WRND - ETF AI Analysis
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IQ Global Equity R&D Leaders ETF (WRND)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Leading Innovative Companies in Top Holdings
Many of the largest positions, such as major technology and healthcare names, have shown strong or steady performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the ETF’s returns can stay in investors’ pockets over time.
Negative Factors
High Concentration in a Few Stocks
A small group of large technology and communication companies makes up a significant share of the portfolio, increasing the impact if any of them stumble.
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the ETF may be more sensitive to swings in tech stocks than a more broadly balanced fund.
Recent Short-Term Weakness
The ETF has experienced a weak recent month and some top holdings have lagged, which could signal near-term volatility for investors.
WRND vs. SPDR S&P 500 ETF (SPY)
AUM10.75M
RegionGlobal
Expense Ratio0.18%
Beta1.05
IssuerNYLIM
Inception DateFeb 08, 2022
Dividend Yield0.9%
Asset ClassEquity
Index TrackedNYLIM Global Equity R&D Leaders Index - USD - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume83
30 Day Avg. Volume379
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
55.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering180
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WRND Summary
WRND, the IQ Global Equity R&D Leaders ETF, tracks the NYLI Global Equity R&D Leaders Index and focuses on companies around the world that spend heavily on research and development. It holds many well-known innovators like Apple and Nvidia, along with other major tech and healthcare names. Someone might invest in WRND to seek long-term growth by backing companies that are driving new technologies and products, while also getting global diversification across countries and sectors. A key risk is that it leans heavily toward technology and innovation-focused stocks, which can be more volatile and can go up and down sharply with market swings.
How much will it cost me?The IQ Global Equity R&D Leaders ETF (WRND) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed funds because it tracks an index, making it more cost-efficient while still focusing on innovative companies globally.
What would affect this ETF?The WRND ETF, with its strong focus on technology and innovation-driven companies like Nvidia, Apple, and Microsoft, could benefit from continued advancements in AI, cloud computing, and other cutting-edge technologies. However, it may face challenges if global economic conditions weaken, interest rates rise, or regulatory changes impact major tech firms. Its global exposure also means geopolitical tensions or trade disruptions could influence performance.
WRND Top 10 Holdings
WRND is leaning hard into global innovation, with a tech-heavy lineup led by Nvidia and Microsoft, both rising on the back of AI and cloud momentum and doing much of the heavy lifting for returns. Alphabet and Amazon are also contributing, though their performance has been a bit more mixed lately. Apple and Meta, by contrast, are losing some steam and occasionally act as a brake on the fund. With big weights in U.S. mega-cap tech plus key global chip names like Samsung and ASML, this ETF is clearly betting on R&D-driven, next‑gen technology worldwide.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 7.92% | $849.87K | $4.12T | 41.20% | 85 Outperform | |
| Nvidia | 7.22% | $774.70K | $5.55T | 32.19% | 76 Outperform | |
| Apple | 5.78% | $620.74K | $4.67T | 34.93% | 79 Outperform | |
| Microsoft | 5.51% | $591.15K | $3.71T | -0.89% | 79 Outperform | |
| Amazon | 4.76% | $510.56K | $2.79T | 7.86% | 71 Outperform | |
| Samsung Electronics | 4.76% | $510.45K | ₩10.00T> | 230.73% | ― | |
| ASML Holding NV | 3.86% | $414.20K | €573.13B | 120.43% | 76 Outperform | |
| Meta Platforms | 3.29% | $353.41K | $1.57T | -19.88% | 76 Outperform | |
| Broadcom | 2.66% | $285.60K | $1.70T | 6.30% | 76 Outperform | |
| Eli Lilly & Co | 2.63% | $282.74K | $1.08T | 49.73% | 72 Outperform |
WRND Technical Analysis
Positive
―
Price Trends
42.23
Positive
41.83
Positive
39.59
Positive
Market Momentum
0.20
Positive
53.09
Neutral
68.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WRND, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.09, equal to the 50-day MA of 42.23, and equal to the 200-day MA of 39.59, indicating a neutral trend. The MACD of 0.20 indicates Positive momentum. The RSI at 53.09 is Neutral, neither overbought nor oversold. The STOCH value of 68.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WRND.
WRND Peer Comparison
Comparison Results
Performance Comparison
WRND
IQ Global Equity R&D Leaders ETF
43.02
8.02
22.91%
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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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