WATS - ETF AI Analysis
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Corgi Battery Energy Storage Systems ETF (WATS)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered positive returns so far this year, showing that its strategy has recently been working for investors.
Leading Clean-Energy Holdings
Several major positions in battery and solar-related companies have shown strong gains, helping drive the fund’s overall results.
Focused Sector Mix
Holdings spread across industrials, consumer cyclical, technology, utilities, and materials give exposure to different parts of the clean-energy value chain rather than just one industry.
Negative Factors
High Stock Concentration
A small number of companies make up a large share of the portfolio, which increases the impact if any of these names perform poorly.
Notable Weak Top Holding
One of the largest positions has shown weak performance this year, which can drag on the fund’s returns if the stock continues to struggle.
Heavy U.S. Exposure
With almost all assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market and policy environment.
WATS vs. SPDR S&P 500 ETF (SPY)
AUM2.15M
RegionGlobal
Expense Ratio0.35%
Beta3.28
IssuerCorgi
Inception DateMay 06, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume703
30 Day Avg. Volume2,180
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
31.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WATS Summary
The Corgi Battery Energy Storage Systems ETF (WATS) is a theme-focused fund that invests in companies involved in batteries and energy storage, especially for electric vehicles and charging networks. It does not track a traditional index, but instead is actively managed to follow the global battery and storage theme. The fund holds well-known names like Tesla and Enphase Energy, along with other firms that supply battery materials, parts, and software. Someone might invest for growth potential tied to rising electric vehicle use and renewable energy. A key risk is that it’s concentrated in one sector, so its price can swing more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s a bit higher than the average index ETF because WATS is actively managed and focuses on a specialized battery and energy storage theme, which typically costs more to run.
What would affect this ETF?This global ETF could benefit if electric vehicle adoption, renewable energy projects, and supportive government policies continue to grow, boosting demand for battery storage, charging networks, and related technology companies like Tesla and other energy equipment makers. On the other hand, it could be hurt by higher interest rates that pressure growth stocks, weaker consumer demand for EVs, falling subsidies or stricter regulations in key markets, or setbacks in battery technology, raw material supply, or utility-scale storage projects that affect its industrial, technology, and materials holdings.
WATS Top 10 Holdings
WATS is leaning hard into the global clean‑energy storage story, with a heavy tilt toward U.S.-listed names tied to EVs and grid batteries. Tesla is the headline act but has been losing steam lately, so it’s no longer the clear engine of returns. Instead, rising names like Bloom Energy and Fluence Energy, along with steadier players such as Enphase and EnerSys, are doing more of the heavy lifting. Sunrun has been dragging on performance, underscoring how this concentrated, battery-and-solar ecosystem bet can be a bumpy ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 16.21% | $348.81K | $1.50T | 24.31% | 73 Outperform | |
| Bloom Energy | 9.32% | $200.63K | $93.56B | 1412.23% | 62 Neutral | |
| Fluence Energy | 6.51% | $140.15K | $4.57B | 325.38% | 55 Neutral | |
| Enphase Energy | 6.50% | $139.90K | $6.89B | 45.83% | 61 Neutral | |
| SolarEdge Technologies | 5.98% | $128.61K | $3.53B | 251.39% | 49 Neutral | |
| EnerSys | 5.25% | $112.93K | $8.32B | 173.98% | 79 Outperform | |
| Sunrun | 4.70% | $101.11K | $3.23B | 117.01% | 52 Neutral | |
| Eos Energy Enterprises | 4.28% | $92.17K | $2.60B | 70.38% | 56 Neutral | |
| Albemarle | 3.84% | $82.61K | $18.91B | 183.00% | 58 Neutral | |
| Generac Holdings | 3.79% | $81.53K | $16.43B | 119.22% | 59 Neutral |
WATS Technical Analysis
Positive
―
Price Trends
Market Momentum
-0.46
Positive
52.52
Neutral
52.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WATS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.87, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.46 indicates Positive momentum. The RSI at 52.52 is Neutral, neither overbought nor oversold. The STOCH value of 52.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WATS.
WATS Peer Comparison
Comparison Results
Performance Comparison
WATS
Corgi Battery Energy Storage Systems ETF
28.08
2.07
7.96%
CSNR
Cohen & Steers Natural Resources Active ETF
―
―
―
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
―
―
―
TEKY
Lazard Next Gen Technologies ETF
―
―
―
MOTO
SmartETFs Smart Transportation & Technology ETF
―
―
―
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology 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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