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WCEO - ETF AI Analysis
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Hypatia Women CEO ETF (WCEO)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, such as AMD and Flex, have delivered strong year-to-date performance, supporting the ETF's overall gains.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating resilience in its portfolio despite recent market fluctuations.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as Power Integrations and Accenture, have lagged in performance, potentially dragging down the fund's momentum.
Limited Geographic Exposure
With nearly all assets focused on U.S. companies, the ETF lacks diversification across global markets, increasing vulnerability to domestic economic changes.
WCEO vs. SPDR S&P 500 ETF (SPY)
AUM6.35M
RegionNorth America
Expense Ratio0.85%
Beta0.89
IssuerHypatia Capital
Inception DateJan 09, 2023
Dividend Yield0.63%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume441
30 Day Avg. Volume870
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
38.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering152
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCEO Summary
The Hypatia Women CEO ETF (Ticker: WCEO) is a unique fund that focuses on companies led by women CEOs across various industries in the U.S. It includes well-known companies like Advanced Micro Devices (AMD) and Accenture (ACN), offering investors a chance to support gender diversity while gaining exposure to a broad range of sectors such as technology, healthcare, and financials. This ETF is ideal for those seeking diversification and socially responsible investing. However, new investors should be aware that the fund’s performance can fluctuate with the overall market, as it spans multiple industries and relies heavily on U.S. 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
The Hypatia Women CEO ETF is leaning heavily into technology and financial sectors, with names like AMD and Flex driving performance thanks to strong growth in data centers and strategic initiatives. Abercrombie Fitch is also rising, buoyed by profitability and brand investments, while Accenture shows steady growth in AI partnerships despite sector-specific headwinds. On the flip side, Power Integrations and HubSpot are lagging, weighed down by declining revenue and bearish trends. With its U.S.-centric focus and diverse sector exposure, the fund offers a compelling mix of innovation and resilience, though some holdings face valuation challenges.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| NextNav | 1.46% | $93.24K | $2.30B | 15.21% | 61 Neutral | |
| Power Integrations | 1.17% | $74.80K | $2.06B | -41.76% | 61 Neutral | |
| Flex | 1.14% | $72.57K | $23.50B | 60.76% | 74 Outperform | |
| Abercrombie Fitch | 1.11% | $70.85K | $5.81B | -18.41% | 78 Outperform | |
| Accenture | 1.10% | $70.46K | $166.12B | -25.10% | 79 Outperform | |
| HubSpot | 1.08% | $69.18K | $20.83B | -45.13% | 65 Neutral | |
| Arista Networks | 1.07% | $68.00K | $164.68B | 13.85% | 83 Outperform | |
| Clear Secure | 1.04% | $66.35K | $4.82B | 33.75% | 77 Outperform | |
| Solaris Energy Infrastructure | 1.04% | $66.07K | $3.09B | 55.74% | 69 Neutral | |
| Advanced Micro Devices | 1.02% | $65.16K | $350.09B | 71.95% | 73 Outperform |
WCEO Technical Analysis
Positive
―
Price Trends
32.42
Positive
32.24
Positive
30.27
Positive
Market Momentum
0.34
Negative
62.51
Neutral
45.37
Neutral
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 33.06, equal to the 50-day MA of 32.42, and equal to the 200-day MA of 30.27, indicating a bullish trend. The MACD of 0.34 indicates Negative momentum. The RSI at 62.51 is Neutral, neither overbought nor oversold. The STOCH value of 45.37 is Neutral, 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
33.54
3.24
10.69%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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―
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STOX
Horizon Core Equity ETF
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LSAT
Leadershares Alphafactor Tactical Focused ETF
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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.
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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