WCEO - ETF AI Analysis
Top Page
Hypatia Women CEO ETF (WCEO)
WCEO, the Hypatia Women CEO ETF, has a solid overall rating driven by several financially strong and well-positioned companies, with Accenture standing out thanks to its growth in AI, strategic partnerships, and supportive technical trends. Other holdings like International Seaways and Kinder Morgan add to the fund’s quality through strong financial performance and positive earnings outlooks, though names such as Clorox and Workiva introduce risks related to high leverage, financial instability, and bearish or neutral technical signals. The main risk factor is that some holdings face operational and financial challenges, which could weigh on the ETF if market conditions turn less favorable.
WCEO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 12.71M
- Region
- North America
- Expense Ratio
- 0.85%
- Beta
- 0.87
- Issuer
- Hypatia Capital
- Inception Date
- Jan 09, 2023
- Dividend Yield
- 0.55%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
WCEO Summary
The Hypatia Women CEO ETF (WCEO) is a U.S. stock fund that focuses on companies led by women CEOs, across the whole market and many different industries. It doesn’t track a traditional index, but follows the theme of female leadership and broad diversification. Well-known holdings include Kinder Morgan, Marathon Petroleum, Clorox, and Accenture. Someone might invest in WCEO to support gender diversity while getting exposure to a wide mix of sectors for long-term growth. A key risk is that, like any stock fund, its value can go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and focuses on a specialized group of companies led by women CEOs.
What would affect this ETF?
Future performance of WCEO will be helped if U.S. economic growth stays solid, technology and financial companies continue to innovate, and investor interest in gender diversity and responsible investing keeps rising, which could support demand for women-led firms like Accenture, CDW, and Clorox. On the downside, higher interest rates, a U.S. slowdown, or sector-specific challenges in energy, consumer, or industrial stocks could hurt its broad mix of holdings, and any shift away from ESG-style investing or new regulations affecting large U.S. companies could also weigh on the ETF.
WCEO Top 10 Holdings
WCEO’s story is driven by a mix of rising energy and tech names alongside some consumer staples that are losing steam. Marathon Petroleum and International Seaways have been steady climbers, helping power returns, while AMD and Arista Networks add a strong U.S. tech and AI flavor that’s been working in the fund’s favor. On the flip side, Clorox and Albertsons are lagging, acting like a brake on performance. Overall, the ETF is U.S.-centric with notable tilts toward energy and technology, wrapped in the unique theme of women-led companies.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 KMI | Kinder Morgan | 1.84% | $235.65K | $75.61B | 31.25% | 68Neutral |
 MPC | Marathon Petroleum | 1.92% | $245.67K | $132.17B | 139.85% | 66Neutral |
 ACI | Albertsons Companies | 1.67% | $214.20K | $6.58B | -25.04% | 64Neutral |
 INSW | International Seaways | 1.69% | $216.13K | $7.04B | 135.65% | 72Outperform |
 CLX | Clorox | 1.49% | $190.26K | $10.49B | -25.11% | 55Neutral |
 ACN | Accenture | 1.41% | $180.97K | $146.12B | -0.17% | 79Outperform |
 SEI | Solaris Energy Infrastructure | 1.47% | $188.71K | $4.99B | 22.19% | 69Neutral |
 HUBS | HubSpot | 1.33% | $170.27K | $13.16B | -43.79% | 65Neutral |
 WK | Workiva | 1.36% | $173.97K | $4.71B | -3.00% | 52Neutral |
 CDW | CDW | 1.33% | $169.76K | $20.41B | 3.21% | 62Neutral |
WCEO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCEO, the sentiment is Positive. The current price of 38.74 is above the 20-day moving average (MA) of 37.89, above the 50-day MA of 38.26, and above the 200-day MA of 36.49, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 59.97 is Neutral, neither overbought nor oversold. The STOCH value of 88.08 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WCEO.
WCEO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WCEO | $38.74 | $41.00(5.83% Upside) | $12.71M | 0.85% | 68Neutral |
 STNC | $37.13 | $42.82(15.31% Upside) | $92.30M | 0.85% | 68Neutral |
 SOVF | $32.14 | $37.70(17.31% Upside) | $91.40M | 0.75% | 70Neutral |
 PFOE | $22.13 | $28.79(30.08% Upside) | $88.59M | 0.59% | 75Outperform |
 VAMO | $36.24 | $42.29(16.72% Upside) | $87.83M | 0.65% | 63Neutral |
 YALL | $43.04 | $53.31(23.85% Upside) | $80.10M | 0.65% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WCEO | Hypatia Women CEO ETF | 38.74 | 6.32 | 19.51% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 37.13 | 4.15 | 12.58% | |
| SOVF | Sovereign's Capital Flourish Fund | 32.14 | 3.09 | 10.66% | |
| PFOE | Pathfinder Focused Opportunities ETF | 22.13 | -2.72 | -10.96% | |
| VAMO | Cambria Value & Momentum ETF | 36.24 | 3.66 | 11.25% | |
| YALL | God Bless America ETF | 43.04 | -2.04 | -4.53% |
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.