WBIE’s top 10 holdings, which combine for roughly 42% of the ETF’s weight, are comprised of nine equities with just 4.3% going to short-term Treasurys.
As of May 21, WBIE’s top 10 holdings included Dow component Visa (NYSE: V), Schlumberger (NYSE: SLB), two members of the Dow Jones Transportation Average and Warren Buffett’s Berkshire Hathaway (NYSE: BRK-B).
WBIE vs. S&P 500
Chart Courtesy: WBI Investments