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CH:WFIN Holdings Information

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Last updated: October 13, 2026

Holdings Count
230
Total Assets
388.54M
Top 10 Percentage
31.09%
Asset Class
Equity
Category
Sector
Region
Global
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Top Holdings

230 Holdings as of Oct 13, 2026
230 Holdings as of Oct 13, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
6.23%$24.02M―$888.63B9.71%
10 Buy
8 Hold
0 Sell
Moderate Buy
―
Berkshire Hathaway B
5.11%$19.71M―$996.84B4.36%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
Visa Inc.
4.50%$17.36M―$726.79B11.74%
26 Buy
2 Hold
0 Sell
Strong Buy
―
Mastercard Inc
3.37%$12.98M―$521.30B6.49%
22 Buy
2 Hold
0 Sell
Strong Buy
―
Bank of America
2.49%$9.59M―$381.66B7.73%
13 Buy
3 Hold
0 Sell
Strong Buy
―
Hsbc Holdings Plc (UK)
2.22%$8.57M―£244.76B43.38%
8 Buy
7 Hold
0 Sell
Moderate Buy
―
Royal Bank Of Canada
1.87%$7.21M―$267.33B33.85%
7 Buy
3 Hold
0 Sell
Moderate Buy
―
Goldman Sachs Group
1.85%$7.15M―$260.29B15.98%
7 Buy
7 Hold
0 Sell
Moderate Buy
―
Wells Fargo & Company
1.78%$6.87M―$251.96B-1.47%
13 Buy
6 Hold
0 Sell
Moderate Buy
―
Mitsubishi UFJ Financial Group
1.66%$6.38M―$244.50B50.93%
1 Buy
0 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

86.15%Financial12.64%General0.94%Technology0.19%Industrials0.09%Real Estate86.15%Financial
Financial
86.15%
General
12.64%
Technology
0.94%
Industrials
0.19%
Real Estate
0.09%

Countries Breakdown

53.86%United States8.22%Canada6.75%Japan5.51%United Kingdom3.94%Australia2.95%Germany2.94%Spain2.75%Switzerland2.53%Italy1.79%France1.71%Singapore1.44%Netherlands1.33%Sweden1.21%Hong Kong0.76%Israel0.57%Finland0.42%Austria0.38%Belgium0.32%Ireland0.29%Denmark0.22%Norway0.07%Portugal0.05%New Zealand53.86%United States
United States
53.86%
Canada
8.22%
Japan
6.75%
United Kingdom
5.51%
Australia
3.94%
Germany
2.95%
Spain
2.94%
Switzerland
2.75%
Italy
2.53%
France
1.79%
Singapore
1.71%
Netherlands
1.44%
Sweden
1.33%
Hong Kong
1.21%
Israel
0.76%
Finland
0.57%
Austria
0.42%
Belgium
0.38%
Ireland
0.32%
Denmark
0.29%
Norway
0.22%
Portugal
0.07%
New Zealand
0.05%

Breakdown By Smart Score

22.01%Outperform1022.82%Outperform99.65%Outperform810.76%Neutral718.10%Neutral68.68%Neutral53.57%Neutral42.30%Underperform30.99%Underperform21.14%Underperform17
The weighted average smart score of the CH:WFIN ETF is 7
10
22.01%
9
22.82%
8
9.65%
7
10.76%
6
18.10%
5
8.68%
4
3.57%
3
2.30%
2
0.99%
1
1.14%

WFIN ETF News

WFIN ETF FAQ

What are ETF CH:WFIN’s top 3 holdings?
CH:WFIN’s top 3 holdings are JPM, BRK.B, V.
    What is CH:WFIN’s holding count?
    ETF CH:WFIN’s is holdings 230 different assets.
      What are the total assets of ETF CH:WFIN?
      ETF CH:WFIN’s total assets are 388.54M.
        What sector is CH:WFIN most exposed to?
        CH:WFIN is most exposed to 86.15% Financial of its holdings.
          How concentrated is CH:WFIN?
          CH:WFIN’s top 10 holdings represent 31.09% of the fund.
            What is CH:WFIN’s average Smart Score?
            The weighted average Smart Score of CH:WFIN is 7.
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