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Hypatia Women CEO ETF WCEO

Morningstar Medalist Rating
Medalist Rating as of | See Hypatia Investment Hub

Morningstar’s Analysis WCEO

Will WCEO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCEO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCEO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCEO’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hypatia Women CEO ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings WCEO

More WCEO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Arista Networks Inc

2.25 70,797
Technology

Clearfield Inc

2.04 64,164
Technology

Advanced Micro Devices Inc

1.96 61,478
Technology

Amalgamated Financial Corp Ordinary Shares Class A

1.03 32,469
Financial Services

Hanmi Financial Corp

1.01 31,768
Financial Services

SecureWorks Corp Class A

0.98 30,863
Technology

Employers Holdings Inc

0.98 30,779
Financial Services

PagerDuty Inc

0.98 30,634
Technology

Progressive Corp

0.97 30,326
Financial Services

Citigroup Inc

0.95 29,953
Financial Services