EXEQ - ETF AI Analysis
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Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered solid gains so far this year, indicating that its strategy has recently been working well for investors.
Leading Holdings with Strong Momentum
Several of the largest positions, such as Delta Air Lines, EOG Resources, Cheniere Energy, and Vertex Pharmaceuticals, have shown strong performance, helping drive the ETF’s overall returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including industrials, energy, health care, consumer cyclical, and technology, which helps reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Concentration in a Few Large Positions
A small number of holdings, especially in airlines and energy, make up a significant share of the portfolio, increasing the risk if these companies or industries face setbacks.
U.S.-Only Geographic Focus
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the health of the U.S. market.
EXEQ vs. SPDR S&P 500 ETF (SPY)
AUM1.09M
RegionNorth America
Expense Ratio0.75%
Beta0.68
IssuerWedbush
Inception DateFeb 13, 2026
Dividend Yield0.1%
Asset ClassEquity
Index TrackedSolactive Indiggo Return on Leadership U.S. Large-Cap Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume658
30 Day Avg. Volume211
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
33.22Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EXEQ Summary
The Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ) is an exchange-traded fund that follows the Solactive Indiggo Return on Leadership U.S. Large-Cap Index. It focuses on about 50 large U.S. companies that its rules-based system views as strong “leaders” in their industries, across many sectors like industrials, energy, health care, and technology. Well-known holdings include Delta Air Lines and Royal Caribbean. An investor might choose this ETF for diversified exposure to U.S. large companies with an emphasis on strong management and business quality. A key risk is that the fund is fairly concentrated, so its value can move up and down more 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 into travel and energy, with Delta and United Airlines sitting in the cockpit. Both have been lagging lately, so they’re more turbulence than tailwind in the short term, while cruise giant Royal Caribbean is also dragging on returns. Offsetting that, gold miner Anglogold Ashanti and energy name EOG Resources have been rising, giving the fund a solid boost from the commodities side. Microsoft and Vertex add a steady dose of U.S. Big Tech and healthcare leadership, but overall this is a U.S.-centric fund tilted toward cyclical, leadership-driven names rather than broad market giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Delta Air Lines | 8.90% | $99.17K | $52.72B | 32.12% | 80 Outperform | |
| United Airlines Holdings | 6.36% | $70.84K | $36.15B | 5.42% | 74 Outperform | |
| Anglogold Ashanti PLC | 4.67% | $52.03K | $55.08B | 76.15% | 73 Outperform | |
| Aercap Holdings | 3.35% | $37.37K | $22.45B | 18.21% | 77 Outperform | |
| Microsoft | 3.19% | $35.48K | $3.71T | -0.89% | 79 Outperform | |
| EOG Resources | 3.18% | $35.43K | $76.16B | 23.41% | 78 Outperform | |
| Mercadolibre | 3.02% | $33.63K | $100.30B | -15.70% | 77 Outperform | |
| EQT | 2.87% | $32.00K | $34.51B | 8.69% | 76 Outperform | |
| Vertex Pharmaceuticals | 2.79% | $31.13K | $138.42B | 37.74% | 78 Outperform | |
| Royal Caribbean | 2.79% | $31.03K | $71.12B | -24.46% | 67 Neutral |
EXEQ Technical Analysis
Negative
―
Price Trends
27.59
Negative
26.95
Positive
Market Momentum
-0.07
Positive
35.40
Neutral
-0.22
Positive
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 undefined is equal to the 20-day moving average (MA) of 28.09, equal to the 50-day MA of 27.59, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 35.40 is Neutral, neither overbought nor oversold. The STOCH value of -0.22 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EXEQ.
EXEQ Peer Comparison
Comparison Results
Performance Comparison
EXEQ
Wedbush ReturnOnLeadership U.S. Large-Cap ETF
27.13
2.10
8.39%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
ALTL
Pacer Lunt Large Cap Alternator ETF
―
―
―
SPXE
ProShares S&P 500 Ex-Energy ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
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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