WBI BullBear Global Income ETF
WBII
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- DE United States of America
- IPO Date
- Aug 25, 2014
- CIK
- 0001591939
- Similar Companies
- Business
- WBI BullBear Global Income ETF (WBII) is an actively managed exchange-traded fund that seeks current income and capital appreciation by tactically investing in global dividend-paying equities, options strategies, and fixed-income securities. The fund employs a proprietary bull/bear methodology to adjust allocations between income-generating assets during favorable market conditions and defensive positions during downturns; it utilizes covered call options, put options, and equity-linked notes on a diversified portfolio of large-cap global stocks, high-yield bonds, and preferred securities across sectors such as financials, energy, and consumer staples. WBII targets income-oriented investors, including retirees and institutions seeking yield enhancement with downside protection, operating primarily in U.S. and international markets including North America, Europe, and emerging Asia. Launched in 2021 by WBI Investments, LLC, a boutique asset manager focused on tactical rotation strategies, the ETF is headquartered in New Jersey with portfolio management overseen by an experienced team led by Chuck Clough. The fund's assets under management have grown steadily, reflecting investor interest in its adaptive approach amid volatile global markets. In recent developments, WBI Investments expanded its tactical ETF suite in 2024 with enhanced options overlays for WBII to improve yield capture in rising rate environments; the firm also formed a strategic distribution alliance with a major wirehouse platform in mid-2025 to broaden retail access. No significant acquisitions or reorganizations have occurred, though the fund adjusted its benchmark to a custom global income index in late 2024 for better performance alignment.