EXEQ - ETF AI Analysis
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Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ)
EXEQ, the Wedbush ReturnOnLeadership U.S. Large-Cap ETF, reflects a generally solid quality profile, supported by major positions in Alphabet (GOOGL and GOOG), whose strong financial performance and strategic investments in AI and cloud services provide a powerful growth engine for the fund. Large holdings in Delta Air Lines and United Airlines also contribute positively through robust revenue growth and operational resilience, though their high leverage adds some financial risk. Weaker names like SanDisk, with profitability and valuation challenges, and more leveraged holdings such as Philip Morris and Royal Caribbean slightly weigh on the rating, and the fund’s meaningful exposure to travel and leisure companies increases sensitivity to economic cycles.
EXEQ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.08M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 0.72
- Issuer
- Wedbush
- Inception Date
- Feb 13, 2026
- Dividend Yield
- 0.19%
- Asset Class
- Equity
- Index Tracked
- Solactive Indiggo Return on Leadership U.S. Large-Cap Index - USD - Benchmark TR Gross
EXEQ Summary
EXEQ is an ETF that follows the Solactive Indiggo Return on Leadership U.S. Large-Cap Index, focusing on big U.S. companies that score highly on strong leadership and good management. It holds a mix of industries, including airlines, healthcare, energy, and tech, with well-known names like Delta Air Lines and Alphabet (Google’s parent company). Investors might consider EXEQ if they want diversified exposure to large U.S. companies that are chosen for business quality rather than just size. A key risk is that the fund is relatively concentrated, so its value can move up or down more sharply than a broad market index.
How much will it cost me?
This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the average ETF because it uses an actively managed, rules-based strategy that selects a focused group of companies based on leadership qualities rather than simply tracking a broad market index.
What would affect this ETF?
This ETF could benefit if the U.S. economy stays healthy, business investment in technology and industrials remains strong, and well‑managed companies like Microsoft, Arista Networks, and Motorola Solutions are rewarded for solid leadership and execution. On the other hand, it could be hurt by a U.S. recession, rising interest rates that pressure large growth and financial stocks, sector‑specific setbacks in technology, airlines, or energy, or if its concentrated, leadership‑focused strategy falls out of favor compared with broad market index funds.
EXEQ Top 10 Holdings
EXEQ is leaning heavily on U.S. travel and leisure, with Delta and United Airlines in the cockpit and cruise lines like Carnival and Royal Caribbean helping steer returns. The airlines have been rising recently, though their earlier choppiness still casts a bit of a shadow. Carnival has bounced back, giving the fund a welcome tailwind after a rough stretch. Alphabet’s twin share classes add a steady Big Tech engine, while gold miner Anglogold brings a more volatile, commodity-flavored kicker. Overall, it’s a U.S.-centric portfolio with a clear tilt toward cyclical, leadership-driven names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 DAL | Delta Air Lines | 11.06% | $119.36K | $52.73B | 40.32% | 80Outperform |
 UAL | United Airlines Holdings | 8.05% | $86.90K | $33.87B | 11.63% | 74Outperform |
 AU | Anglogold Ashanti PLC | 4.21% | $45.43K | $40.29B | 15.64% | 73Outperform |
 CCL | Carnival | 3.51% | $37.84K | $38.77B | 1.76% | 78Outperform |
 MELI | Mercadolibre | 3.23% | $34.86K | $82.36B | -31.19% | 77Outperform |
 GOOG | Alphabet Class C | 3.11% | $33.60K | $3.41T | -1.31% | 82Outperform |
 GOOGL | Alphabet Class A | 3.10% | $33.49K | $3.41T | -0.58% | 85Outperform |
 RCL | Royal Caribbean | 2.88% | $31.05K | $82.16B | 7.96% | 67Neutral |
 PM | Philip Morris | 2.76% | $29.82K | $325.43B | 43.24% | 61Neutral |
 AER | Aercap Holdings | 2.69% | $29.07K | $24.48B | 21.58% | 77Outperform |
EXEQ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EXEQ, the sentiment is Negative. The current price of 26.63 is below the 20-day moving average (MA) of 26.78, below the 50-day MA of 27.17, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.09 indicates Negative momentum. The RSI at 45.96 is Neutral, neither overbought nor oversold. The STOCH value of 80.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EXEQ.
EXEQ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EXEQ | $26.63 | $30.00(12.66% Upside) | $1.08M | 0.75% | 74Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 SPXE | $80.85 | $100.26(24.00% Upside) | $86.64M | 0.09% | 74Outperform |
 FCUS | $36.61 | $47.16(28.82% Upside) | $86.02M | 0.80% | 67Neutral |
 NULC | $54.91 | $68.30(24.38% Upside) | $81.33M | 0.21% | 74Outperform |
 QARP | $68.79 | $79.92(16.18% Upside) | $79.50M | 0.19% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EXEQ | Wedbush ReturnOnLeadership U.S. Large-Cap ETF | 26.63 | 1.66 | 6.66% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 80.85 | 7.60 | 10.37% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| NULC | Nuveen ESG Large-Cap ETF | 54.91 | 7.00 | 14.61% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.79 | 11.60 | 20.27% |
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.