WCEO - ETF AI Analysis
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Hypatia Women CEO ETF (WCEO)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Broad Sector Diversification
Holdings spread across many sectors, including financials, technology, consumer, industrials, and energy, help reduce the impact of weakness in any single industry.
Several Strong-Performing Top Holdings
Some of the largest positions, such as Marathon Petroleum, International Seaways, and Clear Secure, have shown strong performance, supporting the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees.
U.S.-Only Geographic Exposure
With all of its exposure in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market.
Mixed Performance Among Top Holdings
Several notable holdings, including HubSpot, Workiva, Life360, and Accenture, have shown weak performance this year, which could weigh on future results if the trend continues.
WCEO vs. SPDR S&P 500 ETF (SPY)
AUM12.09M
RegionNorth America
Expense Ratio0.85%
Beta0.89
IssuerHypatia Capital
Inception DateJan 09, 2023
Dividend Yield0.54%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,054
30 Day Avg. Volume2,700
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
46.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering160
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCEO Summary
The Hypatia Women CEO ETF (WCEO) is an exchange-traded fund that invests in U.S. companies led by women CEOs, across the total stock market. It doesn’t track a traditional index, but instead builds a broad mix of sectors like financials, technology, and consumer companies. Well-known holdings include Marathon Petroleum and Accenture. Someone might invest in WCEO to support gender diversity in leadership while getting diversified stock market exposure. A key risk is that, like any stock-focused fund, its value can rise or fall with the overall market and with the performance of a relatively small group of women-led companies.
How much will it cost me?The Hypatia Women CEO ETF (WCEO) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on companies led by women CEOs, which requires more research and oversight compared to passively managed funds that track an index.
What would affect this ETF?The Hypatia Women CEO ETF (WCEO) could benefit from growing interest in socially responsible investing and the increasing recognition of gender diversity as a driver of innovation and corporate success. Positive trends in sectors like technology and healthcare, which make up significant portions of the fund, may also boost its performance. However, economic challenges such as rising interest rates or sector-specific downturns, particularly in consumer cyclical and financial industries, could negatively impact the ETF's returns.
WCEO Top 10 Holdings
WCEO leans into a mix of energy and tech names, with U.S.-based Marathon Petroleum and International Seaways doing much of the heavy lifting as their shares keep rising on strong fundamentals. Kinder Morgan is more of a steady engine, offering income but not much momentum. On the tech side, Arista Networks is a bright spot, riding AI and cloud demand, while HubSpot, Accenture, and Workiva have been losing steam, creating a tug-of-war between growth stories and valuation worries. Overall, it’s a diversified, women-led U.S. portfolio with a few clear performance standouts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Marathon Petroleum | 1.71% | $196.25K | $101.31B | 117.19% | 66 Neutral | |
| Solaris Energy Infrastructure | 1.59% | $182.40K | $4.50B | 116.49% | 69 Neutral | |
| International Seaways | 1.58% | $181.07K | $4.94B | 136.06% | 72 Outperform | |
| Clorox | 1.48% | $169.73K | $13.05B | -11.52% | 55 Neutral | |
| Tootsie Roll | 1.44% | $165.16K | $3.02B | 8.75% | 66 Neutral | |
| Albertsons Companies | 1.44% | $165.10K | $5.88B | -38.51% | 64 Neutral | |
| Kinder Morgan | 1.43% | $163.70K | $71.44B | 19.61% | 68 Neutral | |
| NextNav | 1.38% | $157.80K | $3.08B | 26.02% | 61 Neutral | |
| Workiva | 1.36% | $155.28K | $4.12B | -0.98% | 52 Neutral | |
| Accenture | 1.17% | $134.08K | $112.09B | -28.18% | 79 Outperform |
WCEO Technical Analysis
Positive
―
Price Trends
38.51
Positive
37.07
Positive
35.26
Positive
Market Momentum
0.29
Positive
53.71
Neutral
8.17
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCEO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.24, equal to the 50-day MA of 38.51, and equal to the 200-day MA of 35.26, indicating a bullish trend. The MACD of 0.29 indicates Positive momentum. The RSI at 53.71 is Neutral, neither overbought nor oversold. The STOCH value of 8.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WCEO.
WCEO Peer Comparison
Comparison Results
Performance Comparison
WCEO
Hypatia Women CEO ETF
39.28
7.04
21.84%
STNC
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SOVF
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YALL
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PFOE
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VAMO
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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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