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Hypatia Women CEO (WCEO) ETF Holdings & Analysis
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What WCEO does
The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in exchange-traded equity securities of U.S. companies that are led by a female Chief Executive Officer. The fund primarily invests in components of the Hypatia Women CEO Index (the “index”). The index tracks the performance of exchange-traded equity securities of U.S. companies that have market capitalizations of at least $500 million and are led by a female Chief Executive Officer.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| KINDER MORGAN IN | 1.82% | |
| MARATHON PETROLE | 1.77% | |
| INTERNATIONAL SE | 1.64% | |
| ALBERTSONS COS-A | 1.63% | |
| SOLARIS ENERGY I | 1.54% | |
| CLOROX CO | 1.49% | |
| ACCENTURE PLC-A | 1.34% | |
| WORKIVA INC | 1.32% | |
| CDW CORP/DE | 1.30% | |
| TOOTSIE ROLL IND | 1.27% |
Sector allocation
| Financial Services | 17.36% |
| Technology | 16.23% |
| Industrials | 15.18% |
| Consumer Cyclical | 14.15% |
| Healthcare | 10.33% |
| Real Estate | 6.05% |
| Energy | 5.99% |
| Consumer Defensive | 5.05% |
| Basic Materials | 4.73% |
| Communication Services | 3.44% |
| Utilities | 1.85% |
Geographic allocation
| United States | 97.57% |
| Ireland | 1.74% |
| Canada | 0.58% |
| United Kingdom | 0.46% |
PortView Portfolio Insights
PortView analyzes how WCEO fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does WCEO track?
- WCEO is the Hypatia Women CEO ETF, a Other ETF.
- What is the expense ratio of WCEO?
- Expense ratio data for WCEO is shown on the page when available from our data provider.
- What are the largest holdings in WCEO?
- Top holdings include KMI, MPC, INSW, ACI, SEI.
- How can PortView analyze WCEO overlap with other ETFs?
- PortView computes the holdings overlap between WCEO and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.