WCEO - ETF AI Analysis
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Hypatia Women CEO ETF (WCEO)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Well-Spread Sector Exposure
Holdings are spread across many sectors, including consumer, technology, financials, industrials, and health care, which helps reduce reliance on any single industry.
Strong Top Holdings Momentum
Many of the top positions, especially in energy and technology names, have delivered strong year-to-date performance that supports the fund’s overall returns.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Small Asset Base
With a relatively low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger, more established funds.
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market struggles.
WCEO vs. SPDR S&P 500 ETF (SPY)
AUM8.77M
RegionNorth America
Expense Ratio0.85%
Beta0.89
IssuerHypatia Capital
Inception DateJan 09, 2023
Dividend Yield0.59%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,393
30 Day Avg. Volume1,029
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
42.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering157
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 follows the theme of female leadership, holding businesses from many sectors like technology, finance, and energy. Well-known names in the fund include Advanced Micro Devices (AMD) and Kinder Morgan (KMI). Someone might invest in WCEO for broad diversification while supporting gender diversity in corporate leadership. A key risk is that the fund can go up and down with the overall stock 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 star and more about a deep bench of women-led winners, with a clear tilt toward U.S. tech and energy. On the growth side, AMD and Arista Networks are powering ahead, riding strong demand in AI and cloud, while Power Integrations has been a quiet overachiever, adding extra spark to returns. In energy and infrastructure, International Seaways is sailing smoothly, but Kinder Morgan and Occidental Petroleum have been more mixed, occasionally losing steam and tempering the fund’s otherwise upbeat, U.S.-focused performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| International Seaways | 1.64% | $141.64K | $4.29B | 118.06% | 72 Outperform | |
| Flex | 1.57% | $135.63K | $48.36B | 198.77% | 74 Outperform | |
| Marathon Petroleum | 1.52% | $131.25K | $75.43B | 67.85% | 66 Neutral | |
| Solaris Energy Infrastructure | 1.44% | $124.69K | $5.25B | 221.96% | 69 Neutral | |
| Advanced Micro Devices | 1.43% | $123.81K | $729.82B | 299.41% | 73 Outperform | |
| Kinder Morgan | 1.36% | $117.47K | $74.73B | 22.62% | 68 Neutral | |
| Clearfield | 1.26% | $109.19K | $573.48M | 11.61% | 53 Neutral | |
| Occidental Petroleum | 1.26% | $108.82K | $58.55B | 43.13% | 67 Neutral | |
| PagerDuty | 1.13% | $98.01K | $548.81M | -57.65% | 63 Neutral | |
| NextNav | 1.06% | $91.45K | $3.16B | 71.32% | 61 Neutral |
WCEO Technical Analysis
Positive
―
Price Trends
34.66
Positive
34.46
Positive
33.35
Positive
Market Momentum
0.12
Positive
53.72
Neutral
24.29
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 35.73, equal to the 50-day MA of 34.66, and equal to the 200-day MA of 33.35, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 53.72 is Neutral, neither overbought nor oversold. The STOCH value of 24.29 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
35.64
7.74
27.74%
YALL
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SOVF
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STNC
Stance Equity ESG Large Cap Core ETF
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RFDA
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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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