808513105 | Charles Schwab Corp/The | 6,684 | 103.120000 | 689254.08 | 2.29% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | MNST | 61174X109 | Monster Beverage Corp | 7,022 | 97.390000 | 683872.58 | 2.28% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | DDOG | 23804L103 | Datadog Inc | 2,651 | 257.540000 | 682738.54 | 2.27% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | C | 172967424 | Citigroup Inc | 4,756 | 140.790000 | 669597.24 | 2.23% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | PCAR | 693718108 | PACCAR Inc | 5,379 | 124.570000 | 670062.03 | 2.23% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CBOE | 12503M108 | Cboe Global Markets Inc | 2,477 | 268.070000 | 664009.39 | 2.21% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | AXP | 025816109 | American Express Co | 1,864 | 350.580000 | 653481.12 | 2.17% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | ADP | 053015103 | Automatic Data Processing Inc | 2,680 | 241.920000 | 648345.60 | 2.16% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | LLY | 532457108 | Eli Lilly & Co | 546 | 1188.580000 | 648964.68 | 2.16% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | HEI | 422806109 | HEICO Corp | 1,842 | 350.920000 | 646394.64 | 2.15% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | IBKR | 45841N107 | Interactive Brokers Group Inc | 6,874 | 94.090000 | 646774.66 | 2.15% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | MS | 617446448 | Morgan Stanley | 2,909 | 222.280000 | 646612.52 | 2.15% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CAT | 149123101 | Caterpillar Inc | 674 | 952.410000 | 641924.34 | 2.14% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | GE | 369604301 | GE AEROSPACE | 1,772 | 359.270000 | 636626.44 | 2.12% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | EW | 28176E108 | Edwards Lifesciences Corp | 6,865 | 92.210000 | 633021.65 | 2.11% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | ROK | 773903109 | Rockwell Automation Inc | 1,333 | 472.120000 | 629335.96 | 2.09% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | AAPL | 037833100 | Apple Inc | 1,975 | 315.320000 | 622757.00 | 2.07% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | AVGO | 11135F101 | Broadcom Inc | 1,537 | 399.970000 | 614753.89 | 2.05% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | NTAP | 64110D104 | NetApp Inc | 3,621 | 168.870000 | 611478.27 | 2.03% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CI | 125523100 | Cigna Group/The | 2,057 | 293.460000 | 603647.22 | 2.01% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | MDB | 60937P106 | MongoDB Inc | 1,767 | 342.080000 | 604455.36 | 2.01% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | MAR | 571903202 | Marriott International Inc/MD | 1,599 | 376.110000 | 601399.89 | 2.00% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | TPR | 876030107 | Tapestry Inc | 4,229 | 140.730000 | 595147.17 | 1.98% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | TWLO | 90138F102 | Twilio Inc | 2,736 | 214.560000 | 587036.16 | 1.95% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | XPO | 983793100 | XPO Inc | 2,813 | 207.880000 | 584766.44 | 1.95% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | KO | 191216100 | Coca-Cola Co/The | 6,968 | 83.490000 | 581758.32 | 1.94% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | TEAM | 049468101 | Atlassian Corp | 6,306 | 88.860000 | 560351.16 | 1.86% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | LVS | 517834107 | Las Vegas Sands Corp | 11,877 | 46.690000 | 554537.13 | 1.85% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | STLD | 858119100 | Steel Dynamics Inc | 2,310 | 228.420000 | 527650.20 | 1.76% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | AMBA | G037AX101 | Ambarella Inc | 6,797 | 77.300000 | 525408.10 | 1.75% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | TKO | 87256C101 | TKO Group Holdings Inc | 2,812 | 184.400000 | 518532.80 | 1.73% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | RDDT | 75734B100 | Reddit Inc | 2,633 | 195.340000 | 514330.22 | 1.71% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | HWM | 443201108 | Howmet Aerospace Inc | 1,851 | 270.850000 | 501343.35 | 1.67% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CASY | 147528103 | Casey's General Stores Inc | 591 | 819.830000 | 484519.53 | 1.61% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | BMY | 110122108 | Bristol-Myers Squibb Co | 7,063 | 57.580000 | 406687.54 | 1.35% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CSCO | 17275R102 | Cisco Systems Inc | 3,197 | 121.310000 | 387828.07 | 1.29% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | LMT | 539830109 | Lockheed Martin Corp | 734 | 523.220000 | 384043.48 | 1.28% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | ROST | 778296103 | Ross Stores Inc | 1,648 | 222.880000 | 367306.24 | 1.22% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | SLB | 806857108 | SLB Ltd | 7,271 | 47.760000 | 347262.96 | 1.16% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CMI | 231021106 | Cummins Inc | 505 | 675.950000 | 341354.75 | 1.14% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | CRS | 144285103 | Carpenter Technology Corp | 585 | 578.610000 | 338486.85 | 1.13% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | MPWR | 609839105 | Monolithic Power Systems Inc | 244 | 1352.740000 | 330068.56 | 1.10% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | PAYX | 704326107 | Paychex Inc | 3,044 | 107.540000 | 327351.76 | 1.09% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | FOX | 35137L204 | Fox Corp | 6,529 | 48.750000 | 318288.75 | 1.06% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | FANG | 25278X109 | Diamondback Energy Inc | 1,723 | 183.390000 | 315980.97 | 1.05% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | GD | 369550108 | General Dynamics Corp | 833 | 375.060000 | 312424.98 | 1.04% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | LRCX | 512807306 | Lam Research Corp | 826 | 350.330000 | 289372.58 | 0.96% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | QLYS | 74758T303 | Qualys Inc | 1,685 | 152.690000 | 257282.65 | 0.86% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | SYY | 871829107 | Sysco Corp | 2,548 | 83.830000 | 213598.84 | 0.71% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | Cash&Other | Cash&Other | Cash & Other | 210,416 | 1.000000 | 210416.26 | 0.70% | 30054976.56 | 757182 | 75.720000000000 | Y | |
| 07/13/2026 | WBIL | AMGN | 031162100 | Amgen Inc | 568 | 363.390000 | 206405.52 | 0.69% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | ODFL | 679580100 | Old Dominion Freight Line Inc | 909 | 227.625000 | 206911.13 | 0.69% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | PH | 701094104 | Parker-Hannifin Corp | 217 | 961.270000 | 208595.59 | 0.69% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | IDXX | 45168D104 | IDEXX Laboratories Inc | 351 | 563.570000 | 197813.07 | 0.66% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | UNP | 907818108 | Union Pacific Corp | 683 | 286.960000 | 195993.68 | 0.65% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | WM | 94106L109 | Waste Management Inc | 841 | 233.330000 | 196230.53 | 0.65% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | TJX | 872540109 | TJX Cos Inc/The | 1,235 | 151.340000 | 186904.90 | 0.62% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | PEP | 713448108 | PepsiCo Inc | 1,241 | 137.380000 | 170488.58 | 0.57% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | FAST | 311900104 | Fastenal Co | 3,006 | 46.490000 | 139748.94 | 0.46% | 30054976.56 | 757182 | 75.720000000000 | 0.00 | |
| 07/13/2026 | WBIL | OKTA | 679295105 | Okta Inc | 885 | 138.630000 | 122687.55 | 0.41% | 30054976.56 | 757182 | 75.720000000000 | 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.