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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, earns a solid overall rating driven by strong core holdings like Ares Capital (ARCC) and Hercules Capital (HTGC), which show robust financial performance, attractive valuations, and supportive earnings calls. High-quality names such as BlackRock (BLK) and Apollo (APO) further support the fund, though risks like overvaluation, overbought technical signals, and leverage in several holdings—particularly Carlyle Group (CG)—along with the ETF’s concentration in private equity and credit-focused firms, can hold back its rating and add sector-specific risk.
Positive Factors
Focused Exposure to Private Equity
The ETF gives investors a simple way to gain targeted exposure to publicly listed private equity and related financial firms, which can be hard to access directly.
Concentration in Established Financial Names
Many of the top holdings are well-known asset managers and capital providers, giving investors access to companies with established positions in the financial industry.
Clear Sector and Geographic Focus
The heavy tilt toward U.S. financial companies makes it easy for investors to understand exactly what kind of market exposure they are getting.
Negative Factors
Extremely High Expense Ratio
The fund’s very high annual fee significantly eats into returns, especially in years when performance is weak.
Weak Recent Performance
The ETF has delivered negative returns over the year to date and recent months, reflecting broad weakness across its holdings.
High Concentration in One Sector and Region
With most assets in U.S. financial stocks, investors face elevated risk if this sector or the U.S. market experiences a downturn.

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

LBO Summary

LBO is the WHITEWOLF Publicly Listed Private Equity ETF. Instead of tracking a traditional index, it focuses on financial companies that act like public versions of private equity firms, mainly in asset management and custody banking. Its holdings include well-known names like BlackRock and Apollo Global Management, along with other specialized lenders and asset managers. Someone might invest in LBO to get growth exposure to companies that manage and grow money for others, and to diversify within the financial sector. A key risk is that it is heavily concentrated in financial stocks, so its value can rise or fall sharply with changes in the financial markets.
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‑equity powerhouses, with names like Apollo, KKR, Ares Management, and BlackRock steering the ship. Recently, Ares and KKR have been rising, giving the fund some welcome lift, while Blue Owl and Carlyle have been losing steam and quietly dragging on returns. Blackstone Secured Lending has also been lagging, acting more like an anchor than a sail. With almost all exposure in U.S. financials, this ETF lives and dies by the mood in the listed private‑equity and asset‑management world.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Ares Capital10.35%$717.25K$13.48B-16.78%
80
Outperform
Apollo Global Management9.29%$644.07K$70.69B-16.45%
75
Outperform
KKR & Co7.79%$539.72K$89.21B-33.20%
69
Neutral
Blackstone Secured Lending Fund7.36%$509.96K$5.41B-28.06%
74
Outperform
Ares Management6.60%$457.84K$41.73B-31.81%
70
Outperform
Golub Capital Bdc5.45%$377.69K$3.33B-14.70%
71
Outperform
Hercules Capital, Inc.5.03%$348.92K$2.94B-17.37%
79
Outperform
BlackRock5.00%$346.26K$171.65B-4.98%
77
Outperform
Blue Owl Capital4.67%$323.78K$14.73B-51.14%
69
Neutral
Carlyle Group4.18%$289.61K$16.34B-26.48%
59
Neutral

LBO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
24.69
Positive
100DMA
24.37
Positive
200DMA
25.73
Negative
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LBO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.67, equal to the 50-day MA of 24.69, and equal to the 200-day MA of 25.73, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LBO.

LBO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.01M6.53%
69
Neutral
$68.71M1.06%
71
Outperform
$51.39M1.24%
66
Neutral
$33.55M12.44%
72
Outperform
$15.87M0.44%
72
Outperform
$416.85K0.75%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LBO
WHITEWOLF Publicly Listed Private Equity ETF
25.34
-4.95
-16.34%
SOXY
YieldMax Target 12 Semiconductor Option Income ETF
GABF
Gabelli Financial Services Opportunities ETF
FBDC
FT Confluence BDC & Specialty Finance Income ETF
TFNS
T. Rowe Price Financials ETF
PRVT
Tema Listed Private 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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