Articles from Wallick Investments, LLC

Inspire Fidelis Multi Factor ETF, whose mandate is to replicate Wallick Investments, LLC’s Fidelis 100 Index, has received a 4-Star Morningstar Rating™ for 3 year risk-adjusted performance out of 381 US Mid-Cap Blend funds as of August 31, 2025.

On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor Index to benchmark the performance of diversified equity portfolios. The Index integrates Inspire Investing’s revolutionary faith-based Impact Scores with a comprehensive multi-factor-based methodology for equity selection. One year after its launch, with over 4% outperformance to the S&P 500 Index, the WI Fidelis Index is on its way to becoming the new standard for benchmarking diversified faith-based investments.

Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of December 31, 2022 (see chart). Only the top 10% of products in each product category receive 5 stars.*

Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar Rating™ for 3-, 5-, 10-year and Overall risk-adjusted performance as of September 30, 2022 (see chart). Only the top 10% of products in each product category receive 5 stars.*

After successfully managing a multi-cap, multi-factor, faith-based, separate account composite for over 10 years, Wallick Institutional of Wallick Investments, LLC has launched the WI Fidelis Multi-Cap Multi-Factor Index. It is now licensed and replicated by Inspire Investing, the world’s largest provider of biblically responsible ETFs, for the Inspire Fidelis Multi-factor ETF (FDLS) now trading on the New York Stock Exchange as of August 24, 2022.

Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, is proud to announce that Mr. Jacob (Jake) Wallick, portfolio manager and managing director of Wallick Institutional, has passed the Level III exam of the Chartered Financial Analyst® Program, completed all program requirements and is now a CFA charterholder— “one of the highest distinctions in the investment management profession.”*

Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 110 Mid-Cap Blend products, and a 5-Star Morningstar RatingTM for 3-year and Overall risk-adjusted performance among 149 Mid-Cap Blend products, all as of June 30, 2022. Only the top 10% of products in each product category receive 5 stars.*

Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 112 Mid-Cap Blend products as of March 31, 2022. Only the top 10% of products in each category receive 5 stars.* Based on 10-year Sharpe Ratios (return per unit of risk/standard deviation), WI Fidelis was #2 in the nation out of Mid-Cap Blend managers as of 1Q2022. WI Fidelis also received: a 5-Star Morningstar Rating for Overall risk-adjusted performance and a 4-Star Morningstar Rating for 3-year risk-adjusted performance, both among 155 Mid-Cap Blend products; and a 4-Star Morningstar Rating for 5-year risk-adjusted performance among 142 Mid-Cap Blend products, all as of March 31, 2022. This makes the 25th out of 30 quarters that WI Fidelis has received 4 or more Overall stars from Morningstar. 100% of the time, WI Fidelis has received 3 Stars or greater. Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).

Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year, Overall, and now 10-year risk-adjusted performance among 147 Mid-Cap Blend products as of December 31, 2021. Since its inception January 2012, WI Fidelis has received a 3-star or greater Overall Morningstar Rating for 100% of quarters rated and a 4-star or greater Overall Morningstar Rating for 24/29 quarters rated. Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).