With less than a year in the ETF business, WBI Shares is making a
splash. Through the first four months of 2015, WBI is #1 in Active ETF
sales with an asset raise of well over $200 million. In addition, the
firm passed iShares to move into the Top 5 in total Active ETF assets
under management. WBI’s Tactical High Income ETF (WBIH) made the biggest
jump last month moving up 6 spots into the Top 20 (#17) Largest Active
ETFs by AUM.
Matt Schreiber, President of WBI (Photo: Business Wire)
“We are thrilled to have had such a strong start to the year,” said Matt
Schreiber, President of WBI. “With the markets at all-time highs,
investors are excited about our offering. Our ETFs give them the ability
to participate in the upside, but WBI’s time-tested downside risk
management is extremely attractive to folks worried about the next
correction.”
WBI Shares ended April with $1.45 billion in assets under management, a
45% increase in assets since the firm’s late-August 2015 launch of 10
Active ETFs.
About WBI
For over two decades, WBI has helped investors stay comfortably invested
by aiming to reduce risk to capital. Our tactical, low volatility,
alternative strategies can provide investors with a smoother ride than
traditional buy-and-hold approaches. The firm’s unconstrained process
invests globally to take advantage of a wide range of opportunities or
raises cash in an effort to protect capital. WBI targets an optimal
blend of bear market capital preservation and bull market return.
Investors should consider the investment objectives, risk, charges,
and expenses carefully before investing. For a current prospectus with
this and other information about the Funds, please visit our website at www.wbishares.com
or call 1-800-772-5810. Read the prospectus carefully before investing.
An investment in the Fund is subject to investment risk, including the
possible loss of principal amount invested. The Fund may invest in
foreign and emerging market securities which carry additional risks than
investing in the United States such as currency fluctuation, economic or
financial instability, lack of timely or reliable financial information,
or unfavorable political or legal developments. The Fund is subject to
model risk, the investment process includes the use of proprietary
models and analysis which rely on third party data and if inaccurate
could adversely affect the Fund performance. The Fund may invest in
Exchange-Traded Funds (ETFs), mutual funds, and Exchange Traded Notes
(ETNs), which will subject the Fund to additional expenses of each ETF,
mutual fund, or ETN and risk of owning the underlying securities held by
each. Options on securities may be subject to greater fluctuations in
value than an investment in the underlying securities. Master Limited
Partnership risk entails risks such as fluctuations in energy prices,
decrease in supply of or demand for energy commodities. In addition, the
Fund is subject to market risk, management risk, dividend risk, growth
risk, value risk, debt security risk, high-yield security risk, small
and medium company risk, portfolio turnover risk, securities business
risk, mortgage-backed securities risk, new fund risk, and trading price
risk.
Foreside Fund Services, LLC, Distributor.
© Copyright 2015 WBI
wbiinvestments.com
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Copyright Business Wire 2015