WATS - ETF AI Analysis
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Corgi Battery Energy Storage Systems ETF (WATS)
Rating:60Neutral
Price Target:―
Positive Factors
Exposure to Growing Clean Energy Theme
The fund focuses on battery energy storage and related clean energy companies, giving investors targeted access to a long-term growth trend.
Sector Diversification Within Theme
Holdings are spread across industrials, consumer cyclical, technology, utilities, and materials, which helps reduce the impact if one sector struggles.
Several Strong Individual Performers
Some top holdings like Bloom Energy, Enphase Energy, EnerSys, AES, and SolarEdge have shown strong or steady performance, helping offset weaker names in the portfolio.
Negative Factors
Weak Recent Performance
The ETF has seen notably negative returns over the year-to-date, three-month, and one-month periods, which may concern investors looking for near-term stability.
High Concentration in a Few Names
A large share of the fund is tied up in a small number of companies such as Tesla and Bloom Energy, increasing the risk if any of these holdings perform poorly.
Single-Country Focus
With almost all assets invested in U.S. companies, the fund offers limited geographic diversification and is heavily exposed to the U.S. market and policy environment.
WATS vs. SPDR S&P 500 ETF (SPY)
AUM500.08K
RegionGlobal
Expense Ratio0.35%
Beta2.67
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. Volume1,420
30 Day Avg. Volume1,248
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
32.19Price 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 an actively managed fund focused on companies that build and support battery systems, especially for electric vehicles and energy storage. It follows a battery and clean-energy theme rather than a traditional index, investing in the full chain from raw materials to charging networks and software. Well-known holdings include Tesla and Enphase Energy. Someone might invest in WATS to benefit from the long-term growth of electric cars and renewable power. However, the ETF is concentrated in this niche area, so its price can swing a lot and may fall if battery or clean-energy stocks struggle.
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 heavily into the global battery and EV story, with Tesla as the headline act: its recent rebound is helping, but earlier weakness means it’s still not firing on all cylinders. Bloom Energy has been a bright spot, rising on solid growth momentum, while Enphase and EnerSys have turned more mixed, losing steam in recent months despite decent fundamentals. Names like Albemarle and Sunrun have been clear laggards, showing that this battery-and-storage-heavy, globally diversified mix can be volatile even as the long-term electrification theme stays front and center.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 17.67% | $90.09K | $1.49T | -15.51% | 73 Outperform | |
| Bloom Energy | 11.87% | $60.54K | $78.54B | 310.55% | 62 Neutral | |
| Enphase Energy | 5.93% | $30.26K | $4.34B | -11.23% | 61 Neutral | |
| EnerSys | 5.46% | $27.82K | $6.39B | 60.24% | 79 Outperform | |
| Energy Vault Holdings | 4.94% | $25.18K | $781.91M | 45.21% | 67 Neutral | |
| AES | 4.16% | $21.21K | $10.59B | 12.31% | 65 Neutral | |
| Sociedad Quimica Y Minera SA | 4.13% | $21.07K | $18.58B | 51.20% | 71 Outperform | |
| Generac Holdings | 3.83% | $19.54K | $11.70B | 23.69% | 59 Neutral | |
| Sunrun | 3.64% | $18.55K | $1.87B | -54.10% | 52 Neutral | |
| Albemarle | 3.56% | $18.16K | $12.77B | 24.55% | 58 Neutral |
WATS Technical Analysis
Negative
―
Price Trends
20.65
Negative
Market Momentum
-0.17
Negative
46.63
Neutral
25.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WATS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 20.52, equal to the 50-day MA of 20.65, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.17 indicates Negative momentum. The RSI at 46.63 is Neutral, neither overbought nor oversold. The STOCH value of 25.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WATS.
WATS Peer Comparison
Comparison Results
Performance Comparison
WATS
Corgi Battery Energy Storage Systems ETF
20.33
-5.68
-21.84%
FFND
Future Fund Active ETF
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―
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FITZ
Fitz-Gerald Must Have Portfolio ETF
―
―
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IQM
Franklin Intelligent Machines ETF
―
―
―
MOTO
SmartETFs Smart Transportation & Technology ETF
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―
―
CABZ
Roundhill Robotaxi, Autonomous Vehicles & Technology ETF
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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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