WBI Shortlisted for Mutual Fund Industry Awards by Fund Intelligence

Wealth Management Firm Recognized in “Active ETF of the Year” and “Social Media Leader of the Year” Categories

RED BANK, N.J.--()--WBI Investments, Inc., a leading provider of wealth-building strategies targeting an optimal blend of bear market protection and bull market return, today announced it has been shortlisted for the Mutual Fund Industry Awards in two categories: “Active ETF of the Year” for the firm’s exchange-traded fund WBI Tactical LCY Shares (WBIG), and “Social Media Leader of the Year” for its program to communicate with financial advisors and investors. Hosted by the analysis and intelligence firm Fund Intelligence, the Mutual Fund Industry Awards recognize the top performers and innovators in the mutual fund and ETF markets.

“From our innovative use of Twitter and LinkedIn to our fan-favorite Bull | Bear Radio podcast, we’re revolutionizing how financial firms connect with investors and advisors to share wealth-building insights.”

Winners of the Mutual Fund Industry Awards 2018 will be announced at an awards ceremony in New York City on April 12. For the complete list of finalists and an overview of the methodology, visit https://mutualfundindustryawards.awardstage.com.

Social Media Leader of the Year

Over the past year, WBI has made significant investments in its social presence to connect more meaningfully with advisors and investors. In September 2017, the firm launched a weekly podcast, Bull | Bear Radio, that provides market commentary and time-tested wealth-building insights. Hosted by Don Schreiber, Jr. and WBI President Matt Schreiber, Bull | Bear Radio is produced entirely in-house by the firm’s marketing and media team. The podcast is now in its second season with a five-star rating on iTunes and is also available on Google Play and SoundCloud.

Other social media initiatives spearheaded by WBI’s marketing team include:

  • Market Minute, a bi-weekly video segment breaking down top market headlines
  • Bull | Bear News, a weekly newsletter sharing WBI’s latest insights with clients and prospects
  • Bull | Bear Magazine, a semiannual magazine highlighting broader trends and case studies
  • Regular contributed articles on Financial Advisor IQ – where WBI was the top-read firm in 2017 – FoxBusiness.com, WealthManagement.com and other influential media outlets

“WBI is proud to be a pioneer in leveraging social media to understand and engage with our clients and the public,” said Matt Schreiber. “From our innovative use of Twitter and LinkedIn to our fan-favorite Bull | Bear Radio podcast, we’re revolutionizing how financial firms connect with investors and advisors to share wealth-building insights.”

Active ETF of the Year

WBI’s large cap yield ETF (WBIG) is a “true active” ETF, designed to participate in market advances and protect capital during market declines. In 2017, the fund generated 25.45% in investment return in market price and 24.99% in investment return in net asset value, outperforming the Russell 1000 Value Index’s return of 13.66%. The fund also grew more capital than the index over the 1-year timeframe. WBIG also beat the S&P 500 and 93% of the Morningstar Large Blend peer universe for 1-year returns, out of 1,396 funds, as of 12/31/17. WBIG surged through the market volatility thus far in 2018, ending up as the #1 dividend equity ETF in the U.S., based on 1-year returns, out of 58 funds,as February 28 2018. As of 2/28/18, WBIG’s 1-year return outpaced the S&P 500 and its guideline index, the Russell 1000 Value.1

“We’re honored to be included as a finalist in this year’s Mutual Fund Industry Awards alongside some of the industry’s largest and most respected firms,” said Don Schreiber, Jr., founder and CEO of WBI. “We consider our ETFs to be emblematic of WBI’s core mission to produce attractive returns with low volatility and risk to capital, enabling investors to reliably build their portfolios over time. Although we believe our ETFs’ results speak for themselves, it’s heartening to see organizations like Fund Intelligence recognize our team’s diligence and hard work.”

For the Fund’s standardized performance visit http://www.wbishares.com/products/

Past performance is not indicative of future returns. You cannot invest directly in an index. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Returns less than one year are not annualized. For the most recent month end performance visit wbishares.com.

For more information on WBI’s suite of active and smart beta ETFs, please visit www.wbishares.com.

Stay Connected: Follow WBI on Twitter and LinkedIn. Listen to Bull | Bear Radio on Soundcloud, iTunes or Google Play, and watch Market Minute on Vimeo.

About WBI

For over three decades, WBI’s goal has been to help investors stay comfortably invested by aiming to reduce risk to capital. Our value-driven investment process and risk-managed SMA and ETF strategies can help investors navigate both bull and bear markets.

1Data Source: Morningstar, 2018. #1 ranking based on 1-year market returns out of 58 U.S. listed, dividend equity ETFs, as of 2/28/18

Past performance is not indicative of future returns.

An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. An investment in the Fund varies with the success and failure of the Sub-Advisor’s investment strategies and the Sub-Advisor's research, analysis, and determination of portfolio securities. The investment process includes the use of proprietary models and analysis that rely on third-party data and, if inaccurate, could adversely affect the Fund performance. In addition, the Fund is subject to market risk, dividend risk, growth risk, value risk, debt security risk, foreign and emerging market securities risk, high-yield security risk, master limited partnership risk, small- and medium-sized companies risk, portfolio turnover risk, securities business risk, and trading price risk.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a current prospectus with this and other information about the Fund please visit our website at www.wbishares.com or call 1-800-772-5810. Read the prospectus carefully before investing.

Foreside Fund Services, LLC., Distributor


Water & Wall Group
Danielle Orsino, 646-343-9672

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