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WCEO - ETF AI Analysis
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Hypatia Women CEO ETF (WCEO)
Rating:68Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many different sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions have shown strong or steady gains so far this year, supporting the ETF’s overall performance.
Positive Recent Performance
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating recent upward momentum.
Negative Factors
High Expense Ratio
The fund charges relatively high fees, which can eat into returns over time compared with lower-cost ETFs.
Small Asset Base
With a relatively low amount of money invested in the fund, it may be less liquid and more vulnerable to large investor moves.
Concentrated in U.S. Market
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
WCEO vs. SPDR S&P 500 ETF (SPY)
AUM7.80M
RegionNorth America
Expense Ratio0.85%
Beta0.90
IssuerHypatia Capital
Inception DateJan 09, 2023
Dividend Yield0.62%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,145
30 Day Avg. Volume1,107
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
40.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering156
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCEO Summary
The Hypatia Women CEO ETF (WCEO) is a U.S. stock fund that invests in companies led by women CEOs, across many sectors like technology, finance, health care, and energy. It doesn’t track a traditional index, but instead follows the theme of female corporate leadership in the total U.S. stock market. Well-known holdings include Advanced Micro Devices (AMD) and Accenture (ACN). Someone might invest in WCEO to support gender diversity while getting broad stock market exposure. A key risk is that, like any stock fund, its value can go up and down with the overall market.
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’s story is less about one superstar and more about a deep bench of women-led winners. Tech names like AMD and Power Integrations are helping steer returns, with AMD staying steadily positive while Power Integrations is more mixed, rising recently but wobbling over the past few months. Industrial and services players such as Flex and Accenture add a steady, growth-focused backbone. On the weaker side, Clearfield has been lagging, occasionally tripping up momentum. Overall, the fund is U.S.-centric and broadly diversified across energy, tech, and industrials rather than dominated by any single sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Marathon Petroleum | 1.22% | $96.75K | $61.10B | 30.24% | 66 Neutral | |
| International Seaways | 1.18% | $93.24K | $3.16B | 67.28% | 72 Outperform | |
| Kinder Morgan | 1.15% | $91.24K | $71.90B | 21.73% | 68 Neutral | |
| Solaris Energy Infrastructure | 1.11% | $88.00K | $3.88B | 101.10% | 69 Neutral | |
| Occidental Petroleum | 1.10% | $87.21K | $45.39B | -4.14% | 67 Neutral | |
| Clearfield | 1.05% | $83.24K | $447.24M | 0.28% | 53 Neutral | |
| Power Integrations | 1.05% | $83.18K | $2.62B | -20.76% | 61 Neutral | |
| Arista Networks | 1.03% | $81.41K | $178.30B | 32.49% | 83 Outperform | |
| Insight Enterprises | 1.02% | $80.77K | $2.64B | -48.60% | 62 Neutral | |
| Flex | 1.00% | $78.95K | $23.62B | 51.12% | 74 Outperform |
WCEO Technical Analysis
Positive
―
Price Trends
33.86
Positive
32.98
Positive
31.52
Positive
Market Momentum
0.15
Positive
51.50
Neutral
38.87
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 34.39, equal to the 50-day MA of 33.86, and equal to the 200-day MA of 31.52, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 51.50 is Neutral, neither overbought nor oversold. The STOCH value of 38.87 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
34.32
4.26
14.17%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
―
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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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VAMO
Cambria Value & Momentum 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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