WATS - ETF AI Analysis
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Corgi Battery Energy Storage Systems ETF (WATS)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered positive returns so far this year, showing that its strategy has recently been working for investors.
Leading Clean-Energy Holdings
Several major positions in battery and solar-related companies have shown strong gains, helping drive the fund’s overall results.
Focused Sector Mix
Holdings spread across industrials, consumer cyclical, technology, utilities, and materials give exposure to different parts of the clean-energy value chain rather than just one industry.
Negative Factors
High Stock Concentration
A small number of companies make up a large share of the portfolio, which increases the impact if any of these names perform poorly.
Notable Weak Top Holding
One of the largest positions has shown weak performance this year, which can drag on the fund’s returns if the stock continues to struggle.
Heavy U.S. Exposure
With almost all assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market and policy environment.
WATS vs. SPDR S&P 500 ETF (SPY)
AUM491.82K
RegionGlobal
Expense Ratio0.35%
Beta3.09
IssuerCorgi
Inception DateMay 06, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume611
30 Day Avg. Volume1,962
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
29.49Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WATS Summary
The Corgi Battery Energy Storage Systems ETF (WATS) is a theme-focused fund that invests in companies involved in batteries and energy storage, especially for electric vehicles and charging networks. It does not track a traditional index, but instead is actively managed to follow the global battery and storage theme. The fund holds well-known names like Tesla and Enphase Energy, along with other firms that supply battery materials, parts, and software. Someone might invest for growth potential tied to rising electric vehicle use and renewable energy. A key risk is that it’s concentrated in one sector, so its price can swing more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s a bit higher than the average index ETF because WATS is actively managed and focuses on a specialized battery and energy storage theme, which typically costs more to run.
What would affect this ETF?This global ETF could benefit if electric vehicle adoption, renewable energy projects, and supportive government policies continue to grow, boosting demand for battery storage, charging networks, and related technology companies like Tesla and other energy equipment makers. On the other hand, it could be hurt by higher interest rates that pressure growth stocks, weaker consumer demand for EVs, falling subsidies or stricter regulations in key markets, or setbacks in battery technology, raw material supply, or utility-scale storage projects that affect its industrial, technology, and materials holdings.
WATS Top 10 Holdings
WATS is leaning hard into the global clean‑energy and EV storage story, with Tesla as its headline act. Tesla’s mixed, lately lagging share price can tug on returns, but rising names like Bloom Energy, Enphase, and SolarEdge help keep the battery theme humming, even as they work through profitability and momentum ups and downs. EnerSys and Generac add steadier industrial ballast, while Sunrun and Fluence have been more of a drag. Overall, the fund is tightly focused on mobility and power storage, spread across U.S. and international players.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 14.88% | $73.20K | $1.23T | 2.84% | 73 Outperform | |
| Bloom Energy | 9.26% | $45.57K | $60.62B | 460.48% | 62 Neutral | |
| Enphase Energy | 6.95% | $34.20K | $4.96B | 19.44% | 61 Neutral | |
| SolarEdge Technologies | 6.24% | $30.69K | $2.51B | 61.25% | 49 Neutral | |
| EnerSys | 5.82% | $28.64K | $6.78B | 108.58% | 79 Outperform | |
| ― | 5.48% | $26.96K | ― | ― | ― | |
| Sociedad Quimica Y Minera SA | 4.24% | $20.87K | $18.18B | 87.32% | 71 Outperform | |
| AES | 4.20% | $20.64K | $10.47B | 10.96% | 65 Neutral | |
| Fluence Energy | 4.10% | $20.16K | $2.57B | 79.05% | 55 Neutral | |
| Sunrun | 3.87% | $19.01K | $2.34B | -0.41% | 52 Neutral |
WATS Technical Analysis
Negative
―
Price Trends
25.52
Negative
Market Momentum
-1.78
Positive
35.93
Neutral
22.81
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WATS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 21.86, equal to the 50-day MA of 25.52, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -1.78 indicates Positive momentum. The RSI at 35.93 is Neutral, neither overbought nor oversold. The STOCH value of 22.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WATS.
WATS Peer Comparison
Comparison Results
Performance Comparison
WATS
Corgi Battery Energy Storage Systems ETF
19.78
-6.23
-23.95%
FFND
Future Fund Active ETF
―
―
―
CSNR
Cohen & Steers Natural Resources Active ETF
―
―
―
POW
VistaShares Electrification Supercycle ETF
―
―
―
MOTO
SmartETFs Smart Transportation & Technology ETF
―
―
―
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology 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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