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LBO - ETF AI Analysis

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LBO

WHITEWOLF Publicly Listed Private Equity ETF (LBO)

Rating:69Neutral
Price Target:
LBO, the WHITEWOLF Publicly Listed Private Equity ETF, has a solid overall rating driven mainly by strong, income-focused holdings like Ares Capital (ARCC) and Hercules Capital (HTGC), which show robust financial performance, attractive valuations, and supportive earnings commentary. High-quality managers such as BlackRock (BLK) and Apollo (APO) also add to the fund’s strength, though concerns around high valuations, leverage, and some cash flow pressures in names like Carlyle Group (CG) and Blue Owl Capital (OWL) slightly weigh on the rating. The main risk factor is the fund’s concentration in private equity and alternative asset managers, which can be sensitive to market cycles, leverage, and valuation swings.
Positive Factors
Focused Exposure to Private Equity Leaders
The ETF holds well-known private equity and alternative asset managers, giving investors targeted access to this niche part of the financial sector.
Several Strong Top Holdings
A number of the largest positions, such as Ares Capital, Blue Owl Capital, Carlyle Group, and BlackRock, have shown strong year-to-date performance, helping support the fund’s overall returns.
Mostly Positive Recent Multi‑Month Performance
Despite a weak recent month, the ETF’s performance over the year to date and the last three months has been modestly positive, indicating some resilience in its strategy.
Negative Factors
Extremely High Expense Ratio
The fund charges a very high annual fee, which can significantly eat into investor returns over time compared with lower-cost ETFs.
Heavy Concentration in a Single Sector
With almost all assets in the financial sector, the ETF is highly exposed to downturns in financial and private equity markets.
Limited Diversification by Country and Holdings
The portfolio is almost entirely invested in U.S. companies and a small group of large positions, increasing the impact of U.S.-specific and stock-specific risks.

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

LBO Summary

The WHITEWOLF Publicly Listed Private Equity ETF (LBO) invests mainly in U.S. financial companies that act like private equity firms but trade on the stock market. It does not track a set index, but instead focuses on asset managers and related financial businesses. Well-known holdings include Blackstone and BlackRock, which manage money and invest in many different companies and projects. Someone might invest in LBO for potential growth and to get indirect exposure to private equity-style investments in a simple ETF. A key risk is that it is heavily concentrated in financial stocks, so its price can rise or fall sharply with that sector.
How much will it cost me?The WHITEWOLF Publicly Listed Private Equity ETF (Ticker: LBO) has an expense ratio of 6.71%, meaning you’ll pay $67.10 per year for every $1,000 invested. This is significantly higher than average because it is actively managed, focusing on a specialized niche within financials. Active management typically involves higher costs due to the research and expertise required.
What would affect this ETF?The WHITEWOLF Publicly Listed Private Equity ETF (LBO) could benefit from positive trends in the financial sector, such as increased demand for asset management services and growth in private equity investments, especially as its top holdings include industry leaders like Blackstone and Ares Capital. However, it may face challenges from rising interest rates, which could impact borrowing costs and profitability for companies in the asset management and custody banking niche, as well as potential regulatory changes affecting private equity operations. Its focus on U.S.-based financial firms also makes it sensitive to domestic economic conditions.

LBO Top 10 Holdings

LBO is essentially a bet on U.S. private-markets powerhouses, with names like Apollo, KKR, and Carlyle setting the tone. Lately, many of these alternative asset managers have been losing steam, with KKR and Blue Owl in particular dragging on returns despite solid long-term growth stories. Ares Capital and Golub Capital have been steadier anchors, helping to cushion the bumps, while BlackRock adds a more traditional asset-management flavor. Overall, this is a tightly focused financials play, not a broad market sampler, and its fortunes rise and fall with the private equity ecosystem.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Ares Capital10.83%$836.83K$12.96B-4.55%
80
Outperform
Apollo Global Management8.81%$680.56K$60.92B-4.57%
75
Outperform
Blackstone Secured Lending Fund8.04%$620.85K$5.51B-11.83%
74
Outperform
KKR & Co7.46%$576.12K$80.91B-3.98%
69
Neutral
Hercules Capital, Inc.7.22%$557.38K$2.78B-6.90%
79
Outperform
Golub Capital Bdc5.65%$436.74K$3.38B-1.53%
71
Outperform
BlackRock4.80%$370.92K$156.38B17.50%
77
Outperform
Blue Owl Capital4.72%$364.20K$13.17B-46.83%
69
Neutral
Carlyle Group4.55%$351.43K$16.98B32.69%
59
Neutral
Ares Management3.84%$296.56K$33.69B-17.02%
70
Outperform

LBO Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
24.66
Negative
100DMA
26.56
Negative
200DMA
27.87
Negative
Market Momentum
MACD
-0.31
Negative
RSI
47.14
Neutral
STOCH
67.27
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LBO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 23.14, equal to the 50-day MA of 24.66, and equal to the 200-day MA of 27.87, indicating a neutral trend. The MACD of -0.31 indicates Negative momentum. The RSI at 47.14 is Neutral, neither overbought nor oversold. The STOCH value of 67.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LBO.

LBO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.74M6.71%
69
Neutral
$93.12M0.54%
53
Neutral
$49.73M0.32%
66
Neutral
$32.91M12.44%
73
Outperform
$12.56M0.44%
72
Outperform
$1.93M0.75%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LBO
WHITEWOLF Publicly Listed Private Equity ETF
23.49
-3.11
-11.69%
LFSC
F/M Emerald Life Sciences Innovation ETF
GABF
Gabelli Financial Services Opportunities ETF
FBDC
FT Confluence BDC & Specialty Finance Income ETF
TFNS
T. Rowe Price Financials ETF
AAUM
Tema Alternative Asset Managers 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.
DisclaimerThis 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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