KWIN - ETF AI Analysis

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KraneShares Wahed Alternative Income Index ETF (KWIN)

Rating:65Neutral

Price Target:―

KWIN, the KraneShares Wahed Alternative Income Index ETF, earns a solid overall rating thanks to several high-quality growth companies like Arista Networks and Intuitive Surgical, which show strong financial performance and positive outlooks in areas such as AI, cloud, and advanced medical technology. Other major holdings like Amazon and Tesla also support the fund’s quality, though their high valuations and some technical or cash flow concerns, along with leverage and valuation risks in names like O’Reilly Auto and Fair Isaac, keep the rating from being higher. The main risk factor is that many top holdings share similar challenges around premium valuations and, in some cases, financial leverage, which could increase volatility if market conditions worsen.

Positive Factors

Strong Sector Focus

The ETF has significant exposure to the technology sector, which has shown strong growth potential in recent years.

Top Holdings with Growth Potential

Several top holdings, such as Amazon and Tesla, are well-known companies with strong growth trajectories.

Steady Asset Growth

The ETF has maintained a healthy level of assets under management, indicating investor confidence.

Negative Factors

High Sector Concentration

Over 60% of the portfolio is allocated to the technology sector, increasing vulnerability to downturns in that industry.

Limited Geographic Diversification

The ETF is entirely focused on U.S. companies, which may limit protection against international market opportunities or risks.

Moderate Expense Ratio

The fund's expense ratio is higher than some low-cost ETFs, which could slightly reduce overall returns for investors.

KWIN vs. SPDR S&P 500 ETF (SPY)

AUM45.65M

RegionNorth America

Expense Ratio0.51%

Beta-0.19

IssuerKraneShares

Inception DateNov 05, 2025

Dividend YieldN/A

Asset ClassEquity

Index TrackedWahed Shariah Alternative Income Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume29,025

30 Day Avg. Volume21,604

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

31.49

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering27

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

KWIN Summary

The KraneShares Wahed Alternative Income Index ETF (KWIN) is an investment fund that follows the Wahed Shariah Alternative Income Index, focusing on U.S. companies while adhering to Islamic financial principles. It includes well-known companies like Amazon and Tesla and spans sectors such as technology and consumer goods. KWIN uses a unique strategy involving call options to generate additional income, making it appealing for investors seeking ethical investing and potential growth. However, since it is heavily weighted in technology stocks, its performance may be more volatile and tied to the tech sector's ups and downs.

How much will it cost me?The KraneShares Wahed Alternative Income Index ETF (KWIN) has an expense ratio of 0.51%, which means you’ll pay $5.10 per year for every $1,000 invested. This is slightly higher than average because it is actively managed and uses a specialized strategy, including Shariah compliance and a call option income approach.

What would affect this ETF?KWIN's focus on U.S. equities, particularly in technology and consumer cyclical sectors, positions it to benefit from innovation and consumer spending trends, which could drive growth. However, its reliance on these sectors also makes it vulnerable to economic slowdowns, regulatory changes, or shifts in consumer behavior. Additionally, the ETF's call option strategy may enhance income but could underperform in highly volatile markets.

KWIN Top 10 Holdings

KWIN’s story is all about U.S. growth names, with a heavy tilt toward tech and consumer stocks that power its Shariah-compliant income strategy. Chip-design leaders like Cadence and Synopsys, along with cybersecurity player Fortinet, have been mixed to lagging lately, so the tech engine is sputtering rather than roaring. Amazon and Tesla are also losing steam, adding more drag than lift. On the brighter side, Lululemon and Arista Networks have been relatively steady to rising, helping offset some of the tech softness in this U.S.-only lineup.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ISRG	Intuitive Surgical	5.12%	$2.34M	$176.65B	-11.77%	78 Outperform
LULU	Lululemon Athletica	4.66%	$2.13M	$21.33B	-50.44%	75 Outperform
CDNS	Cadence Design	4.28%	$1.95M	$81.97B	24.82%	78 Outperform
FTNT	Fortinet	4.25%	$1.94M	$60.01B	-22.48%	71 Outperform
AMZN	Amazon	4.11%	$1.88M	$2.24T	4.06%	71 Outperform
ANET	Arista Networks	3.93%	$1.79M	$156.56B	53.53%	83 Outperform
ORLY	O'Reilly Auto	3.93%	$1.79M	$79.04B	5.55%	66 Neutral
SNPS	Synopsys	3.81%	$1.74M	$82.56B	-3.79%	73 Outperform
FICO	Fair Isaac	3.81%	$1.74M	$34.35B	-21.84%	69 Neutral
TSLA	Tesla	3.78%	$1.73M	$1.52T	45.45%	73 Outperform

KWIN Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

25.32

Positive

100DMA

200DMA

Market Momentum

MACD

0.02

Negative

RSI

59.22

Neutral

STOCH

60.00

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KWIN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.36, equal to the 50-day MA of 25.32, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.02 indicates Negative momentum. The RSI at 59.22 is Neutral, neither overbought nor oversold. The STOCH value of 60.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KWIN.

KWIN Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
KWIN	―	―	$45.65M	0.51%	65 Neutral
BAMD	―	―	$98.90M	0.89%	69 Neutral
SOVF	―	―	$96.77M	0.75%	69 Neutral
FFTY	―	―	$96.19M	0.80%	70 Outperform
STNC	―	―	$94.96M	0.85%	71 Outperform
BUZZ	―	―	$90.90M	0.76%	68 Neutral

Performance Comparison

KWIN

KraneShares Wahed Alternative Income Index ETF

25.43

0.39

1.56%

BAMD

Brookstone Dividend Stock ETF

―

SOVF

Sovereign's Capital Flourish Fund

―

FFTY

Innovator IBD 50 ETF

―

STNC

Stance Equity ESG Large Cap Core ETF

―

BUZZ

VanEck Social Sentiment ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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