EXEQ - ETF AI Analysis

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Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ)

Rating:74Outperform

Price Target:―

EXEQ, the Wedbush ReturnOnLeadership U.S. Large-Cap ETF, earns a solid overall rating thanks to leadership from high-quality holdings like Arista Networks and Microsoft, which benefit from strong financial performance and growth in AI and cloud-related businesses. Additional support comes from companies such as Delta Air Lines and Western Digital, which show robust recoveries and positive outlooks, though some holdings like Motorola Solutions and S&P Global face bearish technical trends and possible overvaluation, adding risk. The fund is also exposed to pockets of volatility and valuation risk in several names, which can temper returns during market pullbacks.

Positive Factors

Strong Recent Performance

The ETF has shown positive returns so far this year and over the past month, indicating recent momentum.

Leadership From Top Performers

Several of the largest holdings, such as Arista Networks, Cheniere Energy, and Steel Dynamics, have delivered strong gains, helping support the fund’s results.

Broad Sector Diversification

Holdings spread across technology, industrials, financials, health care, energy, and other sectors help reduce the impact of weakness in any single industry.

Negative Factors

High Expense Ratio

The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.

Underperforming Large Holdings

Several top positions, including United Airlines, S&P Global, Microsoft, and Mercadolibre, have shown weak or negative performance, which can drag on the ETF’s overall results.

Heavy U.S. Market Concentration

With nearly all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.

EXEQ vs. SPDR S&P 500 ETF (SPY)

AUM1.07M

RegionNorth America

Expense Ratio0.75%

Beta0.72

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. Volume69

30 Day Avg. Volume145

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

33.91

Price 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 a U.S. stock fund that follows the Solactive Indiggo Return on Leadership U.S. Large-Cap Index. It focuses on about 50 large American companies that score highly on management quality and business leadership, rather than just size. The fund is spread across many sectors, with a tilt toward technology and industrials, and holds well-known names like Microsoft and Delta Air Lines. Someone might invest for long-term growth and diversified exposure to leading U.S. companies. A key risk is that the fund is fairly concentrated, so its value can move up and down more than a broader market fund.

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 leans into U.S. leadership stories, with a notable tilt toward tech and industrial strength. Western Digital and Cadence Design have been key engines, riding AI and chip-related demand, while Arista Networks adds more tech horsepower with its cloud and AI focus. On the industrial and travel side, Delta and United are climbing steadily as airline demand recovers, giving the fund a cyclical tailwind. Offsetting that, Microsoft and S&P Global have been losing a bit of steam lately, acting as mild brakes rather than outright drags.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
DAL	Delta Air Lines	9.79%	$104.69K	$55.65B	52.02%	80 Outperform
UAL	United Airlines Holdings	7.00%	$74.86K	$38.20B	30.16%	74 Outperform
AER	Aercap Holdings	3.65%	$39.01K	$23.93B	33.28%	77 Outperform
AU	Anglogold Ashanti PLC	3.50%	$37.44K	$39.64B	51.16%	73 Outperform
EOG	EOG Resources	3.27%	$35.00K	$76.40B	21.63%	78 Outperform
RCL	Royal Caribbean	3.15%	$33.68K	$77.21B	-17.40%	67 Neutral
MELI	Mercadolibre	2.90%	$30.99K	$92.40B	-24.86%	77 Outperform
EQT	EQT	2.70%	$28.88K	$31.15B	-8.35%	76 Outperform
MSFT	Microsoft	2.64%	$28.24K	$2.95T	-22.84%	79 Outperform
VRTX	Vertex Pharmaceuticals	2.57%	$27.47K	$122.33B	1.06%	78 Outperform

EXEQ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

26.74

Positive

100DMA

25.73

Positive

200DMA

Market Momentum

MACD

-0.02

Positive

RSI

49.24

Neutral

STOCH

31.57

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EXEQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.01, equal to the 50-day MA of 26.74, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 49.24 is Neutral, neither overbought nor oversold. The STOCH value of 31.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EXEQ.

EXEQ Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EXEQ	―	―	$1.07M	0.75%	74 Outperform
ACEP	―	―	$97.03M	0.45%	69 Neutral
JOYT	―	―	$94.78M	0.35%	73 Outperform
JHDG	―	―	$92.93M	0.49%	71 Outperform
ALTL	―	―	$92.80M	0.60%	71 Outperform
SPXE	―	―	$83.13M	0.09%	74 Outperform

Performance Comparison

EXEQ

Wedbush ReturnOnLeadership U.S. Large-Cap ETF

26.84

1.81

7.23%

ACEP

ARS Core Equity Portfolio ETF

―

JOYT

JPMorgan Equity and Options Total Return ETF

―

JHDG

John Hancock Hedged Equity ETF

―

ALTL

Pacer Lunt Large Cap Alternator ETF

―

SPXE

ProShares S&P 500 Ex-Energy 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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