NYSE · US Equities - Dividend & Fundamental · USA
The companies inside WBIY trade 29% below what we estimate they are worth. We could give a verdict on 96% of the fund's weight: 52 holdings as reported to the SEC at 30 Jun 2026.
Where the money is: 44% in companies in the buy zone, 18% about fairly valued, 34% overvalued, 4% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.97% a year: on $10,000 held flat that is $970 over 10 years and $1,940 over 20.